Investment Q&A

Q: In several responses to questions on Keyera-KEY you have suggested it could be a takeover target. Is this a rumour on the street and if so, would you please elaborate on who you think would be interested and why. Thank you.

Q: Thank you to the entire 5I team for your wise advice which helps us make important decisions for our lifelong savings. That said. There are many uncertainties as a second wave of COVID approaches, the American elections which are already problematic, not to mention the results which could be contested and which would plunge the market into great uncertainty. Couple this with the tax season losses and you have a month of October and November that should certainly be very volatile. This leads me to ask a question of market timing, yes I know no one can predict the market but for stocks that have fallen a lot this year like those offered in this question and that I own, is it not timely to sell before sales season and buy them back or other bargains during tax season?

Thank you

Yves

Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

Q: Thank you all 5I staff for your precious support.
My question is more about Nat gas in general. There is a rise in the price of nat gas as a commodity and also with the related companies . What do you think is behind the rise ? Do you see this move as a momentum move or more secular and sustainable? What would you think about completing my energy exposure with the 2 companies above. I'm retired and own Enbridge in sufficient value.

Yves

Q: Which one has better growth prospects?

Q: Your thoughts on their 1/4ly earnings, thanks

Q: I hold these energy related stocks which are all in the red from 15% to 45%. In what order would you rank them? Would you sell all of them or keep some? If there is no tax loss that can be offset against tax gain, would you still sell some or all of them?

Q: Could I have your opinion on Keyera. Is it a buy now and is the dividend safe.

Q: Would it make sense to switch from ALA to KEY to crystallize losses, or just keep my ALA if I don't need to to crystallize my losses,

Thanks

Q: Please rate the above for the following criteria (best first):
Safety, valuation, dividend sustainability,long term strength,
thanks

Q: Thank you for your answer; between those companies, which one are your favorite for holding in the long run and would it be relatively safe to invest in them ? I only know personally fiera and keyera.

Q: What is your opinion on this compAny. Is it cheap, Good entry point here?

Q: I'm looking to add another 5 quality dividend payers for the long term. Do you see any issues with my existing positions? SOME growth would be nice but secondary to dividend amount and safety of dividend. Industry and country are not important.

Thanks

Q: I am curious why the above energy infracstructure supposibly defensive due to their yields have been weak this week.
They took a hit today despite falling yields in cnd and
u.s. bond yields and a slight rise in wti and natural gas prices.

Q: Hello,

Your choice between KEY, PPL and ENB for some growth but mostly income within an RRSP. Do you still see KEY as a potential take over candidate.

Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

Q: Hello 5i Team,
I am in the process of building an income portfolio and I would like your opinion on the above stocks. Would you start a .5 position in the current market environment? (While the markets are rising) All of the above are for very long term holds.
Do you think KEY's dividend is sustainable and do you think its assets might look attractive to a bigger player like ENB?
I like gold long term and I have .5 positions in AGI and YRI and comfortable with. I currently view Sprott as sort of a mini ETF for junior gold stocks. As in I do not have the expertise or tolerance for individual junior stocks but I would be able to get a diversified portfolio of such stocks run by proven leadership and expertise. Is this a reasonable view to have of SII? Another .5 position would bring my total gold exposure to 10% which is where I would like to keep it. Does adding SII make sense given a higher risk tolerance or does adding to AGI or YRI make more sense.
I currently have no ETF exposure and the yields on ZWC and ZWE are quite attractive and they offer excellent diversification. Are the yields sustainable? I have heard that with covered call funds in general the main drawback is that the upside is limited while the main advantage is that the downside is also limited through yield. Is this correct? Income is the main objective with these holdings but if held for 10+ years or more I would expect some capital gains to be made. Is this reasonable? Do these ETFs ever trade at significant discounts or premium? How is the income classified to tax purposes?

Thank you for the great service!

Q: In a portfolio where the priorities are capital preservation and some income, these 7 equities represent about 45% of the total value. The other 55% is in sadly low paying GICs. The TOU is a left over from more positive times with a very small weight and kept with a hope for natural gas. The other 6 have weights of about 3% (TD) to 10% (BCE). My question is about how these would hold up if we had a very significant downturn with re-test to recent lows (or lower) with a much more prolonged recovery; do these stocks have some resilience? Are the balance sheets sufficiently secure to see less of an negative impact? Is there sufficient diversification with these holdings? Thanks for your excellent service.

Q: My question is a general one on dividends. For example during these times companies are keeping the dividend and in some cases raising it. But most are stopping the DRIP. What is the purpose of this? Only reason I could think of is they don't want to give me stock at such cheap prices? What else am I missing?

Jimmy

Q: Your thoughts on their 1/4, and as a 3-5 year hold for income and some growth. Thanks