Investment Q&A

Q: Which Canadian companies will benefit when the trans mountain pipeline starts up.
Thank You.

Q: Hi!

In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.

Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.

Mr. Holland is CI’s former chief executive officer.

The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."


What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?

Thank you as always!

Q: Looking for income in a RIF account. And “ safer” companies in terms of stability.

These two stocks appear to meet the criteria. The dividends are in the 10-12% range

What do you think ?
Would you have a preference given the similarities in holdings?

Thanks.

Q: Hi Peter
re my income portfolio if i had to pick one in each category which would you favour for dividend and some growth
Atco vs fortis for utility exposure
Restaurant brands vs A and W . for consumer exposure

Thank you
Howard

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Q: A while ago I asked 5I to run the numbers on HCAL as an example of one of Hamilton's new leveraged ETF's comparing both a covered call and similar market ETF and speculate on the return of their other ones ...... Below in quotations is the answer I got .....

" HCAL 1 month 1.7%, three months 0.85%, YTD 34.9%

ZWB 0.9%, 1.65%, 23.7%

ZEB 1.05%, 1.72%, 29.9%

The difference is likely very closely related to the leverage impact. We would not expect HDIV to be different. " .....

Clearly the Hamilton product out performed both the covered call and regular banking market ETF's

Please clarify the following answer given to Craig this morning ? .....

" For a long-term hold, we would side with either VUN or ZWH, as HYLD would cap long-term capital gains due ot the coverd call strategy. We would be fine with the prospects of both ZWH and VUN but side with VUN for a broader exposure to higher growth areas. "

Q: Followup to previous question. Could you provide more specifics on your comment "But it remains cheap on several metrics." Which metrics. How do you assess that.

Q: LIF has taken quite the hit the past two days. I'm thinking to sell my RUS and buy the dip. What do you think of the swap? If so, do you have any advice on timing? LIF shows ex dividend March 30. Would it be wise to wait until then and see how it settles?

Thanks

Q: what caused the decline in the stock price on march 14 after the conference call. What I seen in the financials only the free cash flow was lower from 2020.

Q: Hello 5i
Please comment on the similarities and/or differences of these two companies. I know you like ENB but could EPD be investable also?
Thank you
Dave

Q: I have a relatively small RESP portfolio that will have to change to an RRIF. I would like the RRIF to be able to generate enough dividends to cover the required withdrawals. If that is possible. Can you tell me your top ten highest dividend-paying Canadian companies or maybe even better ETFs or a combination that you would be comfortable owning?

Thank you.
David

Q: Peter, your opinion on wajax please. Looking for safe div and a bit of growth. Ken

Q: Hi 5i,

Which one would you choose between ACO.X and CU for an RRSP?
Can you help explain your reasoning?
What would be a good price to pay for your choice today?

Q: Given the potential for a resolution to the Ukrainian conflict, and a lowering of oil prices back to normal market levels, please give you thoughts and ranking (best to least) as to which of the following co.'s you would consider as having the most potential for a sustained upward growth pattern from current levels, over the next 2 years. KEL, SGY, TVE, HWX. Secondly, are there any of these that you would not want to own at these levels? Thanks for the great service.

Q: Could you please give me your assessment of PSK's most recent quarter and annual results. What is its current free cash flow.. How much of its land will be in proximity of pipelines that feed into the LNG project that has been approved..

Q: Could you please explain your logic for your answer to "Greyhairs".
It seems counterintuitive.
Thanks.

Q: Hello Peter and team,
If given a choice, would you choose Hydro one over Atco? Any idea why Atco has not done well over the last 5 years and if one is to invest , is this a good time? Thanks very much.

Q: Hi Peter
Can you please explain the rationale in adding Atco to the income portfolio? If 80% of its income comes from Canadian utilities, why not purchase CU directly? How is Atco better than other canadian utilities?

Thanks

Q: Could I have your views on the latest quarter results. Also wandering how safe the high dividend would be. Many tnx.

Q: As a follow-up to my earlier question since TA owns 60% of RNW and according to the Globe the market cap of RNW is $4.9 billion, TA's share of RNW would be $2.94 billion. TA's total market cap is $3.45 billion. How would you asses the value of TA's other assets. Are any of these assets in renewable energy.