Investment Q&A

Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,

Jason

Q: Hello 5i,
I recently came across CCA in one of your latest screenings. I need to add about 1% to the Communications sector and already hold BCE (RRSP) and T (TFSA) as pretty much full positions - at least if they stop being 25 - 30% under water!!
With the 6% yield on CCA (and the last question asked in January), I was wondering if you had any updated thoughts on adding this one to an RRSP, soon to be RRIF, for retired, conservative, income-oriented investors OR would you just add to either BCE and/or T, or go with a new position in Rogers or perhaps VZ:US?
Thanks,
Cheers,
Mike

Q: It seems that mortgage investment corporations pay a nice interest . Do you like them for income? If so, which ones do you like? Thanks. cheers

Q: Hi 5i
I have been considering averaging into BIR and PEY mostly for some growth and dividend for several years hold....

How were BIR earnings and what are the prospects going forward...Is the dividend considered safe...
How would you view PEY earning and dividend going forward...

Thx

Q: Why the 3,678% drop today to $46.63? Add,Hold or Sell. Txs for u usual great services & views

Q: What would be your top 5 picks for Cdn dividend paying companies that have a safe and growing dividend? No financials please. Thank you.

Q: Hello,
Can you please recommend a few US blue chip large cap with reasonable valuation, decent dividend, some growth, buy and forget type of stock. I am reviewing my portfolio and looking for some ideas. No need to comment on why you like the names. Thank you,

Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.

Q: in the globe and mail this weekend ian mcgugan wrote about how dividend investing has lost its mojo. just wanted your take on this story.

Q: What are your 3 favorite choices in each of Canadian pipelines; electric utilities and telecom companies categories for a 5 year hold considering both income and growth?

Q: Hi 5i Team,

I have received a offer from SES to purchase shares between $11.40 and $13. The position I have is part of a diversified portfolio in my TFSA and I am up 90% at current prices and have really enjoyed the growing dividend. I am tempted to sell 1/3 of my position at the higher range of the offer to take some money off the table.

What are your current thoughts on SES as a company, its assets and market position?

What do you think of the offer given the current market price and this point in the cycle?

Thanks for the great service!

Colin

Q: To all at 5i: I have heard that MFC is powering ahead and SLF is struggling. Your thoughts will be appreciated. Thank you

Q: What do you think of DXT's most recent results and prospects going forward.

Q: Hi Team,
What do you think of yesterday's results versus estimates.

I have a small SPB position in my RRSP (about 1%) and I am think about increasing my position. I own it mainly for income with, what I consider, a relatively safe dividend of 7.6%

I am thinking about gradually increasing my position to about 2-3% but I find the debt level a bit concerning, would you agree with the move?

I have some cash to deploy and I took many positions in the utilities sector in the last months and these positions are beginning to do well.

I would like to add some income diversification. What companies in other sectors (REIT, Financials, consumer staples, etc. ) could you suggest to add in a RRSP portfolio that pays a reasonable dividend, have a limited possible drop in price even in an economic downturn and a fair chance of capital appreciation over the next 2-3 years.

Thank you!

Michel

Q: What do you think of Fru and its future ?Is it a buy, hold or sell?
I have a small account in a non registered account income and i am thinking to add more (for income ) .Or you suggest to sell and buy something else ? Thanks !

Q: You last commented on the TRP spin off of South Bow in January, any additional comments as we are getting closer to the vote?

Q: pls your comments on earnings and what your share price target looking forward?

Q: I've owned this stock for a good while and have made some money with Ian t. Back in July it was at $ 30.00 and now approx $ 24.00. I've heard something about the local government wanting in on the money it's making ? Any info on this and would you sell or hold ? Thanks

Q: Hi, With CDN interest rates maybe coming down I'm wondering if a switch from a covered call utility ETF (ZWU) to an equal weight ETF like ZUT makes sense? ZUT though has a fairly high MER, so is there a better option, or maybe better to just buy individual stocks. Thanks.

Q: You have recommended SPYD ETF in recent answers, and on doing some research, see Morningstar rates it as a one star and Seeking Alpha has a dismal article on it. Just wondering why you like it? They seem to like SCHD much better. Would you agree with this thesis for a Dividend ETF?
Thanks!