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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: 5i’s Income Portfolio:
You’ve stated elsewhere that this portfolio targets a 4 to 5% income and 6 to 8% return….thats easy to understand.

What is not clear to me is the rationale behind the composition of the portfolio. Sector weightings, for example, do not conform to advice provided elsewhere.

Would you please explain the composition, or point me at a place where you have already done so.
Read Answer Asked by Danny on March 22, 2024
Q: I’m trying to figure out what’s going on with PIF. As a utility, I understand that higher rates have likely hurt the stock to some extent, but it’s approaching COVID lows. My understanding is that its dividend is only 33% of 2023 cash flow, so no worries there. Yes, its biggest asset is in Nicaragua, but that has not changed (it’s actually less exposed to jurisdictional risk risk as it builds out projects in other jurisdictions). Is there something I am missing?
Read Answer Asked by James on March 22, 2024
Q: Hi. I am trying to figure out how meaningful reported FFO numbers are for a company like Brookfield Renewable. When Brookfield invests in a solar panel project there is a large upfront cost that produces cash flow for a fixed period of time. If the solar panel project has a lifespan of 30 years, the FFO numbers would presumably be similar in year 1 versus year 29. However, the value of the asset would be much lower in year 29 than year 1. When looking at cash flow for a company like Brookfield how do you account for the finite lifespan of some of their investments?
Read Answer Asked by Craig on March 22, 2024
Q: You responded to a March 21st question by Esther confirming that, in your view, Canadian rates are fully expected to drop faster, sooner than US interest rates - leaving a positive outlook for the US$ and stocks.

My question is in 2 parts;

- What are 3 interest sensitive Canadian investments would you recommend that take advantage of a faster/sooner drop in Canadian rates (and why they may be good investments), and

- Should one hold off on investing in US investments such as TLT short term, or not try too hard to time the buy and invest now?

Thanks as always.

Read Answer Asked by Dave on March 22, 2024
Q: At what price would Canadian Utilities be a good point to buy the stock for dividend income? If there are better companies in the utilities market, please comment on that. I am looking for a company with good dividend prospects for the next 5 years.

And is CU a good bet for capital growth in the next 5 years? If not, what are better options?

Thank you for your valuable input and have a great day!
Read Answer Asked by Cathy on March 21, 2024
Q: I am looking for a good dividend payer in a non-registered account. The industry does not really matter but a stable dividend and preferably a growing dividend would be important for the next 3 years.

Would Cascades be a good bet? If it is, what would be a reasonable entry point for price?

Thank you.
Read Answer Asked by Cathy on March 21, 2024
Q: Hi, doing some housekeeping and switching the above two stocks in my non registered account to bipc and bepc ?
Could you suggest 1-2 other stocks you like , maybe with more growth and smaller dividend. I will probably keep bipc, but overweight bepc. Sector not a issue.
Thanks

Read Answer Asked by Brad on March 20, 2024
Q: HELLO PETER AND COLLEAGUES,

Five years ago I was willed a (small) number of shares in Suncor, which seems to have gone through some ups and downs the last few years (more downs than ups when it comes to CEO's replacements and other issues...) but seems to have stabilized somehow lately. Notwithstanding, do you consider CNQ a better run corp with a better chance of success, and should I, for the intermediate time when owning shares in an old fashion energy business still makes some sense, switch my SU position to an equivalent CNQ one? Thank you.
Read Answer Asked by Adel on March 20, 2024
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