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Investment Q&A

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

Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
Read Answer Asked by Michael on November 28, 2024
Q: What are your best ideas for income/dividend stocks/etfs in a non-registered account? Main goal is regular income.
Thank you.
Read Answer Asked by A on November 28, 2024
Q: I now hold TRP & SOBO in both my TFSA & and my cash account. I would like to consolidate the SOBO into one account. Any tho'ts. or suggestions on where on where it might be best to hold the SOBO going forward? Most of my pipeline holdings are in PPL and am happy in its distribution in my different accounts. Thanks, Bill
Read Answer Asked by Bill on November 28, 2024
Q: Can you go over your thoughts (other than sector differences) between these 2 types of products. I know they both use covered calls to generate additional income and that one is a split share.

Would a product like umax typically keep its payments at some level more consistently (as there is no preferred share to protect)? Is the upside (downside) potential higher on the split?

That is what I am thinking are the main differences but wondering if there are any other differences in how you see them.

If one was lookig at a swap from FTN to umax to keep a similar yield and lower leverage risk is that a reasonable view?
Read Answer Asked by Graham on November 27, 2024
Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris
Read Answer Asked by chris on November 26, 2024
Q: My utilities holdings include BIP.UN (3.9% of total equity), H (2.1%) and FTS (1.9%). Considering the momentum of CPX and its higher dividend than either H or FTS, what would your thoughts be about the idea of selling both H and FTS to buy CPX? Seems to present more growth potential and higher dividend. My thanks.
Read Answer Asked by David C. on November 25, 2024
Q: Hi 5i,
Any idea what's going on with Keyera? Right now, it's defying gravity and I don't think there's a single analyst out there who has called that, and although I own it and I like it, to me the underlying numbers don't justify the heady heights it's reaching. Any thoughts?
Thankyou,
Peter
Read Answer Asked by Peter on November 25, 2024
Q: My wife and I are mainly dividend investors. We tend to hold our stocks for many years. Due to the significant increase in the value of our stocks this year, we are considering reducing the percentage of some stocks in our portfolio by about 10%.

Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Read Answer Asked by Doug on November 25, 2024
Q: With the Canadian dollar being so cheap and the share price so low, is a buyout of BCE possible? Can Americans buy BCE or does it have to have Canadian ownership? I know the privatization attempt in 2007 failed in part because of the 2008 stock market crash. It could save a huge chunk of cash if it did not have to pay dividends. A company could take it private, clean it up and then take it public again with a much better balance sheet .
Read Answer Asked by Murray on November 25, 2024
Q: Four members of Bell Canada’s board of directors took advantage of the telecom giant’s stock drop to buy shares. CEO Mirko Bibic purchased shares worth just over $200,000, while Louis Vachon, former CEO of National Bank, acquired shares worth nearly $390,000. Calin Rovinescu, former CEO of Air Canada, invested close to $350,000, and Jennifer Tory, a former vice-president at RBC, over $170,000.. They must see future potential gains in the share price since the only reason to buy shares of a company is to make gains.
Read Answer Asked by jean on November 25, 2024
Q: Since it is very difficult to maintain or increase market share in mobile telephony. Isn’t it a good idea to turn to fiber optic network like with the recent acquisition of Zippy Fiber to maintain a stable source of income and free cash flow?

In your answer dated Nov 19, you write`` it seems to have lost its way a bit, with selling assets to pay down debt and then making a big acquisition. ``

Your view on this would be appreciated.

Thanks

Yves
Read Answer Asked by Yves on November 21, 2024
Q: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?
Read Answer Asked by Tim on November 20, 2024
Q: hi,
I own both BCE and T - both down a bit now. can I get your latest thoughts on these 2 as a buy, sell, or hold. all else being equal, do you see the purchase of assets in Pacific Northwest USA as good for growth, eventually. and what do you see as the risk for a dividend cut for BCE and Telus? finally, if selling, where would you suggest to look elsewhere for some growth ( slightly beating inflation ) and good dividend yield?
cheers, Chris
Read Answer Asked by chris on November 20, 2024
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