Investment Q&A

Q: Stock is down over 8% this morning. The only news I can find is the dividend payment frequency. It's seems overdone.
What are your views?
Thanks

Q: For a medium to long term hold do you have a preference between CNQ and SU? Are both reasonably valued at this point?

Q: Hello,
Could you please recommend five to six high yielding Canadian stocks and REITS that you would feel confident investing in right now? Safety and high yield is my goal. A brief explanation/justificaton for your picks would be greatly appreciated.

Thanks

Q: I purchased Tamarak(TVE) based on many recommendations, as well as yours
- Many people and firms continue to like and recommend this name...

- CFRA has a Hold, with a Negative Growth Rating...

- Price , Chart/Trend have Not been doing well...

- There is a nibble of insider buying

Questions:
1. Would you suggest Hold, Buy more or Sell for another...

2. Why does it seem like negative trading sentiment these days and poor current stock performance, when overall the stock is liked and recommended by many...?

3. Paramount Resources(POU) - I have heard a few Positive recommendations on this company... I think Leon Cooperman had good things to say as well...
- CFRA has a Hold, but gives a Positive Growth Rating

4. Would you recommend staying with TVE or consider POU...? Or Others..?

Thanks

Q: Verizon dropped today in conjunction with ATT’s unfavourable cashflow news, etc. Any fear for VZ’s cash flow/dividend? Any thoughts on a good buy-in price for VZ?

Q: Hi 5i,

Currently I have full positions in BN and BAM. With a goal of increasing income would you add a new position in BIPC or BEPC?

Thank you!

Q: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.

Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.

Q: What is your opinion of the company after the big earnings miss announced last month - is it a buy, sell or hold? Thanks. Rick

Q: HI team
the above ETF has been running up lately
despite interest rate still high

is there a underlying reason for the upswing? I hold it for dividends and secondly
hope for some capital gain, should I hold , add or sell?
thanks
Michael

Q: I am currently thinking about adding to my energy holdings and have room for either arx or su. I currently hold tou, Cnq, wcp, Enb, trp and ppl

Thanks

Q: I have been fortunate to come into a windfall of cash from a relative, and I am interested in taking new positions in the following securities with this new cash. Please note, my existing portfolio is fairly well diversified across all sectors in North America.

Can I please get your long-term opinion on these new securities I wish to invest in. Do you see any issues with respect to these investment choices? I have money to invest and feel the urge to plunge into the market at this time.

CSH.UN, MRC, ALA, MPCT.UN, TRP, CVS, LIFE.U, TEVA

Thanks

George

Q: If one has exposure to renewables through a large position in Brookfield Corporation (owner of 25% of BEP) and Fortis, do you think it makes sense to hold onto a small position in Northland Power? (which has showed promise over the years but has unperformed the market significantly the past 18 months)

Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?

Q: I sold my TOU & ARX about 2 months ago when the price of gas dropped and I was glad I did because both stocks drop app 20%. Right now the price of gas is still only about $2.30 and I hear that there is currently an over supply of Gas in North America (not sure about Europe - but I don't believe either company can get Gas to Europe yet) but both TOU and ARC are both rising. Why? Based on the current price of GAS both companies will see a huge drop in earnings this year. What am I missing??

Q: A s an owner of TransAlta shares should I hold or sell. Please comment on why.

Q: Gotta say I’m confused,the reason Aqn dropped so much when it reported the cost to acquire Kentucky with rising interest rates was going to handcuff for future acquisitions and also had to cut their dividend,so when they announced they were not going to proceed I thought probably like others getting out of this deal would be a HUGE break and short term catalyst actually results in a further 5.2 % drop,what am I missing…thanks

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

Q: In a question today you included PPL as a potential takeover. Why did you include PPL and who do you think would be the interested party?

Q: I would like to have a look ahead on both companies.Would TOU look at selling TPZ if the price was right and how would that affect TOU revenues and Dividend or would they sell both TOU. & Tpz if price was right.Mr Rose has already sold. Companies before.I understandTOU has some long term contracts. What does 5i crystal ball foresee in the future,s .Maybe some rich US company flush with cash look at them or would it be expensive for them. I enjoy the dividends,take your time I have many points to redem

Q: What do you think of Diversified prelimenary results.