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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: Your last report on this company had FWD EV/EBITDA at about 13. What is that ratio now? I am concerned the stock has appreciated well past its fair value and is due for a sharp correction.

The 5 year chart shows an incredible change in trend starting in 2019. I have rarely seen this type of chart continue higher.

I am considering selling the position and buying back in $5 or $10 lower. Is this getting too cute or prudent profit taking.
Read Answer Asked by Chris on February 14, 2020
Q: Which Canadian companies can China hurt the most especially with these new charges against Huawei. today. How does Sunlife and Manulife fit into this question?
Thanks, James
Read Answer Asked by JAMES on February 14, 2020
Q: Good Morning, please comment on recent earnings report from Peller. Do you like this security or better to look elsewhere for a small cap with good upside and minimal risk. Rob
Read Answer Asked by Robert on February 14, 2020
Q: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?
Read Answer Asked by Yves on February 13, 2020
Q: I intend to diversify away a bit from the Brookfield family as I already have BEP.UN and BIP.UN.

Within my RRSP I intend to sell BYP.UN and am interested in buying AW.UN. It appears that A & W's debt is under control. Dividend growth appears to lack a bit of consistency though.

How good is their management?
Would you expect about 7 or 8% total return going forward?
Morningstar Fair Value is about $35. Would you agree?
Would a 5% position be too much for this type of stock if we were to go into a recession?
Do you have any concerns over the 20% drop from its highs?

Thanks.
Read Answer Asked by James on February 13, 2020
Q: Hi 5i,
My BEP holding is up 70% and represents 5.2% of my portfolio. I see you are recommending trimming in your model portfolio. I was considering a trim sometime this year but I was thinking it would make sense to wait for the "free" new company shares that are being allocated later this year (1 for every 4 shares). Does this thinking make sense?
Read Answer Asked by Martha on February 12, 2020
Q: These companies represent 17% of my portfolio, with ENB and NPI positions being 3.5% each and the remaining approx 2 % each. Recently stock prices of several of these have increased 10 % or so.

Should I adjust any of these positions?

Without really knowing the remainder of my account, what percent in utilties would be suitable for a ten year horizon?
Read Answer Asked by Richard on February 11, 2020
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