Investment Q&A

Q: All these stocks have done well do you see much more upside and will they stay up with the price of oil.

Q: Hello 5i,

My overall portfolio weighting in energy has grown to 20.49% and I am looking to trim and/or get out of a position in the next few weeks/months.

I currently hold SU 9.62%, TOU 4.74%, PXT 1.11%, KEY 1.07%, ENB 3.95%.

Leaning towards selling my entire position on PXT and some of SU but would appreciate your opinion. I still have a high conviction in the energy sector but I am uncomfortable with my overall weighting in it. Would greatly appreciate your thoughts and how you would rank each stock to each other.

I am also underweight in industrial/healthcare/utilities and looking to purchase a stock in those sectors with whatever i sell in energy. Would appreciate a recommendation in each of those sectors.

Please deduct credits for above as you see fit and thank you again for all that you do.

Q: Good Morning,

For yield - I am considering adding to or acquiring many of the above noted stocks.

Please rate in terms yield, growth potential and safety.

Also add any others I might consider.

Thanks very much.

Q: Just your thoughts on both please, already have small position in SPB but thinking of moving into KEY. Similar dividend but maybe better capital appreciation with KEY….thanks

Q: Would you share your thoughts on their 1/4 please.

Thanks

Q: Hi Everyone at 5i!!! I am looking to add some income trusts to my retirement portfolio to create some dividend income. What are your thoughts on the following as possible candidates: AD, FRU, and KEY. Cheers, Tamara

Q: Good Afternoon,
I would like your opinion on which of the above stocks would be a better buy for growth and income for a multi-year hold.
Thank you,
Jane

Q: Hi Peter, Ryan, and Team,

Like many members as well as 5i, I am increasingly frustrated with PKI. For example, it dropped 5.2% on January 18. :(

We hold PKI in both my wife’s and my RRIFs. Both holdings are still up, but I’m considering exiting PKI while we’ve still made some money.

I was considering equal purchases of SU, CNQ or CVE, TOU, and KEY for each RRIF (2 for each RRIF). Would you be OK with such a move? Please rank these 5 stocks for safety and upside.

Another move I was considering is to raise our US exposure by buying Vanguard’s ETF VDE. (According to Portfolio Analytics, we’re underweight in the energy sector, as well as USA). Would you endorse this purchase, which would be for our non-registered account? Am I correct in assuming that any withholding taxes shouldn’t prevent this purchase in a non-registered account?

I also manage our son’s TFSA, and unfortunately his holding in PKI is down by quite a bit. I intend to hold it, but would certainly exit it if 5i drops it from the Balance Equity Model Portfolio. Is 5i considering such a move?

Please deduct sufficient credits, and thanks as always for your insight and guidance.

Q: Would like your in depth opinion on investing in these 2 stocks for income and growth. Thank you.

Q: Please rank these 3 from perspective of someone soon to be retired. Need income; a degree of safety and hopefully some growth (dividend and value)

Thanks,

Q: Please rate in order picks for dividend income and growth

Q: I was going to sell 2 energy stocks . I am underweight in industrials, materials consumer discretionary and consumer staples.
Could you recommend your top two Canadian companies in each sector for growth.
On the other hand would it be just as well or would you favour Canadian ETF for each sector and could you list your favorite for each sector?
Thanks
Jeff

Q: These companies pay high dividends. Any red flags?
Are the dividends relatively safe?
Thank you.

Q: Keyera is down big today was their quarter that bad.

Q: The yield on CDZ is 3.0%, if I buy equal amounts of the top ten stocks, the average yield is 5.48%. What accounts for the 1.48% difference in yield and is the risk proportionally higher buying the individual stocks than buying the EFT

Q: Top 10 CAD Dividend Growth picks for RESP? 15 year time horizon.

If you have a link to such a portfolio would be happy to see.

Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi

Q: I have a small profit on KEY but I've been disappointed in the lack of growth recently and I was wondering if I could do better with PPL. Yields are about the same but I would prefer more growth. I already have lots of ENB and TRP in a well diversified portfolio. Appreciate your thoughts.

Q: Seems to be getting sold off ,despite decent results and guidance.Is this sector weakness and a buying opt to add?

Q: What do think of Keyera's latest quarter.