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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: Hi, I noted that you decided to sell full position in TCL.a from 5i portfolios, after owning for several years. CCL.b is still held in the Balanced 5i Portfolio, with a full position. We sold our CCL.b and TCL.a positions many years ago and switched to RPI.un. The move served us well initially but for past 12-18 months, Richards Packaging unit price has continued to decline precipitously and is near all time lows. It appears that COVID period growth has fizzled and it might take much longer for the company to digest the large Clarion Medical acquisition and the resultant debt load. Company has also guided lower for past few quarters. Although they have been paying dividend 0.11 monthly for many years, but market seems to be expecting declining growth for a while. I am wondering if you notice signs that RPI is heading into a similar direction as TCL.a. Recession fears certainly are not helping. Would it be prudent to not be mesmerized with the 3% dividend and move on, so funds could be available for better Income/Growth opportunities ? Thank You
Read Answer Asked by rajeev on September 19, 2022
Q: I have one income account where I have a core of stable companies (BNS, BCE etc.,) and strategically move into beat up names where the yields are temporarily very high due to what I anticipate to be a short term fall in the share price. Generally I am looking for something over 6% in this equation at the time of purchase. Do you see any candidates for such a strategy? Thank-you. Love your service btw. Best money I have ever spent.
Read Answer Asked by Alex on September 19, 2022
Q: Hi Peter

In the latest update to the income portfolio, the entire position in TCL has been sold to invest the capital in other quality names.

Is it possible to let us know some of the names you have in mind for deploying this capital?
Read Answer Asked by Greyhair on September 19, 2022
Q: Good evening
BCE, according to a financial analyst, paid 114% of profit in the past year as dividends. As well , BCE paid 351% of their free cash flow in dividends during the last year.
The analyst further concludes that this is unsustainable and that BCE dividend could be cut.
Can you please provide us with your opinion regarding the sustainability of the BCE dividend?
Thank you
Read Answer Asked by Terry on September 16, 2022
Q: Your opinion on HISA, please... The ETF sponsored by Evolve Funds. Also The HISA in US funds for short term holdings. Thanks
Read Answer Asked by george on September 15, 2022
Q: I have an account where income and safety of capital are the primary objectives, though a bit of growth is also helpful. I presently have Capital Power which has done well in recent months. Since it has been somewhat flat during the same period, I wonder if a switch to Algonquin offers a chance to have the same primary objectives but a bit more opportunity for some appreciation. If it were you, would you make that change, and why or why not? Thank you for your excellent service.
Read Answer Asked by Leonard on September 09, 2022
Q: Hello 5i team,

The shares of Rogers Communications are at a more attractive level these days. In your opinion, have they reached a bottom or will they continue to go down because of the expectation of lower earnings due to customer rebates? Is the company a buy, hold or sell? If one was to buy, what would be a good entry point?

Many thanks for your insight.
Read Answer Asked by Michel L on September 09, 2022
Q: Hi, Could you please compare the two Telcos with respect to their current valuation, historical average and past performance, respective to each other. Also, how would you rate them for future dividend growth and capital appreciation. If we own both, what would be your choice, if we wish to buy more of one of them, Today. Thank You
Read Answer Asked by rajeev on September 08, 2022
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