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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: Greetings:
Yesterday, March 25 you gave a good rundown on Tve in answer to a question from Norwood. I bought 1850 shares on March 7, 2023 @ 4.11. The reports by 5i and others at that time were very encouraging, as they are today. It went down and stayed there all year, until very recently. It is cheap compared to some other oil names-- Agree or no?. I am interested in buying more but need your opinion. The other very important matter is from Ink Research who today reports that there is a short squeeze on TVE. Could you please provide the % of shorts? Doesn't it seem odd that there would be a short squeeze. ? If you agree, would it be better to wait until it settles down? I await your valued input. With thanks, Ben.
Read Answer Asked by BEN on March 26, 2024
Q: I am selling BCE for tax purposes and possibly buying it back after 30 days. What would be some possible good replacements in a taxable account for tax efficient income. Healthy, relatively high and safe eligible dividend more important than growth. Irregardless of sector. Stock or etf.
Thank you.
Read Answer Asked by A on March 25, 2024
Q: Hi,
NPI stock is down almost 10% today on the following news "NPI announced a CEO transition, with CEO Mike Crawley stepping down and chair of the board of directors John Brace moving into the role of interim CEO."

It seems that some investors are not happy with that move... Since it is supposed to be a "transition move" I do not understand the market reaction that seems exagerated...

First question: Am I missing something?


Second question: With what we know now at what price would you feel that NPI is a real bargain?


Thank you

Michel
Read Answer Asked by Michel on March 25, 2024
Q: I hold a 2% position of BDGI in a non registered account and considering it has had a decent run lately and reached 5i price target would it be a good trade to sell and buy into BIPC and or BEPC. I already have about a 2% position in BIPC and 1% in BIPC and collectively have about 9.4% position in the Brookfield group of companies (BAM -2.15%, BN - 4.3% BIPC -2% and BEPC -1%). I am thinking that lower interest rates would be favourable and the dividends are a good bonus. Your insight would greatly appreciated.
Francisco
Read Answer Asked by Francisco on March 25, 2024
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
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