Investment Q&A

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

Q: Morning
Quick question....
Which stock would you invest in now....
TC energy or Keyera, and why
Thank you for your help

Q: Hi Everyone at 5i! I am thinking of adding more dividend players to my tech heavy TFSA, just to start balancing things out a bit. I was thinking of adding Manulife and Atco...they seem cheaper, have some growth prospects and raise their dividends yearly ( though albeit, manulife ran into some problems a while back. ) Are my proposed additions decent selections? Cheers, Tamara

Q: Hi 5i,

Currently I have owned the above stocks SU and ENB for around half years.
I have heard the news regarding for the cancellation the Keystone XL pipeline from Biden's campaign. Actually, do you think there will be a negative impact for the above stocks in coming future? Any possible negative impact in coming future for the oil sector if the new US government, would you please kindly advise. Many thanks.

Thanks & Regards.

Q: Hello, I am currently rebalancing my portfolio and would like to exit a position in Financials to increase in other underallocated sectors. To help with my research, how would you rank MFC and GWO for a longer term hold (e.g. RRSP) and any other attributes/parameters that are important to look at?

Thanks for all you do?

Q: You answer by pervious question on BEP.UN that the div is .28933 per mo. My numbers show that a $10000.00 investment @ 57.35 equals 174 shares times .28933 =$50.34 per qt. American Four payments a year = $201.37 per year times 1.30=2.62%yield. Where am I wrong??? Thanks Ken

Q: With Biden to sign XL ppl stoppage, which companies should I stay away from or does someone like ENB benefit?What do you see as the fallout from this?

Q: With Biden apparently going to cancel the XL pipeline, what do you think will be the impact on the company and is has most of this already impacted the share price?
Geoff

Q: Hi guys!

Can you please recommend some alternatives/additionas to XTR? I'm looking for high dividend with also an (as high as possible) degree of diversification. Essentially, a couple choice income picks if I were to only choose 1-3 ETF for an entire dividend-based portfolio. This is in relation to my previous question where I was looking to do something relatively safe with ~60k over 2-3 yrs. Thanks!

Q: Hello
It appears all the utilities with the word "renewable" in the their name have gone gangbusters after the blue wave US election.
I am looking to invest in a utility that more reasonably priced and maybe running under the radar.
Does your terminal show the % of renewables for the following utilities.
Fortis, Canadian Utilities, Algonquin Power, Emera.
Thank you.
Stephane

Q: Please comment on Cogeco results and please rank CCA vs. the other Canadian telcos.
Thanks for your ongoing great advice.
Rob

Q: Given their recent runs, do you have a preference between BLX and NPI?

Q: In a previous question relating to TRP, you wrote "Interest might come back to the name but with the poor momentum, we would prefer to wait for some sustained strength in shares before getting interested." How much emphasis do you put on momentum vs valuation? And with an increase in momentum, you would see an increase in the valuation. If you were a long term investor and believed in the company why not buy at a more attractive price?

Q: Hello Peter and gang. What is your opinion of DFN? Is the yield sustainable at the current rate. Thank you for all your valuable info.
Brian

Q: I hold shares in Extendicare and would like your opinion on this company if I should sell them now with many law suits coming and also I understand that there is a decrease in the dividend.
Thank you for a prompt reply

Q: My two cents worth on the proposed deal. I think ATD would be better served looking forward slowly adding charging stations, customers will linger longer and do more impulse buying. Should stick to its netting.

Roy

Q: Hello 5i,
You have just stated that QSR is not your favourite stock but "ok" for income and some growth. So far I am up $5000 since you included it in your Income Portfolio (not including dividends) and happy for it! So if it is not your favourite, why isn't it excluded from the the IP and a "favourite" included instead? What mght that "favourite" income stock be?

Q: Hi there, Happy New Year to the 5i gang.

I noticed a fair amount of insider buying on SPB , almost all of which being bought by Marquard and Bahls AG, do you know (or think) this company is merely making a large investment here or are they possibly making a creeping takeover of SPB, similar to what Brookfield does in some cases? It seems their buying is what is mostly triggering recent price gains recently.
thanks and cheers Tom

Q: Hi Team, Wondering if you could please suggest a good
ETF for growth - Canada and US.
Also a good ETF for Dividends - Canada and US.
This is for RRSP account.
Thanks

Q: Hi 5i,
Is QSR a buy at this point in the market or can you recommend a better dividend payer in the same sector? I sold QSR in a register account with a very small profit to move the dividend to a non-registered account (still have not rebought yet since its dropping).