Investment Q&A

Q: How long should I hold CHR waiting for rebound? selling now would create a huge loss for me. I have 40,000 shares book price ...cost $6.18......selling now at $2.50 ..I don't need capital or diividends (they have been suspended)

Q: Would you please comment on the Canadian uttilities as a sustaining dividend provider and in particular ZWU and whether the covered call feature has consistently provided a history high dividend yield --- currently at 8+percent.
George Murphy

Q: Why is the market not liking these two companies? Both established large cap companies, limited growth but why so unloved if interest rates will remain low for years to come? I have to admit I’m staying away from these two due to terrible price momentum. Both have lost money if held the past 5 years.

Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side

Q: TD model portfolios removed all the energy and pipeline positions from their portfolios .
Do you think we have reached peak energy Is it a prudent move to remove all pipelines from my portfolio
I am a retired investor and depend on the pipeline dividends for my daily living expenses Your answer would be greatly appreciated
Paul W

Q: I hold T. Contemplating buying BCE(5.97% yield) or ENB(7.94%). Which do u prefer? or should I buy both.
Txs for u usual great services & views.

Q: Hello,

Parkland issued a news release relating to "on the run" license purchase for use in most of the US. Can you explain in simple terms what benefit accrues to PKI and who holds/held the rights prior?

Q: I realized that my Portfolio does not have any individual holdings in Utilities. Some of the ETFs I am holding do, but I don't have any individual utilities. Can you recommend some of your favourites?

Thanks

Q: I have been considering investing in JNJ but am concerned about its legal issues. These are highlighted in the most recent annual financial statements but are not mentioned in the subsequent quarterly releases other than to say that the company does not give guidance because it cannot predict the outcomes of legal matters. This indicates that they believe the issues are material.
Can you provide your thoughts about the company and the risks that the legal issues present.
Thanks for your advice.
Ian

Q: In response to Roy's question on Sept 11 you stated in part "earnings are expected to bounce in 2021 by up to 50%". I couldn't find any specific information supporting that position in the MD&A accompanying recent annual & quarterly results, other than management's generic confidence in increasing revenues once the pandemic impacts are over (whenever that is!) Have you any other specific information?

Q: Hi 5i
In order to adjust utilities weighting up in my portfolio could you suggest a couple of each of Canadian and US please?
Thanks
Mike

Q: I am looking at putting some of my unused secured line of credit to work and invest in some dividend paying stocks. For context only, not much leverage about equal to 20% of my current portfolio, over 10 year time horizon and comfortable with the risks.

I am looking to see what companies you would suggest looking at. I keep circling back to companies like car.un or RBC. thank you

Q: Now that AW has reinstated dividends, do you think it has more potential than QSR?

Q: Hello,
I have been holding Laurentien Bank for a few years thinking it was 'cheap' as it was trading below book value. It's done terribly should I hold/sell any recommendations on an alternative holding for the long term.

Q: Hello Team,
What is your opinion on EMP.A, following todays earnings release and their future expansion plans.What does the Safeway integration disclose about the Managements ability to deliver; do you detect any shortcomings?
Andrew

Q: Could I get your comments on their latest Q1 results?
Thanks

Q: It seems the Liberals are going to heave a whole lot of money at likely renewable energy and infrastructure in the coming months. Does 5i have some suggestions where some of its subscribers would place some investment funds?

Q: Hello,
Just joined and have a question about Alaris conversion to an income trust. I have had shares for several years in a non-registered account that have now been converted to an income trust. These shares were purchased at a much higher price than they now trade at. I'm not happy with the conversion of the shares to an income trust as I know I will be paying more income tax on the distributions in a non-registered account. Additionally, Alaris has somehow taken the original cost of my AD shares and substituted a much lower cost for an equal number of AD.UN shares. I called TD Brokerage and they said they have to go by the value supplied by Alaris. This leaves me unable to claim a large capital loss on my income tax when I sell these shares. This seems to be a very poor business practice and unfair to shareholders. Is this a common practice in these types of conversions and is there any recourse available that you are aware of in getting my original cost base reinstated? Thank you.

Q: What is your view on TRP.?
Hold or move on. Should I ride it out ?
Down 45% 2.5 % of portfolio.

Q: What is your view on QSR ?
Should I hold or move on? down 13%. 5 % of portfolio.