Investment Q&A

Q: I bought more today on the dip.
Is it just a dip ?

Q: Hello Peter, I am intrigued after reading that a Canadian can earn about $50,000 per year of dividend income without paying any income tax. I know about your income portfolio of course, but with a view to maximizing just Canadian eligible dividend income, what would you think of the following portfolio of 14 stocks. Equal weighted, the stocks would yield 5.3%. (Disregard lack of market diversification; this can be achieved in one’s registered accounts.) Also, if one wanted to pare down the list to 10, which 4 would you delete?
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!

Q: Hi,
At this point in time would it be advisable to sell my BEP.UN shares and add to my BEPC shares? Or is it too late?
Thanks

Q: Pason's current price and cash might look appealing to someone who doesn't have any exposure to oil in their portfolio. What are your thoughts on Pason at this time? Would you prefer a producer like Suncor or something midstream like Enbridge?

Q: Could you please give an update on BRE in terms of last earnings report, news going forward, dividend sustainability. What would be an appropriate percent of an income portfolio would you hold?

Q: Morning Team,

Curious to get your thoughts on Canadian Tire's performance of late. Do you think this increase is sustainable and why? What has changed in your opinion to cause such a significant recovery since the beginning of the pandemic?

Q: I currently have a total of 5% of my portfolio in an equal combination of ENB and PPL. How advantageous (if at all), would it be to add BPMP for the sake of its dividend and seemingly low current valuation? As this would be a non-registered account investment does the tax treatment of U.S. dividends present a material issue?

Q: Further to my question of August 24, John Heinzl of the Globe mentioned if you were exchanging BIPC for BIP.UN, you would lose money because BIPC is worth more. In your answer you have mentioned it was somewhere in the neighbourhood of $8.00. The reason is by making the exchange which is in my TFSA with an adviser which has limited yearly trades and then after that, trades become over $50 per trade. That way, the exchange would cost me nothing and I would have one lump sum of BIP.UN which would cost me 1 trade and I would take the cash out of my TFSA and I would buy BIPC in my online non-registered account with another institution for $9.99. Would I be losing the $8.00 (or somewhere in that area) per share by doing this, OR if, for example, I had $9,000.00 worth of BIPC shares which became BIP.UN in the transaction, would I get $9,000.00 worth of BIP.UN shares? I am just concerned I am clear on this. Thanks Dennis

Q: Hello, what is your opinion of this co’s Q2 results? Thanks

Q: Hi 5i Team,
Can I have your opinion on GWO. How safe is the dividend? Can it be bought for a long term hold?

Thanks for your insight.

Q: I hold ET in a registered account, and as it is a MLP I've had non-resident taxes withheld from dividends. They have indicated that they will likely convert to a c-corporation, and I'm wondering how that would affect the withholding tax on distributions, and if that would automatically mean a lower distribution.

Q: What with the obvious appeal of Enb:CA and Ppl:CA, you may not get too many questions regarding U.S. pipelines. Regardless, can you give me your opinion of BPMP vs Enbridge/Pembina from a tax-resistance, dividend reliability and valuation perspective? Do you perceive other pipeline companies as greater value/dividend opportunities?

Q: If you had to select one Canadian dividend growth stock to hold for the next 20 years, with the goals of safety of capital and growing dividends, which stock would you select?

Q: In answer to Paul's question re free on-line stock screener for Euro dividend payers, you can refer him to the post "Euro Dividend Payers" in the Forums. Hope that helps.
https://www.5iresearch.ca/forums/viewthread/368

Q: Exchanging the BIPC shares for the BIP.UN shares - there was an article by John Heinzl in the Globe stating that the BIPC shares are worth a few dollars more so if you exchanged them you would be losing a few dollars a shares because the BIP.UN shares are worth less. There are many questions out there concerning this and so I tried the search column at 5i that hopefully someone else wrote in about it - could you clarify John Heinzl's position on this? Thank you,
Dennis

Q: Hi, I cannot find the list of companies you provide increasing dividends? Could you please advise where to find it on your site? Thanks.

Q: Good day...if one was to invest in div in a cash account is the only concern the 15% hold back on the U.S. dividend...the large dividend at a reasonable fee is attracting me along with the holdings that are in the sectors that are out of favor...could you please give your opinion on this for a 10% exposure in my portfolio...Gene

Q: On a scale of 1 to 10 and assuming there are no 10s (100%) what would you rate the safety of the next 6 , quarterly dividends for BNS? What are the chances of a dividend increase in your opinion?


Thanks

Q: This seems to be reasonably priced and dividend covered.
Is it just that the market is waiting for evidence that the diversification to packaging is on track?
Is this stock a buy?

Q: Just in case I missed the two names on question as to your preference, since I amlooking to increase holdings in one of these.
Alternatives are welcome!
Paul