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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: Thanks for your precious advise. I experience my best investment years since I enrolled with your service. Retired investor with a long term view (I hope LOL LOL) I currently own the above mentioned stocks and would like to increase marginally my weighting in energy. KEY and TOU have the most weight currently. All can be increased in weight but would rather add to 1 or 2 max. A mix of good dividend and capital appreciation is sought. Where would you go from here? I don't mind adding another company if need be for better diversification if needed. Please rank in terms of preference.

Thanks

Yves
Read Answer Asked by Yves on January 25, 2021
Q: Hi, further to my question of January 25th ranking dividend stocks could you please elaborate on why EMA was ranked in last place.. Being a large regulated utility with a 50% payout ratio I would have thought it would be much higher in the list despite they are all solid companies. Thanks.
Read Answer Asked by Gary on January 25, 2021
Q: I have a significant holding in BCE and a smaller amount of T. I am wondering if I should continue to hold them or move on to something else. BCE has been performing poorly but has a nice dividend. I think that BCE has been hurt in its media division by the pandemic so might improve particularly with sporting events coming back. T has performed better but its dividend is not quite as good. Perhaps the most important driver will be 5G. When do you think this will become important and how significant do you think it will be?
Thanks, as always, for your insight.
Ian
Read Answer Asked by Ian on January 25, 2021
Q: I am low on utilities as per the portfolio analytics. I currently own the above stocks. my question is would you add equally to these or do you have a preferred stock of the three or perhaps one more to add to the group?

thanks Dave
Read Answer Asked by Dave on January 25, 2021
Q: Hi, purely in terms of relative dividend security could you please rank the above blue chips companies over the next 5-10 years.Thanks.
Read Answer Asked by Gary on January 25, 2021
Q: Hello!

I came across an article about Algonquin as being undervalued based on DCF model. However when screening it with Graham number the stock seems overvalued. The technical analysis seem to support that as well. What are your thoughts on that? With the change in the US administration, I am looking for a a long term exposure in unitalities market in both Canada and US. Any suggestions would be greatly appreciated.
Read Answer Asked by Irek on January 22, 2021
Q: There seems to be lots of buzz in the media lately about dividend stocks being hit hard when inflation/interest rates rise. What are your thoughts on this? Isn't this just short term noise for the long term dividend investor.
Read Answer Asked by Joe on January 22, 2021
Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!
Read Answer Asked by Alex on January 21, 2021
Q: Hi 5i Team, I already have a full position with Ray/A.TO holding it for a year now, recently it had a breakout at SP $7.27 (increased holding from 5% to 10%) my technical indicator shows a price objective around sub 9.00 which gives a 25% move. Needed your fundamental input to its upcoming earning expectation, debt and business prospects post covid...Thanks
Read Answer Asked by Francis on January 19, 2021
Q: Hello 5i Team
Canadian Utilities (CU) has announced a $0.0044 (1.010565 %) increase in the quarterly dividend, continuing CU 49 year dividend increase streak.

1 – Why do companies increase dividends by “oddball” amounts, in this particular case why would CU not increased the quarterly dividend from $0.4354 to $0.4400 (instead of $0.4398) which would increase the total annual dividends by approximately $218,000 on total annual dividends of $475M.

2 – Is this a sign the board increased the dividend a “token” amount to maintain their 49 year history of increased dividend and that CU is facing stagnant growth in their business (which is not surprising given the majority of their business is Alberta based)?

3 – CU increased their dividend by 1 % and ATCO (which holds 52.2 % of CU) increased their dividend by 3.1 %. Does this make ATCO a better investment, given ATCO’s other divisions (Structures & Logistics and Neltume Ports) are providing better growth, leading to a higher increasing dividend rate, although a lower overall yield?

Thank you
Read Answer Asked by Stephen on January 19, 2021
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