Investment Q&A

Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Q: Can you comment on this stock. Is it a buy, sell or hold? Thanks

Q: Please rate each one for growth potential (1=poor, 10=good) over the next year and why for each

Q: Peyto is on a significant run this past week compared to its peers. Can you shed any light/opinion on the positive performance?

Q: I sold PEY on a covered call. what NG company or companies might replace it for DIV. and quality of the company
thanks

Q: Hi 5i Team - If a company is listed on both the U.S. and Canadian exchanges, do you have an opinion on which would be the better choice, I realize that this may be a bit of a complex question with a number of variables to consider so if you could address just a couple of those variables that would be great.
As a corollary do U.S. dividends need to claimed in RRSP's and TFSA's.
Thanks.

Q: Alaris reports on March 13. I already have a mostly full position (relative to it's market cap and risk level....ie; not a full position like some of the blue chips I own, like BCE, BNS, FTS, RY, TRP, etc.), but am considering adding a bit more at this level. Good USA small cap exposure with a great dividend and good upside potential (at least I think so).

Add before they report or after? Ya I know....don't add based on one quarterly report. Your current thoughts on Alaris please.

Thanks...Steve

Q: I know it's not exactly apples to apples, but would you view a swap from AQN to CNQ is a likely net positive 1/5/10 years out? This is for the 'stable' part of my portfolio - some growth but dividends and overall steadiness. Could also consider ENB or FTS (already own BIP). . Thanks in advance. - Jeff

Q: Up to mid 2019, this stock was cruising on a gradual increase, then it doubled over the next 18 months. Now, some 38 months later, it is approaching where it was before it's 18 month growth spurt. I believe that you said the stock benefitted from increased interest in green energy, and that now that interest has waned. Would there be any more to describe the drop of some 42% over the past 3 years? Do you think the 6.3% dividend will be cut again? Thank you very much for your valuable perspective.

Q: I currently hold CDZ in my Cdn dollar RRIF, however it appears that the distributions are dripped. Is there a better alternative with same exposure that pays out the distributions, as I'd prefer the cash
Thank you for all your assistance

Q: High volume trading on Feb 29th, 45M shares traded hands, I couldn't find anything in INK research, any Sites you visit that know what caused the spike?

Q: Would you consider ENB an energy or utility stock?
Thanks

Q: Hello 5i,
I am considering purchasing BEP:US to meet my P.A. targets for both Sector (Utilities) and Geography (U.S. & International).
In researching BEP, all I could find was one pie chart that indicated its geographical footprint as being 50% U.S., 35% Canada, and 15% Brazil.
While this will work for me, my question is "how accurate is that as a geographical breakdown?" It seems to be all I could find.
Can you offer any other suggestions for Utilities with a greater U.S./International bent? U.S.-denominated is preferred - as is a comparable dividend...
Many thanks for any insights you may have.
Cheers,
Mike

Q: Comments on their report?

Do you see SGY making a recovery?

Q: What do you make of their report?

Q: Good morning. I am looking to invest ~ 2% weight into the Brookfield "space". I am a recently retired, relatively conservative, investor focused more on income than growth right now, and am targeting an annual minimum of 3-7% dividend growth rate.

Of all the Brookfield companies, if you had to choose one in the above context, which one would it be?

Thanks as always.

Trevor

Q: If selecting one company from these three which factors would you use and which would you prefer?

Q: hello I have a half position in ALA that is finally back to even - what is 5iii s thoughts on a switch to ENB for + income and better future capital appreciation ?

Q: Is PXT's full year results and forecast as bad as the market reaction? Please provide your insight, thanks.

Q: Hi there,

I hold a significant number of shares of BCE mostly for the income in a diversified portfolio.

I know in the past few weeks you have discussed the health of their dividend and don’t seem too concerned. To the contrary there are an increasingly large number of pundits who believe they cannot keep the pace of their present dividend and therefore must cut it. They talk about the various ways to measure it albeit as percentage of fcf or EBITDA or whatever but they just don’t have the fcf anymore due to these high capital expenditures sucking the life out of it.

Can you possibly dig into the math on this and give us the true picture? Maybe lower interest rates on the horizon will help with this problem? Or BCE goes the way of AQN, cuts their div and the stock drops like a rock? Been there done that with AQN and wondering if I should just reduce my holdings accordingly and find another way to make up the income.

Ok thanks a lot!