Investment Q&A

Q: I'm considering buying Surge Energy on the recent weakness. What are your thought? I like the dividend. But, what are the prospects for recovery on stronger oil prices? Is there a company you think presents a better opportunity at today's prices?

Q: Good day,
Can you tell me why there was such a big volume spike in CBO today and is that a good or bad thing. Thanks

Q: Hello guru's,

I currently hold equal weight in ATD.B and L. Both are off a bit, but no concerns. Question- is there any point in consolidating to one security or it is it preferable to remain diversified.

Bonus question, I have ZCL, OTEX and GSY and are all down 10%. I am underweight in KXS,NFI and SJ. Do you see any point in moving into the underweight stocks, at the cost of the trading fees, in the hope that there is any upside.

I have no problem waiting out an upturn in the market, how ever long that takes.

Thanks as always.

KC

Q: Just wondering what your thoughts are between purchasing ALA or the receipts (ALA.r). The receipts always trade at a slight discount to the regular shares. Thanks for any info you can provide.

Q: Would you buy at these levels or wait for further declines?

Q: Could you please list a few efts Canadian and US that would protect from a down turn in the market.

Q: The new offering appears to be at a significant discount. What is your recommendation going forward? Hold what I have, buy more at the discount price or sell? Thanks

Q: Hi 5i team,
I currently have the above ETFs. I find that the dividend are a bit low (~2%). I was wondering if there are alternatives to the above in the 4-5% dividend range for income?

Andrew

Q: In my portfolio I am overweight in Canadian Financial (Banks) and the US tech stocks, but I have no exposure to the Materials sector (except gold.) Can you please recommend me a few materials and mining stocks (in the order or your preference) or do you suggest an ETF.
Based on the recent weakness of the sector is this the right time to get in this sector? or do you suggest that you should stay away

Q: Can you give your thoughts on holding this ETF for a long term hold. I have some for a few years and have done well and was thinking of increasing my allocation.

Q: Hi,
I looked at the Thomson Reuters Report dated for today's date - 2017-06-15. On page 3 of the report it shows the 12 month Price Target mean price as $10.10 with a a Target vs Current upside of +15.4%.
The problem is TCN is currently already at $11.55 as I write this. How can they put a report out with todays date calling for 15.4% upside when the price is already beyond their highest 12 month target price?
I thought the Thomson Reuters Reports were a nice "confirmation" tool as they rate Tricon a "10" but now I don't know if these reports are even worth looking at. I have noticed other similar anomalies in other stock reports with them. Can you clarify what is going on here?
Thanks.

Q: Do you have any insight as to why the continual drop? Thank you,

Q: Would you recommend I switch from IPL to ENB in my portfolio?

Appreciate your insight.

Paul F.

Q: Good Evening 5i,
I need to add a "communications" company to my dividend fund. I would appreciate it if you could rank T, BCE, RCI.B and SJR.B for me. I'm planning on a 5 year hold and hoping for reasonable/modest annual increases in both the dividend and share price. Would you recommend 1 full position or 2 half positions?
Thanks for your great work as usual.
Dennis

Q: What is happening with ITC today? It seems trading has been halted but I don't see any message in that sense.

Q: So with both dropping with the market, which one would be the best buy for a growth holding and safety, do not own either one?
Thanks again.

Q: Any comments on the 5%+ drop today. Would you recommend adding to this level. The stock is up 90%+ in last one year so would this be profit taking? I do not see any negative news. Thank you for the answer.

Q: Hi there
What are the arguments for holding on to MX and ATD.
Also, is it time to sell off some SHOP?
Thank you for your advice, as always.
Margita

Q: Hi Gang, took a look at my portfolio and noticed CRH, ITC and ZCL have done nothing YTD, was wondering your thoughts on replacing them with ECN and CCL.B, keep up the great work.

Thanks
Anthony

Q: adding to the pile of questions on ENB that you have been getting lately :) I gather the stock is down almost 12% YTD excl dividends due to lower oil prices and also being a sort of bond proxy so as rates rise people look elsewhere for equivalent risk free yield. The current yield, based on a full year at the current quarterly payment rate, is close to 5% and the company has stated a clear path to raising the dividend in the future. While short term rates are rising it doesn't look like long term rates are moving in the same direction. Given the spread between ENB dividend and long term bond rates do you feel investors are getting enough of a premium to invest in ENB and would you be a buyer here for a 5-10 year hold?