Q: In regards to the comment of the energy sector being very very cheap.
If you had zero exposure to the energy sector, and only cared about total return and growth.
What would be your 4 top picks to research?
Q: I am wondering if you can comment on their recent earnings release and also if you can provide the FFO multiple range the stock has traded at over the last few years...Many Thanks...Cheers
Q: Now that Trans Mountain will soon be in service, are there specific oil producers or energy companies that 5i think may benefit the most to the bottom line and share price.
Q: Hi, looking to invest 70,000 in two etf’s one Canada one U.S in a rrsp. (or two U.S. etf’s as I have no U.S holding yet)
Two suggestions that are a conservative sleep at night, and longer term hold, with a 2+% dividend.
Also would like to have if possible a balanced sector allocation. I already have lots of financial and oil- gas stocks, which is heavy in Canada.
Hope this makes sense?
Thanks
Q: Looking to add 1 of above etf to my tfsa for a 3 to 4 year hold would you please analyze and compare. Which would you recommend? Is there a tax implication to consider? Thank you.
Q: Can you provide current assessment and upside opportunity. Can you list pros and cons for this company. Would you buy here, it looks extremely cheap.
The Globe and Mail reported that the Trans Mountain pipeline is scheduled to start in Feb 25.
Although the news of the opening is already baked into the market, are there any undervalued energy stocks that you could recommend as a good addition to the energy sector of a well diversified portfolio that may well benefit from the opening of the Trans Mountain pipeline in the next few years?
Q: hi,
I own these as a basket of these smaller renewable stocks ( I own other larger names including Brookfield renew. as well ). the share price of these is struggling. what are your current thoughts on the balance sheets, growth prospects etc. If possible could you rate as a buy, hold,sell, and flag any that are in significant financial difficulty. my feelings are to just hold them all, perhaps a few get takeover offers, and prices move up when rates go down?
cheers, chris
Q: Thinking about getting some exposure to KMI. How would you compare Kinder Morgan with Enbridge or Pembina Pipeline in term of risk and capital appreciation potential on a 3 to 5 years period?
Q: Could you expand on this please? "I like EIF and hold it in greater amounts in my non registered account where I intend to keep it but expect it will be dead money for at least 6 months while Northern Mat recovers."
Q: I am recently retired, a DIYer, and don’t have much of a withdrawal strategy in place and would like to learn more about this as well. Is it possible to devote a blog about this or would David like to share some of his “secret” on the forum so we could learn from his success. At the very least could you suggest some high quality dividend-paying stocks that David refers to that we should be drawing from in retirement
Thanks
Q: Hi this is a question about David’s reply to George’s question about how to achieve an effective withdrawal plan for your retirement portfolio. Would you list 6 or 7 high quality dividend paying stocks to include in your RRIF portfolio. And David if you want to consider taking your expertise on this subject to the forum, myself and others would appreciate it
Thanks
Q: Hello 5I,
Just wondering if there are many stocks out there right now that are dividend growers and have a yield of 6% plus? and do you like any other them as picks longer term?
Q: In today's Globe and Mail:
Premier François Legault’s Coalition Avenir Québec government plans to table legislation soon that would allow private wind, solar and small hydro-power producers to sell their electricity directly to industrial customers. Currently, the private producers can sell only to Hydro-Québec.
Are there any public power companies that would materially benefit from this legislation?
Q: Hi, follow up the on the previous question about AQN and their dividend versus Cashflow and earnings: The dividend is $0.44 per share but the Free Cashflow per share is -$0.35. Doesn't that mean that if they killed the dividend the company would have free cash per share of $0.09 and therefore be adding cash per quarter instead of losing cash?
Am I reading this wrong? AQN seems to be reducing the financial capacity of the company to pay the dividend. Wouldn't a more appropriate practice be to pay the dividend out of free cash?
Q: Please give your opinion on qbr as a buy for growth/dividend vs Bell,Rogers for a 3-5 yr hold
Is the growth potential margin worth the bet on a smaller more regional player
Thanks for your great service
Peter