Investment Q&A

Q: When requested to choose between Aw.un & QSR,you prefer QSR which was recently added to Port. I hold Aw.un(36% loss) & thinking of moving on . What is the best replacement- QSR or PBH or the best stock in u view(can be any sectors).Txs for u usual great advices& services.

Q: In regards to utilities should I switch Aqn into bep.un as the latter stock price continues to outperform?

Q: What is your opinion on this compAny. Is it cheap, Good entry point here?

Q: A recent article in the Globe and Mail showed table of higher yielding stocks on the TSX and their payout ratios - showed CPX with a payout ratio of 250% - thought they had a payout ratio of approx. 50% - is that an error?? and is the dividend safe??

Q: Continuing our discussion on these two companies BIPC trades at a much lower PE 12.4 versus 170.8, had lower P/B 1.4 versus 2.5 and also has higher momentum short term- doesn’t this make for a compelling buy for BIPC versus BIP.UN. Very confusing situation created by Brookfield.

Q: Today's or recent news show that Alaris is pursuing a corporate reorganization to convert from a corporation to a publicly-traded income trust.
Can you share your opinion on how this will affect investor? What are the pros and cons and what material impact we could see going forward?

Q: What effect on BAM would the taxation of carried interest at normal tax rates be?
Thanks
Bob Rose

Q: plus 5 % dividend ok debt,,,,,,, what stocks looks puzzling to you why its still far down a stock with value and when the virus goes away from everyday attention that should have good upside .

Q: Looking for 2 stock recommendations for each of my children's RESP account. I tend to prefer companies paying a dividend. Child 1 is 15 years old, needing the funds in 3 to 4 years so picks would need to be conservative. Child 2 is 11 years old, needing the funds in 7 to 8 years.

Q: WHAT ARE YOUR RECOMMENDATIONS ON THESE SECURITIES. I HAVE HELD THEM FOR A FEW YEARS AND HAVE BEEN SATISFIED WIT THEIR PERFORMANCE BUT I AM THINKING OF SELLING AND MOVING ON TO OTHERS.
PLEASE ADVISE.
THANK YOU, TERRY

Q: Hello 5i Team
Westshore Terminals announced Great Pacific Financial Services Ltd. (Jimmy Pattison ) has purchased 1,035,656 shares on the open market on June 19. The news release stated GPFSL increased its shareholding of WTE from approximately 3 % to 4 %.
According to the Management Information Circular dated May 8, 2020, Jimmy Pattison has control over approximately 34.99 % of WTE, which after reviewing SEDI is comprised of several holding companies (Great Pacific Capital Corp.; Great Pacific Capital Investments Inc.; and Great Pacific Financial Services Ltd.). This equates to holdings of 16.0 %, 16.0 % and 3.0 % for the three holding companies. GPFLS has now increased its total holdings from 3.0 % to 4.61 % with the overall holdings of Jimmy Pattison controlled companies to 36.58 % of WTE.
Questions are:
1 - Is there a limit to how many shares of WTE Jimmy Pattison can purchase using different corporate entities before he has to offer a buyout to minority shareholders? Or can he continue with purchasing shares in this manner until he achieves control (i.e. greater than 50.0 %)?
2 - Do you think Jimmy Pattison will offer a buyout of WTE similar to Canfor last year?
Thanks

Q: Thinking of putting some money long term with reasonable dividend in one of the above mentioned companies. Any suggestions?

Q: Would like your outlook on MIC and its plans to not change it's underwriting policy.
Thanks
Bob Rose

Q: I have owned a full position in AW since the early 2000's, first in my daughters TFSA and now in my RRSP. I like to tell my daughter that Teen Burgers paid for her university! My Question is, how much value to you feel would be added to the share price when and if the dividend is reinstated? Any thoughts on when that might happen and would it likely be added back at the same level as previously? I am contemplating a switch to QSR but I feel like I might miss a nice pop in AW.
Thanks so much for your always valued input.
John

Q: why does it "seem" like the boring old dividend plays like Utilities are under performing so much in last few months? Would have thought dividend plays in Canada would have benefited with "search for yield" scenario despite slowing economy.

Q: So, the Apple saga finally over and quarterhill finally getting paid, albeit not as much as previously thought and no more appeals allowed by Apple! Stock up nicely today, doing a dutch auction. Still own lots of it. Where do you see this in three years time? Looks like the ship is being turned around.

Q: Would you consider this a good buy at this time?
Thx so much.

Q: Still a buy after the latest cuts/ voluntary retirements?

Q: Do either of these companies have investments in China and are they significant?
Many thanks.
Mike

Q: We held A&W for long term income, now that the dividend is suspended, would you be removing it from the income portfolio?

Would it make sense to switch to QSR (or if you have other recommendation) or hold ?

Thanks