Q: Why are these renewable energy companies down so much from a year ago? Up 54% & 133% respectively incl. dividends. Are they keepers for long-term in RRSP?
Q: Given the near-term performance of the Utilities sector, it seems these are beginning to underperform the general market. Is the performance related to heightened concerns of pending rate hikes? If so, would it be appropriate to take a wait/see approach and to DCA in the sector over the next little while? Thank you.
Q: Hi,
I have no exposure to electric vehicles (EV’s) within my portfolio.
As I not interested in investing in any Chinese EV stocks I am quite limited to Tesla.
However, I am not very comfortable with the cult like following of Tesla.
Is there anyway I could get some exposure to this disruptive industry , directly or indirectly and would you be able to recommend a few stocks ?
Thanks
Q: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks
Q: Love you website changes.
Here are 2 div'd changes not showing on your Dividend change list yet,.
2021-06-14 In conjunction with the acquisition of incremental FCF, Tourmaline (TOU) will increase its quarterly dividend by 6.25% to $0.68/share (annualized) effective Q3.
2021-06-10 Topaz (TPZ) will increase its dividend by 5% to $0.84/share annualized, beginning in Q3/21.
Q: Good morning,
I have owned PKI for some time, and it seems to be range bound. Will there be any further growth? Should I sell and invest elsewhere?
I really value your opinion. Thank you for your input.
Jane
Q: The Dividend Updates section of your website indicates that Pembina Pipeline raised their dividend by 4.7% on June 1st. I cannot find any other reference to this dividend increase anywhere. Is your website correct? If it is, do you have the exact dollar amount of the new dividend? Thank you!
Q: Hi gang
I just noticed that LIF has raised their divi to 14.64% for June 29th. It was somewhere between 8.5 to 10+ish ....Do you know why? Am I seeing things?
Thanks as usual for your sage advice...
Q: I own both PPL and BIP.UN. It seems that IPL wants a deal with PPL having rejected BIP.UN's latest offer.
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.
Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?
Q: Dear 5i,
with respect to oil and CNQ.
With oil prices being higher now what is stopping the Saudi's from
increasing production to take advantage of the higher oil prices?
Does this create meaning full risk to CNQ and oil stock prices in general? Am I over simplifying the commodity risk?
Q: Can I have your perspective on DRIP’s. What would your top 5 companies be if you were to set and forget leaving the company/drip to do it’s thing? Thx as always.
Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?
Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.
Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Q: I have just sold my Inter Pipeline stock which was about 2% of my portfolio. I am looking to re-deploy proceeds. Was considering investing in Pembina but am now wondering if Enbridge would be a better play but am unsure of where things stand with the Michigan pipeline. I would appreciate you thoughts on PPL vs ENB. I have a 10 year investment term.
Presently have a 4.5% weight of FTS in my RRSP.
Thinking of selling half and buying BIP.UN for growth and the dividend
Your comments and any other suggestions are most welcome.
Q: What are your thoughts on this relatively small reit. Are its tenants substantial enough to have weathered the Covid - 19 crisis and is the dividend safe. Any other thoughts you may have would be appreciated.
Q: I like the website changes, well done.
I'm starting to think about tax loss harvesting. I have losses of 15% & 20% respectively in AQN & BEP.UN (only held since early 2021).
Would you consider this short holding period too short for meaningful tax loss harvesting (i.e. being too focused on short-term movements)?
I intend to add these two (or similar) back after the 30-day period, they are part of my longer-term plan.
Can you suggest one or two replacements for the interim (or longer?). Portfolio is appropriately diversified and already includes FTS. H? EMA? BLX?
Thanks.