Investment Q&A

• BMO Covered Call Utilities ETF (ZWU $11.10)
  • $11.10 P/E (TTM): 18.74X Cap: $1.96B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.90)
  • $40.90 P/E (TTM): 14.68X Cap: $1.10B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $20.64)
  • $20.64 P/E (TTM): 12.59X Cap: $1.94B
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Q: Are utility stocks and other dividend names under greater pressure with a rising 10 yr yield? If so, could you please explain why? Thanks.

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Read Answer Asked by Curtis on January 07, 2021

• BCE Inc. (BCE $32.02)
  • $32.02 P/E (TTM): 4.72X Cap: $29.85B
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• Enbridge Inc. (ENB $65.33)
  • $65.33 P/E (TTM): 24.81X Cap: $141.52B
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• TC Energy Corporation (TRP $76.48)
  • $76.48 P/E (TTM): 23.41X Cap: $79.61B
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• Loblaw Companies Limited (L $61.91)
  • $61.91 P/E (TTM): 7.6X Cap: $74B
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• Sun Life Financial Inc. (SLF $86.00)
  • $86.00 P/E (TTM): 21.35X Cap: $47.60B
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Q: I currently own $10K in each of these companies,,, looking to invest another $10k into possibly SLF or BCE. I look at 1 year at a time and then judge after. My aim is growth. Would you change anything?

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Read Answer Asked by Ziaad on January 07, 2021

• Bank of Nova Scotia (The) (BNS $101.28)
  • $101.28 P/E (TTM): 24.89X Cap: $125.78B
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• Manulife Financial Corporation (MFC $50.23)
  • $50.23 P/E (TTM): 15.74X Cap: $84.45B
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• TC Energy Corporation (TRP $76.48)
  • $76.48 P/E (TTM): 23.41X Cap: $79.61B
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Q: Can you rank these companies in order of preference for current investment?

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Read Answer Asked by Eugene on January 07, 2021

• Verizon Communications Inc. (VZ $40.48)
  • $40.48 P/E (TTM): 8.65X Cap: $170.68B
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Q: Is Verizon, 4.28% yield a good stock?
Jim Cramer recommended this stock.
What is the ticker?

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Read Answer Asked by Diane on January 06, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $37.33)
  • $37.33 Cap: $24.56B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.36)
  • $53.36 Cap: $19.96B
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Q: The above holdings now represent 10% of my equity portfolio. Should I bring this back to 6-7% or should I let these run? If so,
to what extent? Thanks, Martin

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Read Answer Asked by Martin on January 06, 2021

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.43)
  • $32.43 P/E (TTM): 4.66X Cap: $2.84B
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• Purpose Core Dividend Fund (PDF $38.44)
  • $38.44 P/E (TTM): 16.24X Cap: $251M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.73)
  • $103.73 Cap: $2.27B
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Q: I own XEI in a TFSA and am looking for better growth prospects with an ETF or MF. I prefer CDN denominated but with some US holdings is fine. Thanks Cal

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Read Answer Asked by Calvin on January 06, 2021

Q: Would you recommend ATCO for a 3 to 5 year hold or would Fortis or Emera be a better choice? Also, why has ATCO gone down so much in the past 6 months.

Thank-you.

Upvote 0

Read Answer Asked by David M. on January 06, 2021

Q: Hi,
No rush for this question.
Could you please recommend some stocks to build a portfolio for the Smith Manoeuvre.
2/3 would be in an unregistered account and 1/3 in a TFSA?
I'm looking for about 15 stocks (or more) in order of your preferred ranking of what to buy first. Also, which of the ones suggested would be preferable in a TFSA?
Please deduct as many credits as you see fit.
Thanks

Upvote 0

Read Answer Asked by Marco on January 06, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Bank of Nova Scotia (The) (BNS $101.28)
  • $101.28 P/E (TTM): 24.89X Cap: $125.78B
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• Enbridge Inc. (ENB $65.33)
  • $65.33 P/E (TTM): 24.81X Cap: $141.52B
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• Canadian Natural Resources Limited (CNQ $45.49)
  • $45.49 P/E (TTM): 14.22X Cap: $94.76B
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• Sun Life Financial Inc. (SLF $86.00)
  • $86.00 P/E (TTM): 21.35X Cap: $47.60B
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• Algonquin Power & Utilities Corp. (AQN $8.58)
  • $8.58 Cap: $6.53B
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• TFI International Inc. (TFII $145.01)
  • $145.01 P/E (TTM): 27.59X Cap: $11.93B
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• Savaria Corporation (SIS $23.13)
  • $23.13 P/E (TTM): 26.97X Cap: $1.65B
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Q: Hi Peter & 5i team,
I have topped up my TFSA contribution limit and now have a considerable amount of cash to deploy. Currently I have the above mentioned names and am looking for a good dividend growing stock addition. In your opinion, what would be your top three suggestions.
Thank you for your opinions in the past and present.

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Read Answer Asked by john on January 06, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Thoughts on investing this company as of today?

Is there any structural risks to permanently and adversely affecting the business if COVID and closures/restrictions remain for longer?

Upvote 0

Read Answer Asked by Eugene on January 06, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• TELUS Corporation (T $17.77)
  • $17.77 Cap: $27.50B
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• WSP Global Inc. (WSP $249.75)
  • $249.75 P/E (TTM): 37.39X Cap: $32.61B
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• Algonquin Power & Utilities Corp. (AQN $8.58)
  • $8.58 Cap: $6.53B
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• Alimentation Couche-Tard Inc. (ATD $74.40)
  • $74.40 P/E (TTM): 19.67X Cap: $68.87B
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• Premium Brands Holdings Corporation (PBH $101.69)
  • $101.69 P/E (TTM): 69.23X Cap: $4.54B
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• Savaria Corporation (SIS $23.13)
  • $23.13 P/E (TTM): 26.97X Cap: $1.65B
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Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.

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Read Answer Asked by Don on January 06, 2021

• Alaris Equity Partners Income Trust (AD.UN $20.73)
  • $20.73 P/E (TTM): 5.65X Cap: $939M
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Q: Why is alaris moving so much today? What do you think of their prospects.

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Read Answer Asked by mike on January 06, 2021

• TELUS Corporation (T $17.77)
  • $17.77 Cap: $27.50B
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• Yellow Pages Limited (Y $11.29)
  • $11.29 P/E (TTM): 13.5X Cap: $155M
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Q: Hello, Happy 2021 To All! Given a choice between these two or BCE, which is preferred, for growth / dividend growth? Others you would prefer? Thanks

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Read Answer Asked by Lavern on January 06, 2021

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: happy new year

i'd like to know your thoughts on RNW, please. It looks rather inexpensive in the renewable sector. many thanks

al

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Read Answer Asked by alex on January 05, 2021

• Algonquin Power & Utilities Corp. (AQN $8.58)
  • $8.58 Cap: $6.53B
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• Premium Brands Holdings Corporation (PBH $101.69)
  • $101.69 P/E (TTM): 69.23X Cap: $4.54B
  • View PBH Profile
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Q: Happy New Year to the great team at 5iResearch and thank you for the great advice I have received from you over the years. It has been very profitable. I have a reasonably well balanced portfolio with a small amount of AQN ( ~0.5%) but no PBH. I am considering selling AQN and buying some PBH as I am relatively low in Consumer defensives. Which of the 2 companies do you prefer?

Upvote 0

Read Answer Asked by jacques on January 04, 2021

• Enbridge Inc. (ENB $65.33)
  • $65.33 P/E (TTM): 24.81X Cap: $141.52B
  • View ENB Profile
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• Sun Life Financial Inc. (SLF $86.00)
  • $86.00 P/E (TTM): 21.35X Cap: $47.60B
  • View SLF Profile
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• WSP Global Inc. (WSP $249.75)
  • $249.75 P/E (TTM): 37.39X Cap: $32.61B
  • View WSP Profile
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• Algonquin Power & Utilities Corp. (AQN $8.58)
  • $8.58 Cap: $6.53B
  • View AQN Profile
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $38.95)
  • $38.95 Cap: $14.57B
  • View BEPC Profile
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Q: Can you provide your current top 4 or 5 canadian dividend picks? Looking to invest my TFSA contribution next week.

Thanks,

Joe

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Read Answer Asked by Joe on January 04, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.17)
  • $6.17 P/E (TTM): 24.8X Cap: $661M
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• Exchange Income Corporation (EIF $83.79)
  • $83.79 P/E (TTM): 31.14X Cap: $4.54B
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Q: Hey, Happy New Year! Long time member since 2013. Looks like we got by another crisis with the lessons learned from you. EIF and FSZ have not recovered yet. Both down about 15%. Your thoughts please going forward. Both in a registered account.

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Read Answer Asked by Martin on January 04, 2021

• SFL Corporation Ltd (SFL $7.75)
  • $7.75 Cap: $1.07B
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• InfraCap MLP ETF 1.25x Shares (AMZA $39.22)
  • $39.22 P/E (TTM): 13.58X Cap: $375M
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• Golar LNG Partners LP (GMLP $3.55)
  • $3.55 P/E (TTM): 12.31X Cap: $246M
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• NGL ENERGY PARTNERS LP representing Limited Partner Interests (NGL $10.01)
  • $10.01 Cap: $1.25B
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Q: With oil looking like it may come back I would appreciate your opinion on 4 US oil related companies that I am down on. I am not so convinced that they can come back or even survive but I would really appreciate your opinion on them.
Thank you and Seasons Greetings to you! James

Upvote 1

Read Answer Asked by JAMES on January 04, 2021

• Enbridge Inc. (ENB $65.33)
  • $65.33 P/E (TTM): 24.81X Cap: $141.52B
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Q: Hello 5i. What is your opinion of Enbridge stock in context of a Biden Administration and their green/renewable policy positions?

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Read Answer Asked by Fabio on January 04, 2021

• Pembina Pipeline Corporation (PPL $52.01)
  • $52.01 P/E (TTM): 18.1X Cap: $30.22B
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• Keyera Corp. (KEY $44.12)
  • $44.12 P/E (TTM): 33.0X Cap: $10.11B
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Q: Which of the above 2 do you recommend for a five year hold ?

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Read Answer Asked by Terry on January 04, 2021