Investment Q&A

Q: Looking to increase my US div. Yield with these picks, would now be a good time to enter or wait, and would you consider better choices and please rate best to worse, thanks.

Q: Any rationale why these solid dividend growers are unloved right now? They are all well off their highs and 3 of the 4 pay very good divs. Is it 'risk on' causing these to be ignored? I am tempted to add to all of them with the expectation that at some point in the next 2-3 years we will hit a 'risk off' market and these will recovery nicely

Q: The question is what ETF is the best match for me based on

1. my normal stock selection is large blue chip dividend paying companies
2. this ETF is in my RRSP, I am assuming it should be purchased in American funds. (unless you say otherwise.) US or Canadian ?
3. I am thinking a broad based ETF, possibly a "dividend aristocrat" or just whole market but not sure of what the difference would be.

thanks

Ernie

Q: Peter; It seems to me that there is a general selling of the renewable area, AQN,CPX,BLX etc, . Just profit taking after the huge run up or a back to the past oil switch to the energy sector? Thanks,
Rod

Q: Straight up, which of these two investments would you prefer, would there be too much correlation or would they compliment each other, thanks?

Q: CPG reported year end today. Their future with the latest acquisition of the Shell assets looks very bright. Canadian oil stocks have been severely undervalued, but as a Canadian investor trying to support our workers and in turn the Canadian Economy and Canada's social security benefits we are starting to reap the huge benefits. Please provide your expert opinion on CPG's year end.
Thank you Gord

Q: Telus has fallen off by 6-8%. Anything changed in its outlook? Would you be adding to your position here of moving to greener pasteurs?

Q: Retired, dividend-income investor who trims and adds around mostly full 4-5% positions. I own AQN, FTS. With the drop, due to Texas among other factors, how much is already baked into their stock positions? I am ready to top up Fortis now that it has dropped to < $50. What does your crystal ball say? Add or wait a little longer? I know it is a timing question. I just didn't want to jump in and catch a falling knife if you thought their might be a bit more downside.

Thanks...Steve

Q: Hello 5i,
Exchange Income Corp (EIF) has grown its dividend consistently over the past 5 years. How stable is the company? What is the payout ratio?

Have you had this in the income portfolio since the portfolio's inception?

Andrew

Q: As of today, what are your top 10 (5 USA, 5 Canadian) dividend yielding company's that you would invest in for a 5 year horizon. Thank you once again

Q: I am looking for a good Canadian high dividend ETF. VDY seems to have the best performance following the FTSE Canada High Dividend Yield Index. Can you tell me a bit more about the latter index and stocks are selected. I know the CDZ, also has some set criteria for selecting stocks based on dividend payment history. Thank you in advance for your comments!

Q: With utilities, I believe 5i likes BEP best for management and outlook for the future, but based on current price, which of the above 5 energy stocks represents the best value? For my own learning, I would appreciate knowing what main metrics you are using to determine value?
Thanks!!

Q: Looks like LNF beat estimates and the stock really took of..(sigh). Can you please comment on results. Did I read correctly they currently have $400 m FCF and how this compares to the industry?

Q: What's your opinion on the recent earnings, do you consider any upside from here on the company thx

Q: Please comment on NPI earnings. Is the growth there for the next few years? Would you pick BEP or NPI for future growth?

Q: Greetings:
Not a question, just a comment. I read with great interest, the ideas
and truth put forward by KEITH on the BULLY tactics being used
by Bip in their unwanted meddling. We all understand that the market
is the market, but the shareholders have taken a reduced dividend
and now when energy is turning the corner they are trying to steal it. I have a large holding in IPL for many years, and all we can do is try to make other shareholders aware of what is happening. I talked to IPL investor relations today about it , and I would suggest that others do the same. Thanks for printing this.
BEN.

Q: Greetings 5i team,
I am looking to sell my shares in IPL (hopefully at a higher bid than currently offered by Brookfield Infrastructure) and replace them with another pipeline company. I can either add to my current position in ENB, or put the money into TRP. Can you please compare the balance sheet strength of both companies, future growth prospects, and dividend growth prospects? ENB recently raised its dividend by 3%, while TRP raised its dividend by 7%. Is TRP the better income stock moving forward? I'm a long-term investor with a 10-yr + investment horizon.
Many thanks,
Brian

Q: Hi Peter, Ryan, and Team,

Would you attribute Algonquin's 'relative weakness' compared to Brookfield Renewable Partners due to Algonquin's Texas exposure? Is Fortis in a similar situation as Algonquin? Please rank these stocks, with a rationale for your choices. Thanks in advance.

Q: Hi There
Thanks for your informed service.
I have had Chorus in my unregistered account for some time and enjoyed the dividend that it had. Now that there is no dividend and the price has recovered somewhat, I am thinking of selling it and putting it into other monthly dividend payers that I hold. I was thinking splitting up the proceeds ($25,000) into DIV, EIF, NXR, SPB, and DIR.UN. I am looking at income (being retired) and want relatively safe dividends. Chorus had none and who knows where it will be a year from now. Why not put it to work in these monthly payers? Are there any in the group you would not put any of the proceeds into and would it be best just to add $5000 to each or would you put more into one. This is a small portion of my holdings and the above stocks represent between 2%-5% of my holdings.
Thanks for your help
Kevin

Q: Good Day Team,
I have held BCE for a few years now and bought it at 59.99.
Certainly doesn't seem to be very exciting to hold it seems. Any advise and whether to hold or sell?

Thank you,
John