Investment Q&A

• BMO S&P 500 Index ETF (ZSP $100.26)
  • $100.26 P/E (TTM): 25.8X Cap: $20.67B
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• iShares Canadian Growth Index ETF (XCG $66.32)
  • $66.32 P/E (TTM): 29.94X Cap: $155M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.40)
  • $43.40 P/E (TTM): 16.81X Cap: $1.13B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $67.45)
  • $67.45 P/E (TTM): 12.53X Cap: $6.78B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.32)
  • $102.32 Cap: $2.27B
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• Vanguard Balanced ETF Portfolio (VBAL $36.98)
  • $36.98 P/E (TTM): 6.89X Cap: $4.89B
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• iShares Core Balanced ETF Portfolio (XBAL $33.52)
  • $33.52 P/E (TTM): 15.47X Cap: $2.89B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $108.16)
  • $108.16 P/E (TTM): 32.57X Cap: $1.71B
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Q: Can you name a handful of ETF options for long term holds in my son's RESP account. Growth, dividend, and balanced. Looking for exposure in Canada and USA. I don't want the headache of managing stocks for this portfolio. I'd rather have something that I can just buy and not look at it for 15 years until he needs it.

Upvote 8

Read Answer Asked by Harrison on February 10, 2025

• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.19X Cap: $31.76B
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Q: Any stock suggestions for replacement of BCE.

Upvote 4

Read Answer Asked by Stephen on February 10, 2025

• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.19X Cap: $31.76B
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Q: Regarding BCE under performance. In your opinion do you think a CEO replacement is in order and might rejuvenate the stock price and give investors more confidence in management. It seems to me that the current CEO is "reaching" for growth by looking South to a more competitive market and it won't end well. Has the board at BCE ever replaced their CEO? If I understand correctly the CEO said the dividend was not going to change in 2025 and from your last post you stated the board might reduce it. Am I incorrect or is this another example of misinformation from the current CEO?

Upvote 6

Read Answer Asked by Ian on February 10, 2025

• Ford Motor Company (F $11.60)
  • $11.60 Cap: $46.52B
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Q: Peter and His Wonder Team
I have never owned an auto stock. I realize competition is fierce and Telsa has an edge. However Ford is a survivor and is an American icon and so cheap...Please give the pros and cons of owning Ford. Or is the auto industry just too unpredictable to take a risk? Thanks for your assistance which is always valuable.

Upvote 4

Read Answer Asked by Ernest on February 07, 2025

• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.19X Cap: $31.76B
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Q: Is BCE borrowing to pay the dividend?

Upvote 8

Read Answer Asked by Danny on February 07, 2025

Q: Hi, looking for some dividend growth. Can you provide some names you like that are forecasting ~5% dividend growth for the next 3-5 years? Thanks!

Upvote 5

Read Answer Asked by Adam on February 07, 2025

• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.19X Cap: $31.76B
  • View BCE Profile
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Q: I’m considering finally selling my BCE shares and would appreciate 5i’s top five Canadian choices to replace my BCE holding. Please understand that I need to replace the income that I receive from my BCE investment but not necessarily looking for such a high yield as that is most likely not sustainable.. My main criteria is dividend sustainability going forward with average mid single digit yearly dividend increases. Many thanks.

Upvote 10

Read Answer Asked by Anthony on February 07, 2025

• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.19X Cap: $31.76B
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Q: Please comment on BCE's latest result and outlook. Thanks

Upvote 7

Read Answer Asked by george on February 06, 2025

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• Superior Plus Corp. (SPB $6.53)
  • $6.53 P/E (TTM): 12.88X Cap: $1.42B
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• Morguard North American Residential Real Estate Investment Trust (MRG.UN $17.10)
  • $17.10 Cap: $891M
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Q: Hi there 5i team, I have a very small position in these 3 companies, either I sell them or buy more , can you give your opinion on safety and growth thanks

Upvote 3

Read Answer Asked by Alejandro (Alex) on February 06, 2025

• Ford Motor Company (F $11.60)
  • $11.60 Cap: $46.52B
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Q: Did Ford suspend its dividend? February 7, 2025 should be the ex-dividend date for the next quarterly dividend of 15 cents, but I can't see any declaration from the company one way or the other.

Upvote 1

Read Answer Asked by William on February 06, 2025

• Enbridge Inc. (ENB $75.40)
  • $75.40 P/E (TTM): 22.73X Cap: $164.54B
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• Canadian Natural Resources Limited (CNQ $66.15)
  • $66.15 P/E (TTM): 12.5X Cap: $137.98B
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• Sun Life Financial Inc. (SLF $88.50)
  • $88.50 P/E (TTM): 14.2X Cap: $49.03B
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• Fortis Inc. (FTS $79.02)
  • $79.02 P/E (TTM): 22.4X Cap: $40.09B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.88)
  • $61.88 P/E (TTM): 30.02X Cap: $101.36B
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Q: On Jan 7 25 you advised: Our current top 5 Canadian dividend growth stocks are BAM, FTS, ENB, SLF, CNQ. Could you provide an additional 15 Canadian equities with annual dividend growth as I want to set up a portfolio of mostly CAD dividend growth stocks. Please exclude any equity that does not have at least $250M in market value. Thanks

Upvote 19

Read Answer Asked by David on February 06, 2025

• BMO Covered Call Utilities ETF (ZWU $12.14)
  • $12.14 P/E (TTM): 16.11X Cap: $2.14B
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Q: What's your view of ZWU now with tariffs coming. I'm downsizing risk in my portfolio but would like to keep it for income. Would you add, hold, or sell. Thanks, great service.

Upvote 4

Read Answer Asked by Curtis on February 06, 2025

• TC Energy Corporation (TRP $88.16)
  • $88.16 P/E (TTM): 26.84X Cap: $91.83B
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• Fortis Inc. (FTS $79.02)
  • $79.02 P/E (TTM): 22.4X Cap: $40.09B
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• Pembina Pipeline Corporation (PPL $62.07)
  • $62.07 P/E (TTM): 22.33X Cap: $36.07B
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Q: Dear 5i
Between my wife and i we have 3 RRSP accounts. I wanted to add some more utilities stocks to the portfolios assuming now was a good time to do so . I'm having problems deciding between PPL , FTS , and TRP . Should i put PPL in one account , FTS in the second account and TRP in the third account or would you advise to pick the best one of the three and put that one in each of the RRSP accounts ? If you have other suggestions that would be great as well .
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on February 06, 2025

Q: A question this morning mentioned a report on updating your income portfolio. Do you do this every time you update a portfolio? If so, where do I find the report in a timely manner?

Upvote 2

Read Answer Asked by Gordon on February 05, 2025

• CME Group Inc. (CME $305.11)
  • $305.11 P/E (TTM): 26.61X Cap: $110.69B
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• Alphabet Inc. (GOOGL $295.77)
  • $295.77 P/E (TTM): 27.36X Cap: $3.57T
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• Johnson & Johnson (JNJ $243.04)
  • $243.04 P/E (TTM): 22.13X Cap: $585.38B
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• Altria Group Inc. (MO $65.76)
  • $65.76 P/E (TTM): 15.85X Cap: $109.94B
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• Procter & Gamble Company (The) (PG $143.12)
  • $143.12 P/E (TTM): 21.35X Cap: $332.61B
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• Williams Companies Inc. (The) (WMB $72.00)
  • $72.00 P/E (TTM): 33.57X Cap: $88.04B
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• A.O. Smith Corporation (AOS $64.35)
  • $64.35 P/E (TTM): 16.9X Cap: $8.89B
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• Littelfuse Inc. (LFUS $346.54)
  • $346.54 Cap: $8.71B
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• VICI Properties Inc. (VICI $27.66)
  • $27.66 P/E (TTM): 10.6X Cap: $29.56B
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Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah

Upvote 4

Read Answer Asked by Leah on February 05, 2025

• TELUS Corporation (T $17.92)
  • $17.92 P/E (TTM): 25.06X Cap: $27.97B
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Q: What is your level of concern around a possible dividend cut at some point on Telus?

Upvote 4

Read Answer Asked by Doug on February 05, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $48.76)
  • $48.76 P/E (TTM): 4.63X Cap: $27.14B
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Q: Would you feel it is worthwhile hanging on to Rogers Communications stock? Assume you had a portfolio with a lot of different stock holdings and wouldn't mind reducing that number somewhat. It certainly is cheap at about 8 times earnings, and has a good dividend rate, but is there much of a potential for the stock price over the next 2 - 3 years? The latest earnings report was rather unimpressive and they are forecasting 0 - 3% EBITDA growth next year.

Upvote 5

Read Answer Asked by Dan on February 03, 2025

Q: For a non-reg account, looking for some high quality dividend names. Companies that have a history of growing their dividends with a good stock price track record. Already own, RY, TD, POW, and ENB

Upvote 13

Read Answer Asked by John on January 31, 2025

• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.19X Cap: $31.76B
  • View BCE Profile
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Q: is this a good time to buy BCE

Upvote 7

Read Answer Asked by David on January 30, 2025

• Superior Plus Corp. (SPB $6.53)
  • $6.53 P/E (TTM): 12.88X Cap: $1.42B
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Q: SPB cut their dividend by 75% late last year. They have bought back almost 5% of outstanding shares since then. Seems like a stable energy distribution business where scale offers cost advantages. It is leader in Canada and 4th in US.

The shares are down 60% from their high a couple years ago, but all assets and accounts, etc remain intact. The only change I can see is capital allocation has changed from dividends to buybacks.

Your thoughts???

Upvote 3

Read Answer Asked by Derek on January 29, 2025