Investment Q&A

Q: Peter; I see WTI is down about $3.00 and WCS is up about $1.50 - not knowing much about the oil market is it possible traders go from one to the other- and is there any news to account for the drop - and jump? Thanks.
Rod

Q: Brookfield Renewable has an A rating and has been one of the most recommended stocks on 5i for income over the years. Since 2021 or so, if you look at the charts, it's been heading south as a trend.

Any opinions on what has changed since 2021 materially that this name seems to have been trending down as oppose to the prior 5 years? Is it because it's not longer a growth name and more a income name? Is it because their earnings haven't been as what they have promised? Just curious to know how or if the narrative has changed?

Q: Tiny company, very thinly traded, but possibly an interesting play for a small, speculative position? Would appreciate if 5i can provide some commentary and an opinion on long term prospects and merits of Voyageur Pharmaceuticals Ltd. Thank you!

Q: Retired, dividend-income investor.....this is a "timing" question.

I am close to topping up TRP...no panic to do so.....got a couple of questions.

#1 = I believe TRP reports in August 02/23.....wait for them to report?

#2 = Coastal Gas Link project....I went searching and read their May 31 update. I was looking for something to give me an idea about "on time and on budget"...came up with zip.

Do you have any more current info? At under $54, it looks like a good price to add. However, if waiting for another 6 weeks might bring some clarity and/or an even better price, then I'm ok to wait.

Got any insight?

Thanks...Steve

Q: Would you consider now a good time to purchase CAE?

Q: Good Morning
Today Allied announced that a buyer has been found for their Data Center after six months. A Japanese corporation will pay $1.3 billion. As well, Allied will pay to existing shareholders a special distribution. $1 billion of the proceeds will be used to reduce debt. Aren’t these positive developments? I am wondering why the market is reacting negatively. Allied is down today almost 3% to a level not seen since 2008.
Can you please provide some insight ? Any estimated probability with respect to the dividend cut will be appreciated. Do you advise an income investor to hold or sell ?
Thanks for your on going support.

Q: North West Health's dividend now yields 12.09%. Is this sustainable and if it is cut what potential impact will it have on the already low share price.

Q: Thanks very much for your answe on my question about the previous covered call question. I understand in the situation described there would be a capital gain and thus the superficial loss rule doesn’t apply. I was interested, though, what would happen if the case did involve a capital loss. Would writing a put right away trigger a superficial loss? I wouldn’t think so, because you haven’t really bought the stock and won’t do so for thirty days or more. Would that be the right interpretation?
Thanks for all the help

Q: Could you please rank the following Canadian 4%+ dividend stocks in terms of capital appreciation potential over the next 2-5 years. Leave off the list any you feel are likely to grow below market average.

ADN, BAM, BCE, BEPC, BNS, CTC-A, EIF, ENB, FTS, NPI, RY, SIA, SLF, T, TRP, TD, TVE

Q: Hi Peter and company,

What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?

Thanks for the great service,
Angelo

Q: Over the last 30 years my best investments by far have been with smallish to medium sized profitable businesses with good long term growth prospects that I have bought and held for 10+ years. Generally market caps of roughly $500 million Cdn. to around $5 billion Cdn. A few have generated 20, 30 times my initial cost. I am wondering about the prospects of each of these following companies producing those kind of multi-bagger returns over the next 10 or 20 years. Would you please rank these companies in order from 1 to 13 according to the likelihood that they will become another CSU, BYD, WSP, TFII, etc. that can be a big, big winner for a long term investor: ATS, ATZ, DOO, EQB, GSY, HPS.A, KXS, LMN, NVEI, TIXT, TOI, TSU, WELL. Admittedly, TOI is a little big at $8 billion market cap.

Secondly, are there any other Cdn stocks in this size range that you would say have that kind of big upside potential, and where would you place them in comparison to the above listed companies.

Q: I am hoping you can shed some light on the best way to receive dividends from Brookfield. I have used BAM in my example but I think all their companies work the same way.

The dividends are paid in US dollars. As a Canadian resident but holding the shares on a US exchange, it seems that I will be paid first in Canadian dollars and then the dividends will be converted to $US. That is unless I write my broker and ask for the dividends in US dollars directly. However, if I hold the shares on the TSX, the dividend will still be paid in US dollars and then converted unless I ask the company to pay me in Canadian dollars!

What is not clear is if there are any conversion fees attached to any of these options. What is the best/cheapest /easiest way to receive Brookfield dividends? Can it be done without having to contact either my brokerage or the company?

I tried to ask the company but their response was quite unclear.

Appreciate your insight.

Paul F.

Q: Peter; ASTL seems cheap- as usual- but isn’t it getting so cheap someone might try a takeover? Could you update your thoughts on it now. Thanks.
Rod

Q: My small position in NVDA has doubled to about 13-14% of my portfolio. Should I sell half in the interest of diversification and before the ‘bubble’ bursts? Or treat it as a tech pillar like MS or GOOG and keep it as a long-term hold?

Q: what is your thoughts on CEN102 ?
thank you

Q: I have been receiving several alerts about insiders (mainly directors) selling stock. I feel this is a sign that the AI madness could be subsiding. I too, have taken some profit. What do you think?

Carl

Q: Hi, Constellation's offer to buy 100% of EROAD shares (17.8% already acquired in open market), I thought, should be good news for the stock, as it seems to be a decent size acquisition ( $130 mln ? ). But stock has reacted negatively, over yesterday and today. Any thoughts ? Thanks

Q: Hello,

TD believes the following on BN

After subtracting the market value of BN's stakes in BAM/BEP/BIP, the stock is ascribing negative value to the stake in BBU (~$1.75/share), real-estate (~$20.00/share), insurance (~$2.50/share), and carried interest (~$3.60/share). BN's ~$4bln of annual FCF provides considerable firepower to address the discount, although share buybacks must be weighed against the prospect of growing the franchise. We believe that BN's conviction in the intrinsic value of its stock price is evidenced by ~$750mm of TTM share repurchases and ~ $100mm of share purchases in the open market by the senior executive team.

Couple questions
1. This is the first time I have seen the value of BN being just reflected as just BIP,BEP, and BAM. Would you agree with this.

2. If you agree, isn’t it extremely compelling to get BBU, Reinsurance, oaktree, and property for free?

3. Would you agree with the $61 USD target or 90% upside?

Thank you!

Q: The stock price has pretty much tripled in six months. What's accounting for the massive gain and do you think it has further room to increase?

Q: Hi 5i team,

I haven't put any money into fixed income yet. Do you have any suggestions for fixed income ETFs or other products worth looking into?

Thank you,
Matt