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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am following up on a question asked by Gary on December 6, 2019.

I am also looking to find an international dividend growing ETF similar to VIGI. I am not looking for high dividends per se. I do not like many of the international dividend ETFs due to their often high exposure to financials (IGRO would fit in this category).

IQD looks promising, and its methodology appeals to me. I would appreciate your advice about the pros and cons of this fund, and why you gave it only a very tepid recommendation.

What are your top dividend growing ETFs, regardless of whether they are Canadian or US ETFs. Per your previous answers, I understand your top two choices are VIGI and IGRO. Do you have any others?

Thank you again for your insightful advice.
Read Answer Asked by Dale on February 07, 2020
Q: Hello,

I would appreciate your analysis of Brookfield Property Partners earnings announcement. I see that they have raised the quarterly dividend but by only a very MARGINAL amount. Dividend increases in each of the preceding 5 years averaged over 5% but this increase is less than 1%. Might that imply that management may be worried about the sustainability of the current dividend?
Read Answer Asked by Richard on February 06, 2020
Q: Could you provide me with a list of 5 or 6 companies that are buying back stock and that have good growth prospects. These could be in any sector and any exchange in Canada or the U.S. Thanks.

Rob
Read Answer Asked by Rob on February 06, 2020
Q: Any thoughts on ARE's recent acquisition of Voltage Power. I see that ARE has been in the "middle of the pack" in your Q&A. Neither at the top nor at the bottom. Can you foresee it reaching 21 $ again as they seem to be slowly and steadily acquiring companies that give them good growth potential.
Thanks in advance.
Read Answer Asked by Savalai on February 06, 2020
Q: I realize you prefer AW over PZA. I have owned PZA for some time now down about 20%....I can't make a strong enough case to replace PZA with AW to more closely match your portfolio. With the drop it is below a full position so technically needs to be topped up as I free up some cash. Can you make a case for selling PZA or do I just continue to hold it as a surrogate for AW in my portfolio. I am leaning towards topping up PZA to a full position and getting 8.9% yield off the div....

Tom

Read Answer Asked by Tom on February 06, 2020
Q: I currently have positions in these two companies. (thanks to your guidance) I'm thinking of adding to both positions. Are you aware of any reasons why I shouldn't proceed with the purchases at this time? If you had to pick one investment over the other, which would you choose. Finally, is there another company that pays attention to the environment could have more short term upside? Thanks so much for your respected opinions.
Read Answer Asked by Les on February 06, 2020
Q: In reviewing the 5i responses to questions on these 3 companies you seem to favour BEP. In examing the numbers for the last 5 years through Morningstar I noted the following:
2015 16 17 18 19
AQN .30 .33 .37 .38 .79 EPS
6.53 7.14 7.62 6.40 12.9 ROE%
4.60 4.55 5.10 4.18 6.44 ROIC%
BEP. .01 -.23 -.18 .13 .31 EPS
.05 -1.08 -.81 .53 1.34 ROE%
1.86 1.85 1.70 2.82 3.26 ROIC%
NPI -.07 .64 .85 1.46 1.67 EPS
-1.85 15.7 22.1 35.6 39.6 ROE%
1.7 4.7 5.7 6.3 6.6 ROIC%
Both AQN and NPI would seem to have significantly stronger results (ROE%, ROIC%). What key data points do you look for in this investment sector? Your thoughts on your selection criteria would be appreciated.
Read Answer Asked by Richard on February 06, 2020
Q: I have held LIF for a few years now and have used its cyclical nature to take profits at its highs by selling down to my initial position and when the cycle bottoms add back again to my initial position. In the meantime I collect a very nice dividend. We appear to be approaching the bottom part of the cycle and would like your view on why LIFs share price is currently depressed and when market conditions will improve again.
I am currently at a 1.5% weighting and would be looking to add back to a 3% position to ride the next wave.
Thank you for your perspective.
Read Answer Asked by Bruce on February 05, 2020
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