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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: Hi 5i,
I am overweight utilities and underweight consumer defensive. I am thinking of selling AQN and buying AW.UN. The two stocks pay a similar dividend which is important to me. Do you feel the growth opportunities are stronger with AW.UN than AQN over the next several years? Thanks.
Read Answer Asked by Martha on November 15, 2021
Q: Hi team, I presently hold ZWA @t 8.63%, ZWE @ 4.74% and ZDI@ 2.89% of my portfolio. I am very happy with ZWA (up 46%), happy with ZWE (up 5%), and not impressed with ZDI (under water about 5%).
I'm thinking of selling ZDI and either redistributing funds into ZWA or ZWE or into something better at your recommendation. Conversely, would like your thoughts on ZDI? is better performance just waiting for the international economies to rebound after COVID? I'm looking for distribution with growth. As well, I fully understand that portfolio % holdings are individual risks. Convoluted question here but would appreciate your thoughts and suggestions. Cheers, Bill
Read Answer Asked by William on November 15, 2021
Q: My wife and I are retired and rely on dividend income. In the event of a recession, including rising inflation and interest rates and a 20%+ decline in equity markets, how safe/sustainable does 5i view dividends from the named companies? With unrealized gains on all of these, are there any that 5i would suggest selling, accepting the taxable gain, and holding the cash for a rainy day? Thank you. Edward
Read Answer Asked by Edward on November 15, 2021
Q: If you owned CIX, would you sell and buy which of CPX and H. Please provide rationale behind your recommended approach.
Read Answer Asked by David on November 13, 2021
Q: I know you like all of the above. As you look through2022 (so 12-18 month horizon) how would you rank each of the 3 stocks on a scale of 1-10 - and what relevant significant opportunity/risks do each face.

Thanks,

Terry
Read Answer Asked by Terry on November 13, 2021
Q: I have owned Enbridge for a couple years and have done okay with it. Going forward I'm not sure there is much upside beyond the 6% dividend. I'm considering replacing it with a similar stock with the potential for a higher total return. I'm looking at BEP, NPI or AQN.
Would you recommend sticking with Enbridge, switching to one of these stocks or do you have another stock you would prefer?
Read Answer Asked by Wendyl on November 13, 2021
Q: Thinking to sell TA and replace with BEP.UN. This is for an RRSP account, the higher dividend with BEP is nice but not essential, high debt is more of a concern. safety and long term growth opportunities are primary considerations. Do you endorse this switch?
Read Answer Asked by Barbara on November 12, 2021
Q: Here is the current EV/EBITDA ratios for the following energy producers (lowest to highest): CPX (8.3), BEP.UN (9.3), NPI (11.6), FTS (13.0), H (14.0), AQN (16.5), BLX (17.4), INE (37.1). CPX seems to be a top contender for value, with lowest P/B too at 1.49. Considering all factors, please rank from best to worst, in terms of possible best total return over the next 10 years.
Thanks!
Read Answer Asked by Grant on November 12, 2021
Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?
Read Answer Asked by Robert on November 11, 2021
Q: Am looking to invest in a Canadian Dividend ETF.
I have researched the above ETF's, they all have pros & cons.
Am leaning slightly towards VDY at this point.
Criteria: Will be in a non-registered account, am after monthly dividend income with
some moderate growth potential. Am not overly concerned with a high weighting in financials, ideally would have a lower MER but am after solid 3-5 year growth.
If forced to choose one only, which ETF would you recommend?
Thanks for the great service,
Steve
Read Answer Asked by STEVEN on November 11, 2021
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