Investment Q&A

Q: Can you please provide thoughts on ATH Athabasca oil? I purchased the stock earlier this year taking advantage of the dips in prices of oil stocks that seemed unjustified at the time.

I initiated this particlar name at 0.6% of the portfolio and it's now grown to be 1.2% of the portfolio. I have other oil and gas stocks TOU, ARX, CGE, and TVE. I'm not in a rush to sell ATH and the chart looks like it pretty much has free-air above it to go a lot higher... very little by way of chart resistance.

How do you look at the company given current circumstances? Add to it? Hold it? Trim it to not give away winnings?

Thanks!

Q: Hello 5i, I'm looking to strengthen my portfolio and currently own these stocks and others in the consumer stapes category. Is there value in owning all these listed or should i consolidate into a couple. Also how would you rank these on strength of company and the dividend.
Many thanks.

Q: Dear 5i,
Many experts are suggesting that Bonds are very attractive right now because of the high yields.
Can you please suggest some Canadian bond ETF's and Mutual Funds that one might want to do further research on. In your opinion what duration range represents a sweet spot that might offer attractive total return within 3 years.

Q: Dear Peter and team,

Thank you for answering my question earlier about non-correlated assets. Very clear and helpful. For Private equity you had chosen BX as an option (also VXX) and every subscriber knows how much you like BN/BAM :) (I must say that I am tickled by the number of folks in both print and TV media, not just you, are enamored with Mr. Bruce Flatt. A true Bromance!!)

My question is how come not many mention anything about similar European Private equities firms which are publicly traded. Google search yielded CVC capital, EQT, Ardian, Apax...

Which PE firm from the EU would you consider as a reasonable complement for BX/BLK/BAM . Feel free to add any other PE firm that you think has potential.
Many thanks in advance.

Mano

Q: I became an EQB customer just to experience their service and I am very impressed how the whole process works without any human involvement (this means big cost savings on their part) and the unmatched benefits of keeping your cash savings there over the legacy banks. If this is the future, the big banks have a problem of large workforce and the real estate footprint to be maintained. From my point of view it is easier to enter the market from EQB starting point than from the big banks position to slim down. However there is a limit to which EQB can grow that way. Would you be able to asses this limit in terms of EQB market cap?
There are/were smaller/regional banks that entered Canadian banking in the past. How would you rate EQB in this group?

Regards,
JR

Q: Good Morning ,

Could we have your opinion on this new listing from Harvest. Also do you see their risk evaluation as accurate (medium-low). Thank you.

Q: Any thoughts on GROY, US listed, as a royalty corp. Thanks

Q: MP Materials has dropped significantly in price this year. Is there a reason for the drop and do you still consider it a good investment in the rare earth metals space. Is there another name that you prefer?

Q: Good afternoon.

If you had to pick one - just one - Income stock right now what would your choice be?

Look forward to your answer.

Thanks.

Q: I thought the short portion I saw of Chris's webinar was fabulous, very useful.

Can you please provide me with a link so I can watch the entire presentation?

Sheldon

Q: I received the latest dividend for WDS-N and it was $0.78 US$ in my RRSP account however the declared dividend by the company was $0.80 US$. Is there any explanation for this? Also in my brokerage account under Income details it stated that the dividend for September 28th was $0.80 US$ per share.

Thanks in advance.

Brendan

Q: I have a fairly balanced portfolio and $20,000 cash in my one of my RRIF accounts. It is invested in TD8150 and currently paying 4.6% interest.
I also hold some shares of ENB in the same account and noticed that the dividend is now ~7.8%
What is your opinion of using the cash to buy ENB... better dividend and opportunity for some capital gain..!

Q: I like both, but only have sufficient funds to add one of the listed stocks in my TFSA. Which of the two does 5i feel has the higher growth potential over the next few years?
Thank you. Edward

Q: We are dividend investors in our late 70’s. We derive most of our income from dividends. Recently we sold about 200,000. Worth of Enbridge and are looking to reinvest. We have short listed some companies above and would like your opinion on them. Also if you have any other suggestions we would welcome your ideas. We are looking for solid companies with a good dividend that also increase their dividends.

Q: If I am strictly interested in income, is there any reason to buy a GIC at 5.75% when I can get 13 to 15% from umax and hmax distributed monthly? Also are these products fairly safe over the long term. Thx, James

Q: The debt to equity of the company is 220% is this not a concern with the higher interest rates?

Q: I recently noticed that I had been given Rights by Constellation software which ended on Sept 28. I have done nothing about these Rights, so will there be any consequences, tax or otherwise that I did not exercise them. I am confused what these Rights meant and I had not looked at my account for a while, so I must have missed the information. Can you explain what I should have done and if there are any tax consequences of having done nothing. Thank you

Q: Hi team
I am disappointed for the pull back and I have held it for awile
wonder if it is a decent move to sell 50% and buy GSY
are they in the same risk category and both undervalued?
both pays a dividend which is nice

thanks
Michael

Q: With a 5 year time horizon, would you recommend initiating a position in BEP.un? Any concerns about the dividend?

Q: About 15 months ago I bought Telus in a none registered account. Sell it and take tax loss. Buy BCE or ENB or do nothing