Q: Can u recommend a good sight for DRIP eligibility,I asked BMO about Altagas they said it wasn’t and any sites I google are contradictory and a bit confusing,could you suggest a good one …Thanks
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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.
- Park Lawn Corporation (PLC)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Algonquin Power & Utilities Corp. (AQN)
- Descartes Systems Group Inc. (The) (DSG)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- Vanguard S&P 500 Index ETF (VFV)
- Hydro One Limited (H)
- WELL Health Technologies Corp. (WELL)
- Waste Connections Inc. (WCN)
- GFL Environmental Inc. subordinate voting shares (GFL)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Definity Financial Corporation (DFY)
Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.
Thanks
Thanks
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Bank of Montreal (BMO)
- Enbridge Inc. (ENB)
- Great-West Lifeco Inc. (GWO)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- TMX Group Limited (X)
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria
Thanks
Victoria
Q: I am making some end of year adjustments to my portfolio and am looking to add a new position with some cash in and RSP accounts. Looking at H, EIF or BNS. Which do you prefer at the momment. Income investor, long term hold, well balanced and diversified portfolio.
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Hydro One Limited (H)
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Peter, if we are in for a a big long term bear market what are some canadian div payers that would suit 75 year olds that need the div? Thank you for your advice Ken
- Costco Wholesale Corporation (COST)
- AbbVie Inc. (ABBV)
- Pfizer Inc. (PFE)
- Walmart Inc. (WMT)
- Loblaw Companies Limited (L)
- Premium Brands Holdings Corporation (PBH)
- Hydro One Limited (H)
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.
Q: me, puzzled that Bell Canada and Hydro One continue to see stock price increases......like I understand there is a dividend tax credit for these two, if the stock is held in a non-registered account, and to a large degree, be able to pass on higher expenses to customers, and also that some folks want "safety".......but isn't this the catch - when interest rates return to a more normalize level, aka higher, the value of these two stocks should decline, right?!.......me, inclined to trim, aka take the gain, or sell outright!........what is your take on this???
........Tom
........Tom
Q: Hello Peter and team,
If given a choice, would you choose Hydro one over Atco? Any idea why Atco has not done well over the last 5 years and if one is to invest , is this a good time? Thanks very much.
If given a choice, would you choose Hydro one over Atco? Any idea why Atco has not done well over the last 5 years and if one is to invest , is this a good time? Thanks very much.
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Hydro One Limited (H)
Q: Hello Peter and team,
In terms of stability, safety of dividends and overall company fundamentals (and thanks to the answer you provided to the Emera question as per Globe and Mail), would it be fair to rank from best to worse as follows: FTS, BEP.UN, H, AQN, and than EMA? Thanks very much.
In terms of stability, safety of dividends and overall company fundamentals (and thanks to the answer you provided to the Emera question as per Globe and Mail), would it be fair to rank from best to worse as follows: FTS, BEP.UN, H, AQN, and than EMA? Thanks very much.
- Northland Power Inc. (NPI)
- Hydro One Limited (H)
- Boralex Inc. Class A Shares (BLX)
- Fortis Inc. (FTS)
Q: Peter,
Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.
Thank you
Paul
Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.
Thank you
Paul
- Loblaw Companies Limited (L)
- Thomson Reuters Corporation (TRI)
- Winpak Ltd. (WPK)
- Leon's Furniture Limited (LNF)
- Morguard Corporation (MRC)
- Magellan Aerospace Corporation (MAL)
- Hydro One Limited (H)
- Morguard Real Estate Investment Trust (MRT.UN)
Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks
Thanks
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Thomson Reuters Corporation (TRI)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
- Nutrien Ltd. (NTR)
- Magna International Inc. (MGA)
Q: These companies are in my husband’s TFSA.
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,
- Park Lawn Corporation (PLC)
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Alimentation Couche-Tard Inc. (ATD)
- Hydro One Limited (H)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Palantir Technologies Inc. Class A (PLTR)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).
Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?
Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
- Nutrien Ltd. (NTR)
Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?
Thank you.
What companies would you add or delete from this list? Should I include a few US names?
Thank you.
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Pfizer Inc. (PFE)
- Verizon Communications Inc. (VZ)
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Whitecap Resources Inc. (WCP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Hydro One Limited (H)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ECN Capital Corp. (ECN)
- Stelco Holdings Inc. (STLC)
- NV5 Global Inc. (NVEE)
- DexCom Inc. (DXCM)
- Ultra Clean Holdings Inc. (UCTT)
Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.
Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.
Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,
Q: If you owned CIX, would you sell and buy which of CPX and H. Please provide rationale behind your recommended approach.
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Capital Power Corporation (CPX)
- Innergex Renewable Energy Inc. (INE)
- Hydro One Limited (H)
- Boralex Inc. Class A Shares (BLX)
Q: Here is the current EV/EBITDA ratios for the following energy producers (lowest to highest): CPX (8.3), BEP.UN (9.3), NPI (11.6), FTS (13.0), H (14.0), AQN (16.5), BLX (17.4), INE (37.1). CPX seems to be a top contender for value, with lowest P/B too at 1.49. Considering all factors, please rank from best to worst, in terms of possible best total return over the next 10 years.
Thanks!
Thanks!
Q: Hello
Can on comment on Transalta and Hydro one earnings?
Many thanks
Stephane
Can on comment on Transalta and Hydro one earnings?
Many thanks
Stephane
Q: When I look at cash flows from utilities, they also seem to show a negative cash flow. In general terms, how do they run there business if they are always in the negative ? Are they always looking to the bond and/or stock market to pay for their huge capex spending ?
- Alphabet Inc. (GOOG)
- Xylem Inc. New (XYL)
- Sun Life Financial Inc. (SLF)
- Dollarama Inc. (DOL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- Hydro One Limited (H)
- Atlassian Corporation (TEAM)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?