Investment Q&A

Q: Do you still consider Enbridge as a long term hold?

Thanks
Paul

Q: I hold both BEPC and BEP.UN in my RRSP, should I consolidate these 2? If yes which one should I sell, looking more for growth vs income?
Thx
Nancy

Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?

Q: Can I have your thoughts and analysis on these two Brookfield company's recently announced earnings. Thank You.

Q: What is your outlook of communication stocks going forward?
I hold BCE and the stock has been going sideways.
Do you see the stock outperforming in 2021 ?
Thank you

Q: Own both companies. What are the prospects of both over the next few years. Do you prefer one over the other?
TSteve

Q: Can you give us your concensus on Suncor's quarter and outlook?
I have several hundred shares that average close to the present price.
Would you hold, sell a portion, or dump them all?
My feeling is with time they may climb back some, but it's risky with all the rush to green companies whether they've proven themselves or not.

thanks, Paul

Q: John O'Connell commented at the money show that ENB is a ponzi scheme based on its overpaying dividends and then having to go to the market to raise the necessary capital to complete their capex plans. Sounds a little harsh. Comment?

Q: I own bce in my rrsp account. I know it has a good dividend but the stock has been flat for the last few years. I was wondering if you could recommend another dividend stock that was relatively safe but would have a bit more growth potential.

Q: Hi 5i-ers -
Could you please let me know what your 5 best high value monthly income payers for ETF's and stocks might be.
Thx & continue to Stay safe! - Doug

Q: Greetings,

1) What are the latest Dividend payout ratios? My sources are giving numbers that seem all over the place.

2) If a dividend cut was on the cards, how would you rank which company is most likely to reduce or cut?

Many thanks!

Q: With Biden cancelling the Keystone Pipeline project, do you still see PSI as a profitable long term investment?
Thank you.

Q: What do you make of the news that regulators OK ed enb line 5 permits ?

Q: Hello 5i

Could you please let me which option below you’d select and what would be your favorite dividend grower with stock appreciation to add new money to? BCE is yielding 6% and is either

1. A great gic as it pays a solid 6% return but business is flat and will not grow.

2. A shrinking business and will lower in value going forward.

3. A growth and income stock that provides a great yield, continues to increase that yield and will growth the business business (worst days behind it)

Q: Hello -
I have a concern about the grossing up of Canadian dividends (non registered account) affecting my OAS when I reach 71. By that time I will be forced to RRIF, I'll have my CPP, and I also have a company pension that I will be drawing from prior to that.

I know you are not tax experts, but wondered if you see anything wrong with my thinking here. I am leaning more towards lower paying dividend paying blue chips in that non-registered account. I already have ATD.B and CNR. Are there any other quality Canadian companies that you are comfortable with in this "lower dividend" category?

Alternatively I was thinking I could "swap" some investments. i.e. have more Canadian dividend payers in my RRSP and have my emerging market ETF's - ZID and VEE - in my non-registered account. Do you think this is worth considering?
At least those dividends would not be grossed up. Although the trade-off is that you lose the dividend credit.......sigh.

Q: greetings.

how do we calculate the yield on LIF.Un given the 'special dividends' paid out on an adhoc basis. For example, i think we just received a special dividend today of 1.80. How much of that amount is the regular dividend and how much is the special dividend. I can't find any details about their payouts.

Q: I want to build an American ETF portfolio of 5-6 ETFs that pay a decent (4%-5%) yield. I have historically bought Canadian hedged ETFs for that purpose however I think there is a possible currency advantage to be had. I have looked at many many ETF questions in the 5i ETF folder and they seem to be very Canadian based. Would you be able to suggest 5-6 US based ETFs or more if you want to add a few more.
Thanks
Norm

Q: Hi 5i
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim

Q: Hi 5i,
Thank you very much to 5i for helping me grow my new account significantly since April 2020 where I have a mix of growth and dividend stocks based on your advice. I definitely outperformed the indexes! Can you provide me with a list of 12-15 stocks in various sectors with growing dividends as I am now looking to reduce the volatility of my stocks? I am fine with US stocks as well.
Thanks very much

Q: Hi team

this one has pulled back quite abit for a few days
(premium over the bep.un shrinking ?)
any fundamental reasons ?

I can add on to the pre-existing position
for dividend income in a non-registered account

or should I hold and wait for a few days for a bottom to form?
thanks
Michael