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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: You’ve mentioned that you generally like to keep single ETF exposure to 15%. Since VGG and VGH invest in the same underlying ETF (VIG), should I keep exposure to 15% between them, or could they each still be 15%?

Thank you.
Read Answer Asked by Alan on July 07, 2021
Q: What are your top 5 income/dividend stock selections?
Thanks
Read Answer Asked by Pierre on July 06, 2021
Q: Wow, that was some news about EIF's acquisitions. Good for EIF...and thanks for your previous comment to me about not seeing any reason to change (May 17, 2021).......Now with a weighting of 2.3% but with a risk rating that I would say is 3, moving up to 4 out of 5, I'm pondering increasing my EIF weighting....Me, like the 5.67% dividend, too.......What say you, aka your take please!!!......Tom
Read Answer Asked by Tom on July 06, 2021
Q: Hello 5i Team

Caribbean Utilities (CUC) was listed in the blog article as companies paying a US$ denominated dividend.

1 – Since Caribbean Utilities is a Cayman Island domiciled company, is it correct that the dividends would NOT be eligible Canadian dividends and therefore NOT eligible for the dividend tax credit (i.e. would be treated similar as US domiciled companies and dividends treated as ordinary income).

2 – According to the CUC website, there is no withholding tax on the dividends, therefore would CUC be best held in a RRSP in conjunction with other US utility companies?

3- CUC is owned approximately 58.5 % by Fortis, why does this ownership percentage not appear on the company information page of the 5i Research?

4 – How does CUC compare / rank with other similar US listed utilities (same market size cap and/or electrical distribution market focused)?

Thank you
Read Answer Asked by Stephen on July 05, 2021
Q: Thank you for your report on " Canadian Stocks that pay US dividends" and especially the information that one could request that the US funds be accumulated in the US portion of the acct. In what Currency is the yield listed on the Portfolio Analysis report?
Read Answer Asked by Lorraine on June 30, 2021
Q: I am drastically under invested in utilities. I presently hold the following - each is under a 1% weighting - AQN, ACO, BIPC, BEPC, BEP.UN, CU, and Fortis. Which would you sell? Which would you add to? All are in corporate non reg acct. Also want to increase my US and International exposure. Is there a reason not to do it in this sector?
Would appreciate US and International companies you favour. 5 year hold.
Thank you.
Read Answer Asked by Lorraine on June 30, 2021
Q: Hi 5i,

Please help me understand something. Was the recent substantial run up in LIF's price since mid June followed by today's substantial decline of over 6% all attributable to the special dividend of $1.75 that was announced on June 15 with an ex-date of today? Are there those out there who chase dividend payouts even if it means putting up 40K to realize 1.75K, while also assuming the risk that the stock might head south?

If so, is there anything to be learned about LIF's future prospects from the recent dividend driven activity and, if not dividend driven, what else might have caused such a decline today? For such a pricey stock it seems pretty volatile.

Thanks for your insight.

Peter
Read Answer Asked by Peter on June 30, 2021
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