Investment Q&A

Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.

Q: Hi 5i
WCP report earnings today...How did they do in your opinion? Shares are down -3% so far..
What is their outlook going forward and if its looking OK at what price would be a decent entry point.
Thx
Jim

Q: For a longer term (5-10yr) dividend hold we currently own AQN and are wondering if adding or replacing it with another such as EMA, FTS or NPI is prudent given AQN's flaccid performance over the past 18 months.
Thank you for sharing your insight.

Q: Dear 5i,
I hope you're well today.
I'm trying to pick the "better" company in which to invest new money.
May I have your opinion, please?
I like all three, but between BEP, CPX, and AQN what would be your preference?
Thank you.

Q: The recent price decline seems to be reversing with similar voracity. We took the shares for our IPL position, primarily because of the name "Brookfield". It seems to be a name that attracts money.
Is there any other reason that you can see, for the recent volatility ?

Q: Good Morning,
Two ?s here: I put in a buy on SU before markets opened with a limit 21 cents above yesterdays close. It didn't fill, and now the stock is up about $2.50.
How would you approach putting an order in prior to market opening on this sort of event?
And do you think there is more room to run on the share price based on the quarter, dividend increase and share by back news?
Thanks,
Tim

Q: May I please have your comments on earnings. Cheers

Q: Stock screeners. Could you suggest web sites with a great stock screener tool - free or paid?

Failing that could you list Canadian companies that currently pay a dividend above 2.75 % and have no debt?

Q: Supposing that I don't like the deal announced yesterday, what would make a good replacement stock in the sector that offers a 4%+ dividend and some aspect of, "greening"?

Thanks

Q: what are your thoughts on the Capital Power Q report?

thanks.

John

Q: There was a big sell off today following the third quarter earnings report.

Is the news that bad, or is this a buying opportunity?

Q: I have held Cenovus for a few years in a registered account. Would you see better valuation and growth in Suncor or another company. Who has the better upside?
Thank you

Q: Comments on acquisition?

Q: Can you give me your opinion on todays announcement of an acquisition and a stock offering. They say it will be accretive, yet I can' help but think it will be dilutive.

Also they say there will not be another offering before mid 2022 - Does this mean they will be making another acquisition?

Are they using the offerings in part to cover the dividends?

This is a stock I bought for the dividend, but expected some growth and safety. I actually have a small capital gain, but the stock has done very poorly over the past year, although I know the pandemic has been a severe negative factor.

They say that this acquisition means that 80% of the company will be regulated - why do some analysts talk about this as a renewable energy company?

Should I dump it?

Q: I have held BCE & RCI.b for 15 years as my Telecom Holdings (5% each of my equity portfolio). I just sold my RCI.b shares due to poor performance over the years plus the current squabble just pushed me over the edge.

Do you think Telus would make a suitable replacement for RCI.b in the Telecom space given its diversification in 5G, health, international etc. even though it doesn't own the Toronto Blue Jays or any other sports teams.

Thanks

Q: I'm looking for income and found dividend stocklist on TMX. The top 15 are all stock splits corps. your thoughts would be appreciated. I thought some splits were between voting and preferred. Thank you. Enjoy your site .

Q: hi. if choosing between bce or enbridge for a 5 year hold which would you pick as of today?

Q: With the turmoil in the Roger’s board room and drop in the stock price,would consider buying at the current levels?

Q: Hello to the 5i team

Does the drop of about 10% over the last month represent an interesting entry point for this quality stock.

Q: Can you comment about Co-operatives Limited memorandum of understanding and what this means for near and future earnings.

Is this a big area that WCP can grow in the future? Carbon capture looks like a big opportunity as net zero goals are put in place for companies in the future.

Also do you have a some names for pure play for carbon capture company that you would recommend?

Take as many question credits you feel appropriate to answer the above