Investment Q&A

Q: I am wanting to buy some mid cap Canadian energy companies, preferably with a good dividend. I am looking for ones with strong balance sheets that could ride out the poor prices, decent reserves, etc. What would you recommend? I am thinking about VET (but will the dividend get cut?), ARX, WCP, and on the smaller side, CJ. Also, for non-dividend, I am considering MEG, ATH, BTE, and CPG (very small dividend). I would appreciate your thoughts.

Q: What conditions in Canada would need to change to cause a significant upward trend in the Canadian dollar? Thanks.

Q: I noticed that SU and ENB were mentioned by your team as safe in capital preservation and dividends. Some analysts do point out that ENB has a high debt and therefore they conclude it is not as safe. Is this correct ?. In terms of safety, and long term investment (at least 5 years) which one would you preffer ?
Would you allocate 5% to each in a conservative porfolio ?, or less than 5% ?,
thanks

Q: Any reason for drop today when the Tsx & US markets are up nicely & a recent decent Q? Txs for u usual great services & views

Q: I am new to 5i but I hold many of your A & B -rated stocks, so I am trying to figure out what's happening with NFI and to decide whether to sell it at 20% loss or not. They had decent quarter and the stock was up during Wed massacre. Yet, it was down 6% yesterday (in neutral market) and down again today when everything is up. Do you have any idea what is going on? I have well diversified taxable portfolio with NFI at 3%, would you recommend holding, selling, or adding more?

Q: What is your current view of Profound Medical? They have received clearance from the FDA to market Tulsa-Pro. Is this not huge news? Are there further FDA approvals pending? Although up a few cents (at time of question) it is still not back to July 2018 level of $1. Would you hold?

Q: Hi 5i,
I have $70,000 CAD to invest for 3-5 years and tax is not an issue. I am thinking of ETFs : 40% Canadian Stocks, 32% American stocks, 8% Global and 20% Bond.
Would you please advise what to buy? or if you have better combination.
Thank you.

Q: Realize VIAVI is US but can you comment on earnings and on decline today after reporting good results yesterday. After hours yesterday stock was up. So what happened today?

Q: in a rate reducing world now where do you see this going? thanks jim

Q: Hi Gang
Great job you guys are doing
Can you give me the top 10 Canadian dividend stocks that pay 5% or more in your opinion
Thanks Mike B

Q: I am a senior and am an income investor. I am interested in purchasing some minimum rate reset pref. Shares in quality companies. Your thoughts on this strategy as I am looking for a steady income stream. Would you recommend 3 or 4 with a minimum reset rate of at least 5% dividend rate that would qualify for the Canadian dividend tax credit as they would be purchased in a non registered account. I am also considering a purchase of ING-N shares in US funds in an RSP account. Your thoughts on the quality of this investment and the safety of the dividend and if there is any withholding tax,as this is a dividend play the fact that stock price can vary somewhat is not as relevant however capital preservation is always a consideration. In all of the above I would only start with buying a half position. Thank you, Brian

Q: What would you expect will be the key drivers of CPD's price in the marketplace? Eg would it likely follow equities down/up (because of reliance on credit of issuers) or moreso bonds ("safe" haven for yield when equities are volatile)? How do interest rates impact it? What would it do in a recession? I'm not looking for a prediction of the future, but a simplified model on how to think about this kind of security. Thanks.

Q: I receive a e-mail lattely to sell Alcanna, dhigh Artic Energy and Versabank that are part of the Growth Portfolio. Theses names are part of the grow portfolio, and when I look at the Growth model Portfolio, the name are still there. Any reason why?

Q: Hi 5i Team,
Pls comment on Profound Medical earning and outlook. Any positive sign ahead of this company?
Thank you for your kind assistance as always.

Q: In regards to joint accounts, we joined our accounts 10 years ago. All tax information has both our names and the recipient type box is marked as 2 recipients.The sin number is the number of the account that the transferred account was transferred too, and is the first name on the account. Just split all statements for tax purposes. There was no disposition of stocks in the transfer account, just transferred in kind when we combined our accounts.

Mj

Q: Any advice on where to put savings to acquire a low risk return? Currently the funds are in a high interest savings account earning 2.75%. GICs don’t look much better. Looking for some alternatives with low risk but a little better return.

Thanks,

Chris

Q: Thinking of adding either COST or WMT to our portfolio. Would appreciate your opinion as to which would be the better choice.
Thanks for your support and have a great weekend.

Q: At what point do these companies become attractive on a realistic expectation basis? Thanks.

Q: What are your thoughts on CATS as a growth company and their latest results

Q: With the economy of Quebec booming would an investment in Cominar REIT make sense? I am considering selling Boardwalk REIT, a well managed company but located in Alberta, and not doing well.