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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: Dear 5i team,
I’ve read all (I think) replies to questions referencing these companies, in the last year or so.
I’ve read views that seem so different to what my brokerage says (TD). For example, member Helen noted she was done with SU. I was happy to see you still think it’s best for its sector- TD lists a bunch of analysts who collectively think its a strong buy, as does a couple of reports they include in their screens.

Why are some stocks being rated strong buy but some folks want to sell them for tax losses, or won’t buy them at all?

I can’t see energy (and businesses that serve energy) not getting back on track mid term. Do you agree? Mid term in my mind is 3-5 years. I was thinking that if an investor bought say SU at $18, it moved to $36 in 3-5 years, that is doubling one’s investment. Is that not good enough, or is the underlying issue not doubling one’s money but that it’s high risk of big loss instead?
While I’m using SU as example, I thought these questions were relevant to all these co’s.

Would you think an investor was silly to buy some of all these today?
Please provide the ‘why’ for your opinion, thanks so much.

Please use credits as needed. Thank you ! :)
Read Answer Asked by Hilary on October 05, 2020
Q: Hi, I believe you favour BEP and AQN in the renewable space but how would you rank NPI, INE, and CPX in terms of size, safety and growth and also relative safety of the dividend? Thanks.
Read Answer Asked by Gary on August 11, 2020
Q: With a 5-10 year time horizon, can you recommend any dividend stocks which have stable dividends and high yields due to current market conditions? I think that RioCan and Enbridge both fall into this category and would be interested in similar stocks that have a yield in the 8-10% range.
Read Answer Asked by Jamie on August 06, 2020
Q: Would you please rank these companies in descending order of dividend security.
Thanks; also BRF.PR.C:CA
Read Answer Asked by David on July 20, 2020
Q: Hi. I would characterize myself as an income investor, but like many others am also trying to position myself for "conservative growth".

I currently hold 3% positions each in BIP, FTS, BEP and a 3.5% position in CPX. I also have a 4% position in ENB (I see it as a pseudo utility/energy).

I'm down about 5% on FTS and BEP, even on BIP and up 15% on CPX.

I'm thinking of selling FTS at a tax loss and picking up AQN for the higher dividend and what I see as better potential for growth.

I may consider adding FTS back in at a later date. What do you think of this strategy, or would I be better to leave things as is? Do you see BIP, BEP, AQN and CPX as having better growth potential in the next 1-3 years? What would be your recommendations given this mix of holdings?

Thank-you in advance.
Read Answer Asked by Cory on July 06, 2020
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
Read Answer Asked by Roy on May 29, 2020
Q: Hello team,

I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?

Thank you so much,
Read Answer Asked by Stefan on May 28, 2020
Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.
Read Answer Asked by Roy on March 27, 2020
Q: Hello,
I'm a looking to invest in dividend stocks. Currently I would like to increase my exposure to the Utilities sector. Given the current economic conditions, which of the above stocks are most at-risk of cutting or reducing their dividends? Also, of the above, are there any standouts that you prefer? I am also looking at AQN and FTS aswell as BEP.UN and BIP.UN.

Thank you
Read Answer Asked by Adrian on March 20, 2020
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