skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.

Thank you!
Read Answer Asked by Greg on September 01, 2023
Q: 1:17 PM 8/30/2023
Hello Peter

I am trying to decide if it is worth investing in either Keyera or Gibson Energy as both seem to be attractive stable little companies that just go about their businesses.

I would appreciate your comparative analysis of Keyera and Gibson Energy for a very long term hold. Can you comment on debt levels, quality of management, possibility of a takeover, liklihood looking forward of regular dividend increases, and the potential of each company for future growth.

Both companies have nice dividend yields now. but no meaningful increases in share prices so the only reason to own either one is for the annual dividends, but Keyera's share price has fallen from about $50 in 2014 to about $34 at present so the dividends barely make up for the capital loss. Similarly Gibson's share price now [about $20] is the same as it was in 2011 so no growth there either but at least you did get to collect some dividends along the way.

Gibson's dividend was up each year since 2012 but was flat from 2017 to 2019, and Keyera's dividend was raised annually from 2004 till 2020 with twice with no raises, and no raises from 2020 to the present so one wonders if the cash flows are a bit weak some years.

It seems to me that of the two Gibson, although a much smaller company than Keyera, may the better bet.

So in your opinion is there any economic justification in investing in either of these two little companies?

On the other hand maybe this is a wild goose chase looking at Keyera and Gibson and maybe it is better to just stick to PPL, ENB, and TRP.

Thank you.......... Paul W. K.

Read Answer Asked by Paul on September 01, 2023
Q: I believe you have recently switched from Telus to BCE as favourite telco, however does the asset investment in TV concern you? With the numbers of people fleeing cablevision in favour of streaming will BCE be caught in a double whammy, losing on owning TV stations and on cablevision subscribers? Will this not impact revenue streams and potentially the dividend?
Read Answer Asked by Stephen on August 31, 2023
Q: Lately,I note that U prefer BCE over T(was a previous favourite in theTel comm sector).Tixt is a current drag on T. So is BCE is the number one in the sector. In light of the high interest rate,is it timely to buy Bce? Txs for U usual great services & views
Read Answer Asked by Peter on August 31, 2023
Q: Hi,

What are your top 3 to 5 picks in Canadian heavy oil?
Eric Nuttall picked CVE/ATH/CPG. in his recent appearance on BNN. He predicts it is bit too early for the Gas plays.

You can add separately the companies in the States as well. Eric's focus is only in Canada. I guess that is his mandate.

Thank you.
Mano.

You may want to add the stock symbols as the stem in this this question depending on your answer!
Read Answer Asked by Savalai on August 30, 2023
Q: Hi Folks,
I currently hold AQN in my RRSP account at a loss of 30%. I am looking at NEP in the US as a possible replacement. May I have your analysis and opinion of such a move or would you recommend holding onto AQN for now and wait to see if anything comes of the "activist investors".
Thanks
Read Answer Asked by JOHN on August 30, 2023
Q: hi,
I am contemplating selling AQN. do you have any guess as to what sort of upside potential ( in percentage ) in the short term there may be for any actions (asset sales? restructuring? etc etc )spurred on by the "activist investor". so far, there has been nothing of significance in this regard, and the stock price reflects this, I think? if selling, I was thinking of adding to my BEPC to make close to a full position. do you still think BEPC has decent growth potential, and will weather any further rate hikes? is the balance sheet fine still?
cheers, Chris
Read Answer Asked by chris on August 29, 2023
Q: Just realizing that the BIP.U I hold in my CD cash account is not tax favorable.
I plan to buy BIPC. Then sell BIP.U a couple of days later, at a tax loss. Assume that will be kosher, and that I can claim a tax loss?
Secondly, I notice that this company pays dividends in US $. I could buy it in my US$ account. Does that make better financial sense? I would lose the dividend tax credit, but perhaps save on currency transfer fee each Q?
Thanks for your timely responses. This Q/A feature is what I love about 5i!
Read Answer Asked by Marcia on August 28, 2023
Q: TCN ( down 40%) , SGR.U ( down 17% ) IIP.UN (down 25% )
Looking at possibly selling these losers . Your opinion sell or hold ? If I do sell, what safe dividend paying stock would you suggest for a hold
Read Answer Asked by Frank on August 28, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!