Investment Q&A

Q: I hold both Peyto and Arc Res. I feel it would be prudent to only hold one of these. Peyto yields 10.2% vs. Arc at 3.3%, Pey more oil, Arc primarily gas, PE ratios are nearly identical at 6.8. LTD levels are similar considering the size of the companies.
I also hold PXT which I could sell and invest the money in these 2 names. Any thoughts? Thanks

Q: In your opinion, is it worth holding on to AQN for the potential benefits of it's renewable business sale/split (and whatever other news follows), or sell now and invest in to companies with more proven management and stability e.g. I'd be putting the proceeds mainly in to BNS and TD.

Q: This stock has struggled compared to its large cap competitors such as CNQ and SU. I have a position which is underwater and in your opinion is it a buy, sell or hold. Thanks. Rick

Q: Good morning,

Noticed BMO p/e meaningfully higher than other Cdn banks at 23x- is this accurate and if so can you please illuminate me as to why?

Thank you

Q: Could I please get you thoughts on Finning

Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?

Q: Hi group Happy new year to all. Can yo give me your top picks (stocks or etfs) in the following sectors and a brief comment + good entry price pays Strong dividend US or CAD

Financials - I Own GSY TD, FFH, BN, BAM

Energy - I own ARC, ENB, F, NRGI

Healthcare - BIO TECH - I have no exposure but like CVS at present levels

Consumer staples - L, WMT, Cost,

Tech- QQQ, Apple, MSFT, AMZ, GOOG

Consumer discretionary - QSR,ATD,MCDS, ATZ

Q: Hi 5i,
In a RRSP account, is it better to have BEP.UN:CA or BEPC:CA?
Thanks.

Q: I am considering swamping Fortis out for Capital Power for higher overall return in the intermediate term (3 to 5 years). Thoughts?

Q: Thinkinf of swaping out Sunlife now in a hopefully falling rate environment for a stock with more overall growth potential, but still a dividend over 4%. Please provide a few names for a dividend focused retirement portfolio that also bring strong overall return potential. Or, thoughts on whether Sun Life is still a stock to own in this situation.

Q: Thank you for your quick response to my previous question. I would like to use excess cash in my RRIF to top up either Telus or Enbridge. May I have your opinion of their relative total returns for the next 1 to 3 years?
Thank you, JaneN

Q: Are the dividends of those Cies accepted for Canadian dividend tax credit since their businesses are also significantly in the USA ?

Q: It has been a long while since I have owned Birchcliff Energy (BIR) and I was shocked to see it trading for less tham $6. The dividend yield is nearly 14 per cent. I understand that at 2.50 natural gas pricing that BIR has to use leverage to maintain the 20 cent per quarter dividend. I remember about a year ago BIR was debt free so I don't image their debt is that high. I also remember Jeff Tonkin saying that the dividend was almost sacrosanct. So I few questions. Is Tonkin still the COE or has he retired or stepped up to be on the BOD? Is the debt level of BIR still low? At 2.50 gas (I know BIR never used to hedge so I assume they are gettting spot pricing) how much debt per quarter must BIR use in order to maintain the current dividend and spend enough to keep production flat? Do you think they will resize, that is, cut the dividend? And if they cut do you thin they would do an NCIB and start to buy back the shares from their depressed levels?

Q: Hi 5i,
Happy New Year!
Of the 5 Green Utility stocks listed, could you please list them in order of preference (best to worst) with a short explanation of 1) why and 2) the pros and cons for each stock at this time?

Thank you.

Q: Hard to stomach a stock that i own that can pay out 170 plus million for no results to some genius resting on his last performance, NO, this abuse, i sold my holding and i feel that they are only looking after themselves and not the shareholders.
Thanks Again.

Q: I know 5i is not a big fan of KPT (KP Tissue). I owned a few years ago when I good dividend was hard to find and got out of it with a small capital gain. I have been watching it slide down to $9 per share which makes the dividend close to 8 per cent again. The third quarter presentation of the parent company, Kruger products, showed that debt is getting paid down, margins are up especially size the price of pulp is down. Next year's capex is guided to be slightly less than last year including the investment in their new Sherbrooke plant. If KPT could sustain the dividend with higher pulp prices, higher trucking costs, and lower prices for the products they sell then surely the dividend must be safe. I already bought a little at $9. Should I add some more and if the answer is no can you tell me why?

Q: I am retired and looking for dividends and some safety in a cash account. I have $10,000 to invest. Please give your take on ZPAY and ENB.

Q: Which would be your preference in a US RRIF , Chesapeake Energy or Sunoco?
Thank you

Q: Your opinion

Q: Last year I chose my bank investment by choosing the worst performer from the prior year. I di that wih CM and had a retun of almost 16%.

For 2024 it seems like a nose to nose rate for the worst performing Canadian bank between BNS and TD.

Can you confirm that as of December 29th which was the worst performer?

With Thanks and Happy New Year.


Sheldon