Investment Q&A

Q: I hold full positions in ENB and TRP, which I deem as utilities based on their function as transportation of energy products rather than exploration/development. I have been looking at AQN for a while now, and I am debating on selling one of ENB or TRP to start a position. ENB has taken a fair hit in the last couple of months, but it pays a strong dividend, and as far as I am aware, is still committed to increasing its dividend over the next couple of years. TRP is a solid company and steady performer, which is why I am somewhat reticent to make a switch. AQN could potentially offer more growth, but ENB and TRP are known commodities. The dividend yields between AQN and TRP are quite similar, with the yield of ENB being much higher, but if AQN is poised for greater growth, which, of course, is a big "if", I would be willing to forego a higher yield for greater growth. Would AQN act as a better holding than either ENB or TRP?

Q: President elect Biden recently said he would stop , the Keystone XL pipeline for good ! What is this going to do to the stock price of TRP ?

Q: Can you please rank these stocks in terms of current valuations / market timing?
I am planning on purchasing 2 or 3 over the next few weeks and am wondering where to start.

Thanks.

Q: What do you think of this company and their latest results.

Q: Diversified Royalty DIV is now down close to 50% since March and showing no signs of recovery like many other stocks have in April and May. Can you provide your current assessment of the company and dividend sustainability (now in excess of 12% yield)? Do you recommend I hold or sell it and replace with a more stable dividend stock? Thx - John C

Q: How tied to interest rates are the fortunes of POW? Trying to decide between POW and rate reset ENB.PR.T as an income pick. Which would you choose? Thanks Ron

Q: Hi. Can you comment on Power Corporation's Q1 results? I am thinking of reducing my weighting on banks by 2% by taking a small tax loss on CM and investing in POW for the dividend and hopefully some decent growth.

I understand that weightings are a personal decision, and refer to the following for context for my position in Financials. I currently have a 9% weighting in CDN banks (TD, BNS,CM); 6% with CDN insurers (SLF, MFC); 2.5% with FSZ, and 4% with GSY. I am up significantly on GSY and am looking to trim it back in the future.

Q: Announced another dividend today. Would 5i say this is appropriate to continue the dividend in this environment and what is the current short position on the stock? Thx

Q: Hi! Is it a good time to add to Fortis to a full position. 10 year+ hold. Would you also add to Emera ? Thank you!

Q: Hi 5i Team
I hold these 3 REITS and would like to consolidate to one. Which would you advise to hold for long term considering recovery and dividend security?
Thanks

Q: There was an announcement a couple of days ago that BC Hydro was idling some facilities due to a reduction in demand. In the current situation I would guess that there must be a significant reduction in the industrial use of electricity. The prices of AQN and FTS have pulled back a bit. NPI is up today, perhaps on decent results. What does your crystal ball tell you about the demand for electricity going forward and the future prices of utility stocks.
Thanks for your thoughts.
Ian

Q: Can you please compare/contrast AQN and BIP in terms of what they do, valuation, and growth. What do you prefer?

Q: Could you provide some info on the debt level, management and payout relative to their peers, and if you consider CU a buy today?
Thank-you

Q: Good evening,
Wondering what your perspective is about the chance of the U.S. and Canada adopting a negative interest rate policy? What do you think the likelihood would be on a percentage basis?
Could you please list 5-6 companies in both the U.S.A and Canada that investors should consider in order to benefit. Thanks for your response!

Q: I just read your answer re the above symbol, Larry Bermans newest addition. My question would be, what would you recommend that has a longer track record and is similiar to zpay's philosophy, maybe not quite the best word for an etf !!. Thank you.

Q: Hi 5iTeam,
BField Renewable between late 2015 and early 2019 price wise didn't do much (the price actually dropped during this period of time). But starting in early 2019, its price started to climb and closed at record high in mid Feb 2020.
Would you please shed some lights on why BEP started to take off in early 2019 while having a negative return between 2015 and early 2019.
Cheers,

Q: I own BIP.UN and received a small interest in BIPC as part of the transition from a “Unit“ to a regular company. It was my impression that the shares of the old company would be automatically converted to the new company, but so far this has not been the case.
Do I have to sell the shares in order to convert?
Thank you for your advise.
Ernie

Q: Comments on their latest quarter? I own a lot "for the dividend" and not happy with the significant drop. However, I believe there must be value in their hospitals which would help them recover as things open up again. How do you see their ability to recover to a sustainable business level?

Q: I presently own Fortis and was thinking of selling it for a profit and buying either CU or ACO in its place.

It would not change the asset allocation in my portfolio but would increase my total annual dividends (for income)

A. Can you give me your opinion on the swap, pros and cons of such a move

B. CU or ACO, which has better upside potential (rebound)

thanks

Ernie

Q: Can you please give me your opinion of their latest earnings, valuation and prospects? Looking to get back in the name but feel it's always going to be expensive. Thanks