skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team I sold Transalta Renewables (RNW) today out of my Cash account @ 63% profit and my TFSA @ 84% profit. Not particularly happy with todays report and future forecast.
Looking for a good solid replacement with a bit of growth and dividend. I am thinking of Brookfield Renewable BEP.UN and Hydro One (H) both in your Income Model Portfolio. Looking for your thoughts, good entry points and any additional suggestions. My total Utilities Sector now sits at 9%. Thanks.
Bill
Read Answer Asked by William on August 11, 2021
Q: Hello, I have the Mackenzie fund mfc244 that has done very well for me over the years and pays me a nice dividend every month. Is the a cdn etf that would be comparable in performance and payout but would have a much lower mer? Thanks
Read Answer Asked by pietro on August 10, 2021
Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.
Read Answer Asked by Lois on August 09, 2021
Q: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.
Read Answer Asked by Gordon on August 09, 2021
Q: Good morning,

I would like your opinion on why this company doesn't seem to get any love from investors.? The most recent Q results look good, great insider ownership.
Sales increased 78% excluding foreign exchange impact
EBITDA growth of 225% to $15.2 million
EBITDA margin of 13.2% compared to 6.6% prior year
EPS of $0.22 compared to ($0.02) prior year
Targets annual EPS of $1.90 by F2026
Quarterly dividend of $0.10 per common share
Read Answer Asked by Kolbi on August 06, 2021
Q: Hi team,

Where do you speculate the price of oil is going from here, given all the problems with the reopening and of course the tensions in the Middle East.

I think people would rather go back to work by still wearing masks and getting vaccinated and the tensions in the Middle East is more likely to escalate due to proxy wars between Iran and Israel, as well as the likelihood of the Nuclear Deal failing or dragging inconclusively.

If the price is on the rise because of the above, then which of 2 Canadian oil companies you think make the best candidates for a quick trade and why.

I am holding VET for long-term return, and I was thinking of CNQ or CVE for this purpose.

Thanks for your insight! Always! :)
Read Answer Asked by Saeed on August 06, 2021
Q: Hi 5i team,

I want to start investing in Renewable energy and utility companies. What are the key financial metrics to value if the company's share price is expensive? Ex. I am considering to get BEPC but it seems very pricy comparing with AQN on Fwd P/E basis (193 vs. 20)

Thanks,
Read Answer Asked by Irene on August 05, 2021
Q: hello 5i:
We have about a 2% position in ENB. While looking to add to our present position, I did a quick comparison with TRP and PPL. Using P/S, PE, P/CF, P/B, P/FE and Earnings Yield, it appears that PPL is the cheapest when current valuation is compared to 5 year averages. I know that you've recommended ENB as your favourite in this space and am wondering why, assuming my numbers are correct (derived from Morningstar). Can you enlighten me, as I know the future is more important than past metrics? Also, Morningstar has a -2.09 Earnings Yield for PPL. Is this correct and how is that possible?
I am willing to sell ENB and invest in only one of these companies (have held ENB for approximately 12 years, so obviously favour buy and hold).
thanks
Paul L
Read Answer Asked by Paul on August 05, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!