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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: LOOKING FOR GROWTH PROSPECTS AND SAFETY OF DIVIDEND FOR THE ABOVE
THANKS
JEFF
Read Answer Asked by JEFF on October 29, 2019
Q: Hi,

BEP has taken off recently and despite the market's rush to safety and dividend paying stocks, I can't rationalize the quick increase. From my charting work, the current price is as high as it'll go in the near term unless it has some new sources of growth (i.e. acquisitions). I'll also note that its upward move comes with increasing volume, however in the past 2 weeks both price and volume have stagnated (which supports my thesis and chart that this has topped).

AQN, looks better at the moment - similar dividend as BEP, but with more growth potential.

For me, all points lead to selling BEP and looking to buy back in later or initiate in AQN. Can you convince me otherwise?



Cam.
Read Answer Asked by Cameron on October 29, 2019
Q: Hi,
I am looking for income and considering the above Brookfield companies. Would you please provide an overview of the different tax treatments of the income distributions. Are they best held in a registered or a non-registered account? Also, do you prefer one company over the other and if so why? Thank you
Read Answer Asked by Gordon on October 28, 2019
Q: 5i Team,

Please provide your guidance on US based ETF's that you believe could be a buy now, and perhaps others that could be placed on a watch list pending a market adjustment or a new developing trend line. Goals would be moderate growth (lean towards safety) with a steady and growing dividend. I currently hold VIG and would want to expand my US based exposure. Position would be held in either a cash or rrsp account. Many thx. Steve.
Read Answer Asked by Stephen on October 28, 2019
Q: Peter, I read your article in the National Post on Saturday. You focus on a handful of companies that are superior according to your filters. Of these how would you rank the companies above? And have you any information about them which you would like to add? Thanks for your insights.
Read Answer Asked by christianne on October 28, 2019
Q: I currently hold the above 3 utilities in equal weights in a well diversified portfolio and am considering adding Fortis or Emera. I'm looking for safety, dividends, and some growth. I would prefer to keep the count down to 3 stocks so could you please rank them for me?
Thanks
Read Answer Asked by Lyle on October 28, 2019
Q: Your comments on dfn doing a financing on class a shares at 8.75. Stock now trading in 8.45 range. A buy? What price would the shares stop paying a dividend? Ala dropping this last week. Would this be from cost overrun on pipeline in us that it owns part of? Expected earnings due Oct 30?
Read Answer Asked by kenneth on October 28, 2019
Q: I noticed Cara Operations has been buying shares of these units, they do look cheap right now with a nice div or payout. Has Cara always been a holder of these units and could they be doing a creeping takeover of them? What are your thoughts on the units as part of an income portfolio of 15 to 20 stocks?
thanks Tom
Read Answer Asked by Tom on October 25, 2019
Q: What are your favourite energy names that have decent/reasonably safe dividend yields, strong balance sheets and are cash flow positive at current market prices? Not looking for the names most levered to oil/gas price rebound.....I don't mind being patient on long-term holds that are very cheap today and will be around in 5-10 years.

Cheers
Read Answer Asked by Angus on October 25, 2019
Q: I have been watching KML. My portfolio is a bit mixed up these days, and could probably use a little more diversification within my dividend plays (weighted heavily in Banks at the moment). At 4.5% yield, this looks like a decent play, and it feels like there is upside potential with the share price, with limited downside (assuming the Pembina deal stays on track, as the company has said). I like the stability of their income, and it looks as though they have "taken their lumps". How do you guys feel about KML these days?

Thank you in advance

Don
Read Answer Asked by Don on October 25, 2019
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