Investment Q&A

• Altria Group Inc. (MO $65.16)
  • $65.16 P/E (TTM): 11.88X Cap: $109.38B
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• Philip Morris International Inc (PM $180.39)
  • $180.39 P/E (TTM): 32.54X Cap: $280.80B
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• British American Tobacco p.l.c. (BTI $61.63)
  • $61.63 P/E (TTM): 32.59X Cap: $134.65B
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Q: Why do you like BTI? Didn’t the UK just outlaw tobacco sales in the future to people born after a certain date? Isn’t this a slowly diminishing industry?

Upvote 3

Read Answer Asked by Mark on June 27, 2024

• Tourmaline Oil Corp. (TOU $62.62)
  • $62.62 P/E (TTM): 17.62X Cap: $23.55B
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Q: Dear 5i team.

I see TOU has announced the regular divident payable 6/28. I understnad they intend to pay "special" dividends based on results as the FY carries on.(and as they have done in the recent past) What is the timing for these, and when/how do they declare them?

Many thanks for your help.

Upvote 7

Read Answer Asked by Arthur on June 26, 2024

• Restaurant Brands International Inc. (QSR $96.00)
  • $96.00 P/E (TTM): 23.92X Cap: $41.51B
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• Algonquin Power & Utilities Corp. (AQN $8.96)
  • $8.96 Cap: $6.88B
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• Magna International Inc. (MG $72.31)
  • $72.31 P/E (TTM): 13.79X Cap: $20.37B
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• Nutrien Ltd. (NTR $97.62)
  • $97.62 P/E (TTM): 56.08X Cap: $47.18B
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• Thomson Reuters Corp (TRI $93.56)
  • $93.56 P/E (TTM): 27.53X Cap: $40.79B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $67.17)
  • $67.17 Cap: $8.87B
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Q: Hi
What are your favourite Canadian Stocks that pay US dividends? How do you feel about aqn? mg?
Thanks

Upvote 18

Read Answer Asked by Carlo on June 26, 2024

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $67.17)
  • $67.17 Cap: $8.87B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.95)
  • $56.95 Cap: $19.45B
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Q: Hi 5i;
Which stock is more stable / less risky - BIPC or BEPC ?

Upvote 8

Read Answer Asked by Yvonne on June 26, 2024

• Superior Plus Corp. (SPB $7.13)
  • $7.13 P/E (TTM): 108.7X Cap: $1.60B
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Q: Dear 5i team.

I know these Qs are all asking for opinions, so appreicate your input on the following:

At what price does SPB look attractive for income and limited capital risk?

What % does Brookfield own of SPB and at what point do you think this gets cheap enough for them to take private?

What seems to be the problem with mgmt getting this business to achieve profitable growth, and create shareholder value?

Seems to me propane distribution and use business has many years of runway left in our lifetimes.

Appreciate your insights.

Upvote 6

Read Answer Asked by Arthur on June 26, 2024

• Premium Brands Holdings Corporation (PBH $99.25)
  • $99.25 P/E (TTM): 64.72X Cap: $4.34B
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• Savaria Corporation (SIS $25.18)
  • $25.18 P/E (TTM): 28.2X Cap: $1.77B
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• Exchange Income Corporation (EIF $98.79)
  • $98.79 P/E (TTM): 36.39X Cap: $5.45B
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Q: Long term holder of SIS and PBH, but would you endorse a switch to EIF over one of those two as part of a long term balanced portfolio?

I know there should be brighter days ahead for both SIS and PBH, but EIF looks appealing....

Upvote 5

Read Answer Asked by Jeff on June 25, 2024

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.04B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.22)
  • $21.22 P/E (TTM): 17.11X Cap: $1.29B
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• Dynamic Active Enhanced Yield Covered Options ETF (DXQ $26.90)
  • $26.90 P/E (TTM): 31.91X Cap: $555M
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Q: I hold psa in my tfsa for cash purposes. I am looking at moving proceeds to either hdiv or Dxq for cash holdings. Would you please compare these 2 etfs and would you recommend one over the other for stated purpose. Thanx.

Upvote 6

Read Answer Asked by Steve on June 25, 2024

Q: We are disposing of a rental unit and will be looking to invest in canadian dividend stock in an effort to reduce taxes. We are in our 70s so income is as or more important than capital gains. How do we determine if a companies dividends are eligible for the tax credit and where can I find a list of those companies? Am I correct that any portion considered return of capital is excluded? Could you recommend 10 of your favourites best ones first based on high yields and some measure of safety. Lot of questions so help yourself to many allotments as you wish..lol

Upvote 11

Read Answer Asked by Robert on June 25, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $40.87)
  • $40.87 Cap: $26.89B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $50.18)
  • $50.18 P/E (TTM): 55.38X Cap: $23.14B
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Q: Would you switch today BEP.UN.CA (still at loss in my RIF) to BIP.UN.CA for 5 - 10 hold? Thank you

Upvote 4

Read Answer Asked by Hali on June 25, 2024

• Altria Group Inc. (MO $65.16)
  • $65.16 P/E (TTM): 11.88X Cap: $109.38B
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• Philip Morris International Inc (PM $180.39)
  • $180.39 P/E (TTM): 32.54X Cap: $280.80B
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• Verizon Communications Inc. (VZ $47.01)
  • $47.01 P/E (TTM): 9.53X Cap: $195B
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• Toronto-Dominion Bank (The) (TD $130.37)
  • $130.37 P/E (TTM): 11.04X Cap: $222.56B
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• Bank of Nova Scotia (The) (BNS $102.10)
  • $102.10 P/E (TTM): 25.26X Cap: $126.76B
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• Enbridge Inc. (ENB $68.54)
  • $68.54 P/E (TTM): 25.24X Cap: $149.50B
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• Canadian Natural Resources Limited (CNQ $52.65)
  • $52.65 P/E (TTM): 15.74X Cap: $106.46B
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• North West Company Inc. (The) (NWC $52.57)
  • $52.57 P/E (TTM): 16.97X Cap: $2.42B
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• British American Tobacco p.l.c. (BTI $61.63)
  • $61.63 P/E (TTM): 32.59X Cap: $134.65B
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Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.

Upvote 13

Read Answer Asked by Chris on June 25, 2024

• Peyto Exploration & Development Corp. (PEY $25.44)
  • $25.44 P/E (TTM): 13.07X Cap: $4.99B
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Q: Good afternoon,

In recent commentary, it was noted that the payout ratio is 30%- the current div is $1.32, eps $1.62(?) - trying to square what seems to be a higher div payout ratio than .30.

Thank you in advance for your help,

Upvote 1

Read Answer Asked by Brad on June 25, 2024

• Linamar Corporation (LNR $89.85)
  • $89.85 P/E (TTM): 21.06X Cap: $5.37B
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Q: Linamar's sales and earnings have increased and beat estimates yet the stock price continues to slide, closing Friday at $65.88. Is there something going on with the company or is it a sector issue?

Upvote 2

Read Answer Asked by Lloyd on June 24, 2024

• Tourmaline Oil Corp. (TOU $62.62)
  • $62.62 P/E (TTM): 17.62X Cap: $23.55B
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• Advantage Energy Ltd. (AAV $11.01)
  • $11.01 P/E (TTM): 32.27X Cap: $1.83B
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• Birchcliff Energy Ltd. (BIR $7.31)
  • $7.31 P/E (TTM): 26.37X Cap: $1.94B
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Q: Hi 5i Guys,
What is your opinion of selling BIR and replacing it with TOU?
All other suggestions or information would also be appreciated.
Thanks

Upvote 2

Read Answer Asked by Thomas on June 24, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $40.87)
  • $40.87 Cap: $26.89B
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Q: After their surge- seemed be dropping fast- comment ?

Upvote 4

Read Answer Asked by terrance on June 24, 2024

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.45)
  • $42.45 P/E (TTM): 15.96X Cap: $1.11B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $64.40)
  • $64.40 P/E (TTM): 13.44X Cap: $6.08B
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• Vanguard Dividend Appreciation FTF (VIG $226.54)
  • $226.54 P/E (TTM): 25.07X Cap: $103.13B
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Q: My grandchild is turning 20 in the fall and entering the work force, has no knowledge on investing. We are going to get him to start a Tax Free Savings Account with $2,00.00 original investment then encourage him to add $50.00- $100.00/ month there after. Untill he becomes more interested in learning more about investing we are thinking of starting with a dividend paying ETF or fund, any suggestions on a few ETF's or funds

Upvote 5

Read Answer Asked by James on June 21, 2024

• BCE Inc. Cumulative Redeemable First Preferred Shares Series AD (BCE.PR.D $20.79)
  • $20.79 P/E (TTM): 5.34X Cap: $33.52B
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Q: Your thoughts on this one? Both in terms of capital protection and the sustainability of the dividend (10%) over the next 2-3 years

Upvote 4

Read Answer Asked by Randy on June 21, 2024

• Advantage Energy Ltd. (AAV $11.01)
  • $11.01 P/E (TTM): 32.27X Cap: $1.83B
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Q: Hi folks, thoughts on Advantage Energy aav/t buy of Longshore Resources for $450M....good deal/overpaid???....stock sold off on $11/share finance but Scotia positive on transaction & company (but they participated in finance)....increased their T to $20 & NAVPS a share to $25.45....U like company??.....thanks, jb

Upvote 1

Read Answer Asked by John on June 21, 2024

• Enbridge Inc. (ENB $68.54)
  • $68.54 P/E (TTM): 25.24X Cap: $149.50B
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• AltaGas Ltd. (ALA $42.60)
  • $42.60 P/E (TTM): 16.52X Cap: $12.60B
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Q: I'm considering switching ALA (in an RIF) for ENB.
Your view?

Upvote 8

Read Answer Asked by Valerie on June 20, 2024

• Emera Incorporated (EMA $68.74)
  • $68.74 P/E (TTM): 18.15X Cap: $20.44B
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Q: I have Emera (which is down a lot) in an RIF - and thinking of transferring to a TFSA .
I'm thinking that it will increase as rates come down.
Is this overly optimistic ?

Upvote 4

Read Answer Asked by Valerie on June 20, 2024

• TELUS Corporation (T $19.50)
  • $19.50 P/E (TTM): 24.52X Cap: $29.28B
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• T-Mobile US Inc. (TMUS $201.79)
  • $201.79 P/E (TTM): 19.03X Cap: $225.70B
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Q: Hello, in the company profile of TMUS:US it says that the dividend frequency is "U". What does U mean? Would you replace Telus with TMUS? Thank you

Upvote 3

Read Answer Asked by Gervais on June 20, 2024