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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Morning.
Cdn dividend portfolio of 10 stocks
BCE, bns, cibc, eif, enb, ppl, Royal, tc td, and Telus
Which 2 would you get rid of..and why?
What would you replace them with, (dividend above 4%)
Thank you
Read Answer Asked by Michael on August 21, 2023
Q: Hello 5i Team,
I am looking at adding another dividend name to my RRSP portfolio. I already own ENB, TRP, and PPL in the energy infrastructure space, and am thinking of starting a position in Williams Companies. It has a lower yield than the other three at present, but how does it compare in terms of valuation (P/E, debt ratios, etc.) Is it a "safer" investment than the other three? Given that it's nearly impossible to build a new pipeline in Canada anymore, does it have a better future?
Much appreciated,
Brian
Read Answer Asked by Brian on August 21, 2023
Q: Hi

I'm confused with this one. 5I considers PLC an Income stock, yet it has a yield of less than 2%. It is a perennial acquirer which I think of as a rollup strategy. If you look at it's 5 year stock performance, it is not impressive having reached $40+ and then tumbling back to 23 which is where it was 5 years ago. Admittedly, it is in a sector that will always have market demand, but other than that, what is the attraction?
Read Answer Asked by Carl on August 17, 2023
Q: given debt reduction is a target for this company what is the likelihood they would buy up their pref's on the open mrkt....would be at a significant discount to maturity value...do they need to file paperwork to buy the pref's in the mrkt and as far as you can tell has the paperwork been filed ?...are they buying in the market ?...many thanks
Read Answer Asked by Cam on August 17, 2023
Q: With multiple xdivs coming up, what would be your top 10 Canadian dividend picks? Thanks
Read Answer Asked by Eric on August 16, 2023
Q: I would like to follow up on a question asked last week l, to choose between a reit etf and a utilities etf. And you advised the utility sector mapped here is better. Could you please advise on the dividend stock space in general to add in say telcos, banks, insurance and pipelines?
The broader discussion of the moment is about rates and their future path and relative value of earnings and dividends compared to t bills and low risk savings of the like.
Do you feel that any of these sectors are good buys at the moment? Could you maybe rank or group which you feel are best or just in vs out?
Thank you,

Peter
Read Answer Asked by Peter on August 16, 2023
Q: I own BEPC at a 6% loss, offset a bit by the dividend but have come to the conclusion that I don’t understand the renewables space, and try to avoid investing in things I don’t understand. What is the catalyst to take this higher? Are companies in renewables much like the broader non-renewable energy sector in that they are price takers and subject to cyclicality? I’m feeling like if I want some growth with a small dividend I’d sooner own BN, and if I want a decent dividend with a little growth I’d be better off with BAM? Appreciate your thoughts and opinion as always.
Read Answer Asked by Stephen R. on August 15, 2023
Q: A number of strong Dividend paying companies have pulled back recently. Excluding Banks, what would be top five Canadian Dividend Paying Stocks (> 4%) that would also bring reasonable growth.

Could you also indicate if you consider them a buy today.

Thanks
Tim
Read Answer Asked by Timothy on August 15, 2023
Q: Hi there, I own shares in both these companies. With AQN’s recent announcement that they will be selling their renewable assets I assume that includes their interest in AY.

Do you have any idea what range of share price this sale would happen at, and whether it’s more or less than AY’s share price today?

I am down on both and trying to decide whether to lighten my ownership of one or both.

Thanks!
Read Answer Asked by Robert on August 15, 2023
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