Investment Q&A

Q: Hello 5i Team,
I'm helping my son build a dividend portfolio with stocks to hold long term. Would like to add a couple of pipeline names, with ENB, TRP, and PPL at the top of the list. I've read most of your previous comments on these companies, and most money managers I see on BNN speak favourably on these names in terms of sustainability of the dividends. What I don't hear mentioned often, however, is just how full these pipelines are - are they fully contracted, with no spare capacity to transport more oil and gas, or is there "slack" in the system? What's the outlook looking forward for just how full these pipeline networks will be? It would seem to me that cash flow and dividend sustainability in the future will largely depend on how full the pipeline networks are. How would you rank these companies on that basis?

Q: Given the prospects for this co could I have your update please

Q: I would appreciate your analysis of Lundin Mining’s quarterly results. Market seems to like the results. Also is Lundin a long term hold in the copper market? Pays a nice dividend.

Thanks

Dave.

Q: Can you provide your latest assessment of this company and the most recent restart financing. Is this a boom or bust company? How do you like from a risk/reward perspective with its future potential?

Q: I think PINS was the only social media stock that the market liked during earnings season. What is it doing right, finally, that the others are not?
Thanks

Q: Can I get you thought about buying CSU.DB? Is it a good value purchase at this point and where does it fit in a portfolio? Merits and risks of this holding?

Thanks

Q: Hello 5iR,
I have a RIF account in Canadian dollars and one in US dollars. Are these treated as ONE account for tax purposes so that I can freely move cash or stocks between them? Or would a transfer of shares or cash be considered a withdrawal or addition and hence be a taxable event? I would think that these account really are considered One RIF. Thanks you for your answer. Cheers

Q: I asked about COHR (formerly IIVI) last week and haven't seen a reply yet I am down 63% on it and wondering if I should hold or move on.
Thank You
Peter

Q: May I have your comments on earnings please

Q: If the republican party took over the house and senate in the midterms ,how might this affect the price of oil and gas? Thanks harris

Q: I have a small position in my trading acct. What do you think of their latest earnings results and should I add to my position for a 2 yr hold?

Q: Hello, Can I get your take on how the markets react during a recession? It seems we are heading into a recession in 2023. Do markets drop further? Do company earnings drop? What sectors if any do you see doing okay during a recession? Do I hold off on buying stocks till middle of 2023 and just stick some money in short term gic/treasury bills? Trying to figure out how to prepare my portfolio for a recession. Thanks

Q: There have been a couple of analyst price target reductions since your last comments on MP. Any change to your view of this company?

Q: I'm seeing many S&P500 companies and FANG stocks at prices we haven't seen for a while.
I've been hesitating to buy because the CAD dollar is so low and therefore a big loss in the exchange rate and fees.
Am I wrong in hesitating because of this? Also would buying a Canadian ETF that covers the above stocks be a better way to go?

Thanks, Paul

Q: Overall, good results and we like the confidence shown by the large dividend bump.

Well, obviously the market doesn't seem to agree with you. The key point is what is the future outlook for the company?

That will be the telltale.


Sheldon

Q: What’s the great entry price for Meta? Thanks

Q: vtsax. which cdn fund can I buy?

Q: I recently read a short article on CDR’s on the NEO exchange designed, by CIBC, to gain access to American companies without worrying about currency exchange. What is your take on CDRs and how does one access them?

Q: How do you compare Utilities to Bonds for income and appreciation when interest rates stop rising or decline.

Thanks

Carl

Q: With the addition of my late husband's TFSA, CSU, which I also hold, has become close to 10% of my portfolio. I am several years into retirement. I have 2 questions: Is this a reasonable stock to hold when one is well into retirement? If I keep it, should I reduce it by half? this stock, a long term hold for both of us, has done so well for me I'm reluctant to let go of any of it!