Investment Q&A

Q: I would appreciate a recommendation on 6 Canadian dividend paying stocks with a growth element to them.

Q: I have a 6% position in NPI and am happy with what the company is doing. But I am interested in any comments you may have regarding this article. Do you see this as a net negative for companies trying to raise money in Canada or for us retail investors?
Thank You

"The Globe and Mail reports in its Monday edition that Northland Power ($25.26) raised $346-million in a stock sale this month to pay for an acquisition in Colombia. The Globe's Andrew Willis writes that Northland plans to spend $1.05-billion on an electrical distribution network that serves 1.3 million South American customers. Northland's portfolio already includes wind farms and solar-power facilities in Canada, Germany, Taiwan and Mexico. To pay for the acquisition, Northland sold $346-million of subscription receipts and will borrow the balance to buy the business from Brookfield Asset Management. A string of equity offerings of late have been poorly received. Banks struggled to sell shares of New Gold, Corus Entertainment and Green Organic Dutchman Holdings. The lack of investor appetite for what Corporate Canada is serving up feeds into a larger debate over the relevance of ordinary, retail shareholders in a market that is increasingly dominated by passive investors, such as index funds, and private sources of capital. Mr. Willis says investment bankers are wringing their hands over a steady slide in public market offerings. The value and volume of equity financing in Canada is dropping steadily".

Q: I am up 50% on BEP.un over the past couple of years. Would it make sense to sell my position and roll it into ENB? ENB performance over the same period has been very weak. In addition I will pick up significant yield.

Q: Input regarding VNR rather than a question. I too expected a final payment as Sept 27 appeared as the x dividend date on several locations. After checking Sedar this morning I found this Aug 8 filing which sets Sept 30 as the x dividend date. Why the discrepancy?
Very annoying!
Brian
Montréal, August 8, 2019 - Valener Inc. (“Valener”) (TSX: VNR) (TSX: VNR.PR.A) today announced that its
Board of Directors declared, on August 7,2019, a quarterly dividend of $0.30 per common share, payable on
October 15, 2019, to common shareholders of record at the close of business on September 30, 2019.

Q: Hi. What are your current favorite Canadian high-yield dividend etf's? thanks, JR

Q: Your thoughts on AM:US
Thanks

Q: CIBC Autocallable Coupon Notes linked to
Enbridge Inc., Series 16. I was wondering what your take is on these? Is now a bad time to put into these With a potential down turn on the horizon? Thanks

Q: I am one of those shareholders which held my shares in VNR until it went ex-divi. It seems the acquirer, Noverco has intentionally obfuscated the previous communications around the September dividend. Do you think the companies involved were trying to be, in anyway, less than fully transparent?

Q: Do you have an opinion on this company?
It is a mutual fund trust, can you explain how this differs from an ETF?

Q: Hi 5i,
Further to Andrew's question about the BIP.UN creation of the BIPC entity, here are a couple of exerpts from BIP's press release. They do make mention of this also being something of a "special dividend", for what it is worth.
"the transaction will be analogous to a unit split as it will not result in any underlying change to aggregate cash flows or net asset value except for the adjustment for the number of units/shares outstanding."
And,
"Currently, unitholders are expected to receive 0.11 BIPC shares for each unit held of Brookfield Infrastructure (i.e., one BIPC class A share for every nine Brookfield Infrastructure units held) in the form of a special distribution."
Not sure if this helps clarify or just further muddies the waters, but thought I would pass this along.
Cheers,
Mike

Q: Hi Team,
Can you suggest one to replace my VNR just cashed out from my RRIF a/c ?
Thanks as always,
Regards, Tak

Q: Who will get the dividend that is to be paid put, the shareholder or the new company that is buying VNR?

Thanks

Q: Asked about this company back in May and would love another analysis of the last 6 months and what do you see going forward in respect to headwinds and the juicy dividend. Buy,sell or hold.
Thx Gary

Q: what is your opinion on growth on trp is it us or can listed it never appears on bnn listings

Q: Hello Team,
Could you give me an analysis of this company, including the current dividend and if held in an RRSP, is there with holding tax on the dividend.
Thank You,
Barry

Q: What do you think of Russell metals and is the
Dividend well covered.
Thanks Phil.

Q: Hi Guys,
With the sale of DRG.UN does this improve the prospects of DRM to grow over the next 3-5 yrs, do you know what the thinking is DRM will do with the cash they receive, one would think the company intends to grow the business.I have small positions in both company's is it time to take the profit and choose another REIT as from what I can read at 5i you think there are better options out there in this sector.

Q: BEP.UN is now 9% of my holdings ( went up to much). I really like it .
what would you recommenced.
1.sell to 6% ISH or ?????
2. replace the sell with some thing SIMILAR some suggestions. (safety and div.)
3. leave it ???????
4. go to cash and wait for opportunities

Q: Disregarding anything else, do u think investing in these three companies would be too concentrated or is there at least some diversication there, thanks?

Q: With the recent run up in EIF's share price, I've made a solid profit.
I'm now considering selling either half or all of my EIF shares and purchasing partial positions in both MX and NTR. I feel the latter two companies currently represent good value and could be considered "safer" than EIF. I have a 3-5 year time horizon.
Kindly provide your opinion