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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: Hi 5i Team, I already have a full position with Ray/A.TO holding it for a year now, recently it had a breakout at SP $7.27 (increased holding from 5% to 10%) my technical indicator shows a price objective around sub 9.00 which gives a 25% move. Needed your fundamental input to its upcoming earning expectation, debt and business prospects post covid...Thanks
Read Answer Asked by Francis on January 19, 2021
Q: Hello 5i Team
Canadian Utilities (CU) has announced a $0.0044 (1.010565 %) increase in the quarterly dividend, continuing CU 49 year dividend increase streak.

1 – Why do companies increase dividends by “oddball” amounts, in this particular case why would CU not increased the quarterly dividend from $0.4354 to $0.4400 (instead of $0.4398) which would increase the total annual dividends by approximately $218,000 on total annual dividends of $475M.

2 – Is this a sign the board increased the dividend a “token” amount to maintain their 49 year history of increased dividend and that CU is facing stagnant growth in their business (which is not surprising given the majority of their business is Alberta based)?

3 – CU increased their dividend by 1 % and ATCO (which holds 52.2 % of CU) increased their dividend by 3.1 %. Does this make ATCO a better investment, given ATCO’s other divisions (Structures & Logistics and Neltume Ports) are providing better growth, leading to a higher increasing dividend rate, although a lower overall yield?

Thank you
Read Answer Asked by Stephen on January 19, 2021
Q: Hi Everyone at 5i! I am thinking of adding more dividend players to my tech heavy TFSA, just to start balancing things out a bit. I was thinking of adding Manulife and Atco...they seem cheaper, have some growth prospects and raise their dividends yearly ( though albeit, manulife ran into some problems a while back. ) Are my proposed additions decent selections? Cheers, Tamara
Read Answer Asked by Tamara on January 19, 2021
Q: Hi 5i,

Currently I have owned the above stocks SU and ENB for around half years.
I have heard the news regarding for the cancellation the Keystone XL pipeline from Biden's campaign. Actually, do you think there will be a negative impact for the above stocks in coming future? Any possible negative impact in coming future for the oil sector if the new US government, would you please kindly advise. Many thanks.

Thanks & Regards.
Read Answer Asked by kwokwai on January 19, 2021
Q: Hello, I am currently rebalancing my portfolio and would like to exit a position in Financials to increase in other underallocated sectors. To help with my research, how would you rank MFC and GWO for a longer term hold (e.g. RRSP) and any other attributes/parameters that are important to look at?

Thanks for all you do?
Read Answer Asked by Brad on January 18, 2021
Q: Hi guys!

Can you please recommend some alternatives/additionas to XTR? I'm looking for high dividend with also an (as high as possible) degree of diversification. Essentially, a couple choice income picks if I were to only choose 1-3 ETF for an entire dividend-based portfolio. This is in relation to my previous question where I was looking to do something relatively safe with ~60k over 2-3 yrs. Thanks!
Read Answer Asked by Andrew on January 18, 2021
Q: Hello
It appears all the utilities with the word "renewable" in the their name have gone gangbusters after the blue wave US election.
I am looking to invest in a utility that more reasonably priced and maybe running under the radar.
Does your terminal show the % of renewables for the following utilities.
Fortis, Canadian Utilities, Algonquin Power, Emera.
Thank you.
Stephane
Read Answer Asked by Stephane on January 18, 2021
Q: In a previous question relating to TRP, you wrote "Interest might come back to the name but with the poor momentum, we would prefer to wait for some sustained strength in shares before getting interested." How much emphasis do you put on momentum vs valuation? And with an increase in momentum, you would see an increase in the valuation. If you were a long term investor and believed in the company why not buy at a more attractive price?
Read Answer Asked by Edward on January 15, 2021
Q: Hello 5i,
You have just stated that QSR is not your favourite stock but "ok" for income and some growth. So far I am up $5000 since you included it in your Income Portfolio (not including dividends) and happy for it! So if it is not your favourite, why isn't it excluded from the the IP and a "favourite" included instead? What mght that "favourite" income stock be?
Read Answer Asked by STANLEY on January 14, 2021
Q: Hi there, Happy New Year to the 5i gang.

I noticed a fair amount of insider buying on SPB , almost all of which being bought by Marquard and Bahls AG, do you know (or think) this company is merely making a large investment here or are they possibly making a creeping takeover of SPB, similar to what Brookfield does in some cases? It seems their buying is what is mostly triggering recent price gains recently.
thanks and cheers Tom
Read Answer Asked by Tom on January 13, 2021
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