Q: Some consider Telus to be a potentially significant beneficiary of AI, through its Telus Digital. Do you share this view, or is it really more of a slower growth telco?
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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: Could I have your opinion on HME please. Is it in your Income Portfolio as mention on October 15 post? If so I am not seeing it...
Many thanks!
Many thanks!
Q: Hi Peter,
I wanted to get your thoughts on Telus. What do you think about the threat of opening up the competition in this area. How would you look at this risk and what % probability do you think it happens? Is Telus a buy at this level? Is the sector a buy or are risks to big to ignore.
I wanted to get your thoughts on Telus. What do you think about the threat of opening up the competition in this area. How would you look at this risk and what % probability do you think it happens? Is Telus a buy at this level? Is the sector a buy or are risks to big to ignore.
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Enbridge Inc. (ENB $67.27)
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TC Energy Corporation (TRP $80.97)
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Pembina Pipeline Corporation (PPL $56.95)
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Brookfield Infrastructure Partners L.P. (BIP.UN $50.09)
Q: Questions on PPL:
- Can you please provide a bear and bull case for PPL?
- How is its balance sheet compared to TRP and ENB?
- Is PPL different enough from TRP and ENB that one could own all three?
- If one were to own all three (and if BIP.UN is also owned - which has pipelines too) what overall total percentage range of Pipelines would 5i be comfortable with?
- Can you please provide a bear and bull case for PPL?
- How is its balance sheet compared to TRP and ENB?
- Is PPL different enough from TRP and ENB that one could own all three?
- If one were to own all three (and if BIP.UN is also owned - which has pipelines too) what overall total percentage range of Pipelines would 5i be comfortable with?
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BMO Equal Weight Utilities Index ETF (ZUT $26.03)
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Harvest Equal Weight Global Utilities Income ETF (HUTL $19.22)
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Hamilton Enhanced Utilities ETF (HUTS $14.59)
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Evolve Canadian Utilities Enhanced Yield Index Fund (UTES $9.22)
Q: Hi fellows,
Looking for a utilities ETF for a growth portfolio.
What do you think of HUTS-T, HUTL-T, UTES-n (Virtus Reaves Utilities ETF)?
Any other coming to mind?
Many thanks,
Jacques IDS
Looking for a utilities ETF for a growth portfolio.
What do you think of HUTS-T, HUTL-T, UTES-n (Virtus Reaves Utilities ETF)?
Any other coming to mind?
Many thanks,
Jacques IDS
Q: Some positive comments regarding AQN on BNN Market call.
Currently I own shares and am considering adding more.
Would you be a buyer or seller of this stock?
Currently I own shares and am considering adding more.
Would you be a buyer or seller of this stock?
Q: Would you consider AQN a buy now for a 5 year hold?
Q: May we please have your updated analysis on this company and its future prospects. Worth holding or time to sell and move on? Thanks.
Q: I asked this question earlier this week, but you did not provide the prices, so just resubmitting. Thx.
Question:
Of the 27 positions in this portfolio which 6 would you buy now and at what prices?
Answer:
ENB, EIF, SLF, HME, FTS, X
Question:
Of the 27 positions in this portfolio which 6 would you buy now and at what prices?
Answer:
ENB, EIF, SLF, HME, FTS, X
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IGM Financial Inc. (IGM $65.92)
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Brookfield Renewable Partners L.P. (BEP.UN $41.40)
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Tourmaline Oil Corp. (TOU $60.87)
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North West Company Inc. (The) (NWC $50.94)
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Premium Brands Holdings Corporation (PBH $97.33)
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A & W Food Services of Canada Inc. (AW $36.72)
Q: Any Canadian companies paying a decent dividend, that in you opinion, are undervalued these days? Any sector.
Thanks
Thanks
Q: Is Transalta an AI trade now? The stock has doubled in 6 months and seems to be on the radar for power for AI. Thx
Q: Two part question:
What are the major differences between these two covered call utilities etf's? Wondering why/how UMAX has ~2X dividend yield?
Would it be possible to suggest equivalent covered call etf(s) for US market?
Thank you.
What are the major differences between these two covered call utilities etf's? Wondering why/how UMAX has ~2X dividend yield?
Would it be possible to suggest equivalent covered call etf(s) for US market?
Thank you.
Q: May i have a deep review of the this stock going forward please. Stock has dropped a lot lately and some are saying their debt may cause further downside. Cheers
Q: Thoughts on the investor day ? ( part of your income portfolio so not a question please)
Thx
Thx
Q: The last question on ALC was in March. I read that the company has navigated the tariff situation fairly well, has taken delivery of its 100th vessel, has a strong global presence and offers a good dividend. Debt level? Future outlook? Solid investment?
Many thanks.
Many thanks.
Q: Wondering if a report update is planned for AW.UN. I see they report earning on Friday. Is this still a good hold for income?
Q: Another hypothetical question. If today you have let's say $1M and you want to sell all your investments and put in high dividend stocks generating an after tax yield of 5% with a condition that these companies do not have more than 33% Debt to Total Assets, are not interest bearing businesses and are not businesses in food, fashion, gambling or SIN. What would your top 5 to 10 choices be to invest for the next 20 years.
Q: Hi, I would appreciate if you can provide your thoughts/analysis of Exco Technologies.
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Enbridge Inc. (ENB $67.27)
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TC Energy Corporation (TRP $80.97)
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Pembina Pipeline Corporation (PPL $56.95)
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Keyera Corp. (KEY $46.30)
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goeasy Ltd. (GSY $126.48)
Q: Hello 5I:
Would you start positions in any of the pipelines at this time and, if so, in what order and price?
With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?
Thank you for the great advice!
Would you start positions in any of the pipelines at this time and, if so, in what order and price?
With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?
Thank you for the great advice!
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Chevron Corporation (CVX $178.04)
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General Dynamics Corporation (GD $355.31)
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JPMorgan Chase & Co. (JPM $314.85)
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Altria Group Inc. (MO $64.16)
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Procter & Gamble Company (The) (PG $155.32)
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Williams Companies Inc. (The) (WMB $68.50)
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Vanguard Dividend Appreciation FTF (VIG $225.33)
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United Bankshares Inc. (UBSI $43.98)
Q: Hi 5i, Would you please suggest a couple of USA dividend/growth stocks/etfs for my RRSP. Thank you!!!!