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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: To add to Julien’s post from today on bonds. I am in a very similar situation, younger (early 30s) with no bond exposure, all equities in the portfolio. I’d like to start adding some bond exposure through ETFs and did appreciate your suggestions on specific names. My question is, what etf would you say is a ‘one stop shop’ for bond exposure, as I like to keep it to one or two names at most. I’ve seen ZAG or VAB mentioned before. I’d like to keep it in CAD as I don’t want to add exchange risk. The purpose for the bond exposure would be to add uncorrelated assets and reduce volatility. Thank you as always
Read Answer Asked by Aaron on June 28, 2018
Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy
Read Answer Asked by Jeremy on June 28, 2018
Q: I have a question that may be of interest to some of your subscribers who, like me, are relative novices at investment. I've been reviewing my portfolio -- specifically Payout Ratios (I'm using Morningstar data, so there may be some variance when compared to other reporting agencies). I hold the following stocks with payout ratios beginning at 130%; however, two reach into multiple hundreds. VET and AQN are not included in your model portfolios, but ENB and PKI are in the 5i Balanced portfolio; CSH.UN, ECI, and ENB, again, in the 5i Income portfolio; and CLIQ in the 5i Growth portfolio. My question, quite simply, is: Why should we not be concerned about the stability of dividends from these companies? Thanks.
Read Answer Asked by RANDALL on June 28, 2018
Q: Greetings, I have a portfolio of Canadian and US stocks that is weighted about 60% in banks and insurance companies. I want to hold dividend paying stocks and am considering AQN, CU, & EMA to get more exposure to utilities (have Enbridge already) and PG for a consumer staple. Does this make sense or are their other names in the utilities and consumer sectors to consider?
Alex
Read Answer Asked by Alex on June 27, 2018
Q: Hello 5i.... I have watched Morneau 's recent run up and will likely take profits here. Do you feel it still has more growth potential going into 2019 ? Overall I'm concerned about lack of div growth for MSI and wish to "beat" its current div yield with a solid "dividend grower" in a RRSP account geared toward income/some growth, I am thinking about ENB or BNS from your Income PF , also hoping for more growth than MSI going forward..which would you pick here ? Or perhaps you could suggest another ( I already own RY BCE, BEP.un, ECI, FSV, WSP in various accounts)
thanks/Art
Read Answer Asked by Arthur on June 27, 2018
Q: Your thoughts about ET after earnings release and is the dividend safe here?
Would you buy it now?
Tell us some about their metrics here.
Also any thoughts about prospects in the future...is this a company that is looking at the future with potential.
I keep hearing that it might be taken over,so which company could be a good candidate to take them out?
Read Answer Asked by Josh on June 26, 2018
Q: Dear 5I Team
Kwh.un was recommended as a Top Pick on BNN Market Call
sometime ago. But the price has kept falling. Currently it is trading in the $7.20/share range giving over 11.60% dividend.
I own some at $8.30 and would like to buy more at $7.20.
KWH.un is ranked at 8 (Top Quartile) by Thompson (seen under Reports on WebBroker)
I would like to get your opinion.
Thanks
Eric
Read Answer Asked by Eric on June 25, 2018
Q: I believe in the inevitability of alternative energy, although not imminent, I think fossil fuels are a dying industry. Energy transmission will be needed regardless of the generating source so I am looking for companies that operate in this space. ie build/maintain transmission infrastructure or develop smart grid technologies. The big utilities have some exposure but I was looking for more of a pure play. Do you have any suggestions on specific companies. Thanks

Kenn
Read Answer Asked by Kenneth on June 25, 2018
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