Investment Q&A

Q: If a 2% tax is imposed upon oil and gas co. share buybacks, I assume that free cash flow will be directed toward debt repayment and dividend increases, with low debt companies raising dividends the most. Which O&G companies would you recommend, ( if my assumption is correct )?

Q: Can you give me your opinion on the results ?

Q: Hi Peter and 5i Team,

My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.

With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?

Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!

Q: WHICH STOCK DO YOU PREFER AT THIS TIME AND WHY (reasons) --SU,CNQ,POU AND VET?

Q: Any idea what's going on with QST - seems to have behaving more positively lately ?

Q: I own grt, smu and dir. I notice that dir and grt are up very strongly today (so far) coinciding with the take-out of smu (announced today). I know you don't give personal advise, however, in principle, do you think it might be time to sell dir and especially grt while their share prices are inflated because of this take out? Perhaps buy them back later when their prices come back down?

Q: Would there be a superior offer coming on this acquisition by DIR.UN?

Q: What are your thoughts on VMD recent earning. At this time would you classify it as a Buy or Wait till latter? Thanks … Cal

Q: Does PKI's current unattractiveness come down to its debt ratio or to end-of-year selling-the-losers? Everything else in energy is doing so well. Supposing tax loss sales peter-out and interest rates stabilize, does PKI become attractive as an income investment?

Q: The above companies are of course different, but can you rank them on a valuation basis as possible additions to existing holdings. Comments on recent earnings reports for WCN and FSV would be helpful.
Thanks

Q: Your thoughts on one of your former BE portfolio holdings latest quarter?


Thx

Q: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks

Q: I own SMU.UN which as announced today , will be bought by GIC and DIR.UN . It is up today by 26%. Would you sell it now or wait until the deal goes throught for a futher upside of about 4%

Q: Just read that SUMMIT is being taken over. Fortunate enough to own both Summit & Dream Industrial in my TFSA along with HOM-UN-T and TCN along with Interent, Killam . Thinking ahead what would you suggest I replace SMU with in the Cdn Reit space?
Thanks David

Q: Peter; I assume this is a “ friendly “ deal - plus when is actual closing? Hope it’s 2023 re taxes. Thanks. Rod

Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter

Q: Do you know if it's possible to transfer out of a rif account in US currency to make your annual withdrawal and keep it in US currency or does it have to be converted to Canadian currency and as such lose the US currency which is what I would like to avoid.

Q: Above are my Consumer Defensive holdings. Can you please rank in terms of Value? I want to hold only 4 consumer defensive large cap buy and hold stocks - would you replace any of these 4?
Thanks!

Q: RNW attributes much of the bad news in its Q3 results to lost income from and rebuilding expenses at Kent Hills, and given management's comments ("Rehabilitation is targeted to be completed by the second half of 2023 for the Kent Hills 1 and 2 wind facilities"; MD&A p14), it looks like these losses will continue for at least three quarters (possibly offset by cost-recovery from third parties and their insurers.) All that admitted, is there some forward-looking point at which RNW becomes attractive again?

Q: Can you please rank the above utilities for Value. I used EV/EBITA data from Yahoo Finance and got this: NPI (8), BIP.UN (11), FTS (12.7), BLX (13), BEP.UN (15), NEE (26), AQN (28)
Thanks!