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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: hello 5i:
I'm interested in PLC (should never lack for business), BUT I notice the company has a so-so record of meeting Operating Earnings, and a dismal record of meeting Operating Cash Flow projections. This doesn't inspire a lot of confidence in the company, and so provides me with a bit of a quandry. Can you comment? Do YOU think the company will be able to achieve or beat projections in the future, as they haven't in the past? Why?
Paul L
Read Answer Asked by Paul on August 09, 2018
Q: I am looking to add some consumer cyclical and consumer discretionary stocks to my income portfolio as I am very light in these areas. I am looking for something with 2%+ yield, growing dividends and some growth. Which stocks would you recommend today for 3- 5+ year hold.
Thanks so much
Read Answer Asked by Nancy on August 09, 2018
Q: Good morning,

I am looking for a listing of your 5 top companies that have a history of increasing dividends over time.

Thank you
Read Answer Asked by Brad on August 09, 2018
Q: My father will visit Canada next year to attend my graduation. He just wired me 30K to invest and said this will be his travel expense next year, so he wanted a guaranteed positive return for his money. What are some of the stock/etfs you recommend me to put my money in. I do know we have a income portfolio, so please do not say something like "referring to income portfolio", there are too many names there. Can you just give me some of your favorite names? also, some ETFs are fine too. Thank you in advance. Tony
Read Answer Asked by Tao on August 09, 2018
Q: I'm holding a under weight position here and debating on closing it out and adding to my a&w position which would put me to an equal weight there. The fund has been totally silent on the Cara deal and all though the first quarter result showed positive signs of growth it was far from reflective in the share price. I am wondering if the Cara deal is not being viewed in a positive light for the fund.
Read Answer Asked by James on August 07, 2018
Q: This is a follow up question to Dorothy‘s question yesterday where she asked:
BNS is down 4.70%, ENB is down 9.22% and KWH.UN is down 38.20% ... Buy a new stock and if so can you give me some suggestions.

My feeling is that if a company is strong (eg ENB in the latest report) and the price is low, it is a good buy. If the company is questionable (KWH.UN for some reason recently) and possibly faltering, it is a risky buy. But your answer was “We don't like adding to stocks on a decline.”

Could you please clarify what you mean? I find the answer quite confusing, whereas your answers are usually very helpful.

Thanks.
Read Answer Asked by Federico on August 07, 2018
Q: Our portfolio consists of Equities CAD 42%, Equities USD 22%, Funds 22% and cash 14%. Our top 5 holdings are Brookfield "family" as above 8%, Edgepoint Global Port "F' class/ CYB 8%, VISA 5%, Mawer/ MAN Gbl [same manager] Sm/Cap 5%, and GIB 4% of the total portfolio [=30%]. Please advise re deploying part of cash to BAM "family".
What would you recommend as total % to be allocated to BAM "Family" and what % allocation would you advise within the "family"?
Appreciate all your advice. Thx
Sam
Read Answer Asked by sam on August 07, 2018
Q: Hi Peter. Seems like a good idea to let my shares of ECI roll over into BIP.UN. It's in a TFSA. Keep collecting the ECI dividend, pay no fees, and have roughly the same dividend when converted to BIP.UN. What could go wrong? Deal not going through, not all my shares being converted, anything else? As to sector allocation, does it really matter that I go underweight Consumer and overweight utilities?
Thanks so much for this and PUR!
Read Answer Asked by Robert on August 07, 2018
Q: Hello. My 21 year old daughter is looking for options for her TFSA. She is still a student, so she is risk averse at this stage in life. She has a couple of bonds, which are providing a yield of about 2-3 %, but we were are looking at bond fund options for her remaining $12,000. She probably will not need the money for her education, so she has about a 5 year time horizon. What would you recommend for a bond fund that would be fairly conservative, but would give her a bit more of a return than 2-3 %? She tells me should could live with a bit of volatility, but not a big drawdown, so the bonds would need to be reasonably high quality.
Thanks for the great service you provide.
Read Answer Asked by Donald on August 07, 2018
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