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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: I have 6% of portflio in ENB. Will it be better to sell 50% of ENB and buy KEY for better risk management and capital appreciation. Although ENB pays 2% more dividend.
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam
Read Answer Asked by KAM on June 04, 2018
Q: What are your thoughts on utilities and Canadian telcos closer to the end of the interest rate cycle? Thinking of letting the insurance stocks I hold appreciate further in value and selling some to buy Canadian utilities and BCE and Telus since i own no shares in those three now and they will probably fall further. ???????
Read Answer Asked by STEVE on June 04, 2018
Q: What are the top 5 income stocks that you would recommend buying? Please advise if they are dividend aristocrats and if you expect any price appreciation over the next year/
Read Answer Asked by David on May 31, 2018
Q: I have sold some of my winners to rebalance and would like to sell the above to offset some of the gains. Would you replace the above with other stocks or just wait 30 days and repurchase these?
Read Answer Asked by stephen on May 29, 2018
Q: Could you please some clarification on your response to Stephen this morning on his desire to crystallize some of his capital gains? You suggested that he sell the above and replace them. Did you mean not wait the 30 days to rebuy these but to get something now instead? I had thought you were especially supportive of TOY and AQN so have your thoughts changed on these companies?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 29, 2018
Q: hi, again I am asking for your top picks for income, I have a full position in BNS. if I hold your picks I may top up, if you think this is a good time to buy and why thx Jack.
Read Answer Asked by Jack on May 29, 2018
Q: Hi 5I,
With a zero weight I am considering a possible two of the three mentioned companies as new income generating positions.
Two part question - (1) which are most suitable for more stable income (& why) and (2) considering the interest rate environment, would this be less than ideal timing to start new these as new positions

Thanks again
Mike
Read Answer Asked by mike on May 29, 2018
Q: Pipelines seem to be a tough area to do business in right now. The Line 3 project for ENB doesn't seem to be different- especially with the routing decision in MINN. Do you feel there is risk to the project being completed? If so, is it possible to quantify the damage to ENB? Alternatively, if they move ahead with the approved, but not desired route, can the added costs be worked through to movements in the share price? Trying to get a better understanding of possible risk on this.

Thanks
Read Answer Asked by Robert on May 28, 2018
Q: Hi, I am trying to raise some cash and reallocate for buying a new position ( TCL.a).
Most of my holdings have done well ( many same as Balanced and a few from Growth 5i Portfolios) with moderate to sizable gains since inception with the exception of above names ( Negative YTD Only). I like the prospects of some of them with portfolio weights TOY (3.5%), SIS (3.5%)and SJ (2%).
BCE and ENB are fairly old holdings with 3.5% weight each and have not been acting well for a while. Over past few months, I have sold all KWH.un and most of ECI
( reduced to 0.75% weight), due to rising rates and other company specific concerns. DOL (1.25% weight).
Will it be reasonable to eliminate ECI and DOL (small positions) and/or reduce BCE/ENB ( BCE more due to muted growth prospects and ENB due to its high debt and pipeline sector concerns).

Thank you for your valued advice.
Read Answer Asked by rajeev on May 28, 2018
Q: ENB has a history of shuffling assets between entities / corporate restructuring and it makes an investor wonder if there are bigger problems behind it all given the frequency. If this issue was ever examined in more detail, it would be interesting what details would emerge. I would have thought that 5i would be curious as well. Comments?
Thank you,
Randy
Read Answer Asked by Randy on May 18, 2018
Q: I am currently considering selling Transcanada for a small tax loss-$2000- and immediatly buying Enbridge. This would give me a rather large allocation to Enbridge, which I currently own, as well.

Just wondering whether it was worth the trouble. And possibly the risk of having a large allotment to one stock. Do you think Enbridge has a big chance of rising much more than TRP? or, are they likely to rise at the same pace? (that is, of course, if they rise).

I guess I am asking you to put your magical, look into the future glasses on here, but I am sure you would have a better idea than me on this.
thanks once again
Read Answer Asked by joseph on May 17, 2018
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