Investment Q&A

Q: What would be your top 3 Intl ETF's be for income and long term holding.

Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?

Q: Hi!
With Bank of Canada raising 1 percent, I was surprised to see utilities perform well. I understand the sell off in banks would be due to loan losses. Would higher interest rates not be bad for the utilities or is it that these are seen as safety and therefore rising? Do you see utilities like Fortis and Emera as expensive now and would you support lightening up on banks to buy these due to higher risk with banks during potential recession?

Q: would you buy one or both of these stocks Thanks

Q: Hi, Looking to add DS:CA to my TSFA for long term dividend income. Would appreciate your comments on the stability of the income and if you have a better choice to recommend. Thank You.

Q: 7:19 AM 7/8/2022
Our retirement income portfolios are heavily weighted to higher dividend companies : banks, utilities, pipelines, telecoms, BIP and BEP, and CNR.
We are considering adding one or more of the following companies: PKI, EIF, NWC, SLF, TRP.
We would expect them to provide reliable increasing dividends plus some ongoing share price growth over the years.
Could you please indicate what order you would purchase them and maybe a comment or two on each for a very long term hold.
Thanking you.......... Paul W K.

Q: KMI is trading at a fairly high P/E for a pipeline company but it has an attractive yield. Do you see this as a good entry point?
Thanks for your thoughts.
Ian

Q: Hi Everyone at 5i!!!

My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara

Q: Do you see these stocks being hit because of the Rogers outage? James

Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,

This is where I see some relative safety and the best yields.

With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?

Q: As it appears to me we are probably headed toward some level of recession it seems likely that an economic slowdown will be negative for energy stocks such as TOU. First of all do you agree with me that a recession is possible, maybe probable, and secondly if you do do you agree the it may be timely to unload stocks such as TOU or are you of the opinion that energy prices will remain high in view of world wide need for energy, Russia etc
Gord

Q: Good morning. The thought crossed my mind a couple weeks ago that we could be in for a tough winter and thought of putting in a wood burning stove to offset natural gas usage in my home. With nat gas prices hitting the headlines with a 700% price increase.
What do you see for consumers of same across North America this heating season? Are regional shortages a possibility? I know this is a but unusual as a 5i question but your input would be appreciated. If you were to invest in nat gas stocks, or etf's where would you put your money, or has that horse left the trading barn already ? Thanks David. Please take as many questions as necessary.

Q: Good Morning,

I have stayed away from Oil and Gas during the current resurgence having been been burned badly in the past.

The sector, however, has become very hard to ignore.

What would be your top 2 - 3 picks for a conservative retired income investor?

Thanks very much.

Q: Hi, Both BCE and Telus are presently trading about 15% below their recent highs, with general market decline and perhaps due to higher interest rates scenario in the near term. Both companies have announced excellent results and dividend increase, currently yielding 5.75% and 4.75%, respectively. Analysts are generally positive on both stocks for income and some growth and have not adjusted their earnings expectations downwards. Could you please comment on their present and historical valuations.

Our understanding is that Telcos and Utilities are good sectors to own, to protect from market downturn, current as well as in a recessionary environment. do you agree ? Also, when Central banks are done with their tightening cycle, say by 2023 end, do you see the valuations of these companies bouncing back to previous highs, assuming, there is no change to their business fundamentals. Thank You

Q: hello 5i:
today, would you sell (if already owned), AC; and buy EIF (not owned). Why or why not? Would there be 3 or 4 income stocks you'd prefer to EIF in the Industrial space?
thanks
Paul L

Q: Your comments about the proposed acquisition of XTO Energy from Imperial Oil & Exxon would be appreciated. Different strategy from other producers to do M&A vs giving mega free cash flows to shareholders right away as increased dividends, special dividends or share buy backs.
Are they long term trying to emulate Tourmaline’s growth strategy. Comments most welcome. Thanks for ALL you do for us.

Q: I was reading an article recommendIng these high yielding closed end funds. They appear to be blue chip. Apparently CEFs usually trade at a discount and once the market is ready to turn around they will provide additional leverage. When does it make sense to purchase CEFs when there are equivalent etfs?

Q: Could you comment on 4th quarter earnings, higher revenue and earnings. What do you see in the details and comment on future earnings.
Thanks

Q: Hello, I want to invest in natural gas. If you had to choose either Tourmaline or Topaz today, which one would you invest in? The yield is 1.4% and 5.2% respectively, and my understanding is that Topaz is a more natural gas focus company than Tourmaline. Is it better to hold these companies in a registered account or not? Thank you

Q: Wonder if you could update your thoughts on Andrew Peller. Am a long-time shareholder (>25y). Company is profitable, good yield (~4.3%), great properties (and all 4 properties I visited in Ontario this past weekend were quite busy). Why do you think it's trading near 52-week low (and near 7-yr low)? Usually, alcohol-related companies tend to weather recessions (and recession worries) well, but this does not appear to be the case with ADWa/ADWb. Thoughts?

Ted