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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: Why are the renewable energy companies performing so poorly for so long (more than two years going by BEP.UN, BLX and INE, for example)? With all governments around the world all pushing for clean energy and yet these companies' SP performance are not reflected in the TSX? Thanks.
Read Answer Asked by Victor on February 05, 2024
Q: Everyone, recently the US senate held a hearing with the largest social media companies and the politicians gave an earful from motivated politicians. Knowing that legislation takes years and the original legislation will get watered down. Will the political motivation for change (and maybe legislation) have any effect on the companies stock price in the short term? Clayton
Read Answer Asked by Clayton on February 05, 2024
Q: Hi guys at 5 i's

I know that nat gas prices are in the doldrums and if this mild winter continues nat gas is not going to get much of a bid. But Tourmaline TOU is getting down into the mid $50 again and the last year or more whenever it gets back down there it usually doesn't take long to go back to the mid $60's. I own a core position in TOU because of the dividends and the chance that if nat gas goes up for some reason (problems in exporting LNG from Qatar/freaky cold weather, etc.) that TOU will rock upwards. Still I am tempted to trade some additional shares of TOU. I was doing that with ARX but sold out of ARX in the $21.50 range not long ago and I am waiting for a under $20 share price on ARX to get back in. Where do you think TOU might bottom out if nat gas stays low all year because I can't see it going much below the mid $45 range.
Read Answer Asked by Paul on February 05, 2024
Q: I'm new here so I'm hoping these two questions will be phrased properly and not too general. Please let me know if this is the case. Thank you in advance.
1) The performance of the US markets seems to be much better than TSX in the longer term. Should an average investor consider focusing mostly on US holdings instead of Canadian stocks?

2) I would like to get your opinion on HBGD in terms of potential returns, how risky is this ETF and what role could it play in an average investor's portfolio within a 7-8-year timeframe before when decumulation begins.

Note this is for an RRSP account.
Thank you in advance for any insight. Cheers.
Read Answer Asked by Bob on February 05, 2024
Q: Hi 5i,
On Feb 1st you included BCE as one of the companies with the safest dividends on the TSX.
On Feb 2nd the answer to a question on BCE was "and its free cash flow has been declining over the past few years. Over the past 12 months, its free cash flow is not sufficient to cover its dividends, and the company has issued debt to service these payments. Its debt-to-equity is climbing, and its net debt/EBITDA is high at 3.6X."
The 2 answers seem to be a bit of a contradiction. I understand you are referencing free cash flow (after capital expenditures) are not sufficient.
Would it have been better said that they are issuing debt to finance capital expenditures and infrastructure than to pay dividends?
Read Answer Asked by Dennis on February 05, 2024
Q: Hi, was wondering about swapping Nvei for Eif .
Looking for a more stable company with the dividend. Would also get a tax loss by selling Nvei . Could you talk about the two for management, debt, and long term investment..
Which would you like in a downturn or recession if or when we get one?
Thanks
Read Answer Asked by Brad on February 05, 2024
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: Could you please comment on last week's NR from DHT.UN (see below). The market responded favourably and so did the analysts with a multitude of raised targets. Thanks as always.

Immediate and accretive cash flow generation replaces structured annual caps –

– Increasing capital deployment guidance to over US$1.25 billion deployed for the five years ending 2025 –

– Now expecting high-teens Royalty Income CAGR through 2025 and mid- to high-single digit Royalty Income CAGR through 2030, excluding any new transactions –

this is the press release we are referencing.

https://drihealthcare.com/dri-healthcare-trust-announces-the-expansion-of-its-royalty-entitlement-on-the-us-net-sales-of-omidria-updates-deployment-and-cagr-guidance/
Read Answer Asked by karl on February 05, 2024
Q: Hi: I am looking back at your recent answers and also this week’s earnings. Are you now recommending that GOOS is a sell, please advise with some suggested guidance going forward. With their seasonal business it would also be helpful if you can comment on likely updates to their progress, ie we need another winter to pass before we see any changes.

Thanks in advance.
Read Answer Asked by Peter on February 05, 2024
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