Q: Does Arx have a 50% hedge for rest of 2021 ? If true is it hurting stock price
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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.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- TransAlta Renewables Inc. (RNW)
Q: Portfolio Analytics calls for 6% in the Utilities sector, at present made up of 33% Aqn, 33%, Bep.un, 20%Npi, 14% Rnw. Is this diversified enough, a good selection or do you have other suggestions ?
Thank you for your great investing service. Ian
Thank you for your great investing service. Ian
Q: Some analysts are wary of Enbridge's payout ratio vis a vis its dividend. Can you advise what the true payout ratio is, and in your view is there any concern it can't be met? Thanks, Bill.
Q: Currently have ~10% loss on T. Considering taking the loss and buying VZ in its place. Any concerns with this swap?
Thanks,
TJ
Thanks,
TJ
- Vanguard FTSE Emerging Markets ETF (VWO)
- Vanguard Total International Stock (VXUS)
- Vanguard FTSE Developed Markets ETF (VEA)
- WisdomTree International SmallCap Dividend Fund (DLS)
- WisdomTree International MidCap Dividend Fund (DIM)
Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.
- BMO Mid Corporate Bond Index ETF (ZCM)
- BMO Short Corporate Bond Index ETF (ZCS)
- iShares Core Canadian Short Term Bond Index ETF (XSB)
- Invesco Preferred ETF (PGX)
- iShares U.S. Preferred Stock (PFF)
- Vanguard Short-Term Bond ETF (BSV)
- BMO US Preferred Share Index ETF (ZUP.U)
- BMO US Preferred Share Index ETF (ZUP)
- Vanguard Short-Term Government Bond ETF (VGSH)
- Vanguard Short-Term Corporate Bond ETF (VCSH)
- iShares 1-3 Year Credit Bond ETF (IGSB)
Q: Hi 5iResearch team
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).
1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?
2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?
Thank you for the great service.
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).
1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?
2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?
Thank you for the great service.
Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- Purpose International Dividend Fund (PID)
- iShares Emerging Markets Dividend ETF (DVYE)
Q: The above ETFs represent my current holdings for Intn’l Equity exposure and are held in my RRSP. I am able to add to my Intn’l exposure in my RRSP and would like your recommendation for a C$ ETF that might fill in any gaps that my current holdings don’t cover or alternatively I could just add to my current holdings.
I do not need to RIF for 8 more years but some dividend yield would be preferable as I do draw out my div/int earnings annually.
I do not need to RIF for 8 more years but some dividend yield would be preferable as I do draw out my div/int earnings annually.
Q: Currently my only energy exposure is by way of pipelines; ENB and PPL. Given the prospects for good energy demand and increasing dividends in the sector I would like your recommendation for a company with good dividends and relative strength to withstand the ups and downs in the sector.
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?
Q: Is there a reason why Verizon has dropped so much? (I must have missed a news event). Is this a good long term buying opportunity?
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- WSP Global Inc. (WSP)
- North West Company Inc. (The) (NWC)
- Leon's Furniture Limited (LNF)
- BMO Equal Weight REITs Index ETF (ZRE)
- Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: Retired, dividend-income investor, who usually follows a fully invested, buy-and-hold strategy for the long term but trims-adds around core positions to achieve the targeted asset allocation. I currently have <4% cash in the combined family portfolio.
Question #1 = for new monies into my wife's account as they become available, please rank the order in which you would invest into BCE, LNF, NWC....and why? I'm looking at where is the most Total Return upside over the foreseeable future. Ignore asset allocation, I've got that covered.
Q#2 = ditto for my account, please rank for new money investment into LIFE, ZRE, BNS, WSP...and why?
2 questions...please deduct 2 credits.
Thanks for your help, much appreciated.....Steve
Question #1 = for new monies into my wife's account as they become available, please rank the order in which you would invest into BCE, LNF, NWC....and why? I'm looking at where is the most Total Return upside over the foreseeable future. Ignore asset allocation, I've got that covered.
Q#2 = ditto for my account, please rank for new money investment into LIFE, ZRE, BNS, WSP...and why?
2 questions...please deduct 2 credits.
Thanks for your help, much appreciated.....Steve
Q: What are your thoughts on HMLP given the increase in price/demand for LNG in Europe and Asia?
Q: As AQN appears to meander, would a swap to DIR.UN be a good strategy?
Q: When I look at cash flows from utilities, they also seem to show a negative cash flow. In general terms, how do they run there business if they are always in the negative ? Are they always looking to the bond and/or stock market to pay for their huge capex spending ?
Q: Has BCE ever had to cut its dividend that %i is aware of?
Thx
Thx
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: Is there another good Canadian-listed ETF similar to VGG? I need another one or two so I don’t exceed exposure in a single ETF. Anything based on the S&P is not ideal as I already have a fair bit of technology exposure.
Thanks.
Thanks.
Q: Regarding Robert's question this morning about withholding taxes on foreign dividends:
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.
This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.
This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/
Q: Do you have any news why MIC shares dropped 91% this morning? I was aware that the former MIC has been changed to a new corporation on a one to one basis. I cannot find any news re this 91% decline. Thank you so much. Cheers
- Agnico Eagle Mines Limited (AEM)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MGA)
- Open Text Corporation (OTEX)
- Nutrien Ltd. (NTR)
- TFI International Inc - Ordinary Shares (TFII)
Q: Hi Peter, Ryan & 5i,
I am looking for seven great Canadian dividend stocks that are listed on US exchanges that pay their dividends in US $. I have about 70K US$ to invest.
Much appreciated and thanks for the great service. Ivan
I am looking for seven great Canadian dividend stocks that are listed on US exchanges that pay their dividends in US $. I have about 70K US$ to invest.
Much appreciated and thanks for the great service. Ivan
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: The BEP.UN/BEPC combo has been on life support entering 2021. It seems the entire renewable energy sector is in the same boat. Can you recommend other similar type of companies or sector I can consider a transfer? Perhaps the electric generators or electric utilities with similar yields and growth prospects? Thanks.