Investment Q&A

Q: I noticed that SU and ENB were mentioned by your team as safe in capital preservation and dividends. Some analysts do point out that ENB has a high debt and therefore they conclude it is not as safe. Is this correct ?. In terms of safety, and long term investment (at least 5 years) which one would you preffer ?
Would you allocate 5% to each in a conservative porfolio ?, or less than 5% ?,
thanks

Q: I am a senior and am an income investor. I am interested in purchasing some minimum rate reset pref. Shares in quality companies. Your thoughts on this strategy as I am looking for a steady income stream. Would you recommend 3 or 4 with a minimum reset rate of at least 5% dividend rate that would qualify for the Canadian dividend tax credit as they would be purchased in a non registered account. I am also considering a purchase of ING-N shares in US funds in an RSP account. Your thoughts on the quality of this investment and the safety of the dividend and if there is any withholding tax,as this is a dividend play the fact that stock price can vary somewhat is not as relevant however capital preservation is always a consideration. In all of the above I would only start with buying a half position. Thank you, Brian

Q: Could you please rate the below as to capital preservation and dividend safety. comment on you choices if possible.
ENB,SU,VET,CHR,AD,SPB,BPY.
Thanks
Yossi

Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks

Q: I hold all of the above in roughly equal weight in the income portion of my portfolio. The first three are at roughly breakeven, the latter five are up, two of them over 20%, as economic conditions have weakened. I am wondering why I don't simplify life by selling them all and buying the PDC ETF which provides greater diversification and has a dividend yield of 4.59%. I realize that 25% of PDC is in energy but mostly safer pipelines. Would this be a good move or am I better off to keep what I have?

Q: I have gains that account for two 8% positions in my TFSA in both CGI Group and Restaurant Brands. I was thinking of selling either CGI Group or Restaurant Brands and replacing that one position with three smaller positions in Constellation Software, Enbridge and Brookfield Infrastructure.

Would this be a move you endorse to increase dividend income and eps growth potential, and if so which of CGI Group or Restaurant Brands would you sell?

Thanks.

John

Q: Would you be comfortable for someone retired in their mid 50's to hold PKI rather than ENB in a RIF account?

Q: ENB is in my RRSP, I wonder about reducing this position, their problem might be longer term with unfavourable publicity exposure.
A loss position of Hexo is in the TFSA with ‘short sellers’ behind the scene’. I always thought that it would be a better stock, sell or hold?
Thanks Team!

Q: Hi 5i
I'd like your comment on ENB, why the share price keeps dropping?
Thanks as always!

lil

Q: Any recent reason for Enbridge's decline the previous few days (industry or company news, analysts report, etc etc)?

Thanks.

John

Q: I have 50k to deploy from Crius. Amusing no overweight , time or sector considerations.
Top considerations
1. safety
2. income
3 less sensitive to recession
could you rate the above from best first.
PLEASE ADD OTHER OPTION THAT FIT THE CONSIDERATIONS
thanks you

Q: I am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed

Q: For a better total return over the next 5 years would you have a preference of one of these over the other?

Q: At the current time, do you have a preference of one over the other as an investment (ignoring any other factors re portfolio construction)? thanks.

Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.

Q: HI,

I have about a 15% position of TRP in
my RRSP and was thinking of selling and replacing with a non-energy related equivalent dividend stock. I also have large positions of GSY, TD, SHOP, ENB, BNS, AAPL, GOOGL, SPY, V, JPM so would not add to these.

What would you recommend? Thank you.

Q: My son is a 22 year old student who would like to start investing his money. He has $2000 to invest within a TFSA and intends to add annually with a long term outlook (he doesn't need the money). Could you please suggest some options that are growth oriented (not averse to risk) and some safer dividend payers, either in Canada or the US?

Q: Sitting on a lot of accumulated cash right now: any ideas solid dividend growers - TSX listed. Would consider a growth stock(s); but, most are selling at sky high multiples. Did well on ACQ and BAD many years ago; but, I understood their businesses - made a lot of money. I tend to but decent size positions if committed.

Q: with the forecasted reduction in interest rates in Canada which companies would stand to benefit most I am thinking Enbridge?

Q: I own both TRP long time and Enb a year. I was thinking of selling one. Which one would u keep. I also own small position in KEY. I am up on TRP and almost even on ENB