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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: Hi 5i Team

I'm interested in reviewing the dividend history of Canadian pipelines, utilities, reits and other income stocks over the long run, namely through recessions and interest rate movements (the tagged companies are representative). I'm trying to determine if the dividends remain fairly stable or tend to fall under these circumstances.
Can you suggest a source that would help by showing dividends for a company over the long run? Ideally, overlaying short/long term interest rates to save time.

Any help greatly appreciated.
Peter
Read Answer Asked by Peter on January 30, 2018
Q: I have some money in an RRSP and I feel that my diversification is broad enough. My preference is in consistent reliable dividends (nearing retirement) and honestly some potential in a market increase. Which of these would you pick? Also, I would like you to give me a better idea about Centurylink. At what stock price level would you consider to be a purchase point? ( or would you stay away period).
Read Answer Asked by Tim on January 29, 2018
Q: My "loss leaders" are CPG and ERF. My gainers are SU, HSE and CNQ. (Because of the entry prices) Should I sell my "losers" CPG/ERF and plough the proceeds in SU/CNQ? Or simply hold them till the recovery in the sector takes place? Or buy HWO which I own which is in slightly positive territory? Or any other company that you would suggest in the Oil/Gas sector? Like the pipelines.
Thank you.
Read Answer Asked by Savalai on December 28, 2017
Q: Buying a new car and need to sell one of the following for the cash. Please list in order you would sell based on outlook for each in the next 12 month with brief explanation for each ranking. Also dumps a stock not in your balanced equity portfolio.

Read Answer Asked by Tom on December 11, 2017
Q: Hi, I just read an article,that said the high price at the pumps were do to the refineries getting higher margins. If that is the case,and it is not the first time I heard this, then there must be some companies in Canada that are doing really good? The oil and gas sector has been down for years, getting impatient I guess.
I was thinking of selling my energy companies WCP,PEY&TOG and replacing them with refinery or related companies for more growth.
Do you agree with this switch, and could you name two or three stock that you could recommend.
Thanks,
Read Answer Asked by Brad on November 20, 2017
Q: OIL???? is it time to think about revisiting this slippery slope? I have been pretty much out for several years. Is this a cautious entry point for some beat up names? I know how fast the taps can turn on and off and the fracking effects. Is the current Saudi prince thing in the news a huge long or short term factor to consider and finally would you go large of small cap to start a new position. Personnel note I waited to see your how your new layout would work and liked it so much I renewed for two years Good Job
Read Answer Asked by James on November 09, 2017
Q: Hello 5i team,
I am up over $5000 U.S. in each: JNJ, PEP, and SU. Should I trim them by $3000 each? If so, can you suggest replacement? I am a value investor with a ten year horizon with 50/50 equities to fixed and a portfolio of $700,000 at 71 years. Now: CAN 57%, U.S. 38% INTL 5%
Thank you
Stanley
Read Answer Asked by STANLEY on November 08, 2017
Q: energy.
which 7 names in the energy sector would you recommenced should the sector begin to recover. ( oil $55 ish ) NG $3.50 ish
criteria :
leverage
reasonable balance sheet
good management
good future prospects .

Would you agree that; there might be a strong spring like bounce as many will buy, who are waiting for a recovery and have no or a very small position.
thanks
Yossi

Read Answer Asked by JOSEPH on September 14, 2017
Q: My only energy holdings are ALA, ENB and PPL, representing 11% of my equity portfolio. I am considering SU or CNQ as an addition. Which do you prefer at this time, or would you view my energy holdings okay as is?
Read Answer Asked by Barrie on August 25, 2017
Q: Greetings 5i,

I currently hold a half position in both ENB and SU, and, like many others I assume, am getting somewhat discouraged with the performance of the Canadian energy sector this year. I am more than willing to be patient, as I am only 35, and feel that both are good companies with strong fundamentals. More than anything however, I do not want to give in to panic selling.

Could you please provide your assessment of each as a long term hold (5 years plus)?

Please deduct a credit for each if you deem it appropriate.

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: I hold approx 5% of my portfolio in O&G, and this is split 60/40 between Imperial Oil/Whitecap. Historically, I have found IMO relatively safe. However, with IMO now at a disappointing 5 year low, would you recommend selling it and replacing it with either more WCP or with another O&G such as SU or CNQ? Thank-you.
Read Answer Asked by Gordon on July 28, 2017
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