Investment Q&A

Q: AI put a statement on March 20 that have performed well as a defensive stock in difficult times with little exposure to retail and commercial.It has a good payout was wondering your comments going forward here

Q: Has domtar ever cut div? And has it ever been caught up in such a poor environment for it's product?what do you think is the likely hood of a cut is inevitable? TKS. And all the best to the 5i.team.Larrh

Q: Hi Guys,
Appreciate your daily answers to all the questions so thanks for those.
Could I get your opinion on selling IPL to crystallize a loss and buying PPL? Then consider buying some IPL after 30 (or is it 31) days.
Take whatever credits you need.
Thanks

Q: I have roughly equal weights in NA, RY and BNS and a half position of TD in a TFSA. Even at the worst point of the decline (so far), I have stayed above water on on all but BNS.

As a retiree who loves his solid dividends, the banks are attractive to me and my total holdings are likely higher than you would recommend. I am wondering if I should use the correction to move out of NA and redistribute the funds into RY and BNS. (No room to add money to the TFSA.)

Your thoughts?

Q: I hold a small position in EIF (1%) and debating whether to add or move on here. I like the divvy, but is it sustainable (payout ratio?). 50% off recent highs made in Feb, is it likely to re-test lows of late March ($14) in a second wave of market downdraft ? What are it’s prospects in a post-Corona world, does its business lend itself to quick recovery?

Q: Alaris...big drop today. I don't see anything in the news. Checked the company website...nothing. Was there a downgrade or did the June quarterly dividend get cut (which I've been waiting for). Depending on the news, I may buy a bit more on the downside.

Does your newsfeed show anything?

Thanks...Steve

Q: Hello 5i,
Should I journal my QSR to my U.S. non-registered account?
Stanley

Q: For an income play is this saver than Enbridge? Do you have a preference?

Q: bce or telus, what is the best pic? brenda

Q: B of A Securities downgraded AQN to a Underperform with a $13 price target. Have you seen their reasoning on this and do you feel they have some merit in their analysis?
Do you still consider it one of the better utilities in Canada?

Q: B of A just downgraded AQN to under perform. I am assuming that is because they feel it is overvalued and not because of the upcoming quarterly numbers. Consensus is still a buy. Your thoughts?

Carl

Q: Hello to the team
KEY decided to suspend DRIP reinvestment plan and suspension of Premium? Divi.this apply also to the common divi.?
Tank You
Dan

Q: On Apr. 1 I sold ENB and PKI for tax-loss purposes and bought, at your suggestion PPL and SPB respectively as proxies. Since then PPL has appreciated 16% vs ENB 5% and PKI is up 20% vs SPB 15%. So thank you very much for those suggestions!
My question is what to do at the end of the month when I can repurchase the original holdings, now that l have a cap gains on both of my "new" purchases (maybe $2,000 total). (I know this is a nice "problem" to have!)
My preference is to buy back PKI because I think it is a better overall company for the long term and less of a commodity type holding. (concur?) My bigger question, I think, is PPL vs ENB. I am a long term investor and while you seem to favour ENB somewhat over PPL you also seem to suggest that PPL has been more oversold than ENB. I'm not one to usually wait and guess for a future price but I am wondering if in this case, I should hold PPL as it may appreciate faster or sell after the 30 day holding period expires regardless because, in the long run, you feel ENB will come out ahead.

Appreciate your insight.

Paul F.

Q: Wondering if you had a chance to view the Financial Post’s article about Enbridge being a quasi monopoly, and how producers are trying to challenge this position in court.

Q: Whenever we recover from the current Covid-19 crisis, and business starts to return to some semblance of normal, how much growth do you see in
- New Store Openings for CTC's various retail franchises?
- In growing the membership in Triangle credit cards?
- In growth in sales through e-Commerce?
Collectively, does the growth potential post-Covid 19 look sizeable, or do you see CTC as pretty much a low-growth business?
Thank you.
Edward

Q: What are the prospects for this bank in light of the collapse in oil prices?

Q: Would appreciate your thoughts regarding ONEX.

Q: Which oil companies are your best Equipped to make it through the current mess? Could you make a top 5?

Q: I have had CHE and EXE in my RIF for quite awhile.
Cost $74,526 total and currently worth $35,010 for a loss of $39,516 (Ouch!!)
Being in my RIF, there is no tax write off but selling either or both will free up $35,010 of cash for other more (hopefully) rewarding items.
The same with VET in my TFSA but even with VET's dividend cut its still paying me about 10%+ dividend on my cost of VET.
Given all the issues with Long Term Care Facilities and Corona-19, is EXE still a good long term bet?
I'm inclined to sell CHE and stay the course with the other two.
Your thoughts?
Brian

Q: In a recent question asked by Andrew concerning the setting up of a dividend stream of safe and stable Canadian stocks, I was more surprised by some of the stocks you didn't name rather by the stocks you did include - namely bank stocks. The three major banks, for the most part, are paying higher dividends than the ones you included and you have stated in the past you consider them as secure as any. Was the reason for their omission a concern that these dividends are likely to stagnate for a while or is there some other reason(s)?

Appreciate your insight.

Paul F.