Investment Q&A

Q: Kindly comment on the CJ 2023 second quarter results and the forward guidance. Thanks.

Q: Hi 5i
I own GXE in a TFSA and in the midst of today's bloodbath the value of my holding is down 45% from when I bought quite some time ago. There's not an overly significant amount of money involved and I can ride it out if that's the thing to do, but I would like to minimize my losses as effectively as possible.
With that in mind, what would you recommend I do - sell, hold or buy some more at the current depressed price, and why?
Thanks 5i, I look forward to your thoughts.
Peter

Q: I need to increase my weight in the consumer cyclical so I am looking at QSR and AW.UN. Would you buy both or only one? If only one is to be bought which one would you prefer?

Thanks

Q: By the end of this year, I will set up a RRIF. I would very much like to have dividends fund the expected withdrawal of 5 to 6%. There are many TSX stocks which will help achieve this goal. For example, ENB, BCE, BNS, CM, PPL, MFC, SLF etc. Currently, my RRSP is 67% CDN$ and 33% US$. I am having great difficulty finding anything in US$ that comes close to the dividend yield offered by the CDB$ stocks that have listed. BTW, my CDN$ would have about 15 positions. Big Question: How to achieve my goal with the US$ component of my RRIF? One obvious option is to move to funds CDN$, but that goes against country diversification which you often note. I am not very keen on US stocks or ETFs that pay a 2.5% dividend. Your thoughts and recommendation would be greatly appreciated. Thanks Dan.

Q: CGO: what is going on with this company? Shares been sliding for a while. They do seem to carry a lot of debt. Buy?

Q: Hello Peter
I have a 2 percent weight on the two stocks. Is this a good time to add as they seem to be ticking higher and the dividend is attractive? Thanks very much.

Q: Your opinion on Capital Power Corp please? Buy, Sell or Hold?

Q: Thoughts on today's announcement regarding TRP?

Q: Hello 5i team,
I have held the US stock of Brookfield Renewable Corp for a bit over 2 years. For that same time, BEPC has been on a steady but very slow decline (-23%).

Back when it was a REIT (BEP.UN.TO) I did very well.

In your opinion what are the prospects of this slow decline turning around? I wanted to add more because I still believe in the quality of the company (part of my utilities sector). Plus they have steadily increased their dividend ~5% every year since it's inception (July 2020).

Thank You,
Andrew

Q: good morning,

I'm overweight communications services, own BCE,T,DIS and GOOG. Telecoms are for dividends disney for a recovery if and when Iger sells TV and streaming business. Not selling GOOG which is more hybrid .If I where to trim telecoms where can i find a similar dividend stream.
Also is there any way to split google in portfolio analytics between technology and comm services. What are the percentages?

Thanks (gratefully)

Plenty of credits left

Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?

Q: Purchased this stock earlier this year in a registered account. Down about 20% in a few months . Timing was not good. Should keep the stock for long term or move on. Prepared to hold. Thoughts ?

Q: Do TCN and EIF have DRIPS? If yes do they offer a discount?

Sheldon

Q: 1. What will be the effect on TC Energy stock prices if Coastal Gaslink project price increases by a further $1.2B?
2. What will be the effects on TC Energy stock if TC is forced to reduce operating pressure on Keystone pipeline?

Q: Hi!

Often a big dividend means danger. Why is this not the case with ENB which is sporting a %7.3 yield right now?

Also...again...I seem to have missed some great price moves. Any others stocks that feel "due" for an upward move?

Cheers,
David

Q: Thoughts on BCE and H as long term investments at these levels? Are they mainly income stocks at this point or do you see some growth long term?

Q: What is the 6 month outlook for Canadian oil producer shares such as SU?

Q: Hi, We have held a full position in ENB for many years and added a 1.5% position in TRP about a year ago, at $60-61, in a Non-Regd account, for Income/Growth.The investment, however, has been a huge disappointment. The endless cost issues with Coastal Link pipeline project and no clear timeline is now widely known. Are you aware of any catalysts in the near future ?

Over numerous comments, you have clearly indicated your preference for ENB and there being no particular need to own both companies. Based on the current scenario, would you support moving out of TRP ? Now or wait for the quarterly results ?

And, if we decide to sell the whole position ( and at least book the capital loss), what would be a reasonable price level you would use?

Thank You

Q: Do they pay their dividend in Cdn or US funds? Would you put QSR in registered or non?

Thanks


Sheldon

Q: The dividend currently appears to be at an all-time high. Are there currently any concerning factors that Telus might reduce its dividend? If you believe that the stock is not likely to lower its dividend, what would be the factors that would lead to a dividend decrease? And what would need to happen for Telus to lower its dividend?
Thank you very much for your insights and guidance