Investment Q&A

Q: In a previous question relating to TRP, you wrote "Interest might come back to the name but with the poor momentum, we would prefer to wait for some sustained strength in shares before getting interested." How much emphasis do you put on momentum vs valuation? And with an increase in momentum, you would see an increase in the valuation. If you were a long term investor and believed in the company why not buy at a more attractive price?

Q: Hello Peter and gang. What is your opinion of DFN? Is the yield sustainable at the current rate. Thank you for all your valuable info.
Brian

Q: I hold shares in Extendicare and would like your opinion on this company if I should sell them now with many law suits coming and also I understand that there is a decrease in the dividend.
Thank you for a prompt reply

Q: My two cents worth on the proposed deal. I think ATD would be better served looking forward slowly adding charging stations, customers will linger longer and do more impulse buying. Should stick to its netting.

Roy

Q: Hello 5i,
You have just stated that QSR is not your favourite stock but "ok" for income and some growth. So far I am up $5000 since you included it in your Income Portfolio (not including dividends) and happy for it! So if it is not your favourite, why isn't it excluded from the the IP and a "favourite" included instead? What mght that "favourite" income stock be?

Q: Hi there, Happy New Year to the 5i gang.

I noticed a fair amount of insider buying on SPB , almost all of which being bought by Marquard and Bahls AG, do you know (or think) this company is merely making a large investment here or are they possibly making a creeping takeover of SPB, similar to what Brookfield does in some cases? It seems their buying is what is mostly triggering recent price gains recently.
thanks and cheers Tom

Q: Hi Team, Wondering if you could please suggest a good
ETF for growth - Canada and US.
Also a good ETF for Dividends - Canada and US.
This is for RRSP account.
Thanks

Q: Hi 5i,
Is QSR a buy at this point in the market or can you recommend a better dividend payer in the same sector? I sold QSR in a register account with a very small profit to move the dividend to a non-registered account (still have not rebought yet since its dropping).

Q: I made a typo on a direct investing account and bought Alaris in ERR. I left the holding as was. Now, a few weeks later, I fell off my chair when I saw it has only 16 employees. Do you know anything about management’s ability and track record? I like the business model but wonder if the tiny team is such that it loves the thrill of risk so much that it gets drunk on it. ( I have known such teams at startups I bought in private placements. I have paid dearly for my lack of innoculation-- <shudder> ).

Q: What Utility would you prefer for a 3 to 5 year holding period?

Thank-you.

Q: I'm aware of your opinion ("agnostic") on Power Corp. Over the last 5 years POW has raised the dividend at a CAGR of 11-12%. Assuming the dividend continues to rise AND assuming no significant increase in fixed income rates for a few years, would not POW stock price rise similarly as investors look to safe, stable equities for income? Result could be combination of rising income and appreciating stock value.

Thanks - IslandJohn

Q: do you think telus spinning out telus international will give telus shareholders shares in new company or at the least a discount.

Q: Good afternoon 5i. At the moment I am invested only in Canada and need some international exposure. Could you suggest a couple of ETF's with a decent dividend, around 5%.
Thank you

Q: Telus just announced IPO of Telus International. There is very limited information so far. But it seems to be large enough with listing in USA and Canada.

Based on the limited information, does this make Telus shares more attractive?

Q: Our investment group holds these 3 stocks in our portfolio and they seem to have not increased over time. Are these companies you would recommend selling or keeping as we don't by and sell rather hold and hope for steady growth? What are the reasons for their recent performance?

Q: Given your answer today about BEPC having too much of a premium, do you advice selling it and buying BEP.UN instead?

Q: Hi Guys Happy new year
between these 2 companies which one would you think will have better growth in the next couple of years.

Q: Could you comment in general on this ETF please. It has not recovered in the same way other international ETF's have and yet prior to March it seems like it's been pretty stable for the last 5 years, declining somewhat in 2018. I bought a bit a few months ago and am thinking of purchasing more. Do you feel it has upside potential in the recovery and do you feel it's a buy, sell or hold at current levels? Do you think the dividend is fairly safe?
Thanks so much, your input in invaluable!

Q: How should or could existing shareholders benefit from the spin off of Telus International from Telus. See nothing in the news reports so far.

Q: I own ENB, FTS, and TRP but think I should position more into green/clean /renewable type energy companies. I do own AQN which I believe fits into the clean/renewable category. So I am thinking to sell one of ENB, FTS or TRP and replace it with a greener alternative. So which one would you sell and what would you buy to replace it with(can you provide more than one option)?
I would like to just take a moment to thank you all at 5i who have such a huge positive impact on my investing. Over the last few years, since signing up, you have given me so much more confidence in my ability to manage my own affairs. You are the perfect resource. There to lean on, answer my questions and point me in new directions and to new opportunities.