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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: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel

Read Answer Asked by Marcel on February 21, 2024
Q: You replied to my recent question about cdn companies paying us dividends, I would like same 5i stock screener in us companies. Your criteria was us dividends, top 25 with the largest market capitalization, 12 month trailing dividend yield, 5 yr historical dividend growth rate and anything else you may add, basically buy and forget.
Read Answer Asked by Michael on February 21, 2024
Q: Hi,

I am contemplating replacing Fortis with a greener utility. I already own BEP. What are your best suggestions please in Canada and the US and their relative risk rankings. Thank you, Michael
Read Answer Asked by Michael on February 19, 2024
Q: Thank you for the quick response to my earlier question today about sector outperformance. I had asked for three sectors EXCLUDING Technology, so could you please give me one more sector, it's rationale for outperformance, and two dividend paying stocks (US or CAN) within that sector? Thank you very much, again.
Read Answer Asked by Toge on January 30, 2024
Q: Good Day. Could you please classify the listed stocks into their appropriate GICS sectors? Thank you kindly.
BIP.UN;CA
ENB:CA
PPL:CA
TRP:CA
CHPT:US
NEE:US
CCO:CA
FM:CA
U.UN:CA
SLV:US
IGE: iShares North American Natural Resources ETF.
Read Answer Asked by Toge on January 30, 2024
Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?
Read Answer Asked by Kel on January 30, 2024
Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.
Read Answer Asked by Jean-Yves on December 20, 2023
Q: Curious about yields. It feels like the yield on ETF XHY remains around the level it was several years ago (~6%) despite other stocks yielding much higher returns. Shouldn't those ETF holdings (high yield corporate bonds) be ticking upwards too which should drive the ETF yield higher? Maybe there is a time-delay as they have to reset?

So with various stock yields as high as they are I would like to try to benefit from the yields AND set up for capital gains on the same stocks that *should* pop as interest rates normalize and fall a bit. What are 3 CAD and 3 USD stocks that fit the bill? (High current yield AND good likelihood to strong share price increase in 1-3 years.) And where would ENS fit relative to those suggestions?
Read Answer Asked by Marilou on December 01, 2023
Q: Hi
What is so great about Nextera Energy. They have almost doubled their debt since 2018 from about 38 billion to 72 billion. They have been raising their dividend roughly 10% a year and not even coming close to earning it. Their FCF per share alone in 2022 was Negative .74 Cents, yet their paying out $1.69..
The 2 years prior was just as bad. The return on their assets in 2021 was only 1.44% and 2022 was 1.57%
Gord
Read Answer Asked by Gordon on October 12, 2023
Q: I need to add to the utility sector. Is this a good time to buy?
Could you please provide 5 names and rate them in order of preference and why.
Would prefer U.S. exposure though Canadian is fine as well.
Thank you.
Read Answer Asked by lorraine on October 11, 2023
Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.
Read Answer Asked by Dave on September 29, 2023
Q: Can you please help me with calculating NextEra Energy’s payout ratio. I have been using the annual dividend per share divided by the adjusted EPS. So for 2023, I expect it to be between 60% and 63%, as they expect adjusted earnings to be in the $2.98 to $3.13 range. And they are paying $0.4675 per quarter or $1.87 annually. If I use EPS before adjustments, the payout ratio jumps, and if I use cashflow from operations it drops. Is adjusted EPS the best number to be using? I keep reading that NEE has a conservative payout ratio, would you agree? Thanks for your help.
Read Answer Asked by Kim on August 01, 2023
Q: Do you think it's a good time to buy renewable energy or wait? For summer to end? For the recession to start? Can you give me list of your top 2 picks in the sector for both CDN and US markets over the next five years?
Read Answer Asked by Graeme on June 01, 2023
Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?
Read Answer Asked by David on May 09, 2023