Investment Q&A

Q: When do the hydro one installment receipts stop paying interest?

What happens if the Avista deal does not go thru?

What are the time frames involved in the Avista deal?
Thanks.

Q: Your thoughts on DFN.to would be most appreciated.

Q: WHATS YOUR FEELING ON ENERGY TRANSFER IS THE PAYOUT SAFE AND DO U SEE ANY UPSIDE IN THIS STOCK

Q: I have held MFT for under a year, purchased for fixed income outside of a bond fund. Currently down a bit over 1% not counting distributions, which is obviously pretty good in todays' market, but the drop does have me questioning where it might be going. What would you expect the fund price to do in the each of the following situations:
1) rates continue to go up, even if at a slower rate
2) rates stabilize
3) rates go down
Also, how would the distribution be affected in each scenario above and what is the approximate lag time?
Because of the mix of products in the fund, do you think it will act more as a bond fund or an equity fund to market gyrations?

Thank-you

Q: What to do with cpd and Ecn.pr.a .
I’ve held reset prefs before, saw it through through the downturn in interest rates and the upturn again, did well, because I had a long term objective.
I now no longer have this luxury. However I feel some comfort with the minimum rate reset preferred. Should I. I appreciate your unbiased recommendation on both securities.
Thank you.
P.s. will be asking for a complete portfolio evaluation in the new year. Paid of course.

Q: Good morning Peter, Ryan, and Team,

In an answer to Ulrike on October 2nd, in which he asked: "Which one company would you buy today? Hydro One or Fortis? Or none? And why?", you answered "Fortis has raised its dividend every year for close to 50 years, and we would have more confidence in it. H is OK, but has a lot of political interference still, with a new board as well, and a large acquisition that has yet to close."

It's your last comment that I'm wondering about. Washington state regulators have blocked the sale of Avista to Hydro One, citing "political interference". Does this setback for Hydro One affect your opinion of H going forward?

Thanks for your insight.

Q: Hello
5 I has decided to remove Crius from the income portfolio. I will
follow and sell as I am at a current loss of 50%. What stock would you recommend buying with the balance of the money.
Thanks Maurice

Q: is high interest saving account and is safest to keep cash comparing with bank MMF.
CBO, CPP, XBB all have lost money during the last few years why one should keep the cash in these fund
I appreciate your comment Thank you.ebrahim

Q: I am a retired, conservative, dividend-income investor. My current equity-only asset allocation is 22% financials, 8% real estate, 25% tel-pipes-utilities, 15% consumer (owning CGX, PBH & others contained in ETFs and MFs), 3% health, 8% tech, 8% industrials (owning WSP among others), 9% energy, 2% materials. I am mostly invested with roughly 8% cash available to deploy.

I capitalized on tax loss selling of NFI and TCL. I am considering topping up CGX and WSP to a full position and re-initiate a partial position in either NFI or TCL or another suggestion from you.

Question 1 = Could you please rank these 4 stocks based on a) security of dividend, b) growth of dividend and c) potential stock price appreciation (rebound potential).

Q2 = I am normally a buy-and-hold investor and do minor-trims-adds around core positions. Being we are in late cycle, should I just maintain my existing allocations and avoid adding to my consumer cyclical and industrial stocks?

Thanks for your help...Steve

Q: I am looking for a “green” alternative for investing in bonds and would appreciate your opinion of these bonds.

Q: Hi 5i:
I have held both before and sold for gains. Would you favour one over the other now or take partial position in both assuming they both are buys? TFSA or RIF or it doesn't matter which? I am a long term investor and I feel well diversified.
Thanks for your thoughts,

Tom

Q: WHAT IS THE DIFFERENCE BETWEEN THE TWO THE PRO AND CONS OF HAVING THEM.THANK
EBRAHIM

Q: Please provide your comments on ET's Q2 results. Thank you.

Q: Hello. My question may not be about Evertz per se, but a transaction.
I had a bid in for Evertz at $15.50 per share. The market closed with Evertz at 15.89 (I think). After 4pm a large volume was traded 19k vs 52k total as the daily total.
My order was filled at 4:09 at $15.11 per share. There were subsequent orders filled at higher prices. I’m not complaining, but what the heck happened? Was there a huge dump at $15.11 that scooped up my order? How late can orders be processed, particularly on a reporting day?
Well, while we’re at it.... could you comment on the reported results please?

Q: "The new annual dividend rate applicable to the Series N Shares for the five-year period commencing on December 1, 2018 to, but excluding, December 1, 2023 will be 5.086 percent, being equal to the five-year Government of Canada bond yield of 2.436 percent determined as of today plus 2.65 percent in accordance with the terms of the Series N Shares.” (Quote from November 1 PRNewswire)

In hindsite I am thinking that I should have just bought 2 good dividend paying stocks, such as T, TRP, PPL, and FTS. ENB would also be high on my list though I do have a full position. The others are about a half position.

1 - Does this make any sense? I am thinking that the dividends are close to the 5% of the Preferred O shares and the chances of recovering some of my loses are probably better. somehow I think the Series O Preferred's don’t stand much chance of getting back to $25.00 in the next 5 years.

2 - Correct me if I am wrong but Enbridge won’t likely call the shares in unless the rates drop quite bit?

3 - If you believe that my thinking makes sense would you rank the suggested stocks including ENB in order of preference. Feel free to add any other Dividend stock over my suggestions

4 - What scenario would make the value of Series N appreciate or go up in value?

Please take as many credits as necessary for my questions.

John

Q: Is the continued drop in share price caused by US short sellers

Q: Hello 5i,
I will be doing a bit of rebalancing and could initiate either a half a position in any two of these names or a full position in one of them.
Dividend safety is paramount with dividend growth secondary to that. From a rebalancing perspecive, TRI would be the most beneficial to add.
All transactions within a TFSA.
So, my questions are:
1. Is now a good time to add to any/all of these?
2. What ranking would you give them in terms of dividend safety?
3. What ranking for dividend growth?
4. What ranking for equity growth?
Please deduct as many credits as you feel are appropriate.
Thanks!!!
Cheers,
Mike

Q: I know that you have recommended selling all Crius Trust Units, obviously there is a few of us who haven't ... can you tell me where you think this stock will bottom out ? ..and is a dividend cut a for sure ?? Thanks as always for your sage advice.

Q: do you feel a 50% dividend cut is priced in

Q: You have mentioned your concern about KWh's payout ratio tightening. The only figure I have been able to find is 64% which to me didn't seem to be too bad but perhaps I don't have the right number. Could you please state what you believe the ration is currently and what you think is an acceptable ratio for this company. Also, your expectations over the next year and what you think might trigger any payout reduction.
Many thanks as always.