Investment Q&A

Q: Can you suggest utility stocks to hold for the long term? I currently own capital power, Enbridge and Brookefield infrastructure.

I noted TA is a best stock recommendation but is it too much overlap with CPX?

Q: I am deficient in utilities. I would like to purchase one Canadian company in the sector. Could you rank these 5 companies (you can add to the list if I missed a good company) with a brief explanation for your choice. I am looking at total return (gains + dividends).

Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?

Q: Not too long ago I asked the question below. Given recent turmoil affecting the markets I’d like to ask it again, however would like you to consider current global risk in your response. Thank you.


Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave

Q: Would you consider this a worthy addition to an income portfolio with potential for capital appreciation? Seems like it's trading at a reasonable discount to price targets (for what they're worth) but wonder if there's a reason for that in relation to future prospects? Do you have any concerns regarding the balance sheet/payout ratio, etc.?
Thanks...

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: hello 5i:
CPX reported this morning and the results looked very good:
EPS of $1.28 beats by $0.70
| Revenue of $1.08B (26.38% Y/Y) beats by $83.60M
do you agree, and did the conference call add anything that might explain the drop in share price?
thanks
Paul L

Q: Hello Peter and Team,

I am looking at turning over a portion of my portfolio and rotating into AI infrastructure. With the growth we're seeing increased power consumption, micro data centers, advanced cooling, specialized power distribution, and a supply shortfall are all going to be very relevant in the coming years with the AI capacity rising so fast.

My questions;
1. Has there been a market sector specifically dedicated to AI? Or is it just grouped into IT?
2. I know you mentioned TransAlta Corp in your recent "Best Stock Ideas. What other companies do you think we should be looking at moving forward?
3. Are you looking to have more focus on this sector for the Model Portfolios and if so, which companies are you looking at for growth and for income?

Appreciate all you do

gm

ps,... Thank you for 5N Plus, Kraken & Tantalus

Q: Of Canadian Utility companies, which have the most intriguing growth potential? CPX seems to stand out, but what do you think? Or is an ETF (ZWU/ZUT) the best way to go.

Q: Would you consider Capital Power on a list of halo stocks and powering AI? Or was it excluded purposely? I mainly mention this because I thought previously they had been tied to natural gas powered AI data centre's in Alberta? Disclosure: I own it but am very open to upgrading to something materially better in that sector.

Q: I am considering adding to these equities (ALA, BIP.UN, BN, CCA, CPX, DIR.UN, FTS, GSY, GWO, MFC, NWH.UN, TOU, TRP). Are there any you would not purchase more? In what order would you acquire for best overall combination of growth and dividend/distribution for the next two years.

Q: I am assuming CPX was down Friday on heavy volume in response to Trump’s initiative to impose a cap on residential price increases, and require tech companies to pay for their own power centers . There was a concurrent selloff in independent US listed power companies as well.
How much exposure to the US market does CPX have?

Q: Whats going on with cpx down large friday.

Q: What are your thoughts and/or insights regarding the monster Alberta AI data centre complex being promoted Kevin O'Leary? Are there any investable companies involved that aren't on the public radar yet that you would consider investing in? Thanks, and Happy New Year!

Q: Could you tell me your thoughts of the deal CPX just announced with Apollo Global Management to acquire 3B worth of Natural Gas facilities in the U S and also the MOU with an un named company for 250 Megawatts of electricity for a data center in Alberta the market didn’t seem to like it down almost 10% at one point,what are your thoughts on this deal,company and would you add on this news thank you

Q: What do you think of their latest announcement

Q: I’m a62 year old retired investor with an excellent DB Pension and I’m working on a supplemental cash flow with my TFSAs,I have held the above stocks for about 4 years all roughly 10-12K in value and have been set up as DRIPs
My question is could you recommend another 8-10 Cdn dividend stocks($ 100K of room) I would add to this account coming from another TFSA,these could possibly have 4-6 % capitol growth and 4-6% dividend yield and in 3 years I would go from a DRIP to monthly or quarterly cash payments,I am medium risk and the sectors would not matter ….Thanks Greg

Q: Hi 5i,
Is this a good entry point for Capital Power? Do you think it has much growth potential?,
Thanks, Cheers

Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?

Q: Hello 5i,

I am looking to add one name to my income portfolio and the names mentioned above come to mind.
I own TD, ENB and FTS, so have a representation in the sectors. I would like a high dividend (who doesn't) and a dividend grower too.
Would you have a favorite amongst these or would prefer another name?
Regards
Rajiv