Q: What is the difference between TRP and SOBO? Which one would be most effected by the current tariffs? Which one would you prefer for income account?
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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: Hi 5i - what do you think the 10 year prospects are for BCE and Telus? Would you start or add to a position at current prices?
Thanks, Neil
Thanks, Neil
Q: Hi Peter, Ryan, and Team,
US bond yields have recently increased quite substantially due to the self-inflicted chaos caused by Trump. Canadian yields have also risen, but thankfully not as much as in the US. Even dividend payers like Fortis, Emera, and Hydro One have recently been under pressure.
Portfolio Analytics tells me that our Utilities exposure needs to be increased. Since the three stocks referenced are “on sale”, do you think that this could be an opportune time to buy some FTS, EMA, or H? We already have a large holding of FTS, but I’m intrigued by the recent momentum of Emera.
Your thoughts on this strategy will, as always, be of help as we try to navigate through this truly bizarre period.
US bond yields have recently increased quite substantially due to the self-inflicted chaos caused by Trump. Canadian yields have also risen, but thankfully not as much as in the US. Even dividend payers like Fortis, Emera, and Hydro One have recently been under pressure.
Portfolio Analytics tells me that our Utilities exposure needs to be increased. Since the three stocks referenced are “on sale”, do you think that this could be an opportune time to buy some FTS, EMA, or H? We already have a large holding of FTS, but I’m intrigued by the recent momentum of Emera.
Your thoughts on this strategy will, as always, be of help as we try to navigate through this truly bizarre period.
Q: I am puzzled as to why the pipeline stocks have been dropping substantially over the last few days. I would have expected these companies to hold up quite well as they are basically a toll road for oil and gas with a good dividend. I considered pipeline stocks as a good defensive holding. What am I missing?
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Suncor Energy Inc. (SU $59.91)
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Enbridge Inc. (ENB $65.33)
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Canadian Natural Resources Limited (CNQ $45.49)
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Tourmaline Oil Corp. (TOU $61.53)
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Tamarack Valley Energy Ltd. (TVE $8.08)
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TerraVest Industries Inc. (TVK $168.96)
Q: These seem to be your favourites in the O&G sector. Which would you buy at this point?
If they not your top two, please add your recommended company or ETF.
Thanks!
If they not your top two, please add your recommended company or ETF.
Thanks!
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AbbVie Inc. (ABBV $230.84)
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Johnson & Johnson (JNJ $207.56)
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UnitedHealth Group Incorporated (DE) (UNH $328.94)
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Loblaw Companies Limited (L $61.91)
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Fortis Inc. (FTS $70.98)
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Metro Inc. (MRU $98.58)
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Wheaton Precious Metals Corp. (WPM $160.76)
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Agnico Eagle Mines Limited (AEM $234.67)
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Pan American Silver Corp. (PAAS $71.51)
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BMO Equal Weight REITs Index ETF (ZRE $22.05)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.07)
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Hydro One Limited (H $54.17)
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SPDR Gold Shares (GLD $398.60)
Q: Hi,
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
Q: In the 2008 financial crisis Manulife a good mom and pop steady dividend payer cut its dividend that many small investors depended on and Manulife took over a decade to start to recover. I see BCE much the same as many of its stock owners have depended on it for growth and dividends and is in most Canadian portfolios. These small investors once bitten are unforgiving and will not return. What do you think?
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Toronto-Dominion Bank (The) (TD $129.59)
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Canadian Natural Resources Limited (CNQ $45.49)
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Sun Life Financial Inc. (SLF $86.00)
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Fortis Inc. (FTS $70.98)
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BMO Equal Weight REITs Index ETF (ZRE $22.05)
Q: What are your top dividend paying recommendations for a long term hold?
And how does SouthBow compare to them?
And how does SouthBow compare to them?
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BMO S&P 500 Index ETF (ZSP $103.76)
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BMO Equal Weight Banks Index ETF (ZEB $58.84)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.13)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.69)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.90)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $62.17)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.95)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $113.21)
Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs. Rank the ETFs as well
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Duke Energy Corporation (Holding Company) (DUK $117.52)
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NextEra Energy Inc. (NEE $80.27)
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American Water Works Company Inc. (AWK $130.95)
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State Street Utilities Select Sector SPDR ETF (XLU $42.86)
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Invesco Water Resources ETF (PHO $71.59)
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Atmos Energy Corporation (ATO $168.78)
Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks
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Brookfield Renewable Partners L.P. (BEP.UN $37.33)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $42.44)
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Enbridge Inc (ENB $47.73)
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Fortis Inc. (FTS $51.84)
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TC Energy Corporation (TRP $55.81)
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Banco Latinoamericano de Comercio Exterior S.A. (BLX $44.42)
Q: Hi,
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
Q: i picked up some algonquin yesterday. does the stock pay US dividends & should i journal it over to my USD side of my investment account
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Toronto-Dominion Bank (The) (TD $129.59)
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Bank of Nova Scotia (The) (BNS $101.28)
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Canadian Natural Resources Limited (CNQ $45.49)
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Sun Life Financial Inc. (SLF $86.00)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.54)
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Constellation Software Inc. (CSU $3,344.59)
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Fortis Inc. (FTS $70.98)
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Tourmaline Oil Corp. (TOU $61.53)
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Toromont Industries Ltd. (TIH $168.18)
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Miscellaneous (MISC)
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goeasy Ltd. (GSY $131.27)
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EQB Inc. (EQB $103.49)
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D2L Inc. Subordinate Voting Shares (DTOL $14.04)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.04)
Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks
Q: Hi
Is any part of the monthly distribution a return of capital? Or is it all dividend?
Does it all qualify for the Dividend Tax Credit or is it deemed Interest?
Thanks
Is any part of the monthly distribution a return of capital? Or is it all dividend?
Does it all qualify for the Dividend Tax Credit or is it deemed Interest?
Thanks
Q: May I have your current opinion of this company; quality of management and growth. Thanks
Q: Some brokers are downgrading RCI.B from Sector Outperform to Sector Perform and decreasing the target for this stock by almost 15%.
What is your insight for RCI.B looking forward ? Hold, sell or buy?
Any comments on the sustainability of the dividend will be appreciated.
Thanks again for your valuable comments.
What is your insight for RCI.B looking forward ? Hold, sell or buy?
Any comments on the sustainability of the dividend will be appreciated.
Thanks again for your valuable comments.
Q: why are analysts advising or hold or sell when Fortis is close to a 52 week high? I know there are probably as many opinions as there are analysts, but presumably they are informed opinions.
Q: Hi 5i Team,
Pls comment on Pizza Pizza Royalty Corp. 4th qtr earning , same store sales keeps declining again,
Should I still hold it for income.?
Thanks for your guidance as always.
Pls comment on Pizza Pizza Royalty Corp. 4th qtr earning , same store sales keeps declining again,
Should I still hold it for income.?
Thanks for your guidance as always.
Q: What are your thoughts on RB Global prospects in the current environment given trade war and recession themes?
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Fortis Inc. (FTS $70.98)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $42.44)
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Emera Incorporated (EMA $67.34)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $55.96)
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TransAlta Corporation (TA $17.45)
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Hydro One Limited (H $54.17)
Q: What order would you place these for buying right now...and maybe a bullet point as to why or why not for each? Many thanks!