Investment Q&A

Q: The preferred market is a little odd. CPD consists of 76% rate reset preferred yet is hurt by rising 5 year government rates. Which, of course, their future dividend is based off of. Do you have a feel for this and at what point does CPD become a buy given rising government of Canada bond rates?

Q: Please name and rank five Canadian stocks providing dividends > 2% that are likely to experience strong growth over the next five years. (Please exclude GSY as it's already owned and I'm assuming would be on the list.) Thank you.

Q: What is 5i's current reading ?

Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you

Q: Good Morning.
What do you think of this company, in view of an increase demand for shipping on the great lakes and seaway. May be not for fabulous growth, but a safe and steady dividend.
Thank you

Q: At one time there was a large gap in price. This gap has narrowed. When is it worth selling bepc for bep.un in an rsp or is it better to hold both ?
Thanks

Q: I'm looking for another lo-volatity dividend payer with some growth to hold for the long term. I own BEPC (3%) and its done very well. Should I add to it or add FTS, BIP, or do you have a better choice for me?

Q: I have positions in the above companies that have grown fairly large and i am looking to trim. I was wondering which of the above stocks has the best outlook over the next 2 to 3 years . If you were going to trim which one of the companies would you trim or would you trim both an equal amount

Q: Hello,
Have the earning been consistent and are they still on there long term growth plan.
If positive, would it be good to add to one's position since the yield seem to be solid.
Thank you
Ed

Q: Hi 5i,
There are two symbols for dividend 15 split core they show up as DFN and DF .... DF pays a higher dividend. Could you explain the difference between the two and if there is a difference or advantage of one over the other.
How do you see their dividend going forward. I am looking for relatively safe income for a small position.

Any other suggestion in this category

Thanks
Jim

Q: Hi guys I am thinking of buying 10.000 shares of dfn but don,t know the difference between the two . could you please explain and which one would you prefer , thanks again

Q: If you have to choose one of those three names to represent an entry into the O&G sector, which one would be your pick? Thanks.

Q: i was told tve is going to be in a taxable position end of year and that will mean they will have to pay taxes and as such cash flow will be reduced by approx 15% or what ever the tax rate will be. can you confirm this?

Q: Hi Folks,
I've held GILD in my TFSA now for a couple of years and I'm down 27%, time to let it go. I also hold ABBV, PFE and MDT all performing well - can you suggest a replacement for GILD - looking for a company paying a dividend with some growth. Appreciate your suggestion.
Thanks

Q: Hi, looking to start one or two Canadian based etf. Retired, no investment out of Canada. I think I should have some. Would like monthly income, 4%+ ,moderate risk, some growth if possible.
I think Cyh is the only one with a little growth?
Could you suggest two etf’s you prefer, or suggest two from above you might have confidence in.
Thanks

Q: What is your comments on likes of BLX-T NPI-T not doing anything...With there wind exposure in Europe...

Q: I own TOU shares and I am looking to add two more Canadian stocks that are predominantly natural gas producers. Suggestions please with your reasons.

Thanks, Tim.

Q: could I get your opinion on the above company please and thank you

Q: Hello Team,

Given your past responses it does not seem like you are fans of Colliers or at least would allocate capital to other names first (and don’t like the amount of debt they carry).

I don’t understand this and look at the company as a smaller, younger BAM for the following reasons:

- Their IM is growing by over 50% yoy.
- revenue has compounded over the last decade while ebitda margins have improved from 9.3% to 14%.
- their acquisitions of Harrison st, basalt, antirion have diversified their offering to be more infrastructure than only RE.
- they have already proven to successfully expanded into engineering serivcies.
- Their goal is to have over 65% reoccurring revenue by 2025
- Jay Hennick has proven track record with the stock providing compounded annually return of +20% for 20 years.


I could go on and on but given the tailwinds for alternative asset managers (similar to BAM) and proven track record. I don’t understand how this isn’t in your core stable of beloved Canadian names with the likes of BAM, CSU, TOI, ECN, ATD, GSY, etc.

I would love to hear your expanded feedback on the name

Q: Years ago I bought CJ at $4.20 and recently sold it when it reached that price again. Obviously, a mistake as it is now $7.72. I own WCP and VET which are now back to my original purchase price.
What do I do ? The oil and gas sector is cyclical and I wish to exit this sector as am retired and rely on a safer higher dividend portfolio but do not want to repeat selling these too early. Do I follow analysis target price and /or other metrics, or do I just bail out , happy to get my money back? Thanks .
Derek