Q: I'm primarily a income oriented investor with some growth. of these two companies the yield is close enough that best growth prospects is the determining factor in your opinion which has best growth. or should I own both? I already own BCE
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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 currently own ENB, PPL, TRP and Topaz energy as my exposure to this sector. I am considering adding FRU. Any concerns ?
Ken
Ken
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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BCE Inc. (BCE)
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
Q: Greetings 5i,
Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.
Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.
Cheers!
Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.
Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.
Cheers!
Q: I have doubled my money on Tou, should I sell it or hold on?
Q: What are your thoughts on Telus buying life works, and is it a good time to buy telus stock? Thanks.
Q: Hi! I currently own Magna and I'm looking for another industrial name in Canada with a yield of 2.5%+. Can you suggest some options?
Thanks,
Jason
Thanks,
Jason
Q: I would appreciate an updated opinion on European Residential REIT. Why the big drop recently? Thanks!
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First American Corporation (New) (FAF)
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FNF Group of Fidelity National Financial Inc. (FNF)
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Stewart Information Services Corporation (STC)
Q: Hi 5i. I'm not sure if anyone has ever posed you a question about any of these companies, all of which have substantial operations in Canada.
Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.
Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.
Q: Regarding the Telus takeover of LWRK, if I opt for 100% shares will my cost basis rollover into the Telus shares so that the transaction would not generate any capital gains tax? Presumably, if I opt for cash or partial cash then capital gains tax would be payable on the cash portion?
Q: As a follow up to my last question, do you think Keyera is better than Pembina in the sense that it is almost exclusively natural gas processing, storage, etc. vs Pembina that has more exposure to oil. I understand that Keyera is much smaller, but given that I also own Enbridge size is not my biggest concern as long as its big enough.
Thanks,
Jason
Thanks,
Jason
Q: How secure is the Telus offer - should I just sell at $30 and move on or wait to get the $33 offer?
Q: Hi Guys,
Which 20 lower risk stocks would you recommend to build out a $2,000,000 portfolio that will produce $ 80,000 in dividend income?
Would you want to spread out the risk and be in many sectors and stay only in Canada to take advantage of the dividend tax credit laws?
How much of the div is taxed if it’s a U.S stock compared to a Canadian stock?
Thank you for all your help & great services
Nick
Which 20 lower risk stocks would you recommend to build out a $2,000,000 portfolio that will produce $ 80,000 in dividend income?
Would you want to spread out the risk and be in many sectors and stay only in Canada to take advantage of the dividend tax credit laws?
How much of the div is taxed if it’s a U.S stock compared to a Canadian stock?
Thank you for all your help & great services
Nick
Q: Hi! I'm researching midstream companies. They all have a lot of debt given the capital intensive nature of the business. How do you evaluate if it is too much debt. All the ratios seems high, but they're like that for all the companies. For example, PPL has LTD of $10 billion and total equity of $14 billion, almost 70%! KEY has LTD of $3.7 billion or there about and not equity since it is in a deficit position. Help please!
Jason
Jason
Q: Hi! Looking for 2 midstream companies for my dividend portfolio. I will use ENB for one pick and would like your recommendation for another option with a good dividend and some future dividend growth.
Thanks,
Jason
Thanks,
Jason
Q: I know you're not a fan of DFN but could you explain why it has held up perfectly as everything else in the market has been crushed...all the while paying a 15% yield?
Q: I presently own Surge Energy and Tamarack Energy. Both are up multiples from their 52 week lows. Surge is starting a 3.5% dividend on July 15th.
Both are down a bit during this selloff. Would you add to either or have they gone up so much in the past twelve months that it is a bit greedy to expect either/both to continue rising. Josef Schachter said Surge could go to $13 (it did), then possibly $20 and eventually $40 in 2-3 years.
Tamarack is more solid but has had an awesome year, as well. Are they peaking now?
Thanks.
Both are down a bit during this selloff. Would you add to either or have they gone up so much in the past twelve months that it is a bit greedy to expect either/both to continue rising. Josef Schachter said Surge could go to $13 (it did), then possibly $20 and eventually $40 in 2-3 years.
Tamarack is more solid but has had an awesome year, as well. Are they peaking now?
Thanks.
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Sylogist Ltd. (SYZ)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Canadian Imperial Bank Of Commerce (CM)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Tricon Residential Inc. (TCN)
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A&W Revenue Royalties Income Fund (AW.UN)
Q: Can you please provide your top 10 canadian dividend stocks which can also provide some capital growth. Time frame is 5 years. Is now a good time to start buying or should I wait?
Thank you
Thank you
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Restaurant Brands International Inc. (QSR)
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Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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A&W Revenue Royalties Income Fund (AW.UN)
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MTY Food Group Inc. (MTY)
Q: Hi, I’m trying to decide between these 4 operators to invest right now. Would you do a short compare of their size, debt and outlook ?
In 5i Market Data , what is the difference between « Total debt to equity » and « Leverage ratio ». Does Debt/CF show up somewhere? Which other ratio(s) would be the best indicator(s) in this specific sector ? Thanks
In 5i Market Data , what is the difference between « Total debt to equity » and « Leverage ratio ». Does Debt/CF show up somewhere? Which other ratio(s) would be the best indicator(s) in this specific sector ? Thanks
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Fortis Inc. (FTS)
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Algonquin Power & Utilities Corp. (AQN)
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ATCO Ltd. Class I Non-voting Shares (ACO.X)
Q: Hi, There seems to be a systematic decline in equity values, for past two days, in sectors like Utilities and Telcos, which are considered proxy to bonds, due to their higher yields. They held on better than the market, in general, during past few months. Do you think, the fear of rising rates has finally caught up with these sectors and these stocks might come under pressure, even more, in near term, as Fed and BOC continue with their plans to hike interest rates. What's your advice ? We have about 10% weighting in each of the two sectors. Thank You
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Alaris Equity Partners Income Trust (AD.UN)
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A&W Revenue Royalties Income Fund (AW.UN)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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MCAN Mortgage Corporation (MKP)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Firm Capital Mortgage Investment Corporation (FC)
Q: Please rank these stocks and would you be comfortable buying them now for their generous yields with at least a three year hold?
Any individual company comments are welcome. Thanks.
Any individual company comments are welcome. Thanks.