Investment Q&A

Q: Income safety from a Reit or energy company or an alternative for low risk income in my RRSP. Thank you Jack.

Q: Hi team,

How do you feel about Alaris Royalty these days, specifically wrt their most recent Q4 and year end results?
Earnings certainly looked pretty good! Do you feel they are sustainable going forward?
How does their stated 'outlook' read to you?
Is the pain of the past 2-3 years behind them now?
They have an unusually high yield and I realize this does add some risk when the yield is above 5% but perhaps they have finally turned the corner.

As always, appreciate your insight!

Cheers,
Steve

Q: Hello,
Could you please comments on AD earning result, outlook and its valuation at this price.
Thanks
Victor

Q: Peter; Just a comment really on the weather and FTS. My gas bill last month was $169. - this month it’s $215. And this is BC! Has to bode well for FTS.
Rod

Q: Could you please comment on the latest earnings release on Gibson's and their comments on future growth/ guidance. Also on their payout ratio. Thanks

Q: What do you think of invesque( ivq.un )for income and some growth.

Q: Good afternoon: could you please rate those three Brookfield units for total returns over 5 years. dividend payout and growth.
Thank you.

Q: CSW seems to be out of favor. Can you comment/speculate as to why, please. With no debt, in demand products and nice dividend, I'm confused by its performance or lack thereof.

Carl

Q: Our 32 year old daughter has $30k for initial positions in her TFSA. She’s looking for balance + growth with a timeframe of 3-5 years. Could you suggest some of your preferred companies at the present time.

Q: Hi, Transcontinental Inc was added to Income Portfolio in June, 2018 at $31.58 for 4% position and later beefed up by additional 1% in October. The thesis was a solid dividend yield of 2.50%, high growth expectations based on transformative Coveris acquisition and a low PE multiple. Stock, however, failed to perform as expected and price fell off the cliff within a short period and never recovered since then. Two subsequent quarters have been disappointing and Coveris integration ( acquisition closed May, 2018) is nowhere in sight. Management has also not been able to address the issues and market concerns, effectively. Company legacy business is already declining. Most analysts have cut their estimates and price targets drastically. One analyst also commented that due to these issues, compnay may even lose some contarct renewals and recurring revenues. Even if we are optimistic and Coveris acquisition issues are resolved by end of 2019, it could take another 2 years, before stock goes back to $31.58, in order to just recover our principal.
So, while the stock is trading at a low multiple and company just increased its dividend 4.6%, keeping its tradition, is it worth the wait (and take the risk) or there are better opportunities to use our capital ? We have gone through a similar scenario with TSGI, only worse and in that case even after almost a year and 55% loss, there seems to be little hope. Thank You

Q: Hi 5i Team,
I'd like to pick an energy name from pipelines, what would be your choice today from above listed or others? to balance some growth stock in a tsfa.
Thanks

Q: This income fund was recently recommended as a play for its yield currently 10.65%. Do you view this as a safe and sustainable addition to an income investors portfolio ?

Thank you.

Q: Hi Peter, my question is on eqix. How would you buy, hold or sell. Is the div safe. When do they report? Thanks Alnoor

Q: I'm looking for a utility that can provide both yield and growth for a three year span or more. Between EMA an PKI which one will give me a better combined yield over this period? Or if there are other names out there that are preferable. Much appreciated.

Q: We hope to (should) be debt free by the end of May this year. I will receive a substantial inheritance in June. We have zero investments outside of our property/business.
My wife and I operate a guest house and live on the property (mortgage free). This business provides us with enough income to live the lifestyle we choose. We are in our mid 40s with no kids.
I will be looking to invest $300,000 in the market that will remain there for at least 20 years. I will reinvest all dividends.
Please provide the 10 names you would purchase if it was your money. Any other advise is welcome also!

Q: Enbridge is down 6% so far today based on the Line 3 delay. Is this delay actually significant wrt forecasting future revenues and dividend increases? Seem like quite a drop

Q: Hi Team,

I love the work you do. I was just wondering what you would recommend purchasing when KWH.UN gets bought out? I am looking to replace it with another utilily. I owned Enercare, but when that got taken over I didn't replace it with another utility (but a bank stock). I am really looking for a good utility company. My investment style is that I try to be balanced. I like a combination of growth and dividends and hold my stocks for a long time. If you currently like a few, could you rank them in order and tell why you like them?

Thank you for all your hard work,
Terri

Q: Can you give me your opinion on this company...……….Richard

Q: Telus and BCE. TransCanada and Enbridge. I generally try to aim for 5% per holding but I had a concern of too much overlap of these respective stock pairings, so I've reduced the total of each pairing to 8% from 10%. Is this still too much? On a the other hand, would 5% of all four make any sense? When it comes to diversifying in Canadian bluechips, variety is unfortunately limited if one wants dependable dividend growth.

Thanks.
Jim

Q: Hello 5i Team,
Could I please get your view on Boralex's recent earnings.


Thank you