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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, what are your views on CYH please? Do you feel it’s underlying holdings are secure enough and that the existing distribution can be maintained? Also, do you feel the underlying holdings are earning the amount of the distribution or is it possible the fund is paying above the collective distributions of the underlying securities as in other Blackrock funds? Are there other global Dividend C$ hedged alternatives that could also be considered? Thanks.
Read Answer Asked by Gary on June 24, 2020
Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John
Read Answer Asked by john on June 24, 2020
Q: I'm looking for guidance and advice on BAM.
Being a long time (15yr+) holder of the security, I love the company and the management. I truly believe they are fantastic investors. BAM represents a number 3 position in my portfolio.

I fear that post covid, and after many, many companies got their first real taste of WFH on a large scale, the commercial real estate market is in trouble.

Looking to feel comfortable not selling into this fear, as I really do value the company in high regard. I just fear we have seen the peak already, at least for an extended period.

Let me know your thoughts.

Thanks,
J.
Read Answer Asked by JAIME on June 24, 2020
Q: Teal Linde was on Market Call yesterday and he said that the canadian utilities like Algonquin have used their clean balance sheets to leverage and buy up US utilities over the past decade (since the 2008 crisis). He said that is mostly played out now and growth will be much more challenging. I suspect this may have played a part in aqn's weakness the past two days. More important: is there much growth left in AQN's future?? I have bought a variety of income stocks that have good growth prospects (for both cash flow and dividends), and benefitted greatly. One of them has been
AQN...but is that run over?
Read Answer Asked by arnold on June 24, 2020
Q: Hello 5i, I’ve invested a portion of my grandmother’s TFSA in CDZ looking for a decent diversified relatively low risk dividend (to be reinvested) payer, which I’ve seen recommended on here a few times. I was on morning star and I came across those two funds which seems to have outperformed despite their similarities and higher MER. Could you please explain the fundamental differences between the three and rank them from best to worst for a 5 year horizon according to your opinion? I wasn’t able to access the complete funds’ holding details. Thank you!!
Read Answer Asked by Michael on June 24, 2020
Q: Continuing our discussion on these two companies BIPC trades at a much lower PE 12.4 versus 170.8, had lower P/B 1.4 versus 2.5 and also has higher momentum short term- doesn’t this make for a compelling buy for BIPC versus BIP.UN. Very confusing situation created by Brookfield.
Read Answer Asked by Steve on June 23, 2020
Q: Looking for 2 stock recommendations for each of my children's RESP account. I tend to prefer companies paying a dividend. Child 1 is 15 years old, needing the funds in 3 to 4 years so picks would need to be conservative. Child 2 is 11 years old, needing the funds in 7 to 8 years.
Read Answer Asked by Linda on June 22, 2020
Q: WHAT ARE YOUR RECOMMENDATIONS ON THESE SECURITIES. I HAVE HELD THEM FOR A FEW YEARS AND HAVE BEEN SATISFIED WIT THEIR PERFORMANCE BUT I AM THINKING OF SELLING AND MOVING ON TO OTHERS.
PLEASE ADVISE.
THANK YOU, TERRY
Read Answer Asked by TERRY on June 22, 2020
Q: Hello 5i Team
Westshore Terminals announced Great Pacific Financial Services Ltd. (Jimmy Pattison ) has purchased 1,035,656 shares on the open market on June 19. The news release stated GPFSL increased its shareholding of WTE from approximately 3 % to 4 %.
According to the Management Information Circular dated May 8, 2020, Jimmy Pattison has control over approximately 34.99 % of WTE, which after reviewing SEDI is comprised of several holding companies (Great Pacific Capital Corp.; Great Pacific Capital Investments Inc.; and Great Pacific Financial Services Ltd.). This equates to holdings of 16.0 %, 16.0 % and 3.0 % for the three holding companies. GPFLS has now increased its total holdings from 3.0 % to 4.61 % with the overall holdings of Jimmy Pattison controlled companies to 36.58 % of WTE.
Questions are:
1 - Is there a limit to how many shares of WTE Jimmy Pattison can purchase using different corporate entities before he has to offer a buyout to minority shareholders? Or can he continue with purchasing shares in this manner until he achieves control (i.e. greater than 50.0 %)?
2 - Do you think Jimmy Pattison will offer a buyout of WTE similar to Canfor last year?
Thanks
Read Answer Asked by Stephen on June 22, 2020
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