Investment Q&A

• Hoegh LNG Partners LP representing Limited Partner Interests (HMLP)
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Q: What are your thoughts on HMLP given the increase in price/demand for LNG in Europe and Asia?

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Read Answer Asked by Brendon on October 12, 2021

• Algonquin Power & Utilities Corp. (AQN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: As AQN appears to meander, would a swap to DIR.UN be a good strategy?

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Read Answer Asked by Mark on October 12, 2021

• Hydro One Limited (H)
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• Fortis Inc. (FTS)
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Q: When I look at cash flows from utilities, they also seem to show a negative cash flow. In general terms, how do they run there business if they are always in the negative ? Are they always looking to the bond and/or stock market to pay for their huge capex spending ?

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Read Answer Asked by Robbie on October 12, 2021

• BCE Inc. (BCE)
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Q: Has BCE ever had to cut its dividend that %i is aware of?

Thx

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Read Answer Asked by blake on October 12, 2021

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: Is there another good Canadian-listed ETF similar to VGG? I need another one or two so I don’t exceed exposure in a single ETF. Anything based on the S&P is not ideal as I already have a fair bit of technology exposure.

Thanks.

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Read Answer Asked by Alan on October 08, 2021

• Rio Tinto Plc (RIO)
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Q: Regarding Robert's question this morning about withholding taxes on foreign dividends:
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.

This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/

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Read Answer Asked by chris on October 08, 2021

• Macquarie Infrastructure Holdings LLC (MIC)
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Q: Do you have any news why MIC shares dropped 91% this morning? I was aware that the former MIC has been changed to a new corporation on a one to one basis. I cannot find any news re this 91% decline. Thank you so much. Cheers

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Read Answer Asked by Hans on October 08, 2021

• Agnico Eagle Mines Limited (AEM)
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• Algonquin Power & Utilities Corp. (AQN)
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• Magna International Inc. (MGA)
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• Open Text Corporation (OTEX)
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• Nutrien Ltd. (NTR)
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• TFI International Inc - Ordinary Shares (TFII)
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Q: Hi Peter, Ryan & 5i,
I am looking for seven great Canadian dividend stocks that are listed on US exchanges that pay their dividends in US $. I have about 70K US$ to invest.
Much appreciated and thanks for the great service. Ivan

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Read Answer Asked by Ivan on October 08, 2021

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: The BEP.UN/BEPC combo has been on life support entering 2021. It seems the entire renewable energy sector is in the same boat. Can you recommend other similar type of companies or sector I can consider a transfer? Perhaps the electric generators or electric utilities with similar yields and growth prospects? Thanks.

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Read Answer Asked by Victor on October 08, 2021

• Suncor Energy Inc. (SU)
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• Parkland Corporation (PKI)
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Q: Both SU and PKI have under performed. I am considering selling my small position in PKI and buying SU as it may have more potential, and right now a similar dividend. Thoughts?

Thank you.

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Read Answer Asked by Jeff on October 08, 2021

• Altria Group Inc. (MO)
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Q: Hi, what does Return on Equity can tell us? Is it an efficient indicator of stock long-term performance? e.g. MO's ROE is very high as 149%, but stock price is flat for many years, could you explain why? BTW, should I use ROA instead of ROE? Thank you for your great service!

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Read Answer Asked by David on October 07, 2021

• Pembina Pipeline Corporation (PPL)
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• Keyera Corp. (KEY)
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Q: I have a small profit on KEY but I've been disappointed in the lack of growth recently and I was wondering if I could do better with PPL. Yields are about the same but I would prefer more growth. I already have lots of ENB and TRP in a well diversified portfolio. Appreciate your thoughts.

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Read Answer Asked by Earl on October 07, 2021

• Power Financial Corporation (PWF)
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Q: New to fixed income investments. Received the following from TD. New offering Power Financial Corp 4.50% Non-Cumulative First Preferred Shares, Series 23. Can you explain what is offered, what should i be looking for as far as quality and is this a good first step?
Thx

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Read Answer Asked by Todd on October 07, 2021

• BorgWarner Inc. (BWA)
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• Magna International Inc. (MG)
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Q: hello 5i:
not many questions on BWA. Could you comment on growth and valuation? Is it a direct competitor with MG? Which of the two do you favour, and why?
thanks
Paul L

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Read Answer Asked by Paul on October 07, 2021

• Freehold Royalties Ltd. (FRU)
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Q: Should I start a position with this in my registered acct for the income over the long term?
If so, should I use some cash on hand or sell BEP which I am only up 10% on?

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Read Answer Asked by Tim on October 07, 2021

• Microsoft Corporation (MSFT)
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• QUALCOMM Incorporated (QCOM)
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• AbbVie Inc. (ABBV)
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• JPMorgan Chase & Co. (JPM)
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• Procter & Gamble Company (The) (PG)
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• Visa Inc. (V)
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• Sun Life Financial Inc. (SLF)
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• TELUS Corporation (T)
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• Restaurant Brands International Inc. (QSR)
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• Thomson Reuters Corporation (TRI)
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Q: Hi 5i - what would your top income stocks recco be for US and CDN. Thx and stay safe! - Doug

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Read Answer Asked by DOUG on October 07, 2021

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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• Boralex Inc. Class A Shares (BLX)
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Q: If I were to sell all or half of my shares in Algonquin Power could you name two or three good replacements. Same field but more growth oriented. Decent fundamentals are important. Thanks.

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Read Answer Asked by Rob on October 07, 2021

• iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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• iShares Diversified Monthly Income ETF (XTR)
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
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Q: As retirees we hold XEI and XTR for the Cdn income generation portion of our portfolio . Recently I discovered that there is also XDIV which has a much lower MER. Would you endorse moving completely out of XEI and XTR to XDIV instead?

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Read Answer Asked by M on October 06, 2021

• Algonquin Power & Utilities Corp. (AQN)
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Q: Would you please comment on the recent weakness of AQN.
How far lower could it go/

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Read Answer Asked by PETER on October 06, 2021

• Parex Resources Inc. (PXT)
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Q: I cant find any fault in this company and it is still having a hard time hitting it's 52 week high back in March. Is patientance needed or do you feel it has peaked.

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Read Answer Asked by Steve on October 06, 2021