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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: Hello 5i Team

Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.

1 - Are there any others listed on exchange(s) other than the five listed?

2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?

3 - What is the best metric to compare MICs - price to earnings / price to book / others?

4- What would be your ranking - best to worst?

5 - Any other considerations?

Thank you
Read Answer Asked by Stephen on June 21, 2023
Q: Retired, dividend-income investor. I am looking at topping up existing positions in BCE, BNS, TRP over the next 1-3 months, as funds become available.

Please rank them in order of :
a) Value (based on where their P/E (or whatever the appropriate metric) is currently vs over time),
b) Potential capital upside.
Any thoughts on technicals and seasonality would be appreciated.
My own thoughts are to add to TRP first, then BNS, then lastly BCE.

Thanks for your help....Steve
Read Answer Asked by Stephen on June 21, 2023
Q: If the appeal process results in the current judge's order being upheld and Enbridge being forced to "move Line 5" (which sounds to the uninformed to be potentially rather costly) what is the possible effect on the equity - in other words, what are shareholders looking at as a possible downside, what is the risk of this worst case scenario, and what does the 5i crystal ball say will likely happen. Does this alter your positive outlook on this stock as a solid income hold with some likely capital improvement over time - is it still a buy. Thanks for your opinion on this news.
Read Answer Asked by Ken on June 21, 2023
Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.
Read Answer Asked by A on June 21, 2023
Q: Let's say there's a recession brewing later in 2023 and it's time to beef up our defense. I have positions in L, PBH and ATD (not sure if it counts on D) What Canadian companies do you consider the best on D, any sector? Thanks. Al
Read Answer Asked by alex on June 20, 2023
Q: Hello Peter & Team:
How do u compare the income and growth for the above mentioned Co, as we come across the FSZ 8.25% ,3 yr. term offer recently. Fsz.to offers 13% dividend, and the others name above were over7%. How would u rank them from the most prefer to least prefer if i have to placed $50k - 100k into it with a 3- 5 yrs. time horizon. Thank you,
Read Answer Asked by DAVID on June 20, 2023
Q: I am looking at adding exposure to Renewables. I know you like Brookfield Renewable at current pricing, do you also like Northland Power at current prices. Is there another name you like in this space?

Thanks
Tim
Read Answer Asked by Timothy on June 20, 2023
Q: Any reason why BIP.UN's unit price today took such a big dip?

I noticed three fairly large trades, two today (311.4K at 9:30am and 133.6K at 3:30pm) and also one yesterday before closing (84.5k at 3:30pm). Some major holder(s) decided to exit, or what's the story? Today's total volume at 1.25million shares is also well over the daily average of 250K.

Know anything that happened? Thanks.
Read Answer Asked by Victor on June 20, 2023
Q: Hello, we have a full position in CNQ (5%) and SU & TOU (3% combined). We also own ENB (6%). We are considering to reduce our weighting in Energy sector. We like CNQ and ENB, for their respective merits, at the two ends of the spectrum being Growth and Income and relatively stable history of stock performance. If you have to choose to sell/trim between SU and TOU, what would be your approach - Equally trim from Both or Sell one of them in full ? Based on current and likely scenario of Oil and Natural Gas prices and their balance sheet and growth/income prospects.

Thank You
Read Answer Asked by rajeev on June 20, 2023
Q: Hi Peter and Team
I still hold AQN in a LIF account and would like to replace it with something that pays a decent dividend and will in time recover the more than 40% loss. What do you think of GEI, BEP.un, BIR, TD, or BAM as a replacement? Please rank order. Any other suggestions would be appreciated. Obviously no regard to sector.
Thanks for your guidance, Gary
Read Answer Asked by Gary on June 19, 2023
Q: Hi Peter and all,

I own BCE in my TSFA. and am interested if you would recommend holding longer term, given the recent news of station closures and layoffs. I assume those are good business decisions for the longer term viability of the company. Still a hold ?
Read Answer Asked by Jim on June 19, 2023
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