Investment Q&A

Q: What is your opinion of this company, its price and dividend - should I add to the shares I have, or just hold what I have or sell part or them all?
Thanks for our advice.

Q: Hello Peter,
Whenever i look up the quote for NFI group, there is normally a news release of more orders and yet the stock hardly moves. With the EV craze, I would have expected more from this company with respect to rise in stock price.. Is there a better pick in this industry?

Q: Hello 5i Team

BIPC in their July 19 press release quoted the Institutional Shareholder Services (ISS) report that recommends IPL shareholders vote for the BIPC offer to purchase IPL.

Is the ISS report available to general investors? From what I read on ISS website (buried under the Press Center page), ISS reports are not made public, nor does ISS issue press releases.

Is BIPC being disingenuous in touting the ISS report, when small investors are not able to review the ISS report and make their own decision on whether to accept the recommendations of ISS and vote on the BIPC takeover?

Thank you

Q: Hi Guys
I hold pxt in a rrsp , is there any advantage or disadvantage of siwich to ala ( little higher div. ) I also hold enb . I am looking to improe my div.
Bob

Q: I read in the G&M that iron ore prices were basically at their peak, by some estimates. I bought LIF in January, knowing it in a cyclical industry. I am a buy and hold investor but I knew I would not hold on to LIF for very long i.e. 1-2 years at most I made a nice profit since then and received 2 delightful dividends… How can one estimate the likelihood that LIF’s share price can grow from here and jump out if in all probability it is not going to materially grow in the next year or so? The SP has not been this high in 10 years. What would be factors that would lead us to believe the SP will continue marching higher in this case? Thanks.

Q: At the time of writing this, BEPC is trading at $50.66 and BEP.UN at $47.49.......their corresponding 52 week highs are $80.30 and $63.39 which means that BEPC is 58.5% off its high and BEP.UN is 33.5% off its market high. First blush would suggest that BEPC may have a much greater upside from here but that of course relies entirely on what the market determines is a fair premium for BEPC. Currently that premium has dropped to 6.7% . Do you feel that this is too low, too high or just about right??

Q: Hello 5i Team,

If interest rates were too rise, how would you rank these pipeline companies in regards to their debt levels and their potential future growth.

I appreciate you response as all ways.

Ed

Q: How do you feel on downgrade of Telus by Morgan Stanley on the 5G auction and the comments on debt levels of telecoms.

Q: Which stock would you add new money to. Both are down recently

Q: Hi team 5i, please comment on Cogeco Q3 results.
Thanks Rob

Q: Hello 5i....Has SPB become a " Growth by Acquistion": company or is your view that it primarily an Income Stock ? If adding back to models ( if indeed worthy ) which PF would you put it into ?

thanks/Art

Q: Hello 5i Team

With respect to the ongoing take-over/merger of IPL by BIPC/PPL, I have the following questions:

1 – There appears there is a time lag of 22 days from the filing date of BIPC “Notice of Variation” to the meeting date (i.e. third Notice of Variation filed July 15 to proposed meeting date of August 06). Is this a stipulated regulatory
requirement?

2 – If the required notice period is 21 or 22 days, then is it correct that PPL would NOT be able to revise its offer of 0.5 shares of PPL for each IPL share prior to BIPC meeting date?

3 – At current prices, for BIPC/IPL/PPL, who is buying/selling IPL in the market?

If an IPL purchaser would want to vote for the BIPC offer, they could buy shares of BIPC cheaper than the equivalent amount of BIPC they would receive in the BIPC offer.

If an IPL purchaser would want to vote for the PPL offer, they could buy shares of PPL cheaper than they could buy equivalent amount of IPL shares.

It would make sense for existing shareholders (from prior to announcement) to hold and wait for the results of the bidding war unless one wants cash from either proposal.

4 – What are 5i thoughts on who will ultimately win this takeover battle?

Thanks

Q: You always seemed to prefer T over BCE. Is this still your preference in a RRIF?

Q: what's your outlook on superieur plus with the new acquisition today, positive, negative or neutral? thx

Q: Is there any reason you see why Quebecor is down over 2% today? I already have a good size position in BCE and Telus and I am thinking, for me, QBR.b, given its eps growth estimates, valuation and dividend, looks pretty attractive.

Thanks

John

Q: Hi team,

What would it take for SU to restore the dividend pre covid?

Also, with all that money 'saved' from the dividend cut, you think they are buying back shared, paying down debt, looking for an acquisition, all of the above?

Thank you

Q: Hi team
do you have a website or link to list
the monthly (listed from the 1st to the last of month in chronological order) dividends of Canadian stocks from Jan to end of December every month of the year?

thanks

Michael

Q: Good morning,

Doman has been in steady decline since its new stock issuance in June, despite the Hickson purchase.

Is this good value below $8 or are we missing something that the market is telling us?

Thank you.

Q: I noticed that AQN is issuing units consisting of shares and notes yielding 7.75% to 2026. Do you have any thoughts about this investment?
Thanks for your insight.
Ian

Q: Hi Folks,
I currently own the following in my RRSP account (weightings in brackets ) - PG (4%), TD (13.5%), BNS (10%), MFC (3%), ABBV (6.5%), PFE (12%), BCE (14%), T (14.5%), AQN (6.5%), BIP.UN (6%), and ENB (6.5%).
I want to reduce my exposure to TD, BNS, BCE, T and PFE to bring them in line with the others - can you suggest some names that will complement the portfolio, keeping in mind I am looking for Income with some growth - long term hold.
Thanks