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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: My margin account interest rate is currently at 7.90%. With recent increase of interest rate by BOC, the rate may go up by another 0.25%. Out of the 5 stocks I am holding in this account, only two (MPCT.UN and PEY) have dividend higher than the interest rates. Would you recommend any other Canadian stocks with high dividend/ yeild for margin account.
Read Answer Asked by Numa on February 08, 2023
Q: From a dividend growth and overall return perspective, could you please rank the above etfs ? I do not need the income so my preference would go to HXT. Am I getting exposed to a lot more volatility in your opinion ?
Read Answer Asked by Paul on February 06, 2023
Q: Hello 5i,
Just a follow up on feb 6 question on bipc. Was it attractive below $40 usd or cad?
What is the actual p/e on it?
Which would you consider better today: bepc or bipc for total returns over next two years?
Tia
Read Answer Asked by Kat on February 06, 2023
Q: Looks like you can get everything in this 1 stock. Utilities, Railways, toll roads, pipelines, data centres, ports, communication towers and so on.
How would you value this for a long time purchase, i definitely want to avoid another AQN.
I have their debt to cashflow at around 4.6 x ( net debt 4.16 B ) ( Cash from OP 0.893B)
In your deep dive do you see any alarm bells ? and at what price would you see it as attractive?
Thanks Gord
Read Answer Asked by Gordon on February 06, 2023
Q: Hello 5i,
Could you do a brief comparison of the these companies pros and cons and which you would chose?
Thank you
Dave
Read Answer Asked by Dave on February 06, 2023
Q: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Read Answer Asked by Dave on February 06, 2023
Q: I need income. I'm bullish on oil. I'm trying to decide between encc & nrgi. Nrgi holds mostly US stocks which could be a tax problem. I don't mind giving up some upside for a covered call strategy.

Maybe a combination of both?

Thank you.
Read Answer Asked by Gerald on February 06, 2023
Q: I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth.

I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR.

I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks.

Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
Read Answer Asked by Jim on February 06, 2023
Q: Looking to add a name from your income portfolio. Which of ACO, H, QSR and AEM would be your favorite to add right now. Longterm hold in my unregistered account.
Read Answer Asked by Tom on February 06, 2023
Q: Hello, could you provide some guidance around NPI. Seems investors did not like the 2023 guidance provided by the company on Feb 3, 2023. Was the guidance that bad? Adjusted EBITDA dropped from around 1.3 to 1.25 billion while the adjusted free cash flow dropped from $1.85-2.05 to $1.70 to 1.90. Price is close to a 2.5 year low. Thoughts going forward. Thanks.
Read Answer Asked by Mark on February 06, 2023
Q: After NPI put out its guidance for 2023, the stock dropped 3% on Friday and set a new low for the year. I checked analysts estimates for 2023 and found an average drop in earnings of near 30% and a forward p/e of 21. Is that your estimate for 2023? And, if it is, how is it that the same analysts give it a consensus rating of buy to strong buy? Do you consider NPI a buy at its current price.
Read Answer Asked by Bob on February 06, 2023