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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,

I am looking for a listing of your 5 top companies that have a history of increasing dividends over time.

Thank you
Read Answer Asked by Brad on August 09, 2018
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan
Read Answer Asked by Daniel on August 09, 2018
Q: This is a follow up question to Dorothy‘s question yesterday where she asked:
BNS is down 4.70%, ENB is down 9.22% and KWH.UN is down 38.20% ... Buy a new stock and if so can you give me some suggestions.

My feeling is that if a company is strong (eg ENB in the latest report) and the price is low, it is a good buy. If the company is questionable (KWH.UN for some reason recently) and possibly faltering, it is a risky buy. But your answer was “We don't like adding to stocks on a decline.”

Could you please clarify what you mean? I find the answer quite confusing, whereas your answers are usually very helpful.

Thanks.
Read Answer Asked by Federico on August 07, 2018
Q: Hi,
As a follow up to Loretta's question today (the 23) about your 3 favorite canadian utility stocks. You listed Enbridge, Brookfield Renewable, and Algonquin. Your referral of those makes me happy since they are the 3 I already own. To me they all seem to be in different parts of the sector though. Would you be concerned if the total weighting got to 10 or 12 percent combined for all 3? I use all DRIPS I can and have a long time to wait (I'm only 32). What would be your max total weighting between for the 3? I have no plans for adding other utilities anytime soon. Do you have a order of favorites for these 3 where you would allow one to gain more weight over another?

Thanks
Read Answer Asked by david on July 23, 2018
Q: Hi,looking for a good dividend company for 4+years with,
Good Mngmt
Low or manageable debt
A little growth
Could weather a 20%+ market correction
Could you please rank these companies or add one you feel is better. Sector not a issue
Thanks, doing good following your picks. Brad
Read Answer Asked by Brad on July 23, 2018
Q: Hi
Do you know when ENB plans to buy ENF? And, please advise your favorite Canadian dividend grower that yields over 4.5 %. I, like others, will be overweight ENB when this deal consumates. So I will need a replacement. Thanks Frank
Read Answer Asked by Frank on July 23, 2018
Q: What do you guys think about all the bond proxy stocks that have been beat up due to their high yields? Is it safe to pick away at a few, what are your favorites in the group for yield with growing dividend?
Read Answer Asked by Kuldar on July 19, 2018
Q: Hi team,
I hold these 4 stocks in my portfolio for my energy sector. Is this too much and if so, which one should I dump? All 4 total about 8% of my portfolio.
Thanks
Read Answer Asked by Rob on July 18, 2018
Q: Thank you in advance for your enlightened advice. Which seem to you the best investments. I am looking for a dividend in a non-registered account as well as growth for a term of 2 to 3 years. The weighting of my interest is 30% towards the dividend and 70% towards the growth. The companies I am looking at are:
AFN, BNS, CM, BIP.UN, CHR, ENB, EIF, FRU, MAXR, SMU.UN
Could you rank them in terms of preference and write down the ones you would avoid. Sector weighting is not a criteria.

thank you very much
Read Answer Asked by Yves on July 13, 2018
Q: I am looking for a good value stock with high yield, min. 5%. Can you add someone more to the two above?
Thanks
Margita
Read Answer Asked by Margita Elisabet on July 10, 2018
Q: This is a followup question for my question from last week about payout ratios.

I understand your reasons for using cash flow over earnings to calculate payour ratios. Thanks for clarifying. But when I use your posted numbers to calculate it for ENB, I get:

Payout ratio = Dividend / cash flow
= Dividend / (Price / Price to cash flow)
=2.684 / (46.69/9.7)
= 56%

But, in the question I asked previously, you stated 37% was the payou ratio for ENB. It was correct for BCE, however (3.02/(54.57/6.5)=36%). I guess I am not calculating it correctly.

How do you calculate your payour ratios based on cash flow?

Also, since it is such an important number that others don’t use (based on cash flow) could you include it in your company profile?

Thanks again,

Fed

Read Answer Asked by Federico on July 09, 2018
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