Investment Q&A

Q: AI dropped more than 10% today on a rare day when the market finish d higher. Do you know what might have caused this? I can can find no good reason for the decline.

Don

Q: MIC is down about 50% which seem a bit excessive... I've held them for a long time and loved the Brookfield bump, the recent special divs. Would appreciate your thoughts before I double down. It would probably be safer to just buy one of the big banks but they haven't dropped 50%...I saw in the question archives that you ranked it "ok" as a high risk high yield option. 2 days ago.

Q: I currently don't have either of these companies in my portfolio and need to add to my industrial sector. Both are related to the aviation industry. Which of these do you see as being a better long term hold and why? Do you have any concerns around the sustainability of either? Any debt concerns. I do like the much higher income potential with EIF, but don't wish to be short sighted either. Your feedback is appreciated. Thanks!

Q: Hi, I already own ENB but wanted more exposure to mid stream companies. Can you please recommend a couple of your favorites? Thanks.

Q: At this level, what are the implications of a 50% cut to the dividend? How could it go any lower?
Why does it show such a high valuation when compared to peers?
I see that insiders are buying.
Thanks so much!

Q: Is ACI deal is called off. It seems that investors think it may not go through. Your assessment of the situation is much appreciated,

Thanks

Q: Hi 5i: I hold ENB.PR.Y; ENB.PR.H and FFH.PR.K in my RRSP all of which are down over 50 per cent but have provided some income. In total they represent about 2.5 percent of my portfolio.Given the fixed nature of this payout and my little interest in preferred shares, I am wondering whether it would make sense to sell these and top up some of my other blue chip dividend holdings which are down (e.g. BIP, Telus, Royal Bank, BNS, TD, FTS) and hold a better upside over the next couple of years? Appreciate your advice as always …now more than ever.

Q: If I were to average down on these stocks which would you buy first and are there any in which you would not buy at this time. Could ECN go under if things don't improve over the next 6 months. Thank you.

Q: What percentage of CPD is in resets these days? It sure has been getting hammered.

Q: just wondering your thoughts on the pipelines right now. are the dividends safe at such high yields. would you be a buyer? also i have held EIF for a long time. is divy safe and would you purchase more?

Q: 7:50 AM 3/18/2020
Hi
Are you suggesting selling A&W in your reply this morning to Andrew on March 18, 2020. You said "YUM and CBRL have debt. AW.UN also does, and its cash flow depends on restaurant sales' royalties. We would be very very cautious here. It is better to miss out on a potential gain than to watch capital potentially disappear. "

Do you think A&W will survive till the virus crisis is finally over and patrons return?
Thank you............. Paul K

Q: Hello there,
I know oil is ugly here but looking at these two. Which one has the stronger balance sheet and are there any dividend sustainability issues? Suncor literally just increased their dividend 11% last month and announced a buy back. I think they would lose a lot of credibility if they turn around and cut it now? easier not to proceed with the buy back?
thanks

Q: Can I please get your opinion on the above stocks? Would you consider these bargains at these prices if one is expecting this turbulence not be last longer than one quarter? How sustainable do you view their dividends if we enter a brief recession? I'm wondering whether to get greedy while others are fearful.

Thanks for the great service!

Q: Dear 5i team,
Would you have concerns to buy a really small number of any of these, say 50 shares, none are in my portfolio. The prices seem very attractive and I have not sourced key info that would say ‘no’ but I’d like to check in with you in in case I’ve overlooked something.
Which would you say is best, and no worries if you consider them all a ‘no’ right now.

In the energy arena, in light of several posts about bankruptcies, could you enlighten further please:
- are there any that stand out as being at greatest risk of that happening
- for big/medium names like ENB, CNQ, SU, KEY for example, would you consider them solid enough to be ‘immune’ to bankruptcy (assuming they are not in your group of ‘greatest risk’)

As a dividend investor, do you as a team ever produce a list of stocks most at risk/greatest likelihood of cutting dividends? Are most investors surprised by dividend cuts or is there a set of clear indicators that a cut is coming?

Thank you!

Q: Pembina seems to have taken a much bigger hit than Enbridge. Why?

Q: Of these two companies do you have a preferred pick? How does each look ion terms of debt in your opinion? Or is there another oil play you like better? Long term buy time frame min 3years please credit as many as needed for question

Q: Its an impossible question to answer with any degree of certainty... but I'll ask it anyway.

Given what we know now, and understanding the future is entirely unknown, what would you say the percentage changes are of Enbridge cutting their dividend?

Thanks. Stay safe.

John

Q: 43% drop day to $13 from $46 1yr high. Airline exposure.Can we continue to hold,p/p $44 .Txs for u usual great services &advice

Q: Good morning. I have approx $200k in a RRIF currently to invest. In these troubled times I'd like 5 REITS and 5 blue chip dividend payers that we can buy and hold long term. 5 + years. We don't need the funds but would like to build and grow same while getting a consistent return. Thanks in advance. David

Q: Looking at these companies. In your view do they look attractive and/or reasonable stable (of course considering the environment we are in).

Thanks.