Investment Q&A

Q: Pason is heading up like most of the sector, and I like it’s more conservative financials, but is it worth holding or is another name in the broader oil and gas sector a better, ie conservative, investment.

Q: May I please have your opinion of Q3 the earnings report Thank you.

Q: Can I have an update on this company. It is quite small I know, but it seems to be going gang buster in the last year. Also can you advise when they report earnings again. Many tnx.

Q: Can you please comment on results and did you tune into the earnings call? I'm down on this small position I hold, since the 5i report.

Q: thought on the quartr please?

Thx

Q: If you owned CIX, would you sell and buy which of CPX and H. Please provide rationale behind your recommended approach.

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

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?

Q: Your comments on LWRK would be appreciated.The drop of almost 10% today seemed a bit excessive or is there something I'm missing in their report? Thanks
Dave

Q: Hi 5i
Could I please have your overview of DR results and forward look.
Thanks

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?

Q: What is going on with this company... going down and still down... Sell or HOLD

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!

Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

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

Q: hi, can I get your thoughts on INE after you digest the earnings and forward looking statements please. Is this a good buy price?
cheers, Chris

Q: Hi 5i Research. I have all the above ETFs in my RRIF. Does it make sense to combine all of these ETFs into one. If so, would XSB be a suitable choice? Thanks very much. Ron

Q: I presently have QQQ and VIG in a USD TFSA, in roughly equal weightings. I'm looking to add one or possibly two more USD ETFs to this TFSA account to diversify a bit more, resulting in rougly 33% or 25% equal weightings depending on whether I end up with three or four in total. If adding just one I would be willing to sacrifice some growth opportunity in favour of some stability and yield in the roughly 3-4% (+/-) range, if possible. If adding two I would prefer something just as described, plus something growth oriented with little or no yield. I'm hoping to minimize duplication or overlap with the existing QQQ and VIG combination, to the extent possible. These would all be securities purchased in USD for long term term holds, and I am not too concerned about the withholding tax on US dividends in a USD TFSA. Can you offer some suggestions? Thanks.

Q: In a rising rate environment I would like to own a stock that has a reasonable dividend and good prospects for growth, I assume you agree with this thesis.
I’m considering buying one of AQN or CSH.UN. Both have approximately the same dividend.
My question is which would you choose as having the greater growth prospects or do you have what you consider a better choice.

Roy

Q: What are your top 5 picks (CAD) with sustainable dividend growth for a 10 year investment horizon and why? Prefer lower risk/volatility as I am close to retirement.