Investment Q&A

Q: I would appreciate your thoughts on QSR as a buy at current prices. Nearing 52 week lows.
Thank you

Q: Hi team!

I've owned both SU and CNQ over the years and I have done well on both. It is my impression that when comparing these two, you tend to prefer SU over CNQ, but given SU's underperformance, dividend cut and operational issues, shouldn't CNQ be the preferred choice. CNQ has gone from about $10 during the pandemic crash to $66 while SU has gone from $16 to $36 because of the issues noted above. Suncor is cheaper, but maybe its cheaper for a reason. Operational issues are still a factor as recently as December and early January.

Jason

Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron

Q: Assuming oil prices remain range bound for the next 12 months at today's level, can you suggest some decent energy companies to buy for (up to a )1 year hold? Thank you.

Q: Hi 5i Team - I'm quite sure this has been covered more than once in previous questions but could you summarize the differences between BEP.UN and BEPC. Also do you favorite one over the other for an investment in renewable energy and fundamentals in general. Thank you.

Q: the above renewables are all down substantially; are there one or two that are worth buying at this time?
Thanks,

Q: I would like to add one of the above now, to my TFSA for a long-term foundational hold.
In your view which one or two would you pick for the best long-term upside potential.

Would a concentration of the above name or names in an ETF be a better option?

thanks

Asset allocation not an issue

Q: Hello Peter and Team, a couple questions on Superior.
a. For an investor content to hold this for the 5.6% dividend alone, would you like it here for the long-term - or do you think the share price could drop significantly?
b. If you already owned ENB, FTS, EMA, and AQN, would you see SPB as too much, or unnecessary, overlap?
c. the price chart for SPB in Google Finance is significantly different over 1 and 5 year periods that the charts in 5i. Do you know why? Does the Google chart add back in dividends perhaps?

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicated that we had too much Technology, and not enough Utilities. I recently sold XIT, and added more BEP.UN. In the Utilities sector, among our accounts, we own AQN, BEP.UN, and FTS. The Utility weightings are now AQN = 3.65%, BEP.UN = 2.86%, and FTS = 1.49%.

In 5i's answers to questions, I notice that you generally rate BEP.UN higher than AQN.

Recently, John Heinzl wrote in his "Yield Hog" column that he bought more AQN, and gave some good reasons for doing so. I'm now wondering if I did the right thing in adding more BEP.UN, and am asking for some "reassurance".

Finally, I note that PA still shows that we could add more Utilities. I would be doing this in a non-registered account, and am wondering what to add. Please rank AQN, BEPC (better tax advantage than BEP.UN), FTS, and NPI (this would be a new holding).

Thanks in advance for your insight.

Q: Would appreciate your thoughts on QBR.B. Has an ok dividend, reasonable PE and seems to be growing outside of Quebec. Can you compare it to Telus and BCE.

Q: Which of the above companies do you think would offer the best rate of return over the next 5 years?

Q: Historically how do high dividend yield sectors like financials, telco's, pipelines, utilities do in a rising interest rate/inflation market like we are in now?

Q: good morning,

AQN used to be at the top for your utilities stock.
Please explain the change in your appreciation.
Thanks and happy and prosperous balance of the new year.(not so prosperous this month).

Denis.

Q: A year ago both BIPC and BEPC traded at a 25-30% premium to BIP.UN and BEP.UN respectively.  Today BIPC still trades at a considerable premium to BIP.UN whereas the BEPC to BEP.UN premium is now less than 2%.  Why is that?
Also if you were to establish a Brookfield Renewable Partners position today in a registered account, would you go with BEPC anticipating that a premium may return?  Other than a nominally higher dividend, is there any other advantage of going with BEP.UN instead of BEPC in a registered account?
Thanks...Glenn 

Q: Assuming the price of oil remains relatively strong for the next 1-2 years, please rank these three companies in terms of their upside potential over that period.

Thanks, Rick

Q: I have held Telus for the 4 years and overall it has been solid. However, it now appears expensive and slow growing. Interested in your thoughts and if you'd recommend another stock in its place. I have a +10 year horizon in my investment accounts (TFSA, RRSP, RESP).

Q: With the expected increase in electricity needs from the world-wide introduction of electric vehicles, I would like to establish a full position in one or two of the above renewable power companies. Would you please rank them in terms of current valuation, debt, revenue growth and dividend growth. Which would be your overall preference for a 5-10 year hold? If you have another recommendation, what would it be?

That you for all the assistance you provide the DIY investor.

Don

Q: Would like your in depth opinion on investing in these 2 stocks for income and growth. Thank you.

Q: Goldman Sachs just downgraded TRP to sell. What's your view? Has it gotten too expensive? How would you rate it compared to ENB? I currently own both. Should I perhaps shift my TRP money to ENB?

Q: Hi Guys
Does KBL look good here for a buy. PEG ratio is showing good value.
Thanks