Investment Q&A

Q: Could you please recommend at least three Canadian products (stocks, etfs, bonds, whatever) that have an annual yield of at least 6%, but are ‘lower risk’. If you could list them in order of least risky to most that would be greatly appreciated. Thank you.

Q: A Bloomberg recently article said that Enbridge is going to apportion space on a segment of its Mainline system by the most since November last year. It went on to say that 'apportionment is when shippers reduce volume when they see too much demand on a system, and has contributed to a glut of supply in the past as producers are left with the excess'. The article further said that 'pipeline apportionment has previously led to large discounts for Canada’s crude oil and now threatens already-weak oil prices'.
Lastly, it said that 'the rise in apportionment signals that export lines may be filling up again amid record oil production in the province and rising demand for Canadian...'
I couldn't unpack the above and was wondering the effect it would have on the stock. I see that today 21 Nov the price has not moved much.
Many thanks

Q: I wish to add more energy stocks to my portfolio for diversification. I have ENB and SU. I am thinking of adding GXE, PXT & TOU, all three seem to have very low or no debt, and either PPL or TRP. All for a 5-year hold. I do enjoy the high dividend yield but would still wish to have some growth and safety. Please feel free to add or remove any from my list of your choice, rank them from the best to the least, and each with a reasonable entry price. How long of a time frame would you recommend to spread over the additions?

Thank you again for your insight.
Roger

Q: For someone retiring in 10 years and looking to withdraw capital gains (already have high dividend payers)over the span of their retirement, what mid and large cap equities/ ETFs , including USA, would you suggest, in a non registered account . Thank-you

Q: Looking for 5 names for my Cdn TFSA . Must pay a dividend. Currently hold GSY, ATD, BAM.A EFM, DOO, DFY.
Thank you
David

Q: Thoughts on the quarter please?


Thx

Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.

Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?

Q: I own ENB and CNQ in my Canadian retirement dividend portfolio. What would be the next energy stock I should think of owning to add with these?

Q: Hello 5i Team,
I'm helping my son build a dividend portfolio with stocks to hold long term. Would like to add a couple of pipeline names, with ENB, TRP, and PPL at the top of the list. I've read most of your previous comments on these companies, and most money managers I see on BNN speak favourably on these names in terms of sustainability of the dividends. What I don't hear mentioned often, however, is just how full these pipelines are - are they fully contracted, with no spare capacity to transport more oil and gas, or is there "slack" in the system? What's the outlook looking forward for just how full these pipeline networks will be? It would seem to me that cash flow and dividend sustainability in the future will largely depend on how full the pipeline networks are. How would you rank these companies on that basis?

Q: If you were to start a NEW Income Portfolio what 10 stocks would you choose. Thanks for your input!

Q: Looking to buy 3 Energy stocks and 3 Gold stocks.

What would you recommend?
Thanks
Peter

Q: I have these Equities in a RIF Account and I would like to add cash I have available. Please let me know your preferences and maybe your reasons if possible.
Thank you as always.
Albert

Q: I am sitting on significant cash holding. I understand that predicting the bottom is not a strategy, but I am looking at taking advantage of the recent pullback.

Given that most predict we are heading into a recession, is deploying 1/3 of the cash at this point a good strategy and deploying the remainder over the next 6 months.

I am looking for Income and growth over the next 3 to 5 years. I was looking at FTS, BIP, SLF, ENB, AQN, RY, TD, BCE. Is there any of these names you would not buy now?

Thanks
Tim

Q: Hi Folks,
I am looking to re-invest this quarters dividends in my RRSP account. Of the four mentioned above, which would be the best to add to at this time and why.
Thanks for your help.

Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks

Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan

Q: Enbridge is the only pipeline stock that I currently own. I am looking to buy more. Before I do, do you think the TC Energy involvement in the Kitimat LNG project makes it a better investment right now? Would you consider owning both?

Thanks,

Mike

Q: Good Morning,

As the market gets beaten down yields on some very good companies are becoming difficult to ignore.

With a recession in sight yields could possibly get even better.

I am retired and an income investor sitting on substantial cash.

What would be your preferred course of action at this time?

What companies would be most attractive to you?

Thanks

Q: I am in my 80's and am changing my investment philosophy.
Can you suggest 6-8 stocks US or Can that would be in a solid l-o-n-g term growth and income portfolio. I would particularly like stocks that have recently been a little soft.
Thanks
PB

Q: Peter, if we are in for a a big long term bear market what are some canadian div payers that would suit 75 year olds that need the div? Thank you for your advice Ken