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.
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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, 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 $78.59)
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Brookfield Renewable Partners L.P. (BEP.UN $41.17)
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Algonquin Power & Utilities Corp. (AQN $8.35)
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Boralex Inc. Class A Shares (BLX $27.05)
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 $13.78)
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BMO Ultra Short-Term Bond ETF (ZST $49.06)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.56)
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iShares Core Canadian Short Term Corporate Bond Index ETF (XSH $19.13)
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Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC $24.23)
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 $10.50)
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Cinemark Holdings Inc Inc. (CNK $27.65)
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AMC Entertainment Holdings Inc. Class A (AMC $1.17)
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Imax Corporation (IMAX $40.80)
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 $63.19)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.49)
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 $9.74)
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.52)
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?
Q: How safe is EIF. Thanks Donna
Q: I have a question about my TFSA - is there decreased value to own US-traded income stocks in a TFSA? If I'm obliged to pay non-resident withholding tax, doesn't that partially defeat the benefit of my TFSA? In particular, I've read with interest the 5i researchers' (the "5iR") position that ENB is generally favoured over PPL presently. Would the 5iR's position change if the holding were in a TFSA? Is the withholding tax a material concern?
Thank you in advance for your advice,
IK.
Thank you in advance for your advice,
IK.
Q: What are the prospects for BLX and advise if both positions should be held or sell 1 and invest proceeds in the other.
Q: What is your opinion on the safety of Chevron's dividend?
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Intertape Polymer Group Inc. (ITP $40.48)
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CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $88.49)
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Transcontinental Inc. Class B Multiple Voting Shares (TCL.B $23.32)
Q: CCL used to be a high flyer. not now . did something change.
if i want to replace it would ITPgood .it has an attractive yield and a manager had it as his top pick on BNN.
if not any suggestion
if i want to replace it would ITPgood .it has an attractive yield and a manager had it as his top pick on BNN.
if not any suggestion
Q: How long should I hold CHR waiting for rebound? selling now would create a huge loss for me. I have 40,000 shares book price ...cost $6.18......selling now at $2.50 ..I don't need capital or diividends (they have been suspended)
Q: Would you please comment on the Canadian uttilities as a sustaining dividend provider and in particular ZWU and whether the covered call feature has consistently provided a history high dividend yield --- currently at 8+percent.
George Murphy
George Murphy
Q: Why is the market not liking these two companies? Both established large cap companies, limited growth but why so unloved if interest rates will remain low for years to come? I have to admit I’m staying away from these two due to terrible price momentum. Both have lost money if held the past 5 years.