Investment Q&A

Q: During a recession do Large Cap blue chip companies(aristocrats) reduce their Dividends or has history shown that they tend to weather the storm and maintain.

Q: Would you have any concerns investing in JE.DB.C OR JE.DB.D for income?

Q: Hello 5i team,
I want to add some funds to the energy and financial sectors and I currently hold both ENB and FSZ from the model portfolios. Both have had increasing dividends for the past 5 years but both have also gone down in the past year.

I was wondering if you have any idea why FSZ has declined and if it is still ok to add to both these holdings?

Thank You,
Andrew

Q: Why are these two stocks dropping so much? The dividends are great. Thinking of half a position in each.

Q: What is your view on JCP Issues Letter to Unitholders of Crius Energy Trust.

Tx

Q: IPL seems to be continually getting sold off,could you comment ,seems overdone.

Q: Hi 5i.

Could I have your thoughts on CU.
I'm thinking about adding this to my Income cash account.
I do have some FTS and EMA in the account now.
What percent would you recommend as a max for utilities holdings in this account.
I have BEP.UN and AQN in other accounts already.

Thanks

Q: BCE reached a new 52 week low today at $54.42. It closed at $54.30, giving a yield of 5.54%. Why is the price tanking? Is it a buy now? Is it a solid long term investment? How does it compare to Telus (T)?

Q: Hi, you recently recommended HFR and PSA for bonds/ETFs for someone that is looking for a low risk way to park cash for 6-12 months while collecting a yield.
Can you recommend a couple US funds/bonds with the intent of parking for 6-12 months and collecting +2% yield.

Q: Hello team, I have heard through the grapevine,( employees in mgmt positions) that there may be a big shakeup in the top level. Apparently the ceo of Sprectra, now chairman of enb (Gregory Ebel) is not happy with the status of Enbridge and has indicated that he may take over as CEO of Enbridge and replace Al Monaco. Have you heard any such rumors. Obviously the market is not happy with Enbridge as it has declined more than the other Canadian pipelines. Does the market know something that we don't?

Q: Hi 5i - WSP is in your income portfolio and I'm wondering, as it is declining, is it a good time to buy or could you recco another few income stocks instead.
Thx - Doug

Q: If the earnings and outlook is up why is the price going down so vigorously? The variance between the apparent outlook and price performance is most disconcerting.

Q: Re Jason question March 22 regarding metrics for downside support for telcos, utilities and reits. . What cos would you recommend which meet a sufficient number of the metrics? Thanks

Q: Do you think there is any danger of this stock cutting it's dividend?

Q: The infrastructure requirements for 5G networks is going to be fairly expensive for Telecom companies. Do you think the shares of BCE and Telus will be impacted because of infrastructure expenses. Thanks. Regards, Shyam

Q: If you had to pick one of these today for a combination of income and growth, which would you choose today?

Q: Peter and Team, I raised cash progressively by trimming a few different positions from my stock portfolio (basically mirror of Balanced Equity Model Portfolio) over the last 6 months to reduce risk a bit as I have been and am still concerned about the markets (high debt levels, rising rates, very high P/E's, etc.). I put some of the proceeds in HFR. I currently have approximately 5.7% of my overall portfolio in HFR. I also have approximately 21% of the portfolio in straight cash. I want to put this money to work in something that won't crash with the markets (if they do) and recognize this means low return/low risk. How much should I be comfortable in putting in a single ETF like HFR? I've also been looking at running a small 0 - 90 day fixed income book to generate approximately 1.15% annually or so. Ideally, I'd just drop a bunch of cash on my mortgage but my significant other is concerned about taking that cash for that reason and not keeping it invested for the long term.

I digress. Thoughts on concentration risk with HFR and other low risk, low correlation ideas to make some return on my cash position would be greatly appreciated.

Q: Can you please give me your figures on long and short term debt for ENF. Looking at data from Morningstar, Enbridge Income Fund has a market cap of $4.7 billion and a tiny debt of only $400 million. Are these numbers correct?

If indeed there is very little debt how does the company "buy" drop-down assets from ENB. Is it done through issuance of shares. If there is very little debt, and it's pipelines likely to run at or near full capacity for years to come would you agree that the dividend is quite secure for the future.

What percent of ENF is owned by ENB?

Do you have any other concerns about owning ENF as a long tern income holding.

Thank you.......... Paul K.

Q: Hi, could we please get your current thoughts on Sir Royalty? Don’t hear much if anything about it these days. Thanks.

Q: What is your guess as to a reasonable time line for the final approval of the Keystone Pipeline that will allow construction to begin?