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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: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?

2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
Read Answer Asked by Trevor on October 31, 2024
Q: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks
Read Answer Asked by Donald on October 31, 2024
Q: Wow, what a big bounce on capital Corp after their qtrly release! But, why? I read it and unless I misread, financial metrics were down over prior compare..other than a big growth in actual power generation. But earnings, revenue, all down, affo a bit up (still down over 9 months)..... What has got everyone so excited?
Read Answer Asked by Allan on October 31, 2024
Q: I enjoyed the steady income stream from A&W together with the relative share price stability in my registered account. Now that A&W has converted and is no longer a royality fund, can you provide 2 or 3 top income fund recommendations to replace it? They can be any sector and Canadian or US.
Read Answer Asked by Steven on October 25, 2024
Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.

What are your thoughts on this trade, and do you have any insights on timing?
Read Answer Asked by Robert on October 25, 2024
Q: Considering taking a 12% hit on TELLUS for tax loss and considering I also own BELL so am considering NTR as a replacement for hopfully more growth all bet less income. Or would you consider buying back after 30 be fine? Any thought on a better alternative .Retirement portfolio including HDIF,CIG447,PMIF,WCP,and ENB.BCE. Thanks Larry
Read Answer Asked by Larry on October 25, 2024
Q: I have held CN Rail for years and it has averaged around 9% including the dividend. Wildfires and labour issues have hit the company hard over the last few years and the stock price has not done much. On the other hand, CPKC’s stock price has done a bit better. Both just released their latest earnings. CN expects its adjusted diluted EPS to grow in the low single-digit range for 2024 and average in the high single-digit range over the next couple of years. Whereas CPKC expects its adjusted diluted EPS to grow double digits for 2024 and over the next couple of years. What other metrics should I be looking at? Are railways still a good investment and if so, would you suggest a swap to CPKC? Thanks for your help.
Read Answer Asked by Kim on October 25, 2024