Investment Q&A

Q: I liked the high flyers when they were going up: not so much when they come down. I am way too old for the roller coaster ride. I am re jigging my portfolios to a conservative growth objective leaning more to larger cap names. Please give me 3 names in Canadian financials, industrials and energy listed in order of preference. Thank you.

Q: 2021 has been good to me overall but as always I have my regrets. I bought 2% weighting of BHP in Sept around 61 buck, mostly because I had little exposure to the sector. Do you think its gone too far to fast on it attempt to clean up its environmental footprint? Do you think the sell off has to do with tax loss selling or company issues? Finally would your view be favorable for next year or should I cut my losses. I thank you for years of good service and giving me an excellent source for sober second thoughts.

Q: RSI has had a nice gain since mid August. I am wondering what has caused the increase. Is it perhaps the reopening of restaurants or maybe inflation in the price of sugar?
Thanks for your insights.
Ian

Q: The entire renewable sector was down substantially in 2021, from BEP.UN's drop of 38% YTD to RNW's 14%. When will this sector come back to life? If it does what is your estimated timing of the rebound and which stock in this group will recover the most? Thanks.

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Q: What is your favorite Canadian utility right now? Looking to add a name to my cash account. I already own BAM and AQN.

Thanks!!

Q: hello 5i:
At present, we have no preferred shares in our portfolio and I'd like to add some. In a September question directed to you, you said:

"We are very comfortable with the credit of Fortis for income investors. We would rank: I, M, J, H, K, G, F"
Can you explain why the series I is ranked first? I'm looking at both the series I and the series M as there is a fairly large difference in yields. Is there a higher yielding company, utility-like, that provides a yield of 4-5% that would be considered very safe (almost bond-like; obviously looking for yield)
thanks
Paul L

Q: I would appreciate your comments and comparison of long.ca (doesn’t appear to have a yield) with the longevity pension fund.
Thanks

Q: Today Pizza Pizza (PZA) has announced it has signed a franchise expansion deal into Mexico. I have a preference for Canadian companies paying attractive dividends (for income supplement) that have an international presence. I am considering purchasing Pizza Pizza given the price is low and they are about to enter a market with a huge customer base. I'm assuming there are no other major North American pizza franchises in that market, if not, getting one's foot in the door is a smart move on Pizza Pizza's part. I think people have to still eat and pizza is cheap, delicious and filling so it should do well In Mexico. What is your opinion? Is this a good time to purchase Pizza Pizza stock?

PS I have read your comments about the company and your main point about it was from a 'growth' perspective. Does this new direction now place Pizza Pizza in the 'growth' category? Thanks

Q: These companies pay high dividends. Any red flags?
Are the dividends relatively safe?
Thank you.

Q: I might be finding out I'm less comfortable with volatility than I thought I was <g>. Or am I losing sight of longer-term trends and overreacting to isolated daily extremes?
Two of my holdings are down quite a bit more today than the general market and my other (mostly relatively conservative? - communications/banks/utilities) holdings.
Anything going on sector-related (CT REIT down almost 5%) or company-specific (Atco / utilities down over 3%)? None of my other utility holdings are nearly this bad today.

Q: Whats your thoughts on this company and the latest deal announced?
Thx

Q: Is Dollarama the best dollar store to own right now? Is it a good time to own a dollar store? Thank you!

Q: I see that Tims China plan to go public in 2022. will QSR shareholders receive shares in this newly created company? what % of this new company will Restaurant Brands own? thanks Richard

Q: With severe weather causing a backlog of ships in Vancouver, one might expect WTE's shares to soon dip and present a good buying opportunity. What do you think? Apart from WTE, are there other shipping/port stocks worth considering?

Q: Hi 5i team.

May I please have your updated analysis on DIV post Nov results. Are fundamentals improving and is the dividend safe in your opinion?

Many thanks for your help.

Q: Hello,

Could you recommend 5 of your favourite stocks (US or CDN) that provide a healthy mix of dividend yield and growth outlook?

This would be for a Smith Maneuvre with interest rate at 2.95%. Ideal scenario would be to get yield to be at 3% with some growth outlook on a 5 year time horizon.

Thanks very much.

Q: My broker bought for me positions in three different versions of Brookfield Infrastructure. Is one better than the other to own in an unregistered account?

Q: What is your current assessment of the Boston Pizza Royalties fund? With a dividend yield just over 6% do you think that this is sustainable?

Q: What do you think the decision on Friday afternoon by the Canadian Energy Regulator means to Enbridge going forward? But in a decision on Friday afternoon, the Commission of the Canada Energy Regulator (CER) concluded that if long-term contracting were allowed on Mainline, access to the pipeline would change “suddenly and dramatically.” And that, the commission said, meant Western Canadian oil producers “could suffer too many negative consequences.”