Investment Q&A

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.

Q: Thoughts on their 1/4ly report.
Thanks

Q: What sectors would you place the above companies?

Q: Hi 5i,
I'm lucky yo be up 100% in KEY over the past little more than a year in a registered account and based on my buy in price I receive a healthy 12% annual dividend. Although I know it can be thought of as a utility I realize KEY is more properly classed as an Energy stock and I also hold significant weight in ENB and TOU, so paring down Utility/Energy weight would be OK. I'm wondering if KEY's future growth and dividend prospects are strong enough that I ought to just hold on to all of this (so far) very good thing, or if it might be both prudent and rewarding to sell 1/2 and buy into GSY with the proceeds. I hold both CM and BNS but in reasonable weights and mainly for dividend growth, and I wonder if looking for some torque from GSY with the profit I've made in KEY makes sense.
I'd sure appreciate your thoughts. Thanks.
Peter

Q: I own TRP, ENB and PPL in my regular investment account. In my TFSA I hold small positions in KEY and SIS. I am retired and looking for income primarily but think 4 pipelines is probably too many. I am thinking of selling either PPL or KEY and buy more SIS. Thoughts and what pipeline would you sell?

Ken

Q: Could I have your opinion on Keyera? Is it time to take profits or hold or buy more?

Q: I am wondering if you have any idea what is going on with Keyera, it is up about 30% in the last 6 weeks or so, and does not seem to be stopping. Would the idea that IPL is in play maybe have someone looking at Keyera as the next possible take out. Would someone with very deep pockets be acquiring shares, possibly a Brookfield entity, thinking if they lose IPL to PPL, they would go after Keyera. I am not complaining, but I have just had to trim my position, and it has been top of mind for a week or so now.
Thanks