Investment Q&A

Q: What are your thoughts about CPKR's most recent results and their prospects going forward. What is the free cash flow yield and PE ratio

Q: Hello 5i Guys

I'm looking for income (not worried about growth) and see MKP pays a nice dividend. Interest Rates are trending lower so maybe mortgage renewals won't be terrible.

What's your opinion of MKP for stability and (somewhat) consistency on the dividend for an income investor.

Thanks
Ken

Q: How can TRI investors justify a P/e of 42X and a P/b of 5.48X

on 7% to 9% growth projection?

Q: BIP.UN: owned for a very long time in N.R.A. Bought 1000 shs @ 48.16 in 2016 - now have 2250 shs (paid in dividend) so my A.C is very low. ($21,40) Price has been stagnant for quite a while: hold or sell and buy something else?

Q: Good morning all. What are your thoughts on Telus going forward at the current price ($20.30 ish) for its current dividend (is it safe at this level ?) and for some growth (4-7%/yr) .

Q: please comment on the quarter. Are you comfortable moving from half to a full position here?

Q: Could you give your opinion on this company, I was thinking of buy more stock.
Jim.

Q: Hello 5i,

I am looking to add one name to my income portfolio and the names mentioned above come to mind.
I own TD, ENB and FTS, so have a representation in the sectors. I would like a high dividend (who doesn't) and a dividend grower too.
Would you have a favorite amongst these or would prefer another name?
Regards
Rajiv

Q: I bought Aecon (ARE) back in 2023 with income in mind, entering at $11 and locking in a dividend yield close to 7%. In November 2024, when the stock climbed to $28, I asked whether it might be time to realize the gain. You encouraged me to hold and see how things unfolded. Shortly after that conversation, the stock dipped sharply to $15.

Just to be clear—I’m not blaming you at all for that. I appreciated your perspective then, and I still do now. I’m simply revisiting the decision with fresh eyes, given how things have evolved. Aecon has always been a bit of a yo-yo—volatile by nature. And I know myself: once I sell a stock like this, I won’t buy it back. That’s why I’m approaching this decision with care. The recent contract Aecon signed to expand into the U.S., especially in nuclear infrastructure, feels like more than just a bounce—it suggests real strategic potential.

Fast forward to today, and Aecon has rallied to a new high of $32. My position is held in a margin account, and I’m sitting on a capital gain of $22,900. Of course, selling now means paying tax—but so would selling later. The dividend yield gives me about $834.48 annually, which is modest compared to the capital gain.

You once told me to hold Aritzia and not to fear a likely weak quarter. That advice turned out well. And when Aecon announced its U.S. expansion, the stock responded strongly. I appreciated your insight then, and I trust your judgment. Now, I’d love to hear your thoughts on this one.

So here’s where I’m at: should I sell now and lock in the gain, or continue holding for long-term income and potential upside? I’m not looking for reassurance—I’m looking for your clear-eyed analysis.

Thanks in advance—I really value your perspective.

Q: thoughts on this mid cap utility for a retired dividend investor.

Thanks Dave

Q: Hi Peter
I owned all 3 pipelines ENB, PPL, and TRP for dividends and slow capital appreciation;
all 3 have been declining in the last few weeks
are there any fundamental reasons ? I know that the prices of oil is weak and there are obstacles to try to build a pipeline from Alberta to BC , some talks for pipeline to the USA, I am looking for opportunity to add to my existing position, should I wait longer? is there a seasonal trade timing? Thanks
Michael

Q: Would appreciate your review of recent results. Thanks.

Q: Bought 500 CJT@ $103.00 per share (500) down 20%. I am along - term investor. Keep or sell?

Q: Bought 1000 shs in April @ $45.00 per share - down 20% or so: hold or sell?

Q: Please give us your assessment of Doman prospects with respect to tailwinds on housing starts, softwood tariffs and whether it is timely to invest in them. What would a good entry price be?

Grazzia

Q: Many thanks for your advice over the years, I have decided at 89 years old to slow down! maybe listen to Warren and buy extra safe investments! Any suggestions?

Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?

Q: I bought DFN and HMAX a few months ago because of the dividends--today they are 16.85% and 12.76%
but also a pleasant surprise of growth in each of 31% and 34%
So have now added the above stocks
I monitor all of them daily
Would be interested in you comments on this??

Q: Can I get a list of six good dividend paying stocks or ETF's that pay around 5%, that I can buy in my Canadian account but don't necessarily have to be Canadian. I am not concerned about sector but would like the dividend to be reasonably safe. Thanks.