Investment Q&A

Q: Happy new year 5i team! May I please get your thoughts on both regarding distribution security, stock price appreciation this year and overall preference.

Thanks
Dave

Q: What is the pay out ratio and is the dividend sustainable

Q: Could I get your valuation on and outlook for BBU going forward ?

Thanks

Q: Happy New Year guys

In regard to CNR it would appear one of the main issue the company has seen over the last two years, and going forward, is too much freight to move and a lack of capacity. I have to think isn't this a "problem" a lot of companies would dream about. Only really two possible railways to choose from and both running higher than capacity. One would think that would give CNR some pricing power as well. And moving forward it would appear the only option for the next few years to move oil is through increased shipments, where the government of Alberta is paying for the cars.
In this environment the stock has fallen about $18 a share.

My question is what do you see as weighing over the stock, are these fears justified and do you see this as a decent entry point. How is the stock trading in regards to typically where it would be at the end of an economic cycle.

Much thanks

Stuart

Q: Re your answer to Craig on ZUT. Aren't you concerned that the highest % holding they have in their ETF is JE at just under 10%.

That's the only reason I haven't bought into it. Your feelings?

Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.

Q: TRP OR PPL for growth and div. increases?? Thanks

Q: Hi foks, Bonne Anne from Quebec. Update & thoughts on Vegas Spec buy on maxar. Decimated in tax loss to $13 and now off the lows. Besides debt,what are the biggest drawbacks to the massive selloff, and do they still have a viable business plan heading into 2019. Thanks as always, jb Piedmont

Q: Hi, I have held DRA.UN for about 2 years and done well (30%). This holding continues to trade under it's NAV, and the yield is over 6%. In the past you have classified this trust as "riskier income". What are your current feelings on the future prospects for this trust? Is it time to take the money and run?

Q: For a 3 year hold,would you consider this a good stock to purchase?If yes,buy today or wait for the next quarterly report to see how the consolidation of their takeover is progressing?

Q: In your recent report on NFI you were scratching your head at the price decline. That was at $38.00, today it is at $33.00. If your assessment of the company is unchanged would you deploy new money to buy or would you wait for better momentum? If the latter what factors would suggest time to buy?

Thanks
Mike

Q: THESE ARE HIGH DIVIDEND PAYING STOCKS.WHICH 5 ARE SAFEST ONE TO BUY AT THI TIME
ALA 16% MLPX 6 %
AMLP 9% POW 6 %
CFX 12% QCOM 5%
FN 9% QQQX 8%
GOV 25% RDS.A 5%
MFT 6% VET 8%
THANK YOU
EBRAHIM

Q: I am a new member to 5I Research.
Can you please review the beneficial tax implications of receiving dividends from Canadian companies vs companies outside of Canada?

With this in mind, what would be 10 top dividend paying Canadian companies you would recommend for a tax efficient retirement income?

Thanks and I look forward to your reply.

Q: I hold ENB and recently read that the state of Minnesota has appealed the approval of ENB's line 3. What are your thoughts on this ? Is the appeal likely to be successful? I am thinking that if the appeal was successful that the impact to ENB stock would be huge.

Ken

Q: Do you have any dividend yield plays with this market correction,that a person could take advantage of? I prefer a yield with some growth,kind of looking at ENB,IPL,AQN. I currently have BNS,some preferred,debentures,etc. I would appreciate any suggestions you might have.

Q: Wishing a Happy New Year to Peter, Ryan and staff!

I am looking for "relative" safety with some upside and yield. I noticed these two currently look attractive. Your thoughts/alternate suggestions please.

Q: BMO has new issues ie. Bank of Montreal U.S. Equity (CAD Hedged) Callable Income Principal At Risk Notes, Series 789 (CAD). Is there a simple description of these auto callable shares. Are they risk protected? How? It seems that these may be “ timely” given the market meltdown and not necessarily very investable. I found these while researching fixed income.

Q: Thanks for your service! Can you comment on the above? Income and growth. Also, could you give me your top 5 income primarily, growth secondarily.
Please deduct appropriate amount of credits.
Regards.

Q: Hi, can you recommend 5 high yielders to buy today for RRSP Drip. Please exclude ENB, BCE, CIBC, RCI, unless I should add to them. US OK. 5 Year Hold. Thanks.

Q: What pipeline would you recommend and also what company or companies would you suggest in the oil & gas sector.
Many thanks and Happy New Year.
Joyce