Investment Q&A

Q: I assume the big decline in Telus' share price this morning is a reaction to their announced share sale. Would you agree the market is overreacting?

Q: Hi,

Has wte reach it's peak or it still has more upside with the rising commodity market and increase in steel demand.

Thank you
Ed

Q: What do you think about Telus' equity offering? Does it sound like they have a good plan what to do with the money? Do you have confidence in the company as a core long term holding for a portfolio?

Thanks.

John

Q: Hi, I understand LIF is eliminating special dividends and appears to bumping up regular dividends with a $1.00 declared for next quarter. Do you feel $1.00 per quarter is a reasonable assumption to make going forward? Thanks.

Q: As a member for many years, I would like to thank you for the wonderful service you provide to all of us. I have learned so much by reading the daily questions, your responses, and your blogs and updates. Right now in my RRIF, I would like to top up either Trane or Linde on the US side, or TCN on the Canadian side. If you would rank them according to your best estimate for capital growth over the next few years, I would appreciate it. Thank you, Jane N

Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.

Q: Renewables have pulled back substantially after the rate rise which seems to be pausing. Which 3 companies would you recommend for a long-term hold and why? Thank you!

Q: I'm trying to build a diversified portfolio and I'm weak as far as income/value stocks are concerned. It would be helpful if you could provide me with a list of 5 Canadian and 5 American companies that provide some income and have a history of increasing their dividends. I'm not seeking high dividends so much but more interested in companies that pay a dividend but keep steady growth as a goal as well. If you would rank the lists best to worst it would be a bonus. Your support is much appreciated.

Q: Can you suggest a few Canadian Companies that is dual listed inCanada and the US that pays its dividends in US currency. I have AEM, TFII, CSU, BAM and MG journaled over to a US account. I am looking at AQN, N, and TRI.

Looking mainly for income.

Thanks!

Q: If you had to buy and hold either TRP or ENB for the next five years, taking into account safety of capital and potential growth, which would you choose? Or, would it be a better strategy to buy and hold both?

Q: Could you give me your thoughts on making an investment in this company after their latest quarterly results. I am looking for safety of income with some capital appreciation. It does not seem that expensive on earnings basis. How would you rank it among telecom companies in Canada from an investment perspective.Possible takeout candidate given recent action in this sector?
Thanks for all you do!

Q: Looking for a safe high yield stock for income. I see you have recommended BCE In the past. Is there any others. T Steve

Q: The other day i asked about selling emera. There were a few details that i neglected to mention. I am thinking of investing the money in clean energy utility. Because they are currently down i thought it a good idea. Looking at utilitirs, though, is it reasonable to have too big a concentration? I already ow icln and algonquin. But, if the answer is yes on that score, which one? i already own a full position in Bam.a. Does this mitigate against Brookfields energy arm and then most reasonably leave boralex?
Thanks

Q: Hi,
I was wandering if there is a list of stocks that provide monthly income and from the list which stocks would you recommend in regards to income security and have some growth associated with the stock.

Regards,
Ed

Q: Not an investing question, but can you help me understand, at least a big-picture view, some of the financial impacts behind last months Texas weather?
AQN has already indicated a $45M hit as a result (and this is presumably mostly or entirely built in to recent share prices). JE apparently (?) owes $250 as a result, which they can't pay and hence are seeking creditor protection. Brazos Electric Power Co-op (of Texas) supposedly owes a whopping $1.8 billion for the same event.
To whom is that money paid (in AQN's case) or owed (in JE's & Brazos case) -- ERCOT? But ERCOT is a member/supplier-owned non-profit, and AQN, JE, Brazos et al are the members, so isn't the money just circulating among the members?
Meanwhile, the end users -- individuals and business using the power -- are paying huge electric bills. We have friends in Dallas who got 5-figure electric bills for their home!
Where does the "buck stop" in this merry-go-round?
Are you in a position to shed any light on this?

Q: What is 5i position on PBA. Good yield, is there room for growth?

Q: Good morning!
I have owned this stock for about 6 months and made money. Over about the last month it has trended down. I still like the stock & there doesn’t seem to be a reason for the sell off. Should I take advantage of the lower price & buy more? Am I missing something?

Q: My mother in law is a 85 yr. old looking to convert A 300 thousand GIC into 5 of the highest dividend stocks from your Income portfolio, it represents about 20% of her total portfolio. The other 80% includes another 500 thousand GIC due in 2 yrs. My timeline is 5-7 yrs for reliable dividend stocks. Could you recommend 5-7 stocks to buy or any that aren't suitable at all.

Q: How likely is is that the Feds permit the merger of Rogers and Shaw but then allow foreign ownership of telecoms in Canada. If so, which of the two, Telus or Bell, is likely to be bought out? Even if they are not bought out, Bell and Telus might still do better with less competition. Or the Feds may impose conditions on the merger that benefit BCE and Telus. In any event, I am not sure there is any downside to owning Bell or Telus, and the real possibility of capital appreciation. I leave out Cogeco in my analysis as the controlling family appears not interested in a takeover.

Q: hello 5i:
We hold AQN and BIP.UN in the utilities space and I'd like to increase by either adding to an existing position or initiating a new position. We also hold BAM.A, so indirect exposure to BEP.UN. Using safety and valuation as the primary metrics, can you rank the stocks above?
thanks
Paul L