Investment Q&A

Q: Which one would have the best return after 5 years in your opinion? Greetings, Peter.

Q: My question pertains to the risk associated with BCE. It is often recommended as a good dividend stock (which it definitely is). However, when I buy dividend stocks, I am equally looking for safety in my investment. The following are few notes:

• The share price is lower than it was 10 years ago.

• In a response to Nick on April 3 you mentioned “the dividend in FY2023 was $3.7B, which is covered by a cash flow of $7.9B,” (which aligns with the Operating Cash flow). Looking at the FY2023 report “https://bce.ca/investors/AR-2023/2023-bce-annual-financial-report.pdf” (page 20) they mention that their dividend payout policy is to fall in the range of 65-75% of free cash flow and that their payout in 2022 was 108% and in 2023 111%. I would think that this may be a better gauge as their capital requirements appear to be regularly high, and a number exceeding 100% may not be sustainable for long.

• Their level of debt appears to be very high.

• Their revenues have had minimal increase year over year and their net earnings declined quite dramatically.

• I understand they are trying to turn things around but are heavy regulated.

What is your opinion considering the above, your understanding of the situation and the current share price which appears to be historically low (offering an incredible dividend).

Would you be a buyer of the stock? Thank You!

Q: hello 5i:
last question on this preferred over a year ago. Can you give me an update and do you consider it buyable? Safety rating would be beneficial.
thanks
Paul L

Q: Is the proposed increase in tax for capital gains over $250,000 an annual amount or a lifetime amount?

Q: Hello all, wondering what you think the outlook is for NV Global over the next 2-3 years? It seems to be struggling over the last year and hasn't participated in the rally of the last few months.
Thanks for all you do, my portfolio has never looked better!

Q: I have a 5% interest rate on my bank account right now and because of this I'm way more cash heavy than usual. Does it make sense to hold a larger portion of cash when interest rates are so high?

Q: Does the increasing tax rate on capital gains meaningfully affect residential real estate companies with mainly Canadian properties? This might also affect grocery-anchored REIT's since they often build apartments on their properties.
John

Q: Why does QIPT keep hitting 52 week lows? Their recent earnings appeared to be decent. Is it time to sell this one?

Q: I know it's not your focus but can you commend on Nubank- last question was asked about it in 2021 -

Q: Would you consider today's sell off a buying opportunity?

Thanks

Q: Why these two keep falling. Is it time to sell them?

Thanks,
Milan

Q: what is the reason for the price drop today and recently? Is it a buy at this price? Thanks

Q: If interest rates drop would short term bonds be better than longer term ,which ever is better do you have any suggestions on bonds .

Q: Can I please have your view on ZAC. Is there a future for this stock?

Thanks in advance. John

Q: Was looking at the financials for this company. They appear to have had a very strong Q3 with revenue increasing 78% year over year based on management's strategy to focus more on water treatment services rather than sales of recovered minerals. However, there are only 1.2M shares outstanding with insiders owning approximately half. Further, the Company is continuing to buy back stock in spite of the already low float. Do you think they are possibly setting up for a "go private" transaction? Otherwise, why would they do this? Do you see value in investing in this company?

Thank you for your service to investors

Brad

Q: Please rank in terms of growth and risk over the next 1-3 years

Q: Has this stock reached its peak. Should I trim or hold. My cost on this stock is $40.
Thanks.

Q: hello 5i:
regarding the CVRs issued and your comment on shares held in an RRSP: does this also apply to TFSAs? If they have no value, and can't be taxed anyway, I fail to see why they can't be held.
thanks
Paul L

Q: Hi, Why the stock dropped 7%, today ? Is the market just nervous before upcoming results ? Thanks

Q: Could you provide the forward earnings estimated for 2024 and the broken down in quarters.

thanks