Investment Q&A

Q: Hi 5i,

What did you think of the quarter for SPB; is the sell-off a good opportunity to add to a position? Is the dividend covered?

Q: Given Brookfield's backing of SPB, would you be comfortable holding it instead of a much larger company like AQN?

Thanks.

Q: your thoughts about their results please.
Anyone you would purchase right now?

Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek

Q: Hi Peter
How safe are the dividends for POW and SPB.
based on current prices do you also feel there is an upside for growth

Howard

Q: Good Morning,

For yield - I am considering adding to or acquiring many of the above noted stocks.

Please rate in terms yield, growth potential and safety.

Also add any others I might consider.

Thanks very much.

Q: Hi there, both companies have seen drops in their price. Is there any reason for their decline ?, 5i mentioned that on March 8 that it was safe to buy SPB, is still the case ?, Is it prudent o BDY now ?
thanks

Q: I own both of these in a non registered account and looking to add to one of them. I rely on income from this account and have owned these for quite awhile.They are approaching or are at a year low. Ignoring portfolio weighting, would you purchase them now or wait for Ukraine to settle ?
Any specific or significant issues causing their decline. Which one first to add to ? Thanks
Derek

Q: Just your thoughts on both please, already have small position in SPB but thinking of moving into KEY. Similar dividend but maybe better capital appreciation with KEY….thanks

Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron

Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?

Q: SPB has taken quite a beating missing estimates, trouble with the Kamp purchase ;but has 2 big investors, one being BAM, has experience with growth through acquisitions. I initially bought at
$15.00 and looking at topping up to 3% position. I am a patient investor and like the almost 6.5 % yield with the stock now just north of $ 11.00.
Your thoughts. are appreciated. Derek

Q: Hello 5i, could you please comment on SPB earnings and and potential and whether you feel today's early drop is a buying opportumity for the income portion of a portfolio.

Also, in general , how closely do you feel , relatated to overall Energy Sector perfomance will SPB move over the next few years, Is their acquisition / growth strategy still intact ?

thanks/art

Q: Good morning all,

Can you please comment on SPB's numbers and the sudden fall of it's price ? Thank you .

Q: Both stocks are categorized in Utilities sector, which company is a better buy today and why?

Thanks

Q: Hello Peter and Team, a couple questions on Superior.
a. For an investor content to hold this for the 5.6% dividend alone, would you like it here for the long-term - or do you think the share price could drop significantly?
b. If you already owned ENB, FTS, EMA, and AQN, would you see SPB as too much, or unnecessary, overlap?
c. the price chart for SPB in Google Finance is significantly different over 1 and 5 year periods that the charts in 5i. Do you know why? Does the Google chart add back in dividends perhaps?

Q: Which of the above companies do you think would offer the best rate of return over the next 5 years?

Q: could you please rank these from screaming buy to stay away...looking at starting small positions in some of these at current prices...many thanks...

Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!

Q: I'm interested in freeing up some cash in one of our RRSP accounts and, in order to do so, plan to sell one of the 3 listed companies.
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard