Investment Q&A

Q: I know these are from two different sectors but which one of these two do you think offer more value at todays price for the future?

Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks

Q: I am currently 85% in the green with GWO. However I have a feeling that the price is now stagnanting. Please correct me if I'm wrong.

Would you have recommendations for stocks/ETFs with 5+% dividend with reasonable growth over the next 2 years? Any sector is acceptable.

Q: I own both BCE { up 2.37% in 7 years of ownership not including dividends } and T { up 15% in 7 years of ownership not including dividends } and am going to sell at least one. { Neither have been particularly exciting } .... I'm inclined to keep Telus but the current problems with TIXT are making me hesitate. Just how much do you think TIXT is going to effect Telus's earnings going forward ? And if it were " you " and you had to sell one which would it be ?

Q: Hi 5i, I've held both Fortis and BIP.UN in a registered account for just over five years. I am thinking of selling Fortis and reinvesting the funds into a larger BIP position. When I look at the Fortis return of approximately 7% and dividend yield in comparison with BIP return and yield, BIP appears to win. I like the fact that BIP's business is broader and more global. My current Brookfield family holdings are about 11% of equity holdings so I realize that this move would increase my exposure to Brookfield to about 15%. I know you can't comments on position sizing but would appreciate your thoughts on making such a move. I know Fortis has an exemplary track record in increasing dividends but maybe it's time. Thanks for your service!

Q: Is glentel active?

Q: Hi ,
CAN YOU PLEASE SHADE SOME INFORMATION ON TYSON . Is it a good point to get in ?
Thanks. Alnoor

Q: hello 5i:
Looking at estimates of Cash Flow (Fastgraphs) for FTS, I see that 2024 is estimated to be 7.69, 2025 is estimated to be 8.08 and 2026 is estimated to be 5.18.
First question is why such a drop off in 2026? A red flag for long term buyers, no?
Second question: how would such a scenario affect dividends/dividend increases?
Third question: how would preferred shares and in particular FTS.PR.K be affected?
thanks
Paul L

Q: Would now be a good time to increase my shares of BIP.UN and is the dividend safe? Also If both of these companies have the same holdings , then why is BIP.UN eps .31 and BIPC eps 10.23?

Q: If you had to choose between NWH.UN and HMAX, which would you choose and why?

Thanks for your service!

Q: With gas prices being low like they are is Peyto div safe?. Do they have plenty of cash flow to cover the div, do they still expect more cash flow in the future Thanks Ken

Q: Hi Team,
I have a position in PPL and would lean towards switching to TRP since I see more growth in the name at the current valuation.

I owned ENB in the past mostly for its high dividend yield. Would you favor a switch in TRP or ENB and why?

Thank you !

Q: Many years ago I heard Peter say on BNN that one of the best indicators that a stock will outperform the index is when a company initiates a dividend for the first time. Are there any good quality Canadian growth companies that currently do not pay a dividend that you feel are reasonable candidates to start paying a dividend in the next 12 - 18 months?

On the same topic, generally speaking, what would be some of your favourite small to mid cap Canadian growth stocks that do not pay a dividend? Say under a $10B market cap.

Q: Hi 5I
Regarding anthony questions , Not withstanding that BIR is surely in the doghouse, is it worth a second look now and at what price would you consider it worth the risk/reward.

CEO stated in interview yesterday that the lower dividend was sustainable for next number of years....opinion? Is this the ceo responsible for reinstating initial dividend?


Thx
Jim

Q: Would like your thoughts on this "tanker stock" that Paul Sankey is bullish on?

I know it trades in the US but is closely tied to the oil industry.

thnx

Q: Hello Peter
I have a partial position
for exposure to oil and gas sector; some dividend and hopefully cap gains, 3 years hold
for the recent pull back of TOU
as some of your answers re: question to the above, the sector has pulled back

what is a good entry price?
I am patient

thanks
Michael

Q: Hi 5i,

I would like to sell BEPC to benefit from tax loss and buy back in 31 days.

Portfolio includes:
2.5% Fortis
2.5% BEPC
1% PIF

Also have :
2.5% BIP.UN
1% BAM
2% BN

I am retired, like dividends and some growth.

1. Looking for a proxy for BEPC for one month
2. Your suggested mix of Utilities.

( Will probably increase BAM some more.)

3. PIF - I like the dividend but volatile for a utility and hasn't gained SP for many years. I have a small loss. Is the dividend secure? Any reasonable gain anticipated over next year or two for PIF?
Might gains be a little more outsized due to interest rate reductions in next year or so?
Do you think it could be a takeover candidate?
Should I hold this or sell?

Thank you for your usual great advice.
I prefer more rather than less detail. (Subtract as many credits as needed.)

Q: Reading recent comments on Birchcliff Energy 5i didn’t think a dividend cut was imminent and you felt they would issue debt to fund the dividend if need be. Just curious as to the rationale for this opinion. Also, do you feel Bir is good buy at these reduced levels? Finally, In light of today’s dividend cut and significant drop is this company now a prime candidate for a takeover and if so then why?

Q: Good morning - you mentioned that DRIPs are a wonder of the world in an earlier question about SLF. Can you please explain why you think so highly of DRIPs? Are there tax implications involved? Thank

Q: In my TFSA I have full positions in ENB, T, TCL.A, and AQN. Objective is primarily steady income and some growth. I am looking to add FIE, SPB and CSW.A. What do you think?