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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am reviewing my sector allocation and depending on how I place TRP , ENB, FTS and IPL, I can have up to 14.6 % of Equities or ~5% of Equities in Energy. Can you comment on the following and tell me if they are all in the Energy sector in your opinion : CNQ ( 2%), ENB(3%), FTS(3%),IPL(1%), SU(2%), and TRP(3.5%).
Read Answer Asked by Wayne on January 29, 2018
Q: Hello Peter,
It is a bit sad that shareholders of Canadian energy companies are not able to take advantage of the increase in oil prices as the stocks have hardly moved. I am assuming it is due to the restrictions on pipeline capacity. However, why are Enbridge and Transcanada down? I understand they are impacted by oil prices, but I am surprised at the reaction to their stock prices (downward). Comments please. Thanks very much.
Read Answer Asked by umedali on January 26, 2018
Q: Could you please rank these holdings - in terms of a hold...If i wanted to raise some cash, which would you sell first in order?
Read Answer Asked by Jeff on January 26, 2018
Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?
Read Answer Asked by Rossana on January 25, 2018
Q: Hello 5i team,
Under the energy sector I currently hold MCB and RRX. I am thinking of selling MCB and adding another energy company from the balanced portfolio. I was wondering which of the 3 listed would be the best in terms of growth? All three have a decent dividend but I was leaning more towards Enbridge since it is the largest and most stable of the three.
Andrew
Read Answer Asked by Andrew on January 22, 2018
Q: Hi 5i team. My RIF account has only ETF's except for ENB which is 8.8%. I have 15%EM, 21.3%INT, 21.3%US, 31.5%CDN, and my Fixed Inc. at 4.6% in Pimco PMIF. I am thinking of selling half (or more) of ENB and increasing PMIF or should I put into Pimco IGCF (not in your database) or some other you suggest.
As usual I appreciate your views and suggestions. I am 80, healthy and fully retired. Thanks.
Read Answer Asked by Richard on January 18, 2018
Q: I have $35,000 total room in our TFSA for my wife and myself, 71 years of age. Together we have 60 equities in our Income portfolios dividend long term investing with a 10 year horizon mostly following the 5i Income portfolio. Not wanting to add new equities should I top to ENB, BCE, UTX. Loblaw, NWC, and SPB to get each up to about 2% weight or follow another venue that you may suggest?
I also have a five year GIC ladder in place, cash resource, and defined pension. I feel that with XGD at 1.82% weight I do not need to add to it.
Thank you
Stanley
Read Answer Asked by STANLEY on January 16, 2018
Q: I hold the above mentioned securities in my total portfolio. Some positively,some negatively affected by rising interest rates. Group one (5%)-cpx,Enb& AD. Group two (3.4%)-Reits cuf & kmp . Group three (7.4%)- zpr & Ecn.pr.a
My plan reduce positio in group one esp. Enb and use proceeds to buy cpd.a my concern with cpd.a is fees totaling 2%. Also when purchasing this security there appears to be a trailer fee attached as indicted when I attempted to make a trade. Your opinion please.
Read Answer Asked by Roy on January 12, 2018
Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?
Read Answer Asked by Gordon on January 12, 2018
Q: I have recently purchased ENB, having owned TRP for a number of years. I need to do some sector adjusting and these two jump out as overlapping industries in my RRSP. I would anticipate holding one or the other mid to longer term. Which of these two do you feel would offer longer term opportunity? If I were to sell ENB, I would not be in a rush and would sell on opportunity if it spiked a few dollars north of where they are today and enjoy dividend in the meantime.
Read Answer Asked by Brad on January 10, 2018
Q: Good morning Peter:
Being a senior over 65 , I treat my TFSA as an extension of my RRSP.
With the market being so high and preservation of capital being important, can you give me three (3 ) dividend stocks that I can add to my TFSA for a secure retirement.
Can you also add your reason for choosing these ( 3 ) dividend stocks.
I presently have only banks in my TFSA and I have done well.
Thank You


Read Answer Asked by Jean on January 09, 2018
Q: Can you recommend a natural gas producer. Prefer in Canada and does not utilize fracking to extract the gas due to the negative views and risk of laws coming in to prevent it. As well a company that refines the natural gas and another that transports it. The best in each sector unless one does all three.
Read Answer Asked by Tim on January 05, 2018
Q: These stocks are held in my RRSP . Have had them for several years. Last year they were down and wondering if it's time to move on. I'm a buy and hold investor. Thanks for great service.
Read Answer Asked by David on January 04, 2018
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