Q: Is RPI's performance recently astonishing? Could you put some reality to this fairy dust?
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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: Hi,
I've held CDZ since I first began investing on my own, about 12 years ago, and it doesn't appear to have done a whole lot. The dividend is great, mind you, but I haven't seen much growth. Over these 12 years, I've been buying many of the individual positions that form part of CDZ.
Does it make much sense to continue to hold CDZ as an anchor for my portfolio? Or can I start to wind it down and use that cash to build up other positions, while maintaining a balanced portfolio.
Thanks
Robert
I've held CDZ since I first began investing on my own, about 12 years ago, and it doesn't appear to have done a whole lot. The dividend is great, mind you, but I haven't seen much growth. Over these 12 years, I've been buying many of the individual positions that form part of CDZ.
Does it make much sense to continue to hold CDZ as an anchor for my portfolio? Or can I start to wind it down and use that cash to build up other positions, while maintaining a balanced portfolio.
Thanks
Robert
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ONEX Corporation Subordinate Voting Shares (ONEX $96.47)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.89)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.19)
Q: Three questions please,
1 - ONEX - BUY, SELL OR HOLD FOR INCOME.
2 - FSZ - IS THIS DIVIDEND SAFE FOR THE NEXT FEW YEARS. DO YOU SEE ANY GROWTH.
3 - CU - YOUR THOUGHTS ON THIS DIVIDEND KING.
1 - ONEX - BUY, SELL OR HOLD FOR INCOME.
2 - FSZ - IS THIS DIVIDEND SAFE FOR THE NEXT FEW YEARS. DO YOU SEE ANY GROWTH.
3 - CU - YOUR THOUGHTS ON THIS DIVIDEND KING.
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Brookfield Renewable Partners L.P. (BEP.UN $42.00)
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Brookfield Infrastructure Partners L.P. (BIP.UN $52.97)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.16)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.70)
Q: Hello,
Over the years, I've accumulated a significant amount of BIP.UN in an RRSP account, with the intention of holding it for the income generated over the long term. Since the Mar 31 split, shares of BIPC are up around 50% while BIP.UN is up around 28%.
Does it make sense to cash in this gain, sell the BIPC and use the proceeds to buy BIP.UN, thus adding some "extra" income generating units? Would also make tracking a little simpler.
Any other factors to consider?
Thanks for your time,
Roman
Over the years, I've accumulated a significant amount of BIP.UN in an RRSP account, with the intention of holding it for the income generated over the long term. Since the Mar 31 split, shares of BIPC are up around 50% while BIP.UN is up around 28%.
Does it make sense to cash in this gain, sell the BIPC and use the proceeds to buy BIP.UN, thus adding some "extra" income generating units? Would also make tracking a little simpler.
Any other factors to consider?
Thanks for your time,
Roman
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TC Energy Corporation (TRP $86.99)
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Fortis Inc. (FTS $80.20)
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Algonquin Power & Utilities Corp. (AQN $8.74)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.16)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.70)
Q: Retired, dividend income investor. Currently own AQN, FTS and TRP. If I wanted to add a 4th name (with a focus on renewables), what would you recommend? It would be mostly in a taxable account, with possibly some in a TFSA account. Or if AQN and FTS are enough names, should I just add funds to them? If AQN-FTS are not enough names, would you consider BEPC or BIPC? I like utilizing the dividend tax credit.
Thanks for your help...Steve
Thanks for your help...Steve
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Brookfield Renewable Partners L.P. (BEP.UN $42.00)
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Algonquin Power & Utilities Corp. (AQN $8.74)
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Northland Power Inc. (NPI $21.63)
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Innergex Renewable Energy Inc. (INE $13.74)
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Boralex Inc. Class A Shares (BLX $27.42)
Q: It looks as though renewable power is becoming politically accepted, with the above as assumed potential sector participants. What is the anticipated growth rate for each and to what extent have each potentially already discounted the coming year's anticipated growth in value. I Look forward to your response.
Q: What are you thought on Suncor? What are your mediumand long term thought on the industry?
Q: What area your thoughts on the upcoming IPO that Tourmaline is doing on Topaz energy. Topaz estimates that upwards of 90% of cash flow will be distributed as dividends. Would this be a good dividend play or is this very speculative ?
Don
Don
Q: In several responses to questions on Keyera-KEY you have suggested it could be a takeover target. Is this a rumour on the street and if so, would you please elaborate on who you think would be interested and why. Thank you.
Q: HI, can I get your overall opinion of BEPC I received 20 of them from the spin off and was wondering whether to keep them or exchange them. Any suggestions on a good trade for them, just in case. Thanks, Nick
Q: Hi Peter,
In a reply to a question today you said ENB would become a "Cash Flow Monster" if they stopped investing in new growth initiatives. Agree.
1. Would you consider the same assumption for PPL?
2. And if new growth initiatives were/are to diminish over the next 1 -30 years due to the increase in renewables what would you see ENB/PPL most likely doing with the increased free cash flows?
Thanks as always for your perspective.
In a reply to a question today you said ENB would become a "Cash Flow Monster" if they stopped investing in new growth initiatives. Agree.
1. Would you consider the same assumption for PPL?
2. And if new growth initiatives were/are to diminish over the next 1 -30 years due to the increase in renewables what would you see ENB/PPL most likely doing with the increased free cash flows?
Thanks as always for your perspective.
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Fortis Inc. (FTS $80.20)
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Brookfield Renewable Partners L.P. (BEP.UN $42.00)
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Algonquin Power & Utilities Corp. (AQN $8.74)
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Boralex Inc. Class A Shares (BLX $27.42)
Q: Hi 5i team,
PA suggests I up my utilities by 5%. I was thinking of adding two stocks one being AQN at 2.5% to 3%. Can you please suggest a few large and mid cap companies that would complement AQN.
Thank you
PA suggests I up my utilities by 5%. I was thinking of adding two stocks one being AQN at 2.5% to 3%. Can you please suggest a few large and mid cap companies that would complement AQN.
Thank you
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BMO Aggregate Bond Index ETF (ZAG $13.73)
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BMO Ultra Short-Term Bond ETF (ZST $49.07)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.04)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.40)
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iShares Core Canadian Short Term Corporate Bond Index ETF (XSH $19.10)
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Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC $24.16)
Q: I just recently retired and within my portfolio have approx 60% in Bonds (As per above) - while these have been a great hedge against the equity holdings, I am considering either selling some of the bonds listed above - approx 10% and moving these monies into either high yield bonds - ie CHB or ZHY or if not into high yield bonds possibly a high yield dividend fund like XEI or ZWC or ?
While I would like to increase the income on these monies - do you think this is a good time to make this move?
While I would like to increase the income on these monies - do you think this is a good time to make this move?
Q: What is your projection of 3rd quarter results.
How do you currently view this company and the sector in general.
Thank you, John
How do you currently view this company and the sector in general.
Thank you, John
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Cineplex Inc. (CGX $10.24)
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Cinemark Holdings Inc Inc. (CNK $26.28)
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AMC Entertainment Holdings Inc. Class A (AMC $1.10)
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Imax Corporation (IMAX $38.86)
Q: Have your opinions changed on the status of these companies since your responses in early August and if I wanted to take a speculative position, how would you rank these companies in order of preference.
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.16)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.70)
Q: In your opinion which one would offer the best return over the next 5 years?
Q: I hold PKI and ENB.
What do you respond to those who are saying to let go all fuel related stocks. I was having a conversation today where the other party was hard set on the world going green and will be needing less and less fuel. I think we are at least one decade or two away. What are your thoughts?
Thanks
What do you respond to those who are saying to let go all fuel related stocks. I was having a conversation today where the other party was hard set on the world going green and will be needing less and less fuel. I think we are at least one decade or two away. What are your thoughts?
Thanks
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Brookfield Property Partners L.P. (BPY.UN $23.29)
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iShares Canadian Financial Monthly Income ETF (FIE $9.68)
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.53)
Q: Hello!
I am currently invested in three of these ETF's. Can you recommend other high dividend paying ETF's to complement my current allocation. Thank you!
I am currently invested in three of these ETF's. Can you recommend other high dividend paying ETF's to complement my current allocation. Thank you!
Q: I have ENB. Would you sell ENB to buy BCE. What geroth is expected in both of these stocks.
Thank you,
PB
Thank you,
PB
Q: Dear 5i,
Will IPL's recent sale of European oil storage business have a meaningful reduction to their overall debt situation?
Will IPL's recent sale of European oil storage business have a meaningful reduction to their overall debt situation?