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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: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY
Read Answer Asked by Jean-Yves on May 09, 2023
Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane
Read Answer Asked by Jane on May 07, 2023
Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA
Read Answer Asked by Brenda on April 18, 2023
Q: I am low in the utility sector. Is this a good time to buy? Could you please provide 4 names and rate them them in order of preference and why. Would prefer US or international exposure though Canadian is fine as well. Thank you.
Read Answer Asked by Lorraine on April 05, 2023
Q: If a series of events were to occur that would cause the long end of the yield curve to spike to 10%, how does this affect highly indebted companies such as ENB, TRP and BEP.UN ? What measures can they take to avoid bankruptcy in that scenario, and what would be your level of confidence that they could ?

As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
Read Answer Asked by James on March 30, 2023
Q: Many companies have become addicted to low interest rates over the last decade. Assuming that interest rates stay where they are for years to come (a rate once considered somewhat "normal"), do you see any problem with any of these blue chip stocks maintaining their dividend ? I'm sure over the course of the next 5 years or so some of these companies will need to renew debt at higher rates.

Read Answer Asked by James on March 17, 2023
Q: I currently own BN, BAM, BIP, and BEP. With recent decline would you be adding to these names? Can you confirm good entry points and if you would consider them a Buy/Sell/Hold.

Thank you
Tim
Read Answer Asked by Timothy on March 14, 2023
Q: Why are renewable energy stocks like the three names above performed so poorly in the last year or two? Isn't all governments are promoting renewable energies and these stocks should flourish and not sink?
Read Answer Asked by Victor on February 13, 2023
Q: Hi,
The company is downgraded by many firms. Has the future business plan is below investment grade compared to other Brookfield companies? Last year they acquired Westinghouse. The company has lowered dividend for past two year (2020 US$ 0.434 * 4), (2021 US$ 030375 * 4) and (2022 US$0.32 * 4). This is the weakest company among the Brookfield Group. My question is whether Westinghouse acquisition is not a profitable one or too early to say? Is it advisable to invest some amount in BRE.un just to take advantage of weakness in stock price at this time or better put money in BBU.un? I hold all the Brookfield Group companies that issues through spinoffs.
Thanks
Piyush
Read Answer Asked by Piyush on January 16, 2023
Q: Hello All,

Is it possible to rank my list of utility companies sorting via most financially vulnerable therefore most likely to underperform because of the increased cost of financing. i.e worst to best please.

Is that a blunt but reasonable filter?

Could it be that the "worst" companies have been so badly beaten up that they may be worth adding to for the long haul?


Many thanks
Read Answer Asked by Arzoo on January 16, 2023
Q: I have both BEP.UN and BEPC in an unregistered margin account and for simplicity sake would to only hold one of them. Is there any particular advantage of one over the other in an unregistered account? Thanks.
Read Answer Asked by Bruce on January 09, 2023
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!
Read Answer Asked by Andrew on January 04, 2023
Q: I have held BEP preferred shares in an RSP for quite awhile and done well with them, but have concern over the potential new US tax implications. Despite the company assurances, I think I would sleep better just being out of BEP. After the dividend this month, my plan is to sell the shares. I am looking at ZPR, which has a somewhat similar yield, and would be much easier to trade. What do you think of ZPR and its dividend sustainability? Recognizing that preferreds have not done too well overall, would you prefer to move into something else?

As an aside, apparently the US attack on limited partnerships includes those held in an RSP. Isn't there a tax treaty that prevents this?

Thank-you, Grant
Read Answer Asked by grant on January 04, 2023
Q: My question in general is how reasonable is the current valuation for BEP.UN ?

I believe the historic high yield is somewhere around 7%, so we're a long way off from that. I think we're close to 4.9% (?)

P/C seems pretty reasonable now relative to the past, but P/BV is still high compared to the 1.1 low.

How about price/FFO ? I can never find this. What is it currently? I think the low was about 4.6 in the past.

Thanks as always for answering the above, and Merry Christmas to your AWESOME team at 5i.
Read Answer Asked by James on December 23, 2022
Q: Dear 5i,
If I understand correctly, BEPC-TO and BEP.UN-TO are identical companies.
In a perfect world they should trade at the same price and thus offer the same dividend yield. If this is the case, does it matter which one a person should purchase in their registered accounts like a RRSP? (ie would there be any witholding taxes with either one?)

thanks
Read Answer Asked by Ian on December 22, 2022
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