Investment Q&A

Q: The above companies dividend yield is more than 6%. Three of them, BNS, CM, and POW have dropped in price by 20% or higher. BCE has dropped by 8%, and TRP has dropped by 6%. ENB has actually increased in price around 8%. I own all of them. Thinking of adding some Canadian dividend shares. Question is which of these dividends are safe going forward. Can you rank them based on dividend safety. Also, please rank them for potential price gain/loss for 2023. Any other with reasonably good dividend, dividend safety and potential for gain in price.

Q: Hello Peter,

Wishing you and the 5i family a happy Christmas and the very best for the new year.

I wonder if you have an opinion on the Calgary based small cap Exro Technologies. If the 5i research team has looked at this one, would it be possible to have your preference between common shares and the warrant EXRO.WT. The company has closed another round of debentures that would probably be traded on the exchange.
Thank you in advance.
Regards
Rajiv

Q: This US REIT has been beaten and sits near its 2022 low with a healthy divvy. It holds quality medical offices located near hospitals which should provide it with some pricing power with doctors wanting to locate close to where they perform surgeries. Is the dividend safe? How would you categorize their debt? Is this one you'd recommend or avoid? Any other concerns? Lastly how does this compare with MPW? Appreciate your views.

Q: I read most of the questions and people asking for the top stocks that are going to do well over the next year or two. Four that are mentioned more than once are FIVE, CVRX, CELH and CPRX. In the case of CVRX, I have a about a 25% profit in less than 2 months. Do you think it has more room to run? Is there anything to worry about the other 3. I have CELH as well which seems to be very volatile. Again, much appreciated.

Q: Hi, Toumaline stock has come under pressure, over past 2 weeks. Natural Gas prices have also been trending lower for some time, with today's reports about warmer weather forecasts for USA and Europe, through January, 2023. What is your outlook on NG and LNG prices and supply/demand situation, for 2023 and beyond ? Do you believe that despite near term headwinds, stock could continue to outperform and should be part of ownership, in Energy sector ? Thank You

Q: Both of these have been good stocks to own in the last year and more years, what is there future and which one is the buy now, or both?
Thanks again

Q: I have held BEP preferred shares in an RSP for quite awhile and done well with them, but have concern over the potential new US tax implications. Despite the company assurances, I think I would sleep better just being out of BEP. After the dividend this month, my plan is to sell the shares. I am looking at ZPR, which has a somewhat similar yield, and would be much easier to trade. What do you think of ZPR and its dividend sustainability? Recognizing that preferreds have not done too well overall, would you prefer to move into something else?

As an aside, apparently the US attack on limited partnerships includes those held in an RSP. Isn't there a tax treaty that prevents this?

Thank-you, Grant

Q: I am interested in learning about trading options and have no experience in the process at all. Can you recommend where I might learn how trade options?
Thank you

Q: Peter; Every week we see oil inventory has risen or fallen - is there a US LNG storage level also announced- with 200million in the US and likely a pro rata number in Canada in freezing mode- surely the level would be dropping yet NG is up barely .12 cents today. What more could we ask for to support NG stocks ? Spring IS coming when demand will drop- would you be trimming or selling gas stocks? Thank and all the best to you and staff - have a safe,healthy and happy. Holidays. Thanks
Rod

Q: I've held Loblaws in my TFSA for a couple of years. Can you comment on hanging on for more growth or as an alternative some options for tax-free dividends in the 5% or higher range?

Q: Which of these two companies would do better through a recession from their current price levels and why?

My thanks.

Q: Hi, Nano has made a few moves since your sell recommendation over a year ago.
Is it a buy yet?
Thanks guys Happy time off.

Q: 2022 was the year for oil and gas companies. What sectors do you believe will do well, or relatively well, compared to the broad market?

Q: hi folks:

below is your reply/update from july 12,2022 on these 4 pot stocks

seems like the only catalyst will be the pending legislative change in the usa

i am curious for your update on these names, with a comment on potential survivability (or, i guess, lack of same)


thanks again

merry christmas to you and your families


unless that offends you, then happy holidays...............


july2022
GRWG is the smallest of the names, with a market cap of $256.3M, whereas GTII has a market cap of $2.8B, TRUL $3.0B, and CURA $4.6B. Revenue growth is strong among all four companies. GRWG has had the most volatility in price and its balance sheet is quite strong, but it does issue shares to fund its operations. GTII has good profit margins and is at a reasonable valuation (2.0X sales, 30.1X P/E, and 1.3X book value). TRUL has shown volatility in its profitability and its valuation is OK (1.7X sales, 37.3X P/E, and 1.0X book). CURA is not profitable and has a high valuation.

We think that GTII has demonstrated its resiliency and is the strongest of the four names. Although GRWG is the smallest, we like its profitability and strong balance sheet. We would then rank TRUL and CURA following GTII and GRWG. Although, the momentum in shares for all four names is not the greatest and we would prefer to wait until investor appetite for growth stocks has returned before becoming interested in these names.

Q: Hi team,

Grateful for your views on Target Hospitality (TH-Q), Torm PLC (TRMD) and Transmedics Group (TMDX-Q). Would you buy any of them for strong growth in a TFSA ?
Deduct the number of credit you see fit.

Jacques IDS

Q: hi. can you rate these as a buy, sell or hold please. long term investor.
cheers, Chris

Q: What are your updated thoughts on GAME now that it plans to combine with GameSquare Esports?

Q: I am working to balance out my portfolio; being low in both Consumer cyclical and defensive names. The objective for one purchase is income /modest growth and CTC.A is of interest. It appears (still) in a number of income lists, has a sporadically growing dividend and shows a current dividend of 4.85%. It is down over 22% on the year. I'd appreciate your take on this stock and any insights if you have a worthy competitor for this purchase. Many thanks and a Happy New Year.

Q: Is CJT a HOLD or would you sell. I already have Air Canada which I'm not too happy with.

Thanks,
John

Q: Telus's share price has declined recently, making the dividend very attractive for income investors. What would you consider to be the biggest risk of investing in Telus? Is the stock cheap in your estimation? Would you be comfortable in buying at the current share price?

Thanks as always for your expertise.