Investment Q&A

Q: Now that energy stocks are going out of favour, it's time to start looking at the what might be attractive from a valuation point. I'm looking for a US energy company (not XOM or CVX): what are your thoughts on DVN and PXD? Is one preferable or do you have another suggestion? Thanks.

Q: In which order would you initiate buys on these stocks? Do you like all three? I’m looking for a little growth and good dividend yield.

Q: Us again
Could we please have your top five dividend payers in Canada with a little expected growth.

thank you
Ken & Cindy

Q: Hi, Could you please comment on the quarterly/annual results released today., which appears to be strong. Company also seems to be committing to regular and special dividends through 2024, and returning 50-90% of FCF to shareholders !! Sweat !!! There has been so much pessimism about TOU and NG producers, recently. Do you expect the stock to recover and see better price action, over next 12-18 months ? Thanks

Q: Hi 5i,
As a follow up to a dividend question yesterday on PPL: apart from changing the dividend from monthly payout to quarterly, is the dividend also been switched to CAD dollars only? I hold company in taxable, US side of account as part of US dividend portfolio.
If the dividend is indeed being paid ONLY in CAD, can you recommend a replacement Canadian company of similar quality, similar yield that pays in USD? Any sector ok…
Tia,

Q: In a response to Cal yesterday regarding ENB you stated that the loss of Line 5 "would certainly be a materially negative event for the company". I am trying to determine if this should result in my cutting back on my full position of ENB (5%). So I would appreciate it if you could expand on what a "materially negative impact" means. Also, do you have an opinion on the likelihood that Line 5 will be shut down?
Thank you.
Note I thought I had sent this question yesterday but a tech glitch may have prevented it being sent.

Q: Hi Team,

Do you have any very recent updates on RNW?

Is this one a lost cause? Should I bail?

Thanks for your help.

Q: Hi 5i Team,
I have a small position of Emera cumulative redeemable preferred shares class E that trading at about 18.25$/share as per this morning. They had 4.5% per annum dividend payment so they have a 6.1% yield at current price.

I would like suggestions to diversify that part of my portfolio. (It's not a big weight in my portfolio but I would like some diversifcations options... Options could be other companies preferred, bonds, bonds ETF etc. since they are basically having similar behaviors in the current yield environment.

Thank you, Michel C

Q: What would be your top 5 US and Canadian Dividend Stocks with good outlook for growth as well.

Thanks
Tim

Q: I originally purchased this stock reluctantly on the advice of my (then) advisor. I've never been a fan, as they seem to bounce from one crisis to another and have been stuck in a trading range until the recent hiring of Mr. Doyle; the trading range so far appears just slightly higher. There seems to be lot of investment advisor/analyst support at odds with my view. I am rethinking this position in my portfolio now I've no advisor, and am trying to decide if this one is worth keeping in my Consumer Cyclical group (currently underrepresented overall). I am interested in growth with this stock more than the dividend. Would appreciate your thoughts as it resides in your Income Portfolio. If not QSR then what is a plan B in this sector? Thanks very much.

Q: Hi 5i,
I have a meaningful stake in WCP and am nicely in the green. I also have what I worry may be an irrational faith in its future prospects and its management, regardless of predictions that the energy sector will begin (or should I say continue?) to underperform in the not-too-distant future.
So, I'm looking for a reality check.
I have recently read elsewhere that WCP's debt, both short and long term, while presently manageable, is of a magnitude to potentially cause WCP significant problems that may well negatively impact both its share price and dividend if its revenues decrease by the amounts some are predicting over the next year and beyond.
Although I understand that there is 'good' debt and 'bad' debt and can both tell the difference in my personal life, and recognize how it is affecting me, analyzing the debt of a specific company in relation to its current and anticipated future revenues, CAPEX, FCF, EPS, P/E, etc. etc. is beyond me.
I would greatly appreciate your thoughts on the future prospects of WCP in this context.
Thanks.
Peter

Q: I'm thinking to sell FRU for a tax loss and add to WCP. Eric Nuttal mentioned WCP is increasing their dividend? Where would one find this info?
I'm seeing conflicting info on dividend yields, on this platform as well, where is the most up to date place to search for yield info?

Do you have any other picks than WCP to consider for an income investor for a long term bullish oil play?

Q: Hi team,

You thoughts on PRU for an income investor would be most appreciated.

Thanks

Q: Can you please comment on today's earnings announcement. Is the dividend safe and would you consider the recent pull back to be a good entry point.

Thank you!

Q: Hello
Could you give us your take on the latest earnings for Transalta, Inergex, and Emera?
Please use necessary credits.
Thank you
Stephane

Q: What do you think of their latest quarter.

Q: BIR shows a div payment of 20 cents per qtr for a current yield north of 9 percent. what is the revenue assumption made by the company in order to maintain 80 cents per year? what the payout ratio based on an annual div of 80 cents? with little debt on the books do you consider BIR a good investment for investors seeking reliable future income thanks Richard

Q: In have TXF in my registered account and its dividend has been high @12%. Recently along with tech stocks it has lost over 20% of its value. I want to know where can I find how the high dividend is generated from its components income, capital draw down and options trading (about 30%). And would really like your view of this ETF.

I am a new subscriber and I do appreciate your prompt and wise advice thank you.

Q: Hello 5i
For NTI you have PE at 5.6 and price at $76.87. This would give the EPS at $15.37 Yet you state EPS at $5.00. Why the difference?
Also, for FSZ, using the net income of $58,499 and dividends paid of $88,183 the retention ratio is -50.74. However using Operating Cash Flow of $143,814 there is retention ratio of 38.68%.Thus in the first instance, to cover the dividend there would be increased debt but in the second instance all seems well. Do you prefer using Cash Flow in this instance? Please take as many credits (if any) as required
Thank you
Stanley

Q: What is the PEG of ACO.X.TO please? I cannot seem to find it anywhere.
Thank you
Stanley