Investment Q&A

Q: Retired dividend-income investor. We hold AQN in my wife's RRSP...held it since 2011...bought it at $5.60 and trimmed it several times over the years.

I am debating whether to flush it and take the proceeds and buy ZUT. I also own FTS, TRP and other utility-energy equities contained within ZLB and CDZ.

For the "keep AQN" argument = a) good momentum YTD = +27%, b) great chart, especially with the 50 mda overlay, c) if there is a take-over of AQN, there is a probable premium of "who knows "% (30%?).

For the "flush AQN" argument = a) with other planned cash injections throughout 2023, this would improve my overall sector allocations, b) minor point, but it would simplify my portfolio, by the elimination of a holding (I hold a reasonably concentrated portfolio of 12 blue chip stocks and 10 ETF's, plus fixed income), c) I thought I read that AQN is not expected to have a high rate of growth this year, d) the holdings inside ZUT look appealing, containing both renewable and non-renewable.

I am ok letting it ride for a while longer, but also ok flushing it. Your thoughts? Am I missing anything? I know you can't compare a single stock to a diversified ETF.

Thanks for your help...much appreciated...Steve

Q: How stable is the $2 dividend, currently yielding 8%?

Any similar etf you would consider to be a better choice for income and some growth?

Thanks.

Q: Hi Peter and Team,

Are there any good ideas that are publicly traded to participate invest in productive farm land? In an ideal world, such a vehicle would pay a dividend also.

Thanks!

Q: Why do you see the markets react so negatively to the Pal Air agreement with AC, or is it another reason?
Cheers, Chris

Q: Juicy dividend, good balance sheet. Would you recommend this one? Risks? Thanks.

Q: I am looking for a couple of US dividend-paying companies that provide decent yields for retirement income. Several of the companies that you have suggested are providing growing dividends and some equity growth but the yields are low. I am currently looking at AMGN, BX and EXR. I am leaning towards BX as I think property could be poised for growth but I am concerned that the dividend seems to jump around. Were special dividends paid in the past few years or has the payout been negatively affected by declining rental income?

Which of the three would you prefer given the desire for increased income, stability of income, future dividend growth and some equity growth? (or are there other suggestion you may have)

Appreciate your insight.

Paul F.

Q: Please compare P/E’s, cash flow yield , balance sheet leverage and future growth. How would you rank in order of most preferred to not interested. Ty.

Q: Is POW a good stock to buy now, and why?

Q: Following up 5i's answer about Pembina stock trades at a multiple of 14 times' one-year earnings estimates per share, is this the same as P/E ratio? Tx.

Q: Is BDT a good buy at this time?

Q: I have a question about the 5i answer to my previous question about PPL. What does "valuation of 14X" mean please?

Q: The dividend is at 8% now, what are the chances that it is cut or reduced. Would you continue to hold if owned.

Q: Is pembina a good stock to buy now? Why?

Q: I have a full position in T, at break even. Would you suggest switching to any other Canadian Telecom? In the past you have favoured T. Is it still your Canadian Choice. thanks, al

Q: The dividend on Enbridge is over 7 percent. Have they ever cut their dividend? It’s pretty rich. Would you consider the price a good entry point? It’s down almost $10 from its high,

Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan

Q: Hi,
What are your thoughts on Southwestern energy? How does i5 compare to TOU? Have a great weekend.
Thanks,
Kerri

Q: Hi, Telus stock has shed about 8% of its value over past 3 weeks and is trading very close to its 52 weeks low of $25.95, back in January. Is this the " higher interest rates for longer fear " for Telcos/Utilities or, there are business issues specific to Telus. If none, does it male sense to add at these levels for income/growth ?

BCE has also declined by about the same %, during the same period, but is still well above its 52 week low.

Thank You

Q: Hello 5i,
I am down 25% with Verizon. As an income investor, should I just hang on and collect dividends as I wait for the turnaround or sell, take the hit and get something else?
Stanley

Q: 1. Do you recommend purchasing these stocks now, and why pls? 2. How much could TRP price drop if the behind schedule Coastal Gaslink project takes even longer to complete?