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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: Hello, we have a full position in CNQ (5%) and SU & TOU (3% combined). We also own ENB (6%). We are considering to reduce our weighting in Energy sector. We like CNQ and ENB, for their respective merits, at the two ends of the spectrum being Growth and Income and relatively stable history of stock performance. If you have to choose to sell/trim between SU and TOU, what would be your approach - Equally trim from Both or Sell one of them in full ? Based on current and likely scenario of Oil and Natural Gas prices and their balance sheet and growth/income prospects.

Thank You
Read Answer Asked by rajeev on June 20, 2023
Q: Hi Peter and Team
I still hold AQN in a LIF account and would like to replace it with something that pays a decent dividend and will in time recover the more than 40% loss. What do you think of GEI, BEP.un, BIR, TD, or BAM as a replacement? Please rank order. Any other suggestions would be appreciated. Obviously no regard to sector.
Thanks for your guidance, Gary
Read Answer Asked by Gary on June 19, 2023
Q: Hi Peter and all,

I own BCE in my TSFA. and am interested if you would recommend holding longer term, given the recent news of station closures and layoffs. I assume those are good business decisions for the longer term viability of the company. Still a hold ?
Read Answer Asked by Jim on June 19, 2023
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.
Read Answer Asked by Fernando on June 15, 2023
Q: What are your thoughts on the announced acquisition? Do you feel its a good value pick vs. say Enbridge as the short term price may drop to near the subscription pricing around $20 and the acquisition is roughly 15% accretive. It would appear to me that one would get better downside protection and potentially an extra 20% share price increase over the mid term after the transaction closes.
Read Answer Asked by Husseinali on June 15, 2023
Q: Good morning team,
My only exposure to the energy sector is Tourmaline and I am thinking of adding either Suncor or Canadian Natural Resources. Can you please let me know which of these two you think would be the better choice and why. If you think there is a better choice to diversify my exposure please let me know.

Thank you,
Paula
Read Answer Asked by Paula on June 15, 2023
Q: Looking for income. Any thoughts on which Canadian ones are the best out there if looking for yield more than 5%?
Read Answer Asked by Eugene on June 15, 2023
Q: Hi 5i Team,

I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?

Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD

Thanks in advance for your help!
David
Read Answer Asked by David on June 14, 2023
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