Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $45.12)
  • $45.12 Cap: $29.86B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.53)
  • $49.53 Cap: $7B
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Q: Can you remind me which is preferred to buy in a RRSP versus non-registered account?

Upvote 2

Read Answer Asked by Kel on August 12, 2024

• Superior Plus Corp. (SPB $7.52)
  • $7.52 P/E (TTM): 14.35X Cap: $1.64B
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Q: I am an income investor. Can you please explain, with falling interest rates, the risks associated to making a significant bet on Superior Plus Company (SPB). From my reading, the 9% dividend is well covered by earnings and the debt, though significant, is coming down. The company is making money with a largely captive audience and the day to day share price is largely irrelevant to me. With a 5 year, plus, horizon, I don’t get the low share price. Is this a poor man’s Enbridge?

Thanks for the help!!

Upvote 8

Read Answer Asked by Donald on August 12, 2024

• Enbridge Inc. (ENB $74.64)
  • $74.64 P/E (TTM): 22.14X Cap: $159.33B
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• Canadian Natural Resources Limited (CNQ $64.83)
  • $64.83 P/E (TTM): 12.27X Cap: $134.81B
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• TELUS Corporation (T $16.98)
  • $16.98 P/E (TTM): 23.4X Cap: $25.56B
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• Brookfield Renewable Partners L.P. (BEP.UN $45.12)
  • $45.12 Cap: $29.86B
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• North West Company Inc. (The) (NWC $50.21)
  • $50.21 P/E (TTM): 17.81X Cap: $2.40B
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• Magna International Inc. (MG $86.56)
  • $86.56 P/E (TTM): 20.73X Cap: $23.83B
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• Hydro One Limited (H $58.43)
  • $58.43 P/E (TTM): 26.32X Cap: $34.67B
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• Nutrien Ltd. (NTR $103.70)
  • $103.70 P/E (TTM): 33.08X Cap: $48.88B
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Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Upvote 10

Read Answer Asked by chris on August 12, 2024

• Superior Plus Corp. (SPB $7.52)
  • $7.52 P/E (TTM): 14.35X Cap: $1.64B
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Q: Do you think spb.ca dividend safe and would recommend the company .

Upvote 4

Read Answer Asked by philip on August 12, 2024

• BCE Inc. (BCE $32.18)
  • $32.18 P/E (TTM): 4.73X Cap: $29.67B
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Q: Good day,

Is BCE still a buy at this price of $48.20?

Thanks,
George

Upvote 10

Read Answer Asked by George on August 09, 2024

• Toronto-Dominion Bank (The) (TD $145.97)
  • $145.97 P/E (TTM): 11.54X Cap: $238.52B
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• Bank of Nova Scotia (The) (BNS $105.54)
  • $105.54 P/E (TTM): 20.41X Cap: $127.70B
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• Enbridge Inc. (ENB $74.64)
  • $74.64 P/E (TTM): 22.14X Cap: $159.33B
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• Brookfield Renewable Partners L.P. (BEP.UN $45.12)
  • $45.12 Cap: $29.86B
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• Exchange Income Corporation (EIF $100.00)
  • $100.00 P/E (TTM): 34.13X Cap: $5.62B
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• Olympia Financial Group Inc. (OLY $123.02)
  • $123.02 P/E (TTM): 14.77X Cap: $291M
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Q: What are the 5-7 best quality CDN dividend stocks would you recommend to achieve an above 5% dividend with this latest market correction.

Upvote 26

Read Answer Asked by RALPH on August 09, 2024

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $50.63)
  • $50.63 Cap: $6.45B
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Q: Your view as compared with other in same sector. Are distributions treated as ROC? Whether to invest in registered or non-registered account?
Thanks

Upvote 2

Read Answer Asked by sam on August 09, 2024

• Canadian Natural Resources Limited (CNQ $64.83)
  • $64.83 P/E (TTM): 12.27X Cap: $134.81B
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• Tourmaline Oil Corp. (TOU $65.45)
  • $65.45 P/E (TTM): 88.51X Cap: $25.07B
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• Tamarack Valley Energy Ltd. (TVE $12.68)
  • $12.68 Cap: $6.24B
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Q: Given the recent drawdowns in the oil and gas producers, which ones do you favour over the short term - one year and less?

Thanks!

Upvote 9

Read Answer Asked by Jim on August 09, 2024

• Toronto-Dominion Bank (The) (TD $145.97)
  • $145.97 P/E (TTM): 11.54X Cap: $238.52B
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• Bank of Montreal (BMO $206.52)
  • $206.52 P/E (TTM): 16.31X Cap: $143.09B
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• BCE Inc. (BCE $32.18)
  • $32.18 P/E (TTM): 4.73X Cap: $29.67B
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• Enbridge Inc. (ENB $74.64)
  • $74.64 P/E (TTM): 22.14X Cap: $159.33B
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• Manulife Financial Corporation (MFC $53.31)
  • $53.31 P/E (TTM): 17.37X Cap: $87.62B
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• Fortis Inc. (FTS $77.50)
  • $77.50 P/E (TTM): 22.14X Cap: $39.19B
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Q: As boring as they may be, these six represent a large portion of the income aspect of my portfolio. Any of the six that you would say just sell?

Upvote 4

Read Answer Asked by Jim on August 08, 2024

• BMO US Dividend Hedged to CAD ETF (ZUD $36.05)
  • $36.05 P/E (TTM): 19.51X Cap: $156M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $44.31)
  • $44.31 P/E (TTM): 17.7X Cap: $1.16B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $71.01)
  • $71.01 P/E (TTM): 12.53X Cap: $7.30B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.80)
  • $105.80 Cap: $2.33B
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• Vanguard Dividend Appreciation FTF (VIG $228.67)
  • $228.67 P/E (TTM): 24.38X Cap: $104.38B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $22.12)
  • $22.12 P/E (TTM): 19.46X Cap: $1.49B
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Q: Can you recommend a list of safe dividend income ETFs with high steady monthly distributions? Thanks.

Upvote 7

Read Answer Asked by Victor on August 07, 2024

• Fortis Inc. (FTS $77.50)
  • $77.50 P/E (TTM): 22.14X Cap: $39.19B
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• Hydro One Limited (H $58.43)
  • $58.43 P/E (TTM): 26.32X Cap: $34.67B
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Q: H has outperformed FTS over the past 1, 2 and 3 years. Has a lower yield than FTS. Would switching to H make sense?

Upvote 3

Read Answer Asked by Greg on August 07, 2024

• AbbVie Inc. (ABBV $212.60)
  • $212.60 P/E (TTM): 83.77X Cap: $360.63B
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• JPMorgan Chase & Co. (JPM $313.80)
  • $313.80 P/E (TTM): 15.56X Cap: $829.47B
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• Altria Group Inc. (MO $72.37)
  • $72.37 P/E (TTM): 16.46X Cap: $113.98B
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• Williams Companies Inc. (The) (WMB $76.22)
  • $76.22 P/E (TTM): 34.13X Cap: $89.65B
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• Exxon Mobil Corporation (XOM $154.61)
  • $154.61 P/E (TTM): 22.47X Cap: $644.47B
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Q: what are you top 5 dividend paying stocks? (US/Canada)

Upvote 15

Read Answer Asked by Judith on August 07, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Why is it not trading near/at $37 offer price?Txs for u usual great services and views

Upvote 2

Read Answer Asked by Peter on August 07, 2024

• Enbridge Inc. (ENB $74.64)
  • $74.64 P/E (TTM): 22.14X Cap: $159.33B
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Q: Thoughs on the quarter please?

Thx

Upvote 10

Read Answer Asked by blake on August 06, 2024

• Tourmaline Oil Corp. (TOU $65.45)
  • $65.45 P/E (TTM): 88.51X Cap: $25.07B
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Q: Dear 5i team.

I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.

Thanks for your help.

Upvote 3

Read Answer Asked by Arthur on August 06, 2024

• Tourmaline Oil Corp. (TOU $65.45)
  • $65.45 P/E (TTM): 88.51X Cap: $25.07B
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Q: Any reason for TOU's downward slide. Q2 seemed decent .

Upvote 4

Read Answer Asked by shirley on August 06, 2024

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $50.63)
  • $50.63 Cap: $6.45B
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Q: I believe they announced yesterday a distribution increase.. what will now be the annual payout in U.S. $?

Upvote 3

Read Answer Asked by Terry on August 06, 2024

• Cardinal Energy Ltd. (CJ $12.29)
  • $12.29 P/E (TTM): 88.32X Cap: $1.98B
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Q: Thoughts on the quarter. Is the dividend safe ?

Upvote 2

Read Answer Asked by Andre on August 06, 2024

• Alaris Equity Partners Income Trust (AD.UN $22.60)
  • $22.60 P/E (TTM): 11.93X Cap: $1B
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Q: Could you comment on earnings. The metrics here are looking much better... would you consider this company less risky than say 18 months ago?

Upvote 1

Read Answer Asked by Harry on August 06, 2024

Q: Good morning 5i,

Absolutely loving this. I have an income portfolio paying to cover child expenses monthly.

Looking for quality and timely additions especially within sectors that have some up and coming movement.

Currently own BNS, ENB, T, AD.UN.

Would you please give me a basket of 5 names to buy.

Thank you so much.

Upvote 17

Read Answer Asked by Jemma on August 02, 2024