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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: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Read Answer Asked by Dave on February 06, 2023
Q: Hi,

Based on the questions pertaining to taxable dividends, and managing an income portfolio for my elderly parents, is there a substantial difference in tax treatment, if the above funds are held in a cash account? I was fortunate enough to get DIR.UN into a TFSA and am slowly moving AW into a TFSA as well. Do I take out the growthier names in the TFSA’s and move in the ETF’s or just let them go in a cash account?
Read Answer Asked by Kelly on February 06, 2023
Q: Good morning

Having slowly raised my cash position recently and still not ready to jump back in as I believe the market will go lower later this year. Could you list a few places to park these funds ranking from best return/conviction
Read Answer Asked by Barrie on February 06, 2023
Q: I believe insiders have been buying TOI around $70 in late December. Based on this, do you think the current $75 price is worth buying ahead of the Feb 7 Q4 earnings announcement?

Organic revenue growth seems to be down in the past year. Would there be a reason for this, and is it a cause for concern?

TOI is said to be the same size as CSU was in 2013/14. Are there some metrics that compare the valuation of TOI today to CSU then?....perhaps Price to Cashflow, or some better comparison? Or is this an apples to oranges comparison because of geographic operational differences?
Read Answer Asked by James on February 06, 2023
Q: I need income. I'm bullish on oil. I'm trying to decide between encc & nrgi. Nrgi holds mostly US stocks which could be a tax problem. I don't mind giving up some upside for a covered call strategy.

Maybe a combination of both?

Thank you.
Read Answer Asked by Gerald on February 06, 2023
Q: Hi 5i Team - With Shopify's recent upward momentum, is it now trading at a high multiple. Also do you think that its growth is slowing. In addition I have read that it is trying to be more like Amazon and therefore has to spend a lot more money. Do you feel this statement has any merit. Thanks.
Read Answer Asked by Rob on February 06, 2023
Q: I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth.

I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR.

I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks.

Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
Read Answer Asked by Jim on February 06, 2023
Q: Looking to add a name from your income portfolio. Which of ACO, H, QSR and AEM would be your favorite to add right now. Longterm hold in my unregistered account.
Read Answer Asked by Tom on February 06, 2023
Q: Hello friends,

I was wondering if you ever did this exercise to check if any of the three model portfolios sector allocations match the sector allocations proposed/suggested by the Portfolio Analytics.

For example, does the sector allocations for the Balanced Portfolio match the Balanced or Alpha-Balanced allocations suggested by the Portfolio Analytics?

Perhaps this would be a nice subject for a blog article that could also explain the rationale behind the differences (if any).
Read Answer Asked by Iulian on February 06, 2023
Q: Hello, could you provide some guidance around NPI. Seems investors did not like the 2023 guidance provided by the company on Feb 3, 2023. Was the guidance that bad? Adjusted EBITDA dropped from around 1.3 to 1.25 billion while the adjusted free cash flow dropped from $1.85-2.05 to $1.70 to 1.90. Price is close to a 2.5 year low. Thoughts going forward. Thanks.
Read Answer Asked by Mark on February 06, 2023
Q: After NPI put out its guidance for 2023, the stock dropped 3% on Friday and set a new low for the year. I checked analysts estimates for 2023 and found an average drop in earnings of near 30% and a forward p/e of 21. Is that your estimate for 2023? And, if it is, how is it that the same analysts give it a consensus rating of buy to strong buy? Do you consider NPI a buy at its current price.
Read Answer Asked by Bob on February 06, 2023
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