Investment Q&A

Q: Hello: I'm looking for several buy-and-hold "forever" companies. When I die, they will go to my children. Could you assess the above in those terms and rank order them, best first. I know you like all of these companies, but I"m not sure if you like them "forever." If you think I should drop any, please note. And if there are a couple not on the list that you think could be, also please note. Thank you for continued excellent service.

Q: Is there a simple formula I can use to calculate what price an oil company should be trading at. I would like to use it for Parex and a couple others.

Thanks Steve

Q: Do you know the reason for low volumes for this security? I'm interested in purchasing for a non registered account as it has come off a little recently. A little surprised given the size of the company. US listed BIP has much higher volume but will come with a withholding tax correct?

Q: I have a well diversified portfolio across all industries - mix of small cap to large cap, value to growth names). In the dividend category I currently hold AAPL, TCL.A, SIS, MX, DBM, ENB, PKI, BAM.A, AQN, PBH, BNS, CM, MFC, SLF, BAC and GSY. Although I am a fan of MG and TFII, I do not wish to purchase either of them at current prices. I would like to add two or three dividend players to this list and would love to hear what you would do in my shoes.
Many Thanks

Q: Hi Peter
it was closed to $ 100 and now dropped down to $ 86
it was trading at a premium to BIP.un as the dividends are eligible for tax credit
whereas Bip.un was not
now that it corrected , and also with the take out possibility of IPL

the shares could be diluted due to the above

is BIPC.ca a decent stock to buy for
1) generates dividends for income
2) slow appreciation for capital gains with safety of capital in consideration

I have a partial position, should I wait for the competition for takeover of IPL
to settle 1st before buying more of BIPC ?

Thanks!

Michael

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