Investment Q&A

Q: Hello,
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you

Q: If one were to buy one of the two named stocks, which one would you choose and why?

Q: Hello 5i, I notice that comments are made as to the takeover of Interpipe IPL relating to both BIP and BIPC as the take over company's. What is the relationship of BIP and BIPC as to who really will own IPL now. Also which company BIP or BIPC would look better to invest in. I was a IPL share owner and submitted my shares for the cash option.

Q: Could you compare FRU and TPZ in terms of payout/dividend sustainability, hedges, debt levels, any growth potential and royalty holdings in general. If you were to buy one, which would it be, and why. Alternative suggestions welcome.
Thank-you

Q: Over the next few months, I plan to buy the 5 stocks listed. Not sure if there is a preferred order of purchase. This will be in a non-registered investment account, where dividend accumulation and safety of principal are the main goals. Buy and hold forever. I keep all of my growth stocks in my TFSA, and I have most of those recommended by 5i. Could you please recommend an ordered sequence for purchase of these 5? (If you see one.) Thank you for continued great service.

Q: Bought CU over CPX because of long history and large capital program to move CPX off coal.
Surprised Alberta power rates are good given their economy is languishing. Which do you see as the better option going forward for steady income and likely dividend increases above inflation rate (unlike CU of late)? Thanks.

Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.

Q: I own these stocks which pay Canadian or U.S dividends. Would it be wise to take the dividend in U.S currency.

Q: To increase gold exposure, I am looking at AEM or BTO.
BTO has a better P/E and dividend, but is much smaller.
Which would you recommend gor 3-5 year hold, and why?

Q: Hi, we have TFSA’s, RRSP’s and non-registered accounts. Where is the best place to hold high dividend US stocks? Thanks, Bill

Q: Is TD a buy at this tine or a sell. & the reason. Where do you see TD going.

Q: Hi 5-i:
Not a question,but rather a comment. I notice today that some members have written in about the results of what they have received from offering their IPL shares to Brookfield. I had 40,618 IPL shares times .250 = 10,154 exchangeable units, however, RBC direct investing showed in the activity section of my account 40,618 times .24974626 = 10,144 brookfield units. I am short 10 units times an approximate value of $ 71.00 = $ 710.00. Brookfield is using the .24974626 factor instead of the .250 that they offered. I am waiting on a resolution to the matter, but encourage others to check their account, and with their broker, and if so to express their discontent to Brookfield. They will save millions by using the incorrect multiplier. I experienced a similar problem when they spun out the BEPC shares. The announcement stated that all allocations would be rounded up, but when it didn't happen, I checked with my broker and they said that they were not allocated enough shares to do that. I recall that 5-i had some questions concerning that issue.
Thanks,
Ben.

Q: Peter; Could you update your opinion on CFX please? Thanks.Rod

Q: We have 4 positions in SU; content to wait for the cumulative effect of cash flow and buybacks. There has been other advise given to us, to switch over to CNQ.
We have little knowledge of CNQ and such a move would require research. I don't want to do this homework, if it's a marginal idea to begin with.
Your help would be appreciated.

Q: Good Morning,
I am searching for stable high dividend stocks for income, and I was wondering if Timbercreek Financial qualifies. How safe is their dividend? Have they ever cut it? What is the growth potential of this company? What is a good entry point.
Thanks for your service.
Jane

Q: I have enjoyed the ride up in the markets over the last year but am now looking to shift a chunk of dollars out of what has been labeled the Cathie Woods stocks. And potentially give up some upside potential for income.

With that in mind I am looking for high dividends with consistent payouts.

Looking at these etfs as a GROUP would they meet this criterion? ie payouts remain relatively stable if the market dips as some are predicting right now.

A drop in share price could be tolerated but the prospect of a significant decrease in the monthly dividend would not.

I guess this is a risk reward kind of question.

THANKS for any guidance you can provide.

Q: Can you explain to me how Option 2 is supposed to work for the IPL takeover. Option 2 is 0.25 shares of BIPC subject to proration. In the Aug. 20 group, 90% of the IPL shares were converted to BIPC for those who chose Option 2. What happens to the remaining 10%? Are they paid the equivalent of 0.25 of a BIPC, or $20/share or ?? Since I received only $18.68 for my 10% I am thinking that I did not get 0.25 BIPC equivalent. Thanks. Feel free to answer privately if you prefer.

Q: I am confused and frustrated about the stock price movement as between BIPC and BIP.UN. Today BIPC is down approximately 1.67% while BIP.UN is up 0.60%.

BIPC recently hit a high of $100 and is now down approximately 23% from such high. Meanwhile BIP.UN is almost at its 52-week high.

I want to buy BIPC because I want to avoid the hassels preparing by tax return that BIP.UN and limited partnership brings along with it (mainly the delay of receiving the tax form from Brookfield).

My question: How do I know I am buying BIPC today at a market equivalent price to BIP.UN ? I want to avoid buying BIPC just to have it further correct while BIP.UN remains the same or increases.

The "efficiency" of the stock market is clearly lacking here and also with all the Brookfield limited partnerships vs. corporation stock variations.

Thanks,
Thomas

Q: Is there any fundamental difference (other than the structure) between the two? BIP.UN is almost at all time highs while BIPC drooped 22% in a few weeks.

Thanks

Q: can you compare them for income stability