Investment Q&A

Q: Could you suggest some names to add to these categories? I already have Capital Power CPX (could add some), Innergex INE, Brookfield Renewable BEP.UN, Algonquin AQN, Emera EMA, Fortis FTS and Brookfield Infrastructure BIP.UN.

Q: Do you know why the price of Fortis has dropped over the past few days? Thanks for your comments.

Q: Hello 5i team,
As per their Q1 report today, Quarterhill announced $20 million in share repurchases with money on hand. With a new CEO in June, what is your opinion going forward?
Andrew

Q: Please comment on their results and plans to buy back shares. Would you consider this a buy, hold or sell? Thank you.

Stella

Q: What are your thoughts on holding VLO?
It had what I thought was a good 1st quarter.

Thank you
Stephane

Q: Could you please recommend a couple of funds in Canadian dollars. Interested in yield not particular about growth. Thanks

Q: Hey 5i,
Despite the downturn and possibly another.
Dividends have been cut and some more are possible. Oil potentially being the longer rebound.
Is their a recommended best "overall" US Dividend ETF.
Overall taking into account Yield. Growth. MER. Somewhat balanced exposure and or limited oil holdings.

Great work as always. Thank you!

Q: Your comments please on RECP-T as an investment at this time.
Many thxs
Wayne

Q: When calculating a company's dividend payout ratio, I have seen some analysts use earnings while others use free cash flow. What is the difference between the two metrics, and which one gives a better picture of a company's ability to fund its dividend.

Q: Would you please recommend a couple of dividends ETFs issued in Canadian dollars - containing Cdn and or US stocks. The objective is yield more than growth with medium or lower risk. Thanks

Q: Hello and thank you for the great recommendations. I just wanted your opinion and analysis on Superior Plus Corp. The dividend is high and seems safe. They seem to also have some kind of a monopoly in the space and I’m interested in the upside potential. I am interested in getting in at the 9$ level and average down if possible. Thank you!

Q: I hold full positions in ENB and TRP, which I deem as utilities based on their function as transportation of energy products rather than exploration/development. I have been looking at AQN for a while now, and I am debating on selling one of ENB or TRP to start a position. ENB has taken a fair hit in the last couple of months, but it pays a strong dividend, and as far as I am aware, is still committed to increasing its dividend over the next couple of years. TRP is a solid company and steady performer, which is why I am somewhat reticent to make a switch. AQN could potentially offer more growth, but ENB and TRP are known commodities. The dividend yields between AQN and TRP are quite similar, with the yield of ENB being much higher, but if AQN is poised for greater growth, which, of course, is a big "if", I would be willing to forego a higher yield for greater growth. Would AQN act as a better holding than either ENB or TRP?

Q: President elect Biden recently said he would stop , the Keystone XL pipeline for good ! What is this going to do to the stock price of TRP ?

Q: Can you please rank these stocks in terms of current valuations / market timing?
I am planning on purchasing 2 or 3 over the next few weeks and am wondering where to start.

Thanks.

Q: What do you think of this company and their latest results.

Q: Diversified Royalty DIV is now down close to 50% since March and showing no signs of recovery like many other stocks have in April and May. Can you provide your current assessment of the company and dividend sustainability (now in excess of 12% yield)? Do you recommend I hold or sell it and replace with a more stable dividend stock? Thx - John C

Q: How tied to interest rates are the fortunes of POW? Trying to decide between POW and rate reset ENB.PR.T as an income pick. Which would you choose? Thanks Ron

Q: Hi. Can you comment on Power Corporation's Q1 results? I am thinking of reducing my weighting on banks by 2% by taking a small tax loss on CM and investing in POW for the dividend and hopefully some decent growth.

I understand that weightings are a personal decision, and refer to the following for context for my position in Financials. I currently have a 9% weighting in CDN banks (TD, BNS,CM); 6% with CDN insurers (SLF, MFC); 2.5% with FSZ, and 4% with GSY. I am up significantly on GSY and am looking to trim it back in the future.

Q: Announced another dividend today. Would 5i say this is appropriate to continue the dividend in this environment and what is the current short position on the stock? Thx

Q: Hi! Is it a good time to add to Fortis to a full position. 10 year+ hold. Would you also add to Emera ? Thank you!