Investment Q&A

Q: How will Enbridge's recent consolidation action affect my shares in ENF? Thanks

Q: What do you think about this giant ENB transaction?

Q: could you comment on the renewal propectus.?

Q: What do you think would be the effect on the shares of H of the NDP privatizing H should they be elected and fulfill there campaign promise?

Thanks

Sheldon

Q: Thought that was an ok investment according to your past thoughts. What are your thoughts now? Thanks. James

Q: I listened to Morneau this morning talking about indemnifying Kinder Morgan for any political risks/delays in KM's pipeline project. The mention of the indemnity applying to any other company who may take on the project means to me that this was a topic of conversation. I am thinking that KM may be trying to position this project as one that they could sell and thereby exit Canada. Their name has been tarnished and I would think that their Board and shareholders would prefer to sell the old and new pipelines, exit Canada and invest elsewhere. So, which pipeline companies are most likely to be interested in buying out KM? My first thought would be Enbridge but with their debt I think they'd pass on this. TRP or is there another one?

Q: Can you pls rank Dollarama, Ag Growth, and Maxar for a very long term style investor taking into consideration their current stock prices.

Q: What do you think of their latest results.

Q: I would like to sell, I think, one of either EIF or ECI to buy CNR. I feel that CNR will provide greater stability, albeit at potentially lower long-term growth, than either of the named stocks. While I like the dividends each pays and am not concerned at the moment about their continuing, I am more interested in overall long-term returns however they may be achieved. The question is which one to sell, assuming you feel that this is a good move. I realize there is a risk/return tradeoff here and am willing to give up some return if warranted.

I have owned EIF and ECI for many years so I am familiar with their ups and downs and warts. I am not crazy about ECI's business model and wonder about future growth. I am concerned about future volatility (shorts, aviation industry etc.) with EIF but think ultimately it had good growth potential. Both of these stocks are well off their highest highs and I wonder if either will ever get there again.

Does one stand out to you as the better choice to sell or again, should I just stay the course? I also own HEI and will be keeping it. That gives me about 8% between EIF and HEI so I wonder if that favours selling EIF to minimize an aviation concentration risk.

Appreciate your insight and guidance.

Paul F.

Q: I noticed you recommend AQN for the utility sector. I am interested in taking a position but when I look at NPI I find it more attractive in many areas (not all). So I'd like to know why you would pick AQN over NPI? AQN is bigger so adds diversity. Dividends are pretty much the same. But on the NPI side its got better margins, EPS, positive cash flow, less dilution, much higher ROIC and ROE. Also better momentum in the short term, long term not as good. What gives AQN the edge here from your analysis? Thanks!

Q: Hello,
Supremex has dropped quite a bit in the last two weeks. Why exactly has the price fallen and is this a good opportunity to get in for the long term.

Thanks

Q: My self-service broker has in its inventory Sherritt bonds, having 7-1/2 years to maturity on 11 Oct 2025. The (annualized) yield to maturity is 9.8% .
To redeem the bonds at full value on the maturity date, Sherritt does not have to do well : it just needs to survive without defaulting on its debt.
I am fully aware that these bonds are not suitable for the safe fixed-income part of my portfolio, but rather would be lumped in with my equity investments in terms of risk.
What is your opinion as to the probability that Sherritt will, at a minimum, "at least barely survive" so that they would be able to redeem the face value of the bonds in 2025?
Thanks!

Q: Does this company pays dividends?How often and what is your opinion about this stock ?.Thank you ,Ebrahim

Q: Good Evening
The following are some of the comments provided on BNN about ECI:

"It's a business that's hard to like: renting and servicing water heaters. Also, new laws forbidding door-to-door sales may be a headwind."

Do you agree with these comments? Would you hold, average down or sell this stock? Thanks

Q: hi Peter Ryan
I am currently dumping a few of my under performers and aqn is under my lens .
I have analyzed the current results and all metrics were good .
The market place does not share my opinion and the stock continues to drift lower,
Your comments on this would be welcome
Kind regards
Stan

Q: what is the top stock pick, in the income portfolio to add to at this time

Q: Rising rate environment plus fear of more to come has wrecked havoc on the bond proxy sectors--utility,telcom,reit & pipeline,Is it time to start nibbling/buy?Please provide 2 names from each of the above 4 sectors.Thanks for u usual great services & views

Q: Hello 5i Team

Is there value in Hydro One as a long term dividend hold?
For the installment receipts is there value similar to AltaGas installment receipts. I understand the Hydro One installment receipts are debentures, but it is confusing to value them. Could you please provide the amount of the second installment.

Thanks for the great service.

Q: Hi: I have watched the decline of Atco Ltd. shares for the past two years and wonder if it will ever resume an upward trend again . Do you have a strategy for noticing a trend change in a long slow declining stock. Does it need a major event to change the decline of could it quietly bottom out and change direction. Thank you for your reply.

Q: I believe GS reported. May I please have your comments.