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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: As a follow up to my last question, do you think Keyera is better than Pembina in the sense that it is almost exclusively natural gas processing, storage, etc. vs Pembina that has more exposure to oil. I understand that Keyera is much smaller, but given that I also own Enbridge size is not my biggest concern as long as its big enough.

Thanks,
Jason
Read Answer Asked by Jason on June 16, 2022
Q: I have had both of the above for quite some time.
In this environment with supply chain and overall disruption what is your analysis of these two stocks going forward.
Also NUE where would yo see this going over the year.
Thanks very much. Happy Fathers Day to you who are Dads.
Read Answer Asked by Maureen on June 16, 2022
Q: Hi Guys,

Which 20 lower risk stocks would you recommend to build out a $2,000,000 portfolio that will produce $ 80,000 in dividend income?

Would you want to spread out the risk and be in many sectors and stay only in Canada to take advantage of the dividend tax credit laws?

How much of the div is taxed if it’s a U.S stock compared to a Canadian stock?

Thank you for all your help & great services

Nick
Read Answer Asked by Nick on June 16, 2022
Q: How do we follow Peter or Ryan on twitter?


Sheldon
Read Answer Asked by Sheldon on June 16, 2022
Q: Dear 5i team.

Please provide an updated view of FLOW given recent Q results reported.
It's fall from IPO to current penny stock status is alarming. What ,in your view, does the Founder/now CEO need to do to right this ship and get the stock back to IPO levels? Can you give us a sense of the numbers they need to achieve to make this a possibility?

Many thanks for your insights.
Read Answer Asked by Arthur on June 16, 2022
Q: Hi! I'm researching midstream companies. They all have a lot of debt given the capital intensive nature of the business. How do you evaluate if it is too much debt. All the ratios seems high, but they're like that for all the companies. For example, PPL has LTD of $10 billion and total equity of $14 billion, almost 70%! KEY has LTD of $3.7 billion or there about and not equity since it is in a deficit position. Help please!

Jason
Read Answer Asked by Jason on June 16, 2022
Q: Good day team,

First things first, thanks for your steady advice during this downturn. A calming voice is very much appreciated.

My portfolio so far is adequately diversified. Believe it or not it is still up on the year. I have some play money which Im planning on using to make a bet against commodities, in particular copper and/or oil and gas. One idea comes to mind is buying puts against TECK. Any other suggestions? Either stocks or ETFs?
Read Answer Asked by Seamus on June 16, 2022
Q: MU was a sell according to https://seekingalpha.com/article/4518385-micron-demand-and-pricing-declines-on-the-way?mailingid=28065169&messageid=must_reads&serial=28065169.372026&utm_campaign=Must%2BRead%2BJune%2B15%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads
Time to sell or do you think there is more upside?
Read Answer Asked by Steven on June 16, 2022
Q: I am thinking of investing in these three ETFs because I believe we are getting near the bottom of the market and all three of these ETFs have good growth prospects over the next 2 years. Would you agree with my thinking?

Thanks. David
Read Answer Asked by David on June 16, 2022
Q: I am considering HTA for my RRIF. I understand the higher than dividend income received is because of their covered call practice.
Is their covered call income impacted by the recent sector decline and how so ? Does this income vary depending upon their practice and if so, how do they maintain their consistent distribution? HTA has been touted as an investment vehicle safer ( less decline) than owning the individual stocks because of the covered call strategy , has this proven to be true ? Thanks Derek
Read Answer Asked by Derek on June 16, 2022
Q: Hi Ryan,
Several years ago I engaged with 5i for a portfolio analysis. I'm a recently retired investor. 5i strongly encouraged me to include a fixed income component to stabilize portfolio fluctuations and lower volatility.

With that advice and for tax purposes I purchased XBB, CLF, and PMIF into my RRSP. Now that the interest rates are marching steadily upwards I'm in a significant capital loss situation on my portfolio's bond allocation.

At this point do you suggest I just hold through the cycle and absorb the loss or should I sell and reallocate funds? Perhaps into some solid Canadian dividend payers? (eg. GWO?)

As always, much appreciate your advice and guidance in these unprecedented times. Thank-you.
Read Answer Asked by Maury on June 16, 2022
Q: Hi team,

If inflation is actually such a problem (and not just supply chain/staffing issues) why do you think gold has not performed far better?
Read Answer Asked by David on June 16, 2022
Q: Is there a REIT or two that provides high growth potential and high dividend yield. Given the current market circumstances, I might be able to get something at a deflated price.
Read Answer Asked by Matthew on June 16, 2022
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