Investment Q&A

Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance

Q: Could you shed a light on why this stock jumped so much today? If I own it, what is your suggestion to do next?

Q: Can I have your thoughts on th quarterly results reported this morning? I found the news release quite encouraging, despite a languishing stock price. The results seemed pretty good to me, they are buying back shares, they report terrific demand for their product, and they say the tarif chaos gives them more and better opportunities to expand. So why is the stock price languishing??? or am I missing something

Q: Hello

Which of these 3 major Canadian wireless service providers is the best/safest buy at the moment taking in to account capital gains going forward and dividends.

Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Q: Bond yields down today yet Key & PPl these attractive dividend growers and yielders are down about 2%.
Any idea for the declines?

Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.

Q: What’s your opinion on the BIP’s Q1 result? It seams the 6% increase in dividends is above the increase in AFFO. What is now the payout ratio of the AFFO? I like this dividend increase but are they getting agressive given the AFFO results?

Q: I'm a well diversified investor holding 70% income and 30% growth stocks, I want to add one or all of these companies for income and for potential growth. How would you rate them in terms of best choice. And could you recommend a good entry price point to buy any of these. Thanks - great service!

Q: Why is their PE so high? Is AFFO a better way to measure?

Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Q: Has there been any indication as to when BNS May next increase their dividend? I believe they did not increase it in 2024. Your best guess on such an increase?

Q: As recommended at the time, I just left my AW.ca stock when they did a corporate action. Now I am down significantly. Not sure if I should sell -I have some in a TFSA and some in a non-registered acct. Would it be wise to sell them both and then re-buy if market corrects or move on if it doesn't? I'm at more of a real loss in my TFSA, where it would seem now it doesn't need to be. I tend to just hold through volatility but would like to clean this up. Thanks.

Q: Do you see a good potential for an upside on Rogers comm. I see the yield is attractive while waiting. do you see the risk to fall much further?
Thank you.

Q: Hi Peter and 5i Team,

It now seems certain that BCE will be forced to cut its dividend. Based on your experience, what is your "crystal-ball" prediction on the effect such a dividend cut would have on the share price?

Incidentally, as BCE shareholders in a RRIF, we recently voted against the CEO and every single board member. I suspect that the upcoming AGM will be a rather robust event, putting it mildly. For us, and so many other small retail investors, we had faith in this "dividend aristocrat" and "safe widows and orphans" stock. Thank goodness 5i always stresses diversification, but the almost 50% decline in SP for our BCE holding is hard to take.

Thanks in advance for answering this question, and for reading my "rant".

Q: In what order would you put these 4 companies for growth income and safety.

Q: Hi,
I bought this to hedge against the kind of correction that one is witnessing right now! As part of my non-correlated asset. BUT it has been dropping almost as much as the market. Today, Monday April 21st 2025) it is down 3.14 % as I type this question, nearly the same as the market! And yet my Canadian utilities are holding steady. (H,EMA,FTS).
Can you suggest about 3-5 US Utilities that hopefully will act similar to Canadian utilities. To act as non-correlated asset?

Q: I am left wondering if your romance with BCE remains warm and positive for a future together, or might there be a separation pending? Is BCE’s vibe a little too “landline in a wireless world?

Q: Looking for a handful of stock suggestions to invest funds in a private company that will be paid out to shareholders in equal tranches over 5 years - desired features (in order of importance) safety, low volatility (or volatility but currently at cycle lows eg CNQ), eligible dividend, dividend growth, dividend higher than current HISA rates. Thanks!

Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.