Q: Can I please get your thoughts on income/dividend safety for these companies. In your opinion would they be a hold or sell in this market.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I was thinking of swapping WCP for TVE. What are your thoughts on this? Thanks
Q: Hello 5i Team,
Given the recent drop in dividend stocks, I'm planning to set up a long-term income portfolio in a non-registered commission-free account. I realize your income portfolio would be a good place to start. However, I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs.
While the primary goal is income, I'm also looking for some long-term growth or, at the very least, to maintain my principal investment.
Also, I do realize the Canadian stock market does not allow for full sector diversification.
Please subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
Given the recent drop in dividend stocks, I'm planning to set up a long-term income portfolio in a non-registered commission-free account. I realize your income portfolio would be a good place to start. However, I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs.
While the primary goal is income, I'm also looking for some long-term growth or, at the very least, to maintain my principal investment.
Also, I do realize the Canadian stock market does not allow for full sector diversification.
Please subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
Q: Hi folks...opinion on Q results for Tamarak tve/t....and guidance going into 2024...been a rough week for stocks...thank goodness we have 5i team to help us....thanks as always, jb, Piedmont QC
Q: I have no oil and gas in my portfolio but was thinking of swapping AGN for CGP. What do you think? Any better ideas ?
- Casella Waste Systems Inc. (CWST)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: Would appreciate your comments on the 3rd quarter 2023 financial results for WCN, Waste Connection Inc. The drop in the stock value would seem to indicate
that the market was disappointed. Is it still worth holding or has the outlook changed?
Thank you for your information.
that the market was disappointed. Is it still worth holding or has the outlook changed?
Thank you for your information.
Q: Hi: what does LIF do besides own 15% of IOC? I really don’t understand their business.
Thanks
Thanks
Q: In January, you answered a question about Sienna with a note that the payout ratio was 99.6%. In another answer in March, you indicated it was 61%.
Could you take a look at it again and comment on the difference? Is one of these an anomaly?I am interested in knowing if their situation is improving regarding dividend safety. Should I be concerned? Is the risk level increasing or decreasing? ... Thanks! PK
Could you take a look at it again and comment on the difference? Is one of these an anomaly?I am interested in knowing if their situation is improving regarding dividend safety. Should I be concerned? Is the risk level increasing or decreasing? ... Thanks! PK
- Fortis Inc. (FTS)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- Hydro One Limited (H)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hello. I am looking at getting exposure in utilities. Could you please provide me with some ETF's - U.S. or Cdn? or stocks? Please rank them as well.
What is considered a reasonable management fee for ETF's?
Thank you.
What is considered a reasonable management fee for ETF's?
Thank you.
Q: Can you please provide a brief analysis of risk for this one, maybe especially with respect to their balance sheet and whether you know anything about any debt obligations that may incur higher rates at refinancing, valuation now vs historical P/E, potential headwinds etc.? I rode it up and right back down, just a little concerned about where the floor is, it is a bit of a smaller cap than I usually commit to for the full position I have. Thank you.
Q: Two companies in different sectors. My intent is to adjust my weightings. Which company:
- Has the most favourable debt situation (acknowledging that TRP is a bit different being utility-like) ?
- Has the best total return potential in the long term?
- Has the best moat if it exists?
- Can withstand the present rate environment better - assuming rates don’t drop any time soon.
Thanks.
- Has the most favourable debt situation (acknowledging that TRP is a bit different being utility-like) ?
- Has the best total return potential in the long term?
- Has the best moat if it exists?
- Can withstand the present rate environment better - assuming rates don’t drop any time soon.
Thanks.
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Imperial Oil Limited (IMO)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Tourmaline Oil Corp. (TOU)
- Hydro One Limited (H)
Q: Hi 5i!
I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.
For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.
Many thanks.
I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.
For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.
Many thanks.
Q: Do you consider BIPC a BUY, SELL, or HOLD at current level and why?
I am down 35% on the stock and wondering what to do.
Thanks
I am down 35% on the stock and wondering what to do.
Thanks
Q: Great yield on this one, although I believe it's more variable than most. Would you consider this security too volatile for pensioner on fixed income with otherwise diversified portfolio?
Q: Can I really go wrong with starting a long term coca-cola position?
Q: hi,
can I get your latest financial analysis of Corby please. is there any growth? is the balance sheet fine? is the dividend sustainable?payout ratio? I have held for a long time, and capital keeps going down, and dividend up to worrisome levels. can you rank as buy, sell, hold.
can I get your latest financial analysis of Corby please. is there any growth? is the balance sheet fine? is the dividend sustainable?payout ratio? I have held for a long time, and capital keeps going down, and dividend up to worrisome levels. can you rank as buy, sell, hold.
Q: Hi Folks,
If you had to pick just one Income stock today, what would your choice be?
Thanks,
If you had to pick just one Income stock today, what would your choice be?
Thanks,
Q: There haven't been many questions on RA of late. Now yielding a mind boggling 18% . That a lot for a fund based on real assets ..... Something happened in late August that took a third of its' value off . I believe that was a dividend cut ? What was the reason behind the cut ? With 73% of the fund invested in fixed income I don't understand the volatility .....Please review the structure and its' holdings and give me a fresh perspective of what this fund holds and its' investment quality. And explain why such a structure pays such a high dividend ? And if the new dividend faces the likelihood of another cut ? ......... Thanks Garth ....
Q: Hi - with an (unfortunate) increase in military spending going forward, is MSI a likely beneficiary of such spending? Any other factors that you like or dislike about the company and its prospects for the coming year or so?
Q: I see ISV has had a stumble. What appened and what do you think of it now?