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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: How do these Companies return to Shareholders, without increasing the likelihood of making themselves a target for a takeover ?
Read Answer Asked by Cacey on February 22, 2022
Q: Hello 5i, could you please comment on SPB earnings and and potential and whether you feel today's early drop is a buying opportumity for the income portion of a portfolio.

Also, in general , how closely do you feel , relatated to overall Energy Sector perfomance will SPB move over the next few years, Is their acquisition / growth strategy still intact ?

thanks/art
Read Answer Asked by Arthur on February 18, 2022
Q: hello 5i:
We're looking for a decent income stock and are considering EIF. We already own about a 1.5% position in AC. Are the companies businesses too similar in that they are both tied to the airline business or is there sufficient difference to own both? And what are your thoughts on the present valuation of EIF?
thanks
Paul L
Read Answer Asked by Paul on February 18, 2022
Q: Hello,
I have a decent amount of exposure to names such as Brookfield Renew., Enbridge, Fortis. Should we expect a large correction in these names if rates increase faster than expected (if so what would be your wild guess in % for a correction?) I am a long term holder and don’t need the income. I was hoping that rate increases would be mitigated by the inflation we are experiencing. I am trying to decide if I should sell some and replace with financials and technology. I am slightly overweight utilities and main reason was for stability / safety. Thank you!
Read Answer Asked by Pierre on February 17, 2022
Q: Hi 5i,
Was looking to add to my half position of FTS and came across this news.... heading.....

"Veritas Downgrades Fortis to Sell from Buy, Keeps CA$57.50 Price Target."

Can you provide any insight on why they would consider FTS a sell and would you agree?
Would you be comfortable adding at this price for 2-3 yr hold or would you wait for maybe better entry point?

thx
Jim
Read Answer Asked by jim on February 16, 2022
Q: Would you please suggest 5 Canadian companies and 3 US companies that have dividend yields of at least 3.25% annually that have a high probability of capital preservation over a five year time frame? Thanks for your great advice,
Read Answer Asked by Bryan on February 16, 2022
Q: My wife has $75,000 to invest in her TFSA, in which she is also holding 100 shares of TD Bank along with 100 shares of TD in an RSP. She is retiring in a month has a defined pension plan, CPP, OAS. But she is still looking for dividend income either monthly or quarterly to supplement her income.
We are looking at going with "Beating the TSX Portfolio 2022" but also looking at ZWU and ZWC which look like they could bring in more income but higher fees. What are your thoughts? Thank you.
Brian
Read Answer Asked by Brian on February 16, 2022
Q: Greetings,

Trying to reduce REIT holdings and would appreciate your advice: I don't mind keeping both but if one was sold and all the proceeds used to buy the other, then which one would you prefer to keep adding to? Both classified as "retail" . Which one has more potential to keep growing?

Many thanks!

Read Answer Asked by Arzoo on February 15, 2022