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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: In light of where we are in the business cycle and the trend of lower interest rates, I’m doing a review of my portfolio, $620000.
Recently reduced my position in ENB by half going from 10% to 6% and subsequently bought PPL. I’m looking for a second opinion. I’m an experienced investor familiar with the volatility of the market. Just looking to position myself for the next 6 maths to a year.
Price quoted is cost also % of portfolio.
CPX- 29.77 -4%; ALA - 19.38-6.45%;ECN.PR.A-23.56-8.5%(total return is positive);VGG-43.07-4.38%;CSH-UN-15.57-4.2%; NWH-UN-11.10-3.6%;ENB-42.16-6.2%; EIF-29.66-6.4%;VET-36.11-5.7%; WMT-98 US-4%; PKI-37.41-4.3%;AD-20.39-3.5%; CHR-6.79-4.5%; SIS-13.51-1.4%;AQN-14.23-5.7%; NFI-33.08-2%; PPL-49.50-3.7%.
Use whatever credits necessary. I find your answers given to your clients very valuable. Great unbiased opinion . Thank you. Supplementary to my question I have 8% cash and a quarantined income of $50000.
Read Answer Asked by Roy on July 30, 2019
Q: Husky is in an unloved sector and has never been a preferred name in that sector for various reasons, but at $10.70 is it getting to a point where it should be considered over some of the usual go to names. The yield is decent and the balance sheet is good... not sure why it is getting punished so severely for a q that seemed within expectations.
Read Answer Asked by Jason on July 26, 2019
Q: I am hanging on to Quarterhill pending news on the Apple court case. It has been in a narrow trading range for three weeks now. They offer no press release but I think earnings is August 12. There are rumours that the US courts may consider all patents worthless. Is this true. If so, Quarterhill could be worth nothing. I own a lot so am a little concerned about this rumour, true or false. Thanks.
Read Answer Asked by Helen on July 26, 2019
Q: I've owned Game Host since 2016 mostly for income. I used its monthly 5% dividends and put them towards my mortage payments. Since my mortgage interest is now 2.85%, I think it makes sense. I just wanted to check if the company is still doing "ok" to continue with my strategy (GH.CA is a 2.0% position relative to my total account and 1 of 5 income stocks that pay my mortgage interest). Could you share some of its metrics, like debt-to-equity and other metrics that matter to income stocks?
Read Answer Asked by Matt on July 26, 2019
Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!




Read Answer Asked by Sylvia on July 25, 2019
Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.
Read Answer Asked by George on July 25, 2019
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