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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,
I hold NFI in a reg'd account where I endeavour to buy and hold. A while ago it was up nicely but then lost all its gains and more when the revised guidance came out. Now, with its recent soft recovery and dividends accounted for it's back in black, slightly.
I'm not optimistic about NFI's next couple of years and would like to see better capital gain and dividend income from the funds currently in NFI, and I'm considering WJX as a replacement. What do you think of this move and, if not WJX, can you suggest another one or two names for me to consider?
Much the same circumstances and question regarding AQN, which I think is somewhat stale these days and may be for a few years to come. I'm considering CPX as a replacement and would appreciate your opinion on that move, and your suggestions of one or two other than CPX if you think leaving AQN behind is wise but CPX might not be the answer.
Thanks and please deduct accordingly.
Peter

Read Answer Asked by Peter on November 01, 2021

Q: Dear 5i,
I hope you're well today.
I'm trying to pick the "better" company in which to invest new money.
May I have your opinion, please?
I like all three, but between BEP, CPX, and AQN what would be your preference?
Thank you.

Read Answer Asked by Francesco on October 28, 2021

Q: Dear 5i team.

I am considering a switch from CPX to NPI and wanted to know your views on these two matched head to head. Is there a better alternative to switch to in the same space?


Many thanks.

Read Answer Asked by Arthur on October 25, 2021

Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

Read Answer Asked by Chris on October 19, 2021

Q: Top 10 CAD Dividend Growth picks for RESP? 15 year time horizon.

If you have a link to such a portfolio would be happy to see.

Read Answer Asked by Patrick on October 18, 2021

Q: Hello 5i Team,
I would like to expand my utilities exposure (beyond the positions I already hold in Emera and Fortis). I am considering taking a position in either Canadian Utilities or Capital Power. Both have similar yields and dividend growth over the past 5 years. Which of the two would you favour, and why? This is for a long-term income focused account.
Many thanks,
Brian

Read Answer Asked by Brian on September 30, 2021

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Read Answer Asked by Nhung on September 24, 2021

Q: Bought CU over CPX because of long history and large capital program to move CPX off coal.
Surprised Alberta power rates are good given their economy is languishing. Which do you see as the better option going forward for steady income and likely dividend increases above inflation rate (unlike CU of late)? Thanks.

Read Answer Asked by David on September 03, 2021

Q: After selling some growth stocks, I'm looking to add 3 income stocks to my Rif. Can you rate your preference on the 1st 4 and then the last 2. Thanks

Read Answer Asked by Henry on June 04, 2021

Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021

Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!

Read Answer Asked by Grant on April 07, 2021