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: Good Morning: I own some shares of ppl.pr.e and am thinking that I would like to sell them and buy ppl. At the moment the yield on ppl is actually higher than that for the preferred. Granted that the preferred offers, theoretically, more security, while the common shares offer more opportunity for share price growth, do you have an opinion on a course of action here. What is your opinion on ppl at the moment. As always, thanks.
Read Answer Asked by Donald on August 05, 2021
Q: Hi 5i
Gibson Energy (GEI) has been quoted as being open to a sale and Keyera (KEY) has been mentioned as the next midstream target for a consolidation in the industry. Now that Pembina Pipelines (PPL) has walked away from the IPL takeover, do you see PPL looking at Keyera and/or Gibson Energy (GEI) as potential takeover targets? Thanks
Read Answer Asked by Gordon on August 04, 2021
Q: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed

10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235

AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
Read Answer Asked by blake on August 03, 2021
Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?

Thank you!
Read Answer Asked by Chris on July 30, 2021
Q: Good afternoon,

Does it make sense to add BEP and BIP if I already own BAM?

I'd be buying BEP to upgrade over my current PIF holding, and BIP seems interesting for a variety of reasons, just wondered if you think I'm covered with these essentially already with BAM.A? Thanks.
Read Answer Asked by Jeff on July 30, 2021
Q: In an account I look after, the goals are capital preservation and income generation. There is sufficient diversification from other holdings. Some changes are required and I am considering either one of or both of EIF and TCL.A. Their market cap is below $2B; do you see them as reasonably secure and stable. If you had to choose only one, what would you go for? Thank you for your excellent service.
Read Answer Asked by Leonard on July 30, 2021
Q: I would like to add some companies to my portfolio that pay dividends which are relatively secure and have debt levels that you think are manageable. I'd go so far as to say low debt levels, but that might exclude some companies that you think can manage a bit more debt. If possible, it would be helpful if you could suggest 6 Canadian and 6 American companies that fit the above criteria. Thanks as always for your valued opinion.
Read Answer Asked by Les on July 30, 2021
Q: Do you think there is a possibility Canadian Natural Resources and Tourmaline will increase their dividends sometime in the next 12 months given the amount of free cash flow each seems to be generating at current commodity prices? Or continue aggressively paying down debt? I am also particularly interested in your comments on Tourmaline's earnings release yesterday and what you see for CNQ earnings release.
Read Answer Asked by Brad on July 29, 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!