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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: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?
Read Answer Asked by David on March 10, 2025
Q: Hi there 5i team, I have a very small position in these 3 companies, either I sell them or buy more , can you give your opinion on safety and growth thanks
Read Answer Asked by Alejandro (Alex) on February 06, 2025
Q: SPB cut their dividend by 75% late last year. They have bought back almost 5% of outstanding shares since then. Seems like a stable energy distribution business where scale offers cost advantages. It is leader in Canada and 4th in US.

The shares are down 60% from their high a couple years ago, but all assets and accounts, etc remain intact. The only change I can see is capital allocation has changed from dividends to buybacks.

Your thoughts???
Read Answer Asked by Derek on January 29, 2025
Q: Dear 5i team.

Since my Q on SPB 6/24, a few key things have changed.

1) can you discuss the key Corp.changes (cut to divi being the most significant) and possible impact to their balance sheet?

2) Has anything changed with regards to Brookfield ownership?

3) What is your ouotlook for the SP given answers above. Looking at the 1 yr chart, it's gone from 10 to 6 so a 50% fib. retracement implies a move back to 8. (That's my back of the napkin assesment.)

I'd like to bring this to a full position, but wanted your commentry first.

Many thanks for your help.

Read Answer Asked by Arthur on January 15, 2025
Q: I know you have had mixed commentary on these two. Questions:

1. On BCE, do you think the dividend on common shares is "safe" (I own it for the dividend ... capital appreciation is less of a concern) Would I be better off simply selling my common BCE shares and buying some BCE preferred shares (and if so, which one). Or should I sell it and buy something else with more upside ?

2. SPB announced a major cut to their dividend this morning. And based on my reading, the latest quarter was less than staller. What are your thoughts on this one overall given this news?

I hate being reactionary but I'm down over 20% of both of these ....
Read Answer Asked by Randy on November 07, 2024
Q: Can you please provide your current assessment of Superior Propane (SPB)? I have been invested for about 3 years and am down close to 50% and it continues to follow its trend of decreasing stock price ever since I owned it. Did I miss one of your fundamental reasons to sell and do I now consider holding for purposes of income, if you think it has hit a floor and has no further growth prospect? Thanks again - John C
Read Answer Asked by john on October 17, 2024
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!!
Read Answer Asked by Donald on August 12, 2024
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