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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: Can you tell me which stock is currently cheaper to buy and the price metric you rely on: Birchcliff or Keyera? I would like to get exposure to natural gas sector and based on Q&A these two companies seem to be your current favourites. Are there other significant differences between the two to factor in? thanks again - John C
Read Answer Asked by john on January 15, 2021
Q: I continue to hold CPG long hoping for further recovery. Given the oil price seems to be holding a bit higher I am anticipating a continued ramping up of free cash flow and rising SP. Overall this has been a dog in my portfolio. Based on valuation metrics and the +$45 price of oil is a $10 target (mine) reasonable in the next year or two? Or would there have to be a significantly higher oil price to get that SP level? If the question is too specific general commentary is fine. Thank-you for your service. 2020 was my best year for investing, ever.
Calvin
Read Answer Asked by Calvin on January 04, 2021
Q: In my TFSA I currently hold XBC, SIS, KEY and PKI. My philosophy has been, after an initial investment in XBC, to use the dividends from SIS, KEY and PKI to purchase more XBC. I realize that KEY has the much higher dividend but taking into account safety and capital appreciation would you add to KEY with my 2021 TFSA contribution or SIS or PKI?

Thanks Ken
Read Answer Asked by Ken on December 28, 2020
Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.
Read Answer Asked by Dan on December 20, 2020
Q: Good Morning, I purchased 2 stocks for their dividend income, and to hold for at least 5-10 years. OKE is about 3.7% of my US portfolio and KEY at 2.9% of my Canadian portfolio. Am thinking of selling and taking advantage of the tax loss since they are underperforming. Would this be a wise move or should I stay the course and keep them. If I do sell I was thinking of adding X and Well along with DUK and GILD...thoughts or suggestions?
Read Answer Asked by Barb on December 08, 2020
Q: Good morning,
I just completed my annual portfolio review to identify potential tax loss harvesting candidates for the 2020 tax year and given that both KEY and ENB are both underwater, I am considering the option of selling both stocks and repurchasing them in 30 days.
My first question is which stock, stocks or ETF would you recommend I purchase to replace KEY and ENB for the next 30 days before repurchasing both KEY and ENB if that is indeed my best course of action.
My second question is whether or not these two pipeline stocks continue to have a place in an income generating non registered account portfolio or should I simply replace them now with some other income generating stock and if so which one or two stocks would you recommend.
I thank you in advance and look forward to hearing your response.
Francesco
Read Answer Asked by Francesco on November 16, 2020
Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.
Read Answer Asked by Yves on November 13, 2020
Q: Good morning 5i team;
About 1/3 of my portfolio is invested in the pipelines and mid-stream companies. It appears that the future will be focused on ESG, climate change and reduced consumption of fossil fuels. With these trends in mind, in your opinion, how will my current portfolio of pipeline and mid-stream stocks survive the transition to a low carbon future?
Read Answer Asked by Andrew on October 19, 2020
Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi
Read Answer Asked by JOSEPH on September 29, 2020
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