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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: If you owned BEP and BN, do you think it's worth selling BEP to buy BN as a replacement? I understand is that BEP pays BN a lot in fees, and that would be the smarter play in the longer run. What would you think of that? What are people saying about the cagr growth over the next few years? For example, if BEP is expected to grow up to 12%, but BN is expected to grow at 18%, BN would probably be the better choice. Is that logical thinking at all? Thank you!
Read Answer Asked by Lyle on September 09, 2024
Q: What are you highest conviction Canadian dividend stocks at this moment with interest rates falling, if one is looking for a combination of dividend yield and total return.
Read Answer Asked by Gerry on September 05, 2024
Q: NPI continues to be in the doldrums despite recent earnings being quite decent. Do you feel optimistic about an eventual price recovery?
Read Answer Asked by richard on August 30, 2024
Q: Hello,
What are your thoughts on slate grocery? I'm looking for a dividend stock and this crossed my path.
If not this one, what would you recommend?
Thank you very much
Read Answer Asked by Curtis on August 28, 2024
Q: Like my dividend from White cap at just over 7%, but with the drop in BEP.Would you consider a swap to give me more growth a prudent move.I am up moderately on white cap or would you see more growth ahead for white cap? Tks.Larry
Read Answer Asked by Larry on August 20, 2024
Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris
Read Answer Asked by chris on August 12, 2024
Q: What are the 5-7 best quality CDN dividend stocks would you recommend to achieve an above 5% dividend with this latest market correction.
Read Answer Asked by RALPH on August 09, 2024
Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David
Read Answer Asked by david on August 01, 2024
Q: Could you tell us what 5I's opinion is of the top two Canadian dividend growing companies in the last 10 years in the following sectors are:

- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials

My 5I subscription is paying invaluable knowledge,

Jim
Read Answer Asked by James on July 30, 2024
Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.
Read Answer Asked by Kim on July 23, 2024
Q: Electrification seems to be a big theme going forward. Can you suggest some companies, large and small cap, and any utilities that stand to benefit the most from this . I would assume Hammond would be a beneficiary.
Read Answer Asked by Mario on July 10, 2024
Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?
Read Answer Asked by Edward on July 10, 2024
Q: I presently have these underwater stocks in a RESP. BCE, BEP.UN, ENB, FTS, LMN, XIC, ZEB, ZRE. The RESP will not be need for the next 10 years. I would like to sell some of these underwater stocks. Which stocks would you recommend keeping & which stocks would you recommend selling. Thanks … Cal
Read Answer Asked by cal on July 04, 2024
Q: Good morning,

BEP,UN is classified as energy in portfolio analytics, should it not be under utilities?

Thanks for the unique service you provide followed your suggestion on NVDA after 2 splits my cost base is 3.80$ only problem is the taxman with clawback at 91 000 already reached and at 107 000 combined rates plus clawback in quebec is 65 % ????
I put all the money, work, risks for one third of profit!!
I see no way around this do you have any suggestion or resources to address this.
I won't ventilate to much as my language would not be proper.
Thank you !
Read Answer Asked by Denis on June 18, 2024