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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: What are your favourite energy names that have decent/reasonably safe dividend yields, strong balance sheets and are cash flow positive at current market prices? Not looking for the names most levered to oil/gas price rebound.....I don't mind being patient on long-term holds that are very cheap today and will be around in 5-10 years.

Cheers
Read Answer Asked by Angus on October 25, 2019
Q: I have been watching KML. My portfolio is a bit mixed up these days, and could probably use a little more diversification within my dividend plays (weighted heavily in Banks at the moment). At 4.5% yield, this looks like a decent play, and it feels like there is upside potential with the share price, with limited downside (assuming the Pembina deal stays on track, as the company has said). I like the stability of their income, and it looks as though they have "taken their lumps". How do you guys feel about KML these days?

Thank you in advance

Don
Read Answer Asked by Don on October 25, 2019
Q: I have a 5% position in BCE and a 4% position in NWC, which I consider both to be "full", relative to their "blue chip status". I have a little bit of cash available to top up either or both. With the recent weakness in both BCE and NWC, would you add to either at this time? From an asset allocation perspective it doesn't really matter which, although I could use a bit more in the consumer space.

BCE = Now that the election is behind us, does the threat of cell phone fee reductions seem more likely? What does the future look like?

NWC = At last reporting, I understand the airline expansion was possibly holding back results...any new news?

Thanks...Steve
Read Answer Asked by Stephen on October 25, 2019
Q: I am looking to invest in Canadian dividend paying stocks with growth potential. What do you recommend.
Read Answer Asked by Donna on October 24, 2019
Q: My Reit and Utilities have become underweight in my portfolio (not because they haven't done well - other stocks have just done better). What would be your top three value investments in these sectors today (they all seem a bit expensive right now) in both the US and Canada. i am looking for both income and a bit of growth.
Read Answer Asked by kelly on October 23, 2019
Q: Good morning 5i team.
Keyera seems to be struggling lately. I saw a reference to Bellatrix bankruptcy as well as mention of rights issues (disputes with KML?) regarding the Alberta Crude Terminal and Baseline.
How big of an issue is Bellatrix bankruptcy for Keyera?
Can you provide any details on the issues with KML?

Thanks
Peter

Can you shed light on these issues.
Read Answer Asked by Peter on October 23, 2019
Q: Trying to clean up my portfolio. Any of these losers worth keeping??
I'm a very long term, patient investor.
Thanks.
Read Answer Asked by Astrid on October 21, 2019
Q: I am looking to add a little to some positions the criteria is :
1. capital preservation
2. dividend safety
WIR.UN, ENB, IPL, ZWE, BEP.UN, CHW, PIF, SPB SYZ, HEP, AD, SIS, NVU.UN, HOT.UN

please order the above and if you could give some reasons that would be helpful.ThanksYossi
Read Answer Asked by JOSEPH on October 21, 2019
Q: I own all three of these Brookfield companies BAM.A, BIP, and BEP at 1.23%, 0.86% and 1.08% weightings respectively (total 3.18%). I am a long term growth investor. From previous questions, I think it's okay to own all three correct and there is not much overlap. If I were to maintain a 4-5% weighting total in these companies, how would you weight each for maximum capital appreciation? Thanks!
Read Answer Asked by Keith on October 21, 2019
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