skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold these four utilities for a total of 18% of my portfolio. My holding in KWH is equal to the other 3 companies. I like the 9% yield. Is 18% utilities too high for an income portfolio? I am thinking of selling TRP.

THANKS!!
Read Answer Asked by Bryan on October 23, 2017
Q: "I have 300k to invest, I am 65 and plan to live off the dividends. Should I invest all in or do doll cost averaging? What are your recommendations? Thanks so much for the great advice.
Read Answer Asked by Jennifer on October 19, 2017
Q: My favorite stocks are those that go up year after year without a hitch, and have a decent dividend. You appear to favour the same kind, as above. But you have no utilities in your balanced portolio. Would you please contrast the growth rates, dividend growth, stability and safety of the above with regard to why a utility like Algonquin would not fit in nicely?
Read Answer Asked by John on October 17, 2017
Q: Hi, since the end of Sept. TD.PF.B price has risen by 5% & RY.PR.H by 7%. When purchased TD.PF.B interest rate was 3.8% & RY.PR.H was 3.9%. Their 5 year interest re-calculation date is 2019. During that same period ENB.PF.E price has risen by only 2.5%. At purchase ENB.PF.E interest rate was 4.4% & it’s 5 year interest re-calculation date is 2020. The present dividend yield of ENB.PF.E is 1% greater than the two bank preferred shares. My question is, do you have insight as to why the bank preferred shares have performed much better than the Enbridge preferred shares since the end of Sept. Thanks … Cal
Read Answer Asked by cal on October 16, 2017
Q: Oil.  Is it making a rebound? 

If so where to invest. Companies that specialize in drilling , distribution or refineries?? 

Thanks. Barry
Read Answer Asked by Barry on October 12, 2017
Q: Hi 5i,
Question on bonds. Through my broker I can buy Enbridge Inc. rated BBBh or Enbridge Gas Distribution rated Am. For the same time period there is a big percent deference in distribution because of the rating. Doesn't Enbridge own Enbridge gas distribution therefore just as secure? Can the parent company fail while the subsidiary goes on.
Regards,
Read Answer Asked by Mark on October 10, 2017
Q: My son is returning to studies and investing what he earned as buy and hold for 4-5 years. He put two-thirds in balanced mutual funds with Canada, US and International exposure and now wants to invest the remaining one-third in individual Canadian stocks. He has enough for 4-5 names and already invested in Enbridge. What would you suggest as solid names for the remaining four given his time frame? Thanks.
Read Answer Asked by Christian on October 04, 2017
Q: I have two unrelated questions. In a $3 million portfolio, I have about 100 holdings, which I would like to greatly reduce. I have ENB, ENF, IPL, PPL, and TRP. I would like to reduce the number to one or two of those names. My interest is capital gains and a good dividend. Which pipeline company will give me the best capital gains and divide over the next five years?

The second question relates to REAL. I bought the new issue at $ 13 and the present price is only $10.62. Should I sell and repurchase in 30 days or just sell the stock. What is the future outlook and the next reporting date?
Read Answer Asked by George on October 02, 2017
Q: I would like to top up one of these 4 stocks and would appreciate your opinion on best buy at this time. Please rank best to worst with an explanation.
Thanks for the great advice.
Read Answer Asked by Lyle on September 28, 2017
Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?
Read Answer Asked by Mary Ann on September 28, 2017
Q: I sold out of a position and have some cash to work with. I have narrowed it down to three stocks and I'm struggling to pick which one is better at this time. Which of the above would you pick as the long term holding that you feel would have the best return if bought today? Disregard sector allocation. Thanks
Read Answer Asked by Adam on September 21, 2017
Q: Hi 5i,

I sold EMA in my RRSP last week just before it dropped.
I want to replace it with 2 Utilities in my RRSP and 1 in my TFSA. What Utility stocks would you pick today?
These are income portfolios with approx 5% per position.

I look forward to your answer..



Read Answer Asked by Stephen on September 19, 2017
Q: I am looking for quality canadian companies trading on the us stock exchange. I have some us cash which I would like to avoid the exchange fee. I like canadian companies for the dividend tax credit. Or companies not paying dividend but offering good growth prospects. I already hold csu and tucows under us listings. is Enbridge a good candidate at this time? any other suggestions.
Thank you
Read Answer Asked by francois on September 18, 2017
Q: I am overweight Tech, as well as a high allocation in small cap. With no Utilities or Telcos, I think selling GPS and ITC to buy ENB would be a prudent move. My problem is usually being prudent has cost me, over weight and high allocations has served me well for the most part, I'm sure I'm not alone here. Thoughts?
Read Answer Asked by Charles on September 15, 2017
Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.



Read Answer Asked by Marc on September 15, 2017
Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?
Read Answer Asked by Curtis on September 15, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!