Investment Q&A

Q: The earning for the year look decent. Too bad they give little public guidance but my understanding is that business has picked up and they project double digit growth over the next few years. Based on that scanty information do you think the stock is undervalued? I like the 3.70% divy while I wait for the company to be discovered.

Q: For new money to top up my income portfolio holdings per above. How would you rank if buying today based on valuation and future growth (revenue, earnings,dividends)
Please also rank the sectors (banks, insurance, utilities, telecom ). Thank-you.

Q: Could you comment please on LIF's latest earnings and the dividend strategy.
Thanks
Bob Rose

Q: Hi 5i team,

My question is on the future of natural gas as a heating source in Ontario, for example. I will not try to make this overly political and just provide facts based on carbon tax rates from Enbridge's site: https://www.enbridgegas.com/Natural-Gas-and-the-Environment/Enbridge-A-Green-Future/Federal-Carbon-Pricing-Program

As of April 1st Ontarians will pay 7.83 cents / cubic metre in Carbon ta . With current Gas Supply Charge (GSC) at 10.356 / cubic metre this works out to a ct of 75.6% before hst. I a short 9 years this will increase to roughly 320% ((170 ÷ 40 * 7.83) ÷ 10.356) of the GSC.

So my question is: If people move off natural gas to heat their homes, what impact will this have on the pipelines. Do you see any other investment themes to replace natural gas? Basically get off the grid solutions, although they are really expensive today,

Thx

Q: Hi, looking at income and some growth , with the view to ride out a downturn that may or may not come in the future.
With this in mind would you prefer one of the above ,or something else ? Five year or more hold
Thanks

Q: Seems like the renewables and utilities are seeing a downward spiral..Is this due to rising bond yields and will they become attractive at a certain point.

Q: BEPC .. why is it falling so much . Is it time to take it to full position . I got half at 64

Q: I am overweight in BMO shares.
I need a dividend replacement but not in financials, utilities or energy.
Your top picks would be appreciated.

Thanks

Q: Hi team, your comments please on Evertz results. Do you like this stock for a long term hold in an income account?
Thanks
Rob

Q: Hello 5i Team
TransAlta (TA) and TransAlta Renewables (RNW) released results March 03.
1 - What are your thoughts on the earnings for both companies?
2 - Which company do you think will provide the best return going forward?
3 - What are your thoughts on purchase price where both companies become interesting?
4 - Why do you think RNW has not raised their dividend for several years, given that they are a "yieldo". Are they receiving a better internal rate of return on drop down projects from TA then the dividend rate?
Thanks

Q: On March 4 Algonquin released fairly good results. Today (March 5) the stock is getting hammered. Is the company still intact or has something changed drastically with the fundamentals?

Thanks

Q: Which of these two telco has the most growth over the next 5 years?

Q: Hi, could you please explain the degree of the sell off in the renewable space. Any long term fundamental change in the industry? based on recent results any you would avoid.? Thanks

Q: What's the reason behind the current slip of BEP.UN/BEPC and BIP.UN/BIPC? These two combos should be steady industrial stocks and not subject to the stumble currently affecting the tech stocks? I know both had been up nicely over the past year but that's no reason to reverse so sharply of late. Any insight you can share? Thanks.

Q: Any comments on recent result? With the dip in share price is this a reasonable income play?

Q: I'm thinking of swapping RDS.B for FRU. Do you think this is a good move? Do you think Shell's stock price and dividend will recover a fair bit with the current oil and gas prices? I've been hearing favorable news with FRU on both fronts, and am curious to know your opinion on this swap. Thanks.

Q: I am a senior and this may be a senior moment. Is the adverse weather patterns that are increasing around the world putting strain on the wind, solar renewable power being viable ie the Texas storm. The above stocks seem to be retreating somewhat. . Your thoughts. One add on do i hold lspd at the 85.00 level? Thanks

Q: Northland Power has been mostly holding its own but Innergex has fallen a fair bit in a couple of months. Is there a reason for the difference? Would you prefer to hold one over the other or suggest both?

Thanks.

Q: Can you explain why these companies always appear to lose money ? Is there another way of gauging if these are companies that should be owned ?

Thanks,
Robbie

Q: Hi gang, what would be your choice between pizza& burgers? Looking for a long term hold 4-5 years. Thanks
Alnoor