Investment Q&A

Q: Bought MG about two months ago and down 15%. I suspect in part it's due to the global chip shortage. If this is indeed the case, I am not reassured by NVDA's recent comment that they anticipate the chip shortage to last through to the end of 2022. To what do you attribute the decline...and when - and why - would you anticipate a turnaround? Is MG a buy, sell or hold? Thank you.

Q: can you compare eif and fsz for diversity and long term income. are there any other that you would suggest

Q: What is the strategic value of BIPC acquiring IPL? Most pipelines have under performed (stock price performance) the past 5 years. Oil is not a growth industry. Why not buy a renewable energy name like NPI instead? Also, how significant is the deal relative to its entire portfolio? Is there anyway to get a % revenue/earnings breakdown of the industries BIPC is involved with?

Q: Hi team
the stock plummet in the last 2 days, any particular reasons? thought that the earnings in the last quarter was OK
I have a position, mainly for income and hope of secondary appreciation

should I hold or add more or sell? PKI is the symbol, thanks
Michael

Q: Seems to be getting sold off ,despite decent results and guidance.Is this sector weakness and a buying opt to add?

Q: Hi folks
Iron ore is plummeting. Im thinking of selling then getting back in when demand starts to pick up again. It is in a non registered account and part in my TFSA. Or do you feel this may be short lived and just hang in for the dividend?
Much thanks

Q: between these 3 pipelines, how would you rank them for adding to my investments, on a capital and dividend increase over time.
Thanks

Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks

Q: Could you comment on recent acquisitions and debt level etc .?

Q: Hi, could you please clarify your position on ET. In your recent article on Reliable Retirement Streams you endorse it but in your answer to Chris on July 16th you said you would like to avoid it altogether. Thanks

Q: NPI has recently stumbled but is still likely a takeover candidate while BEP.un is a great all-around company. For new $, would you choose one over the other or a bit of both? Thanks!

Q: All things be considered, would you buy BEPC OR BEP.UN today for a registered Canadian account. Please explain.

Q: I've just been looking at Parkland and it's chart is basically flat for the last 3 years. I see you are positive about it going forward, but would you suggest someone well along into retirement stick with it or retreat to something else? (suggestions?)

Q: Please give me your thoughts on these two laggards in my portfolio. Do I keep them for dividends or replace them with more potential.

Q: I live off my dividends. Telus' dividend is not covered by its earnings...either eps or cash flow. Is the dividend eventually going to be cut? Should I sell and add to BCE?


Paul and worried

Q: Could you please tell me if Canadian Energy Services has reinstated its dividend, and if so, what is it exactly? TD shows it as $0.02/month. Doesn't sound right.
What are your thoughts on the company short term and long term?

Thank you,

Q: Hi folks...will the special dividend of 14% plus go back to 10% or so next payout.?
Thankyou

Q: Within the past month or so, you stated that you like BEP. But they have been languishing now for some time and trading sideways. Do you see their stock values returning to their previous pattern soon?

Q: Hello, I'm looking to take a large position (for me!) as part of a generational investment approach and I'm trying to decide between the two or to invest in both.

Here are some the questions I was hoping you could include in your answer:

Do you see these as good candidates for a set-it-and-forget-it long term investment?
What are some of your reasons for preferring one over the other?
Do they ship a similar product mix?
Do they have similar revenue growth - both pipeline and non-pipeline?
Is there a difference in financial health/dividend stability?
Do they ship to similar places? eg Henry Hub for gas/Texas refineries vs cross-Canada vs international shipping ports?
Would you prefer one vs the other or would you allocate a portion in each?

Q: Looked at a chart today on LIF and it has double in the past year plus showing a crazy div. of 14%. What do you think of this company going forward ?