Investment Q&A

Q: What are your thoughts about this as a US/CDN high yield income portfolio? Any ideas would be appreciated. Please take as many credits as needed.

Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks

Q: Hello,
Is it a good time to add to Enbridge, TD, Telus or BCE. Long term hold. Any other good dividend payers you would recommend at this time? Thank you.

Q: In a world where indebted dividend-payers are being stressed by higher rates, how would you rank the following Canadian companies in terms of the sustainability of their dividend?

RY, TD, BMO, BNS, SRU.UN, FCR.UN, BCE, Telus, FTS, EMA, BEP.UN, BIP.UN, ALA, ENB, TRP, PPL, GEI

Q: In a year BEP.UN down 32.22 % , FTS down
3 .65 %. Why the difference; BEP.UN initially overpriced FTS “ underpriced “, green stocks way out of favour, etc? I own a fair amount of BEP.UN and do want to sell but if there is something fundamentally wrong with this company I don’t want to hold on until it’s a penny stock or something like AQN happens. I imagine Flatt and others are wringing their hands and hope they do something to improve the share price.
Thanks. Derek

Q: We are dividend investors in our late 70’s. We derive most of our income from dividends. Recently we sold about 200,000. Worth of Enbridge and are looking to reinvest. We have short listed some companies above and would like your opinion on them. Also if you have any other suggestions we would welcome your ideas. We are looking for solid companies with a good dividend that also increase their dividends.

Q: Hi Peter and 5i,
Would you please rank the companies for the sustainability of their dividend going forward?
Would you also rank them in the order that you would purchase for yield and dividend?
Thanks so much for your input.

Q: 8:22 AM 9/21/2023
Hello.. I really like the idea of a nicely balanced "mom" equity portfolio. You mentioned FTS for example. Could you please suggest what stocks you would put in it mainly for dividend income [hopefully yielding 4.5% or better] and enough growth to counter inflation over the long term.
Thank you............ Paul W K.

Q: I note today that two analysts show FTS as a sell. Would like your opinion on how this might be justified, and your thoughts on the stock. I consider it a core dividend payer in my holdings.

Q: Can you characterize these two utility companies? Wondering in how much difference/overlap there may be, geographic exposures, etc.. Would you have a preference considering allowed regulatory growth, dividend safety/growth? Thanks!

Q: Can you please rank your top three Canadian utilities for overall performance over the next 3-5 years and explain why? On a related note (and I may be repeating myself), which would you recommend over the same time period and why: FTS or H?

Q: We’re seeing more and more municipalities in BC ban natural gas installations in new houses as a climate change tactic. Fortis talks about getting more supply from renewable gas but they won’t be selling to new homes. That don’t have gas appliances. Do you think this will eventually amount to a material concern for Fortis and other gas suppliers?

Q: A number of strong Dividend paying companies have pulled back recently. Excluding Banks, what would be top five Canadian Dividend Paying Stocks (> 4%) that would also bring reasonable growth.

Could you also indicate if you consider them a buy today.

Thanks
Tim

Q: I did reorganize all my portfolio for a dividend focused portfolio , and already did sell most of the stocks for selected ETFs ,except the 12 stocks mentionned.I wish to only keep 12 "financially safe stocks" on long term + at low risk of dividend cut.If those 12 stocks do not all match this objective,wich ones could be sold and then replaced by what individual stock suggested ? regards,JY

Q: Can you explain why FTS dropped so much today? I thought the quarterly report yesterday was quite decent - did I miss something? I didn't hear the conference call - was that the problem?

Q: I sold TRP today at basically a break even price because I do not want to wait out the final outcome of their recent split up plan and to see how their debt is allocated etc. I was in the stock for long term income given I am recently retired. It will be hard to find an equivalent yield, given capital preservation is a prime objective along with the income. TRP was held in a non registered account for tax advantaged dividend income.

With long term capital preservation a goal along with income generation, and that I hold all of the above listed companies already in appropriate proportions and don't wish to add to them or their sectors (no more utilities, financials or telecoms) what other Canadian blue chip dividend companies would you consider for long term hold with decent dividends for income? I also already have enough allocated to bonds, GIC's and cash accounts so I'm not considering these assets either.

Manageable debt levels and ability to maintain dividend growth, hopefully at the rate of inflation or higher is the main criteria I would hope to have in replacing TRP for the long haul. Thank you for your valued insight in giving me suggestions to look at.

Q: Hello Peter,
I am thinking of increasing my weights to more than 5 percent in fts, bce, and telus. My focus is really income with small capital appreciation looking at 5 year hold. At this point, it seems fts will give me better appreciation but bce and telus have nice dividends. Please comment. thanks

Q: What would be your choice and why if you were to invest in one of these two companies. Thanks

Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!

Q: My son is interested in investing $30k in TFSA in four canadian dividend paying stocks with some growth, in different sectors. Which stocks would you purchase today? Thanks very much