Investment Q&A

Q: 5iteam: For the same price today of about 11$ per share for near term momentum or long term value how would you rank them ? Tks. Larry

Q: What are your thought on the HCAL Etf?Do you like it or would you prefer EEB or RBNK? Any comments would be appreciated. Thank You.

Q: what is your opinion of the growth of the two names and the likely hood of being taken out by a larger company in the same space, and who would be the likely candidates. thank you.

Q: TGIF,

Please advise your thoughts on SOT.UN specifically with respect to income.

Thanks very much.

Q: Please rank the above 7 stocks in terms of the negative impact a recession-based bear market would have on their price, and also on their ability to maintain their dividend.

Thank you!

Q: I have an unregistered account which we use to generate long term dividend income. There are currently 9 holdings in the red, and 9 still in the black.
I am debating whether or not to sell some of the losers to capture capital losses. Then, in 30 days reasses - either repurchase same or redirect cash elsewhere.
In order of biggest to smallest loser, based on $:
LIF, SYZ, LNF, QSR, TCL.A, ZRE, AQN, BEPC, EIF

In general, I'm quite happy with the performance of this account in this declining market environment. Although the capital has declined a bit, the income stream has been quite stable.

Question 1: Please comment on the merit of this idea. Lose one or two dividend payments now for sure versus banking a loss for future tax benefit sometime. (retired, no earned income)

Question 2: Would you consider any of the 9 names above unsuitable for this account?

Question 3: Which of these 9 names are most likely to have further to fall?

Q: Hi,
David recently asked about a USD Income Portfolio. If he’s a Canadian resident, would you include USD payers from Canadian domiciled companies like AQN, BAM.A, MG, QSR, NTR, AEM, and others so that the dividend tax credit adds torque to the income net net?
I’ve been contemplating that as a strategy so want to make sure I’m not overthinking it. Thanks.

Q: Hi Peter, Ryan, and Team,

Two questions; please deduct credits accordingly.

Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.

Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?

Alternative ideas for each question would be welcome, and as always, thanks for your insight.

Q: If you were going to have a USD Income Portfolio, what would your top 10 equities and how would you rank them. How important is annual dividend increases?

Q: Thinking of a position in Brookfield Infrastructure, is the dividend well covered by cash flows ? This will be a long term hold for retirement.
Thanks Steve

Q: Looking for higher, sustainable dividend income.

What do you think of BHP in that regard?

How Lumen Technologies ( LUMN )?

Thanks again.

Q: FOR SAFE INCOME 5 YEARS +- TERM THE WINNER IS ?

TNX.
DAN

Q: what is your thought on IMO $2.5b tender offer $62 to $78 ? What is my chance of getting $78 for my shares? Would you tender yes or no ? Thank you.

Q: I've been following Southern copper for a while. How safe is the dividend and is the stock at fair market value? Would you consider adding to the site acronyms that are commonplace in investing jargon? Also an explanation of what each means and how they are calculated. For example price to equity or fomo. As an older investor I'd like to be able to keep up with their current terms and meanings. Thanks Steve.

Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.

Q: You mentioned that oil and gas was the best sectors to invest in right now. What companies would suggest that we could buy right now.
Could you name a few.
Enjoy the long weekend. Thanks, as always

Q: BEPC/BEP.UN seems to be one of your darlings in utility/renewables sector and you have been highly recommending it for a combination of growth and income. However, it's one of the worst performing stocks in my portfolio in the past two months and I'm wondering what's wrong with it (or what's changed)? The stock is down 20% while others either just declined slightly (e.g. EQN) or even had gains (e.g. FTS). It looks like, during recent selloff, the BEPC stock is behaving more like a technology stock rather than a utility. Do you have any explanation for such a big drop? Are you still considering this company one of the best utility/renewables investments? Thanks.

Q: Given the current environment and momentum do you see Topaz as a buy at this point a how would you compare it to Enbridge for income?

Q: Hello 5i, Could you comment on CNQ as to the possibility of a share split and if they have split there shares previously. Thanks

Q: Looking for dividends (monthly would be superb). Any US stock with a 4-5% dividend that you would recommend for long term hold (5 years)? Appreciate all your great suggestions!