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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: In reference to Paul's question yesterday. That ZWU from 2017 to 2021 of that nice dividend 1/2 to 1/3 was a return of my own capital, Considering that, I'm surprised that 5I has recommended ZWU. What I thought was a very nice dividend is not. Now I'm wondering how many other covered call stocks are doing the same? The underlying stocks don't give a return of capital, right. Next I'm going to find out there is no Santa.
Read Answer Asked by Brian on January 19, 2023
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Read Answer Asked by ALNOOR on January 19, 2023
Q: I am looking to add to one or both of BN and BAM. Do you have a preference on one or the other. I know that one is growth oriented and one is income oriented but are their present valuations similar - is one priced better than the other. Thanks.
Read Answer Asked by Rob on January 19, 2023
Q: Hi, will the new BAM and BN only pay out dividend income and not any other type of income like ROC or interest etc as the other Brookfield entities have over the years. I will buy them in a cash account and don’t want the record keeping hassle the other entities are known for. Also, any idea what the yield on BAM might be? Lastly, do you think this is the final BN spinoff? Many thanks for the incredible service you provide.
Read Answer Asked by Anthony on January 19, 2023
Q: Hi, I’m curious and very intrigued as to how an AQN takeover might happen. Could it be bought whole and if so who has the resources to pull this off? I’m thinking Brookfield/ BEPC or perhaps another Private Equity company like KKR? Or could it be sold off in parts perhaps renewables to a NPI or Brookfield and the Power Gen/Transmission/Water to a Fortis? Thanks in advance.
Read Answer Asked by Anthony on January 19, 2023
Q: Very different companies. How would you rank high to low probability of 12-24 month recovery in price and future growth?
Read Answer Asked by Chris on January 18, 2023
Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.
Read Answer Asked by Gregory on January 18, 2023
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Read Answer Asked by Pat on January 18, 2023
Q: Hi
I have ccl.b in my TFSA and I am thinking of replacing it with CNQ for more growth and a better dividend. Do you think it a good idea?
Thank you for your excellent service,
Jane
Read Answer Asked by Jane on January 18, 2023
Q: Hello Team, I am low on Utilities and Oil/Gas stocks in my portfolio. Can I get 2-3 names for each for me to review. Looking for fairly aggressive stocks.
Thanks.
Read Answer Asked by Kevin on January 18, 2023
Q: I'm looking to increase my holdings in the industrial sector. I have CNR and CHR,
and considering WSP Global, Stantec and Waste Connections.

Could you rate these on growth potential and safety, and good entry points?
Read Answer Asked by Valerie on January 18, 2023
Q: Hello 5i,
I hold bep:us and bepc:us also bip:us and bipc:us. Is it worth trading in the bep:us for bipc:us and bep:us for bepc:us? Is there much advantage to do that? If so what is the most efficient way to do that?
Stanley
Read Answer Asked by STANLEY on January 18, 2023
Q: Which would recommend for overall returns: BAM, BCE, ENB or SLF? Looking for solid dividends with some growth.
Thank you.
Read Answer Asked by Maureen on January 18, 2023
Q: The FTSE 100 near all time high co-relates to higher valuations in Europe correct? How does or could this impact TOI’s M&A strategy? The company has been stealth like in its communication and thin on traded volume. Do you have any insight to its recent activity? When does it report and what should we be looking for?
Read Answer Asked by Chris on January 18, 2023
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