Investment Q&A

Q: Hi - Could you please comment on PZA financial results? Good, bad, neutral?
With the share weakness this year and high dividend yield, I'm wondering if it's a good entry point now. Thanks. P

Q: Good morning team,

How much will the share price fall if ALA decides to reduce its dividend by half?

Some may actually like the company more for at least the ambiguity about ALA's future will be significantly reduced.

Will you be a buyer in an anticipation of such a move by ALA or do you think ALA management is too keen to keep its word about not cutting the dividend.

Thanks as always!

Q: I am considering a purchase of either TRP or PPL, with dividend and stock price stability being more important than growth. Which do you prefer, and please also comment on the payout, debt levels, and exposure to the oilsands.
Thanks, Grant

Q: Hi,
Thanks always for your advice, it's been very helpful.
Part of my investing strategy is to hold company shares (where possible) in AST or Computershare so I can use the dripping programs for the tax break. I am down drastically with CJR.B - should I sell and move on? Also, I hold ENB, NTR and PPL all of which have suspended their drip programs. Are they worth holding, so I can do something with the cash dividends or should I move on from them. All of my moving on would be to purchase other companies that drip.
thanks
michele

Q: The recent Quarter for Slate is out and the unit price is strong. Can you comment on the Quarter and Slate in general? Thank you.

Q: Please provide your opinion of Southern Co. as a position for my utility sector weighting in USD. Is the debt reasonable for a utility stock. Best, Don

Q: Your top few favourite Canadian companies paying 5%+ yield with a chance of capital gains as well please? No oil/gas or pipelines please.

Q: Can you suggest a floating rate corporate bond etf ? Thanks

Q: Do you think there is a possibility that ALA could go bankrupt? Based on all the negative decisions that have eroded share value, it would appear to me that a wholesale change of the Board of Directors could be welcome news for this company. Who could make this happen?

Q: AD results were decent.... why is it down 8%? Time to buy if one already doesn't own or is something going on here?

Q: Hello 5i:

I would appreciate your thoughts on XHY. I have had this ETF in my RRIF for a number of years and taking into account the dividend for all this time I am still down from my initial investment. Thank you Barbara

Q: I would appreciate your insight on GEI vs ENB. How do the pay out ratios/debt compare, the sustainabiltiy of the dividend and the ability of increasing the dividend? Which one would have a better growth? Would you prefer holding just one or would both be okay as well for added diversification?

Q: Your thoughts on Alaris's earnings report, for an entry point and dividend sustainability to hold in a RRIF, are greatly appreciated.

Thanks, Susan

Q: alaris just reported could i have your thoughts.

Q: Would you hold che.un for income? Is there concern that the dividend is not sustainable. Currently the dividend rate of return is in excess of 9%.

Q: Hi 5i research team,
In your recent report update on BOS, you mentioned the need for a catalyst as their house is pretty much in order (balance sheet, operating systems, management). I am wondering what it could be? #1 Revenue growth: BOS only made few acquisitions in the past 20 years, so it would be a surprise; and in the current state of world growth (probably slightly decreasing at best), BOS would need to enter a new related line (from their current activities) of business: any ideas? #2 Dividend growth and share buybacks: what size of increase or program would be needed to represent a catalyst? When would the balance sheet be ready (size of debt?) for such moves? #3 Privatization of the company: insiders own 41%: looking at insiders could they be buyers or sellers? Do you see this possibility in the next 5 years? #4 Could BOS be on its way to become a value trap? Thank you for your collaboration, Eric

Q: I want to take my huge loss in my rrsp on Altagas and move on. You mentioned there are better names in the sector. I already have a 3 percent position in Algonquin power. Which companies have better upside.

Q: KWH has started a distribution reinvestment program. It appears they intend to buy the shares in the market. What is the advantage to the company when they do this? It seems to make sense not to issue new shares when the yield is so high. (makes for expensive money).

Mike

Q: Would you hold Alta gas at this price?

Q: What is your opinion on Ts.B last earnings report? The stock dipped below $1.00, will the company survive and what are the consequences if it stays below $1.00?
Thanks,
George