Investment Q&A

Q: A recent article in the Financial Post noted that banks that emphasize capital return will likely outperform those focused on acquisition. Using this criteria, which ones would be more likely to out perform, in your opinion? Does this also apply to US banks? If so, which ones?

Q: Is there a reason for the significant drop in price today? Is this a buying opportunity?

Q: What is the reason for the sudden drop in price of the stock? The financials seem good and everyone likes it, so why the drop?
Thank you.

Q: In a recent question on DHT.UN you mentioned they expected to pay out 20-30% of earnings .... Being a royalty company I suspect they may have a dividend percentage range or goal in mind ..... With these type of companies I am not really interested unless that yield is on the north side of 5% ..... With the current company mix do you have an estimate of what you think that yield percentage might be ?

Q: Would consider this company as a bond replacement in a sleepy business with dividend growth potential?? Buy ????
Thx

Q: What is happening with this company, my holding" vanished" from my on line portfolio and I'm unable to get details.
thank you for your excellent service.
Heidi ( Rust)

Q: We are down 65% with Enerplus. The stock has been in our portfolio a long time. It has recovered some this year and the dividend is over 5%. Should we move on with the partial recovery or is it worth keeping in our portfolio.

Q: 11:05 AM 5/20/2021

On March 18, 2021 "Using safety and valuation as the primary metrics", you ranked these 4 utilities : We would rank: FTS, NPI, AQN, EMA.

You consistently rank EMA at the bottom of the list yet since 2008 the graphs of FTS and EMA are almost exactly the same, both raise their dividends annually and EMA has a higher dividend [4.5% as opposed to 3.7%].

You must see something I am missing. What is the problem with EMA making it so much less desirable than FTS. Please be specific if you can, as this problem has bothered me for a long time. I own 4%EMA and 5%FTS positions in the two and need to add a bit to one. I plan to own these "forever" strictly for income and enough growth to offset inflation.
Thanh you.......... Paul K.

Q: I read today that there has been recent insider selling of AQN. In particular the Chief Legal Officer, Jennifer Tindale, selling off a large position. Would this concern you? I hold a small loss right now in a rather large position. At current selloff price would this be a buy/sell/hold in your recommendation?

Q: Hi 5i,
I am up 55% on CPX, enjoyed the income however would it be wise to upgrade the overall quality of the investment in utilities to FTS or AQN? Understanding the income would be less but payout ratios look better in FTS or AQN and once interest rates rise the debt burden of CPX might become a issue.

Q: hi,
do you still guess there will be a rival bid for ipl?
when would you accept the 16.50 offer?
thanks for your help
jacques

Q: Given the recent purchase of People Corporation, i am not aware of any listed small/microcap benefit or HR admin firms. Can you suggest alternatives or are we limited to the PAYX and Morneau Sobecos?

Q: I currently have loss on bep.un. If I sell bep.un and buy bepc will the loss be disallowed?

Q: Can I please get an update/opinion on this company. Thanks !

Q: Greetings once again and my continued thanks for your steady hand. Can you please suggest an array of balanced fund or high grade dividend fund etfs which can give me exposure to Canada, USA and the rest of the world, in roughly equal portions. KIndest regards, Al

Q: In a recent question today on value Canadian stocks, you mentioned BNS as a top 5. Why BNS out of the big 5 banks? If I want to invest in Canadian banks, with at least a 10 year horizon, how would you rank them to buy?

Q: Hello, and thank you, to all of the 5i Team for the insightful investment advice!
I will be selling some Pembina Pipeline shares within a year’s time frame. Do you see any short term upside for the PPL share price, or will they most likely encounter some resistance at the $40 level, and stay range bound without some major mover? Thanks in advance!
Rod

Q: Hi,

Can you suggest 2 US Etfs that are similar to our CDN XEI?

Q: Would you recommend QSR now for a long term hold, I could not find on the investor s site whether the dividend was an eligible for the dividend ta credit. Do you have that answer?
Thank you

Q: Do you think there is any likelihood that either BCE or Telus will follow the lead of AT&T and 'resize' their dividend using a similar rationale? If so, where might you put that likelihood on a scale of 1 to 10?