Investment Q&A

Q: What is yor view on FRU.TO. What do you expect for the year to come?

Q: The company recently sold a few large assets, a recent deal of their non regulated renewable assets and their 42.2% stake in Atlantica. I can’t see $ figures anywhere but with market cap of $2.55 B USD, I’d hope they got a raised a substantial amount.

How does this affect your view on AQN going forward? What is their current debt? I’m holding at a slight loss in a non registered account and ok holding and collecting yield if there is upside.

Q: I hold BAM, BIP.UN, BIPC, BEP.UN, BEPC and BN in a non registered account. For September and December dividend payments, I noticed that a withholding tax was applied to BIP.UN. For tax purposes, would any of the 6 stocks listed be better off in a registered account?

Q: I was going to buy this last summer around $50 but I was scared off by a barrage vandalism,threats,fires and threats to CEO and another board member.
Looking back now with the stock at $65 and a recent divesture of waste division do you see much upside for this stock price and also do you think my concerns were paranoia or justified. Thanks

Q: Looking to increase exposure to the infrastructure theme by either adding to a 3% position in BIP or taking new position in PWR. Are they too similar to hold both or can holding both add diversification strength to a portfolio? Which one would have greater growth potential over 3-5 year timeframe? Thanks for all you do.

Q: There has been a sudden drop in the price of Brookfield Renewable stock. Any reasons for this? Thanks

Q: Between the two, which would you buy today?

Q: Hello,

I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.

Thank you and all the best to you and your families in 2025.

Q: Questions on QSR:

- Are falling margins on rising revenues a concern at all (maybe the cause of the drop in stock price)? Maybe continued digitalization helps margins in the future? I noticed that they had a Technology Officer hired in 2018.

- The current P/E looks good relative to historical, but is the somewhat high-ish P/S ratio normal for the restaurant industry?

- Regarding long term safety and quality, would you consider QSR in the top 10% of all Canadian stocks, and do you have any long term concerns?

- Any thoughts on their ambitious international expansion goals including China?

- Is the stock price more influenced by the direction of the TSX or NYSE or not necessarily either?

Q: Please advise which is more benefit to hold in unregistered accounts. Also are they both the same stocks and it looks like BIPC has outperformed.

Thanks for the great service.

Q: I have owned AW.UN (and now AW) for years with significant capital gains and steady income. Since change of status as an income fund to a corporation it is slowly dropping. AW.UN used to follow this pattern and move back up. Anything about AW that could indicate long term sluggish performance?
Thanks.

Q: Hello 51 and Happy New Year! I would like your opinion regarding the following ETFS : VDY, XDIV and HDIV. Considering MERs for each and total return on investment which one in your opinion is a better buy?

Thank you in advance for your response.

Q: Good morning,

NTR has been slowly moving up. It's part of my materials sector stocks in my non-registered as a cyclical play.

Would you consider it having made that turn and worth rounding into a full position with extra cash.

Thank you.

Q: What are your current top 5 Canadian dividend growth stocks?

Q: Happy New Year 5i!
Very long term owner of ENB $62.50). With the stock finally back over $60, is there a price where you would trim or exit? I think it is getting to the point where the upside potential is lower than the downside risk
Thanks, Greg

Q: Hi 5i Team,

I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:

I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down

My questions are:

1) Would you trim a position in DFY given current market conditions?

2) How do you currently rank the 7 other stocks listed

3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?

These are a held in a TFSA and are planned to be 15-20 year holds

Thanks for the Great Service and Happy New Year!

Colin

Q: We are at equal weight, full positions [2 O&G stocks, 2 midstream]. Our goals are dividend growth, some capital appreciation. My question is whether we should overweight midstream over O&G stocks given 1. macro/ political [Trump tariff threat and preference for lower O&G prices], and 2. data centre demand.

Q: Pizza Pizza and Boston Pizza's price history and dividend payouts seem to have been reasonably stable for more than one year. I know you prefer AW.UN but are the other two ok for income? QSR looks too pricey and has a low dividend. What do you recommend?

Q: Hi,

Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?

Q: Some analysts think infrastructure is a good space to invest in 2025. What exactly is included in the infrastructure space and what are some companies that you think have good prospects for 2025?