Investment Q&A

Q: I was considering selling FRU to buy ENCC. They seem to follow each other and ENCC has almost 2 times the yield. What would be the your thoughts on this trade? Thanks, James

Q: KBL has been doing well this year could you give us the future prospects and your view going forward.

Q: Which would have a safer dividend for the longer term FTS or BEP.PR.R or both.

Q: We always heard Buy Low Sell high. Will this apply to these two companies , being at their 5 yr. low? If they were to cut their dividend by 30%, their dividend will still be 4% +, and the price will drop even further. Would then be another time to scoop up some more?

Q: What are your top 5 Canadian natural gas stocks in order of how you would buy based on total return expected in 2024? Would you buy all five at this time? If not, which would you buy?

Q: Enbridge announced 2 JV in late March. Would you comment on what will be the impact of these JV on revenues and debt. Good for short, mid or longer-term? Still hold or buy? Thanks a lot.

Q: Greetings 5i, I have earmarked this company as a sale candidate to raise cash, timing is before the end of this year. Would you sell now into recent strength or continue to hold for additional upside, perhaps due to another dividend increase or other catalyst? Thanks.

Q: Hi team
I am fully invested in BCE , for steady income and abit of growth, it has been hit by lower share prices
I am in a 50% position in ENB, again for steady income and abit of growth
does it make sense to sell part of BCE and use the proceeds to buy ENB
same goal, steady income and some growth

your outlook for ENB would be appreciated as well,
thanks
Michael

Q: Hello 5i,

As always, thank you for your insight. Back to basics question here and have a 2 part question.

Understanding you cannot make personal recommendations, would be very interested in your picks if you were building your portfolio from scratch with example $500K in funds and what your approach would be as it relates to portfolio diversification if you were a balanced/growth investor. In addition, what would you consider as best practice in terms of percentage allocation to different industries/ number of positions overall.

Assuming diversification, I am interested in your perspective as it relates to Dividends.

Can you please recommend what overall percentage of a portfolio should one consider for dividend stocks and your top picks (any industry and market?). Thank you in advance.

Q: Greetings, the above companies are all currently held (among others) in a Canadian dividend growth portfolio. For new money, what would be your top 5 choices to add to today? Long-term hold, income and stability with growth potential are key criteria. Would also like to maintain some sector diversification.

Thank you.

Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?

Thanks
Tim

Q: I am considering selling BIPC for a tax loss and rebuying after 30 days. Do you foresee any events in the next 30 days that might cause an increase in the stock price. I.e. financial reporting ,etc.

Q: Hi team,
I am currently treading water in TVE. I understand that HWX is also a Clearwater producer. In comparing the two, HWX has more production, much higher ROE, lower debt, higher margin, lower PE and higher dividend. Would you sell TVE and buy HWX?

Q: Hi Please can you update the short positions on Eif . Many thanks

Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks

Q: Hi Folks,
Finally breaking even with Enbridge. Thinking about selling my position and buying CNQ. This would be in a non registered account. May I have your opinion ?
Thanks

Q: what do you think of a switch from enb.pr.f to zwc for same div but more growth ?thanks Phil

Q: Hi Guy,

Just wanted to get your thought on Eric Nutall's take on the oil market on BNN yesterday.

He believed that more specialized companies (top picks were BTE, CPG, PD) were more promising than generalized companies like CNQ and ENB.

I value your opinion and would be happy to spend more points for a more detailed answer., especially on CNQ and CVE.

Q: Hi,
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.

Q: Dear 5i team.

Can I have your updated views on this covered call etf? What % are they writing cov calls on, and what is the projected elasticity of price moves assuming markets up/down 20%

Tanks for your help.