Investment Q&A

Q: In your last blog, there was an interesting article about “Yield is for Farmers.” The gist of it was that farmers can increase the yield from their acreage and get more crops grown from their land, but that yield is a misleading concept for stocks. In stocks, a higher yield does not give you any extra return. All it does is return more of your own investment in a company. Once the cash dividend is paid to you, the economic value of the company you own drops the same amount. I notice this all the time with BCE, FTS and other well-known dividend payers. The author says bond yields are the only true yields as you get the income paid on top of your original investment.

What do you think of his position that yield is not a relevant concept for stocks?

Thanks
Dave

Q: Good Morning,
Of these two, which would be your top choice today for a 3-5 year hold?
Thank You

Q: The inflation target seems to be 2% in North America. It is my belief that to get it from the 7-8% range to 2% will take a significant period of time once it gets intrenched. Have you seen any historical notes from authors who have studied the history of this area?

Thank you,

Paul

Q: During upcoming tax loss selling period do you see any opportunities to buy Canadian dividend stocks that have been down like TRP, ENB, BNS, SLF etc. If so it would be appreciated if yyuo could suggest some potential names.
Thank you

Q: Hi,
OECD will implement new international minimum taxes in 2023 and 2024.
Any idea which canadian or US companies will be most impacted, I guess negatively. Any positively? Thanks

Q: With tax loss season upon us do you see any opportunities for buying Canadian dividend paying companies at attractive prices for income investors? In sectors like infrastructures/pipelines/REITs - Examples being ENB, TRP, PPL, BIPC, FTS, CRR.un, DIR.un, GRT.un.

Q: Good morning, some colour on the STNE quarter please. This stock seems to be bottoming? Would you concur... a starter position or stay away?

thx, M

Q: What are the prospects for Precious Metals stocks over the next 12-18 months?

Q: I could use AQN as a tax loss against sufficient gains for tax year 2022. I believe that tax loss selling in AQN most likely is going on right now. Do you expect the pace of selling to increase or subside. I am wondering if I should hold off or pull the trigger now. What is your opinion?
Thank You!
Albert

Q: could you comment on wish.ca earnings

Q: Hello 5i Team,
What are your thoughts on ZIM's recent results?

Thank you,
Brent

Q: Thank you for your response on CNQ vs GXE. I omitted one other potential and would like your comparison between CNQ, GXE, AND PXT. I know Parex carries some political risk but I am looking for yield (Diversified RIF) while retaining oil exposure. Figuring out risk/reward here.

Thanks!

Q: Can you please tell me a bit more about ZDV, especially about the rule-based methodology including minimum 3-year dividend growth, pay out ratios and yield (read this in the G&M)? ZDV has more financials - is this a good time to hold more Bank stocks? Would ZDV be a good compliment to CDZ that I already hold?
Thanks!

Q: With the announcement of special dividends for Stelco and Dream, there is not the usual "for holders on XX date" Is this because the date to be eligible for the dividend has already passed?

Thank you

Q: Why the big downdraft in dSG today?


Sheldon

Q: I was reading a question in my daily summary about your "wonderful dividend change site." Can you tell me where I can find this on the 5i website?

Q: What are your thoughts on STM. Buy, sell or hold. What would be a good acquisition price.

Q: Good morning team. I am considering "parking" some funds in a high interest savings account fund, such as HIRA-NE. From what I read, it is directly correlated to the bank of Canada rate and it happens in real time. Does it offer the same level of preservation of capital as a GIC and is the capital protected? Is this a safe place to park funds over the $100,000 threshold?

Much appreciated

Q: As a follow up to your excellent summary response to my question asking about Digital Turbines (APPS) quarterly earnings, you said you would be comfortable adding to it with a long term view in mind and that it may come down in price after its big rise after the earnings report. I am wondering what would be a good price to try and get to add to a small position (decreased significantly since purchased near highs). Thank so much for all your great advice and work that the 5i team does!

Q: Hello Peter,
Greenland Renewables results did not seem to be that bad, but during the rally, the stock either stayed the same or declined. Can you comment please? During market call, the manager indicated BEP does not provide good value and feels taking dividends out of cash flow (instead of net income) does not make sense (unless i misunderstood). Also, i plan to hold AQN for dividend for long term and was wondering if that makes sense given your posted comments. Finally, is knight an example of company where one should not rely on past performance of a CEO? Thanks very much