Investment Q&A

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.

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?

Q: How much growth do you see in this company over the next five years and would you consider it to be able to generate a decent level of capital appreciation.

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

Q: Your opinion on HISA, please... The ETF sponsored by Evolve Funds. Also The HISA in US funds for short term holdings. Thanks

Q: I am looking to add North West Company to a balanced income portfolio. Would you replace Park Lane or K Bro or neither with NWC?

Q: Good morning,

Q1. What are your thoughts on TVE's recent purchase of Deltastream after just purchasing Rolling Hills Energy?

Q2. Do you expect this purchase to be accretive in the medium term?

Q3. Do you recommend purchasing additional shares now or after the Deltasteam deal closes.

Thank you for the sage advice.

Francesco

Q: This LNG related (FSRU) company went public in April. May I please get your thoughts? Thanks.

Q: what are the 6 safest dividend stocks?

Q: I currently own ENB and considering buying more or initiating a new position in CNQ. Would you have a suggestion to which you prefer?

thanks

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.

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.

Q: Please tell what criteria you use to initiate and update a report on a specific company.
I don’t see a report on Exchange Income, why have you not done a report on it?
Thank you and good day

Q: Can you comment on this Company please
Thanks Gord

Q: The 80 cent special dividend in the question on Sept 7 was covered by Jeff Tonken in the May 11 report - it will be quarterly and "at least 80 cents".

https://www.birchcliffenergy.com/sites/default/files/docs/News%20Releases/2022/Q1%202022%20Report%20FINAL.pdf

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

Q: The question is about the Communication Services sector. As I seem to recall, this sector is classified as defensive when it comes to interest rate sensitivity. But for my portfolio it is down considerably. One reason might be that there are effectively two diverse groups in this sector - streaming services, like Netflix, and telephone services, like Bell. And now for the question - given these to diverse groups in the Communication Services sector, when it comes to tracking interest sensitivity, would it be more appropriate to separate these two groups with streaming service being cyclical or sensitivity and telephone services being defense. Me, just wonder for future reference purposes. Would appreciate your take on this suggestion.......and also whether would you classify streaming services as cyclical or sensitive when it comes to interest sensitivity........Keen to hear your thoughts....Tom

Q: With all the risks out there in the investing world these days it's hard for me to decide on an investing strategy that I can trust enough that I will hold equities even as they react and go down when each new risk becomes noteworthy. I've decided that the best strategy for me is to develop a list of:
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.

Q: I have raed articles latley that BCE is paying out more in div than taking in on cash flow. Is the dividend safe???? Thanks Ken

Q: It seems like the NAV and distribution on this are extremely well protected, if I understand it correctly.
Would any drop in the price of the underlying banks be deducted from the NAV of BR before affecting the NAV of BR.PR? (would NAV of BR have to go to zero before affecting the NAV of BK.PR?)
And in the unlikely case that several of the banks cut their divs, would some of that cut be accommodated by cuts to the distribution of BR before affecting BK.PR's distribution?
Last, if the price of BK.PR falls due to sentiment - as opposed to drop in NAV - the product can be at some point sold back to the issuer at the then current NAV?
Is there a risk I am not considering?
Thanks,