Investment Q&A

Q: My wife who is very conservative just put 75 thousand into her tfsa. Could you give me about 10 stocks that i could buy for her that is low risk.

Q: I am down on both companies, probably due to shortages of parts.
Do you agree selling and buying your highest recommended tech growth stocks or any stocks you suggest where short term gains are likely?
Once problems receiving parts appears to be resolved, sell the stocks and buy LNR and MG again.
While it is market timing it appears to be a more predictable type of market timing.
Thanks
Klaus

Q: Hi 5i,

Portfolio analytics is recommending that I reduce my utility holdings 12%. I have held AQN (3.4% weight), FTS (4.3%), BEP (5.2%) and BIP (5%) for four years and do like the dividends and renewable energy aspect. Today's TD analyst comments also gave me pause about being overweight utilities: "As WTI oil and energy prices have recovered over the past year on rising interest rates, alternative energy and utilities in general have underperformed. We believe that a potential rise in interest rates on improving COVID-19 trends and impending
tapering, along with the renewed relative strength in the energy sector, will
further pressure the utilities sector." My questions for you:. 1. where and how would you trim from the above holdings? and 2. your thoughts on the analysis outlined above. Thanks for your guidance.

Q: BIPC's stock price has been struggling as the company sorts through its IPL acquisition. When would you anticipate prices will begin to rise again? (Utilities currently held - in relatively equal amounts - are BIPC, AQN, BEP and NPI.) Thank you.

Q: What is your view on Fortis for a retirement portfolio? Is there another safe utility stock that would provide better growth? Would you ever hold both Fortis and Emera in the same portfolio or is that duplicating a similar type of holding.

Q: In your opinion, which one of these 2 companies has the better growth potentiel in price appreciation for the next 3-4 years ? Both have large addressable market. Thanks

Q: Just to be clear. If I journal a company from my CDN to US account, then the dividends are still subject to the Canadian dividend tax credit, even though they are paid in US funds.

The internet says: "
Since U.S. dividends are not paid from Canadian corporations, U.S. dividends do not qualify for the preferential Canadian dividend tax treatment. Foreign dividends, including U.S. dividends, are subject to tax at your marginal tax rate like interest income."

Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke

Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.

Q: Hi Guys
I think I know the answer to this, but here goes, I own enb, ppl and ala, I have owned ala for a few years and recently have bought enb and ppl, I sold my ppl at a lose. I got lucky with ala as I averaged down when the stock took a beating, I am up on the stock, I sold some and bought enb. I was hoping that the ala would recover to its old highs and increase the dividend, since they cut it by over 50%, but that does not look like in the cards, I am thinking of selling the rest of it and buying more enb, what would you do?, I like the yield and enb and the fact they seem to keep raising their dividend.
Thanks and keep safe
Auftar

Q: When I look at the quoted prices for SLF it gives me a long list of share types you can purchase. I understand that a preferred share acts more like a bond and you don't have voting rights but you get paid dividend payments first and come ahead of the line before common share holders for pay outs. Given the price per share of a preferred share is much less than a common share why would anyone not choose the preferred shares? In essence, I want to know whether to buy SLF common shares or preferred shares, thanks.

Q: Could i have your opinion on alaris equity

Q: Good buy at these levels? Doesn't seem to be any news to explain the weakness. Closing in on a a 52 week low, 3.5% yield.

Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.

Q: Hi 5I,
With China implications affecting Manual Life, would you consider selling my position and purchasing SunLife or would you have another solution?
Thanks, Earl

Q: Hi, what might be the impact on electric utility and renewable energy companies of sustained higher prices of natural gas? I understand natural powers many hydro generation plants. Thanks.

Q: Is there an explanation of why the 4 year revenue growth is so different between BIP.UN and BIPC? Here is the data I get from RBC Direct Investing for 2017 to 2020:

BIP.UN: 3,535.0 | 4,652.0 | 6,597.0 | 8,885.0 for a 4 year CAGR of 26%
BIPC: 1,323.0 | 1,561.0 | 1,619.0 | 1,430.0 for a 4 year CAGR of 2%

Of course the amounts are going to be different, but I expected the growth to be similar between the two. Whaaaat?

Thanks.

Q: Hello 5i Team,
Where would you suggest to park 100K of cash for a year or more??

Ken

Q: Hi team, Is there any hope of a price increase on CJR ? I own these shares at a loss in my TFSA, some of them when Shaw dumped theirs to the public 2 years ago. Dividend is good. I do not really need the money but is it dead money? I’m over 70 and am a bit worried about the market right now, so CJR might be safer than new or riskier purchases in the coming months? Thanks.

Q: What US and Canadian stocks and companies are increasing their dividends on a regular basis?
Thank you for your 5i research.