Investment Q&A

Q: With all of the wizards running to keep their pensions, a platform has been used as another campaign promise, ie to legislate something like a 25% reduction in cell phone rates.
Although they haven't been elected and will certainly will not get a majority this time around I would like you to please give us your analysis of what would happen to T and BCE in the long shot chance this becomes legislation?

Thanks

Sheldon

Q: I am a retired, conservative dividend income investor. I own CGX, primarily for income. I believe management clearly understands its investor pool, who are there for the dividend.

Why the 3.7% drop today? Do you still consider the dividend to be safe? Would you add more at these current levels?

Thanks for your help...Steve

Q: Greetings 5i

I have made a tidy profit in CCL.B over the past few years and I now realize I let it grow too large in my cash account. Recently, of course, CCL has been sliding down. My holding in it now amounts to 5.2% of my total Canadian cash account. Conversely, I have SLF that has being doing well but now stands at 7.4% which I realize is too high.

What weighting should I aim for with both SLF and CCL in a cash account that I am working on getting into proper focus and balance?

Two questions.Please deduct appropriate credits.

Thanks

Peter

Q: hitting new lows?

buy and hold for dividend.

it has broke a 5 year low.

Q: Hi Team , a couple of questions on EIC. Could you please give the latest short positions?
The company recently held an investor day in Garland Texas, to showcase their new window plant. Some sell side investors have reset their target price @ 55 bucks with consensus @ 46 dollars. That's a 15% upside. Do you think this will happen? Not sure if any time frame has been mentioned. Thanks Guys!

Q: Peter; Which of these two would be suitable for a senior looking for safety and income? Thanks.
Rod

Q: huge trading volume on Friday. Any particular reason for this ?

Q: I have enjoyed the steady rise of aqn over the last couple years. What does you research attribute the increase to? Projects and revenue coming on line or flight to higher yield in low interest environment. I guess the question is does the company deserve the multiple? When do you start worrying about valuations?

Q: Hey guys. If buying one of these 2 companies (AQN / BEP) which would you pick and why? 40 years old so long time horizon and planning to buy in my RRSP.....

Q: Could you name the top five Canadian dividend stocks you would buy today. Thanks

Q: I am currently holding the following investments in almost equal amounts (20-25K per):
AQN, BNS, BCE, ZAG, ZEM. BEP.UN. CU. ENB. FTS, NPI, RY, PEGI. PPL. REI.UN. SLF, TRP. T. FN. TD, VXC. VSP plus $8K cash.

Are any of these questionable in your opinion? Are there other areas that would assist allocation? I am 72 , retired and need the additional income,

Q: Hi,

I'm looking for another lo volatility, long term dividend payer with some growth like AQN, which I own. I also own TD and RY. Can you pick two choices for me from the above list? (as there are so many different offerings from BEP and BIP, I hope these are the correct ones? If not please suggest the better choice.)

Q: It has been noted that AD is fighting CRA on their taxes for the last ten years and that a potential tax reform problem with the US is present as per the statement below in the MD&A for Q2 2019.

“In December of 2018 the U.S. Treasury issued proposed regulations which provided administrative guidance and clarified certain aspects of U.S. Tax Reform. The proposed regulations are complex and comprehensive, and considerable uncertainty continues to exist until the final regulations are released, which is expected to occur later in 2019. As these proposed regulations have not been enacted as at June 30, 2019, their impact has not been reflected in income tax expense. However, if the proposed regulations are enacted as currently drafted, certain provisions could be effective commencing January 1, 2019. Based on the Corporation’s current capital structure, the resulting increase to income tax expense of the Company for the period ended, June 30, 2019 would be an increase of approximately $5.5 million.”

Are you aware of any cash provisions the company made for this?

Would appreciate your analysis on both these potential tax implications.

As always much appreciated
Thank-you

Q: 3 part question
1. Are the dividends paid by AW.UN and BEP.UN eligible for the Canadian dividend tax credit ?
2. How safe would you consider the above 7 dividends stocks given the large payout ratios?
3. Do you favor calculating payout ratios using free cash flow?
Thanks
Jeff

Q: Hello 5i team,
How does Enerflex look at these price levels and metrics for an entry point ?
I read that much of their business is U.S and Global based, so less exposed to Canada.

Q: Just a comment to add to the Dream questions. It should be noted that Dream has suspended its monthly distributions effective immediately (last distribution Sept 16), and this should be taken into account when looking at the current price v take-over price, particularly if the closing doesn't happen for a few months.

Q: Hello, I currently own Alaris Royalty and, although it pays an excellent dividend, it has dropped about 30% since I purchased it.
I am currently considering purchasing Brookfield Business Partners to replace Alaris with the hope of recouping my capital loss. Do you think this would be a good trade?
Thank you for your reponse, Alan

Q: The rise of X and ICE in the past year has been notable. I was in and took profit in X but perhaps I should return. Which company do you prefer?
Greg

Q: Peter; The new plant IPL is building is,I think, going to produce a product that is used for the manufacture of plastic. With the current drive to ban or reduce plastic use could this tun out to be a white elephant? Thanks. Rod

Q: I would very much appreciate your view on the sale of Dream Global to Blackstone. I'm a long-term holder, so not a bad move, yet the premium seems rather small, in the high-teens.
Will there be a competing bid, in your estimation, given the small premium?
Aside from that, is there a projected closing timeframe?
Thanks very much...