Investment Q&A

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T
• Rogers Communications Inc. Class A Shares (RCI.A)
  • View RCI.A Profile
  • View Questions on RCI.A

Q: Hi 5i,

In following up on Willies question on 5G rollout for these three, could you add some risks for those still using Huawei equipment? I believe BCE is using Nokia, T is using Huawei and RCI I'm not sure.

Thanks,
Chris M

Upvote 0

Read Answer Asked by Christopher on March 03, 2020

• PPL Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL
• Williams Companies Inc. (The) (WMB)
  • View WMB Profile
  • View Questions on WMB

Q: Could you please comment on these two. Is their dividend safe?
Would you buy them?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on March 03, 2020

• VEON Ltd. (VEON)
  • View VEON Profile
  • View Questions on VEON

Q: thoughts on this as income investment thanks

Upvote 0

Read Answer Asked by cliff on March 03, 2020

• Alaris Equity Partners Income Trust (AD.UN)
  • View AD.UN Profile
  • View Questions on AD.UN

Q: Alaris announced today the sale of Sandbox Acquisitions and Sandbox Advertising to a third party buyer at a material reduction to their initial offer. Why did the purchaser materially reduce their initial offer and why would Alaris have accepted it? Is this a good move overall by Alaris to have disposed of these companies?Thanks Gordon

Upvote 0

Read Answer Asked by Gordon on March 03, 2020

• Pason Systems Inc. (PSI)
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI

Q: I have a chunk of Pason that I've been keeping as a long term investment in my TFSA. Is Pason diversifying its portfolio fast enough to make up for reduced demand from the oil patch? Should I think of Pason as a long-term or short-term investment? Thanks!

Upvote 0

Read Answer Asked by Marc on March 02, 2020

• Husky Energy Inc. (HSE)
  • View HSE Profile
  • View Questions on HSE

Q: thoughts on huskys quarter and investible qualities as cotrarian thanks

Upvote 0

Read Answer Asked by cliff on March 02, 2020

• BMO US Dividend ETF (ZDY)
  • View ZDY Profile
  • View Questions on ZDY

Q: Greetings 5i,

What a week! Looking to sort through the rubble next week and start picking away at a few hammerd down blue chips. I have a question regarding ZDY and its dividend as I have 3 different postings for it.
TD states its $1.29/year = 4.32%
5i show its $0.20/month which should = $2.40 or 8% and yet states its 3.743%.
To make it more confusing Morning Star states 3.25%.

Hmmm.. everyone can't be correct? What are the true numbers here?

Cheers!

Upvote 0

Read Answer Asked by Duane on March 02, 2020

• Pembina Pipeline Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL

Q: Hi, could you please comment on PPL’s earnings and payout ratio please. Thanks

Upvote 0

Read Answer Asked by Gary on March 02, 2020

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA

Q: Your thoughts on AltaGas quarter, and outlook for a 2-3 year hold.
Thanks

Upvote 0

Read Answer Asked by Greg on March 02, 2020

• Vanguard Dividend Appreciation FTF (VIG)
  • View VIG Profile
  • View Questions on VIG

Q: Hi 5i Team,
I am looking to fill up my RRSP with NYSE listed US dividend stocks and US Reits over the next few weeks. What would be your six top picks in order of preference for each? I am an income portfolio investor, looking for a decent dividend, with some growth potential with stocks that are currently "on sale". Also, if you could suggest one ETF for both US listed Div Stocks and US Reits. Thank you!

Upvote 0

Read Answer Asked by Pat on March 02, 2020

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
  • View RCI.B Profile
  • View Questions on RCI.B
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T

Q: Hi 5i team,
Regarding Rogers, Bell and Telus, judging on their readiness for 5G rollout, their most recent quarter performance, and their current valuation, which of these companies will be the best buy for a 2-3 years hold? Thanks,

Upvote 0

Read Answer Asked by Willie on March 02, 2020

• Pembina Pipeline Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL

Q: Thoughts on earnings? If you back out the $300 mil impairment charge what does it look like? A comment on their guidance going forward?

Upvote 0

Read Answer Asked by Harry on March 02, 2020

• Boralex Inc. Class A Shares (BLX)
  • View BLX Profile
  • View Questions on BLX

Q: Hi 5i,

Would you please provide your insight into the 4th quarter results from Boralex today. Is it just the overall market sentiment that is driving the stock down by +/- 7% today? Is Boralex still good for a long term hold or would you prefer others in the renewable utility space?
Thanks!

Upvote 0

Read Answer Asked by Brian on March 02, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN

Q: Hello Peter
I want to open new position in my portfolio AQN or BEP.UN, which one would you prefer and why.
Andrew

Upvote 0

Read Answer Asked by Andrzej on March 02, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN)
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Can I get your thoughts on BIP.UN? How’s the valuation? Is the pullback a buying opportunity? Should hard assets fare better in this environment?

Thanks,
Jason

Upvote 0

Read Answer Asked by Jason on March 02, 2020

• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Hi, what are your top 5 Canadian and 5 USD dividend paying stocks that you would buy in this correction for a long term hold in a retired income portfolio? thanks

Upvote 0

Read Answer Asked by Cris on March 02, 2020

• Maple Leaf Foods Inc. (MFI)
  • View MFI Profile
  • View Questions on MFI
• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP

Q: Could you comment on their earnings? Thank you!

Upvote 0

Read Answer Asked by Yong Mei on March 02, 2020

• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP

Q: Can you comment on Whitecap’s latest results? Do you like the company? Any other general comments?

Upvote 0

Read Answer Asked by Donald on March 02, 2020

Q: I'm curious about what happened to REITs and utilities on Friday. They got absolutely hammered. Some of the utilities, in particular, like Boralex and Capital Power were down 6%-8%. Both sectors plunged like anvils. They performed worse than most tech stocks, yet the fears over the virus should not be able to impact their revenue and profit at all. Do you have any ideas here?

Upvote 0

Read Answer Asked by John on March 02, 2020

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: What do you think of mogo purchase

Upvote 0

Read Answer Asked by david on February 28, 2020