Q: Hi 5i Team, I Have two questions following today's significant deal between BCE and Rogers.
1- Market reaction was a bit negative on Rogers stock following the deal with BCE, What would be the trigger point to take a position in Rogers following that deal should Rogers stock keep falling.
2 Following that deal between these two giants, which company would you consider the best deal BCE or RCI.B at current levels?
Q: I hold Bep.un however BEPC has outperformed they are both same so why there is a big difference they both pay almost same dividend. Should I move to BEPC
Q: What is your view on EIF.Ca for the next year? I am rethinking the stocks in which I currently have losses. Is this one worth holding or is there one with more growth you would suggest for a well diversified portfolio focussed on growth
Thank you for all your help over the years
Donna
Q: I was checking out this company on globeinvestor and noticed their distribution of 5 cents was only paid on 4 of 8 months and the other 4 months it only paid 1 cent can you verify this and also would you recommend this company for a 1-2 year hold for income…Thanks
Q: Given the announcement today of BCE selling its interest in MLSE, the market seems to be reacting somewhat positively to the news - I’m curious as what do you think is a comfortable level of debt that the market is looking for? How much more assets do you think the market would like BCE to shed and apply to debt reduction??
Q: What do you think of FRU.ca vs NPI at these levels for a long term hold? Are there tax consequences for a royalty company I should be aware of?
I own CNQ, ENB, CPX, H and a little HSP already but I'm finding it hard to resist the dividends (and hopefully growth) of FRU and NPI. Should I add to one of the companies I already own or buy NPI or FRU as well?
I own BEP.UN. ENB SLF and WSP from the 5i income portfolio.. Have PPL as well for income.
I am looking to add at least two more full positions for income and maybe some growth. What would you suggest?
Regards
Rajiv
Q: Hello Peter,
The utilities sector is moving up (assuming due to lower rates), but BEP.UN does not seem to get back to its old high; it seems to be range bound. Any idea why this is the case?
Q: Would you consider ZWU to be a reasonable replacement for the following equities in a RIF ?
BEP.un, BIPC, BIR, ENB, FTS, TOU
Please give Risk assessment 1 (low) out of 10 (high). Other suggestions/comments appreciated ?
I’m a long term holder of NPI, of course it’s been very weak along with the renewable sector. Last several days it’s showing some life.
Is it just general movement with rest of the utilities in anticipation of lower interest rates or is there something else? Longer term HOLD ie. +3-5 years (also own CPX).
Q: Looking for your thoughts on a/m; appears to be treading water in anticipation of U.S dockworkers potential strike; other than the dividend, considering selling.
Q: Interested in dividend etfs and looking at these 3
How can I find information on the general holdings of each? For example is weighting mostly financials ? utilities ? etc. Mo point in buying 2 with similar weightings!
Is there a sight that discloses holdings in each or at least general weightings.
Do you have a favorite among these 3 or another to recommend. Goal us income with some growth but primarily income 5 year horizon
Many thanks for great service
Peter