Investment Q&A

Q: Hi 5i,
On June 29 you were asked for the best metrics to evaluate a royalty company like DHT.UN and your answer was:

We think the best metrics are distribution as a percentage of free cash flow (targeted between 30 and 35% as per management), new royalty transactions or pipeline, and EBITDA and FCF multiples.

Could you please supply the current numbers and information to fill in those metrics for DHT.UN, along with your commentary about what they lead you to conclude about the current health and future prospects of DHT.UN.

Thanks 5i,
Peter

Q: Hi Peter & Ryan...May I have your thoughts on Schneider Electric? Are they well positioned to win loads of projects assisting homeowners to generate electricity? Is their valuation reasonable and are they on the growth side or more like a utility dividend stock?

I understand the logic of mining uranium to fuel nuclear reactors and CCO has done pretty darn well this year. I think they have doubled from the $40 stock price recommendation earlier this year. But reactors have long lead times, are expensive and come with their own set of problems (nuclear waste). CCO's valuation is pretty expensive too.

Cities are the demand load for electricity and locally produced supply from roof top solar panels should help fill the gap. At least the transmission losses will be minimized!

Is Schneider Electric part of any "Green" ETF?

Any comments you have would be appreciated.
Jim

Q: Can you provide an updated view on Splunk post it’s recent earnings report

Q: Could you comment as to who is the owner of the Coastal Gaslink Pipeline and which companies should benefit the most when the pipeline is complete. Also which company owns the LNG terminal that will ship the liquified gas to offshore destinations. When is the projected date of the first shipment from the LNG terminal. Thanks

Q: Currently not invested in this sector. Considering starting a position in this company. Appreciate your insights.
Thank you

Q: Everyone, what would be an average annual growth rate over a 5 and 10 year period for a US growth portfolio? What would you do to increase those growth rates? Clayton

Q: Hi,

The last question on Worthington was 2017 - can I get your updated view on it?

I understand it is spinning off its steel division to focus on the less volatile consumer products division. They apparently have a very good relationship with Home Depot for their propane tanks, etc.

It’s small but is there an interesting opportunity there?

Thank you,

Q: Your znalysis of APLS.US would be greatly appreciated.

Thanks

Thomas

Q: Happy Labour Day 5iTeam,

I would like to get exposure to copper and wonder if you have to choose between these 2 companies, which one would you pick and rationales for your choice.

Cheers,
H

Q: In terms of safety and long term income in a fairly well diversified portfolio which of the 2 qualify I am 80.
Thanks
Dan

Q: Hi 5i, Looks like my nee.pr.q is being cashed out. Now I'm thinking of selling my new stock NEE when the transaction completes and buying nee.pr.r, what do you folks think of this. Is there better options out there.

Q: Hi What's up with BEP? It's been hit hard over the past few days. Thanks.

Q: Any comments on the announced acquisition and financing?
Jerry

Q: Good morning.

Notwithstanding FX risk, with the drop in the JEPI dividend over the last few months, if you had to choose one right now as a longer term hold, would you go with JEPI or HHL? And why?

Thank you.

Q: Am retired with a cash account full of utilities, banks , pipes, reits, telecoms etc. for income. Over the last 6 months have added BN and GSY for more growth. Have targeted the following growth stocks for next purchase :

XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate

Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek

Q: They are issuing new shares at $14.50. Your thoughts?

Q: I am an investor with a long-term view and have always oriented my investment decisions towards growth stocks. I'm retired and I'm starting to want to take less time and decision-making as I get older. I know you are not tax specialists but your answer will surely be enlightening.
I wonder what is the cheapest mode of taxable income between a capital gain and a dividend paid in a taxable account for a Canadian citizen earning less than $80,000 per year.

THANKS

Yves

Q: In the last quarter NVDA increased revenue >100% YoY yet cost of revenue was only up 7%. Very impressive but something doesn’t add up here.

Did they give an explanation for this and/or do you have any thoughts on how they managed this?

Q: West Pharmaceuticals (WST). What is your opinion about this company for long term hold?

Q: Comments on earnings and outlook for the stock, please . Thanks Jim,