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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: Hi 5i,
As a follow up to a dividend question yesterday on PPL: apart from changing the dividend from monthly payout to quarterly, is the dividend also been switched to CAD dollars only? I hold company in taxable, US side of account as part of US dividend portfolio.
If the dividend is indeed being paid ONLY in CAD, can you recommend a replacement Canadian company of similar quality, similar yield that pays in USD? Any sector ok…
Tia,
Read Answer Asked by Kat on March 01, 2023
Q: hi,
I am just off the phone with my accountant to finish off the corporate year end. we got to discussing investments, and Brookfield came up. my accountant echoed what I have heard over the years as a concern re Brookfield's business' and accounting. my accountant would not invest in Brookfield entities at this point, as they cannot fully understand the underlying business', or the accounting "complexities" (my interpretation of their more negative opinion). I still hold a reasonable amount of BAM and BEP.un, but am a bit worried about these issues. can I have your latest thoughts on this? cheers, Chris
Read Answer Asked by chris on March 01, 2023
Q: I read with tremendous interest the Credit Suisse Global Investment Returns Yearbook 2023 Summary Edition you recently forwarded to members. Impressively researched. Two follow up questions for 5i. First, do you concur with the Report's conclusions that there is an 80% likelihood that inflation will linger for several years? And secondly, the Report suggests the best hedge against inflation is a
balanced portfolio of collateralized commodity futures. Do you agree? And if an investor were to follow this advice, how would one proceed (i.e. what sort of vehicle(s) and what portfolio %)? Thank you.
Read Answer Asked by Maureen on March 01, 2023
Q: Hello, we need to increase our weighting in Industrials, with current holdings mostly CNR (5%). Based on various BNN guests views and as finetuned with 5i recommendations, we have shortlisted these 3 names and the intention is to build at least 3% weighting, in each or all of these names. Could you please rank them based on your conviction. Also, would appreciate it if you could also provide a decent entry level as well as an Excellent Buy price. Thank You
Read Answer Asked by rajeev on March 01, 2023
Q: In a response to Cal yesterday regarding ENB you stated that the loss of Line 5 "would certainly be a materially negative event for the company". I am trying to determine if this should result in my cutting back on my full position of ENB (5%). So I would appreciate it if you could expand on what a "materially negative impact" means. Also, do you have an opinion on the likelihood that Line 5 will be shut down?
Thank you.
Note I thought I had sent this question yesterday but a tech glitch may have prevented it being sent.
Read Answer Asked by Dennis on March 01, 2023
Q: Peter; Are the Lumine shares trading on a if, as , and when basis ? Thanks
Rod
Read Answer Asked by Rodney on March 01, 2023
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