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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: In this market turmoil, with a bear market and very low yields, I would expect the safest stocks both for yield and low price volatility would be REITS and utilities. Both will benefit from low interest rates. I figure utilities will likely benefit from low natural gas and oil prices too. Neither is likely to see profits and revenue impacted due to either the virus or the oil war. Still, both are falling heavily today, anywhere from 5%-9%. I'm assuming these falls are mostly index related, and that over the coming days as the panic selling fades they will start to head up again as people seek safe, reliable yield. Please critique my thinking. Are there REITS and utilities which are Alberta focused you think would diverge from the rest?
Read Answer Asked by John on March 09, 2020
Q: Retired, conservative dividend-income investor with a "buy-and-hold & trim-add around a core position" strategy. At times like these, I take a fresh look at my holdings and ask two key questions. #1 = are there any of my equity holdings that have alarm bells going off? #2 = how safe are the dividends (knowing that no dividend is 100% secure)? The portfolio capital may rise or fall, but it is the continuation of the dividend that is more important.

For asset allocation purposes related to individual stocks (as opposed to sector allocations), I use the following:
5% targets = AQN, BCE, BNS, PBH, RY, TRP, WSP
4% targets = AD, AW, CSH, NWC
2% targets = LNF, MG, NTR
ETF targets = roughly 3-7%

Q#1 = are there any of these equities that you hear alarm bells?
Q#2 = are there any of these equities where you foresee dividend risk?
Q#3 = any thoughts on how I have my asset allocations set up (knowing it is a very personal decision?

Take a bunch of credits. Thanks for your help...Steve
Read Answer Asked by Stephen on March 06, 2020
Q: I never thought I'd see VET at $10.00 Is this a great buy or just a disaster - moreso than it is already waiting to happen?
Is this company sustainable at this number? With anyone but Trudeau at the helm I'd think theres a chance...but with him I fear its all downhill.
Your opinion....does this company survive??
Read Answer Asked by David on March 06, 2020
Q: Thoughts on the CN banks? Low rate environment; Cdn economy hampered economically due to low oil and lacklustre mtg/productivity . How does this factor for growth in our banking oligopoly? I would think the 4-5% dividend yield is relatively safe but I cannot see where the stock price growth would come from other than wealth management divisions and perhaps trading which is somewhat risky. Thanks.
Read Answer Asked by Richard on March 06, 2020
Q: Hi Guys,
Poor Chorus Aviation: Getting hamered (Not justified in my opinion) along with all the airline stocks and then this news:
Chorus Aviation Falls to 52-Week Low As U.K. Air
05 Mar 202011:35 ET
(MT Newswires) -- Chorus Aviation (CHR.TO) was down more than 5% to a 52-week low after the company on Thursday said it has eight aircraft leased to Flybe, a U.K. regional airline placed under administration.

The company said Flybe leased three ATR 72-600 and five Dash 8-400 turboprop aircraft, which, Chorus said, account for less than 5% of the book value of its regional aircraft leasing segment fleet. It said it has a plan to repossess the planes and lease them to other customers.

"We are currently in negotiations with prospects for these aircraft. As noted, these aircraft represent only a small portion of the value of our leased aircraft portfolio," Steven Ridolfi president of Chorus Aviation Capital said in a release.

Chorus shares were last seen down C$0.36 to C$6.04 on the Toronto Stock Exchange, under its previous 52-week low of C$6.22.

Would you continue to hold or possibly even add to an existing position ? Thanks

Dave
Read Answer Asked by David on March 06, 2020
Q: This question was asked almost a year ago. Any changes to the list of stocks you cited?
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Q: Could you please list several divined stocks (no banks ) that might do better in a prolonged recession especially with dividend pay outs. Best first on list please.
thanks

Asked by JOSEPH on March 19, 2019
5I RESEARCH ANSWER:
BEP.UN, AQN, FTS, T, L, BCE, RCI.B, NWC, SAP
Read Answer Asked by Mary Ann on March 06, 2020
Q: Top 5 picks for a Smith Maneuver portfolio of dividend paying stocks for someone in their late 30's?
Read Answer Asked by Jamie on March 06, 2020
Q: I know you really like BNS but with TD at a 52 weeks low, would you pick it over BNS for a long term holding. (Building a position for dividend income)

Also, can you explain me if there is an advantage to own 2 full positions of banks vs 1 of bank and 1 of SLF (knowing that its your top insurance company pick)
Read Answer Asked by Olivier on March 06, 2020
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