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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: Hi 5i Team

Pretty disappointing day for AQN investors. Three questions:

1) Do you think they will need to do an equity raise in 2023 relating to the Kentucky Power acquisition? Initially, they're planning to cover it through existing borrowings (at floating rates) but management indicated on the CC that is expected to be short term.

2) Do you have any info on the actual NAV of their assets (thinking of this like a REIT)? If not, any suggestions where to look / how to calc?

3) Given the importance of dividends to investors (current and future), what will likely be the catalyst for cutting it and how long do you think they will hold the line before deciding it's necessary?

Thanks
Peter
Read Answer Asked by Peter on November 14, 2022
Q: On the recent report card for this REIT some numbers given at the top do not agree with those at the bottom under key stats eg 5 yr. revenue growth, current ratio, insider ownership etc. Which to believe?

Also I very much miss the Peer Relative Valuation section we used to see at the bottom instead of key stats that surely should be a duplicate of those above. Any chance of reviving this informative area?
Read Answer Asked by Jeff on November 14, 2022
Q: You mentioned this morning that "Roughly half of Manulifes business is exposed to China". I used to work for them in Asia x 10 years until last year. They own 49% of their joint venture IN China, but I don't believe anywhere near half of their global business is exposed to China. I stand to be corrected but I would guess the number is more like 5-10%.
Read Answer Asked by Eric on November 14, 2022
Q: I'm looking to boost yield while keeping a position in CDN oils (Diversified Rif account). I am up on CNQ and am thinking of a switch to GXE. Acknowledging the difference in mkt cap, are there other material risks of this switch. Wondering if Gears high yield is a warning sign
Read Answer Asked by Harry on November 14, 2022
Q: Good morning all at 5i!!

I hold both having just purchased capital power a little while ago. I have held Algonquin for a long time. Should I sell Algonquin shares and buy more Capital power, or keep both since they are held in different portfolios???
Cheers,
Not liking the snow.. Tamara
Read Answer Asked by Tamara on November 14, 2022
Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be “ clear eyed” when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod
Read Answer Asked by Rodney on November 14, 2022
Q: Hi, Among the three which one would you choose? Fluor seems to have some large projects in the pipeline..Thx. Shyam
Read Answer Asked by Shyam on November 14, 2022
Q: Hello 5i,
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
Read Answer Asked by Dave on November 14, 2022
Q: I sold above today as part of tax loss harvesting. What would be good substitutes for them if I still want exposure to these markets (my cash position is in US dollars). Or would you recommend waiting out 30 days to repurchase VEU and VWO?
Read Answer Asked by M on November 14, 2022
Q: Hello,

I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.

Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
Read Answer Asked by Mauro on November 14, 2022
Q: The financials segment of my RRIF consists of BMO, BNS, RY with a 25 % total portfolio weighting.
I am looking at selling the 3 and replacing them with HCAL. Believing in the long term growth and security of the Canadian banks , I see this move as providing both higher stock price movement with its 1.25 leverage and higher dividend yield. I see the disadvantages being a nearly 1.00 % MER and greater lose potential in a falling market.
Am I missing any other advantages/ disadvantages ? Would you recommend replacing bank stocks with this ETF and why ?
Thanks
Derek
Read Answer Asked by Derek on November 14, 2022
Q: Can you give me a couple of names of direct competitors to United Health.

Thanks Valter
Read Answer Asked by Valter on November 14, 2022
Q: I have capital gains from early in 2022 that can be offset by capital losses. I have losses in the following stocks. Of these pairs which would you sell to offset the gains? UCTT or ASML; CRWD or MAGT; SLF or BNS or POW.
Read Answer Asked by Ken on November 14, 2022
Q: In response to Dan about buying non TD ETF's at TD brokerage, I had the same problem back in July, and threw in the towel. I moved to National Bank, where all my trades are free, both ways, and I can buy any ETF I want. The only downside with National, is their quotes are delayed by 15 min., so in a fast moving market I would open another window where I have instantaneous quotes, compare, and problem solved. TD sucks!
Read Answer Asked by Greg on November 14, 2022
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