skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 team,
Craig Machel of Richardson GMP was citing on BNN that CPP had migrated since around 2000 from the 60/40 asset allocation to 35% equity and the rest in hard assets and private loans; in other words, private yielding and defensive strategies and equity growth that is not from indices. He also mentioned that retail investors could have access to such vehicles but, understandingly withheld any specifics.
Could you shed some light on the subject? It would be much appreciated.
Antoine
Read Answer Asked by Antoine on February 23, 2018
Q: Hello,

If there is never another new pipeline built in Canada (which I feel is a real possibility), how would you view pipelines companies as long term investments going forward?

Regards,

Robert
Read Answer Asked by Robert on February 23, 2018
Q: Hi, . I want to invest in 5 stocks ,mainly for income , I would like your thoughts on my ideas , and give me your ideas . p.s. I hold BNS and TD . I would buy 1 at atime over the next several months thx Jack
Read Answer Asked by Jack on February 23, 2018
Q: For the first few months of ownership I was making a few clams with this company but now I’ve been underwater so long I’m running out of air. Does current valuation suggest I might want to refill the tanks or should I just swim away.
It dropped substantially last year when the government announced it would grant a licence for 25 per cent of the total allowable catch of Arctic surf clam (taking away CLR’s monopoly). It seems to be falling today on the same news, except that the winner of that 25% allowance has now been identified. Is it an over-reaction?
Read Answer Asked by Peter on February 22, 2018
Q: I am thinking about switching from Alta-Gas to Innergex for a 3% position and taking a reduction in yield. 5 to 10 years holding time. The 2017 INE results were out late today. In looking them over I see significant improvement in revenues and adjusted EBITDA as well as a drop in the payout ratio due to an improvement in free cash flow. The dividend was increased modestly by 3%. However, earnings were down substantially.
Power generation was down due to lower flow volumes in BC and lower than average winds in France.
Would the anticipated rate increases be discounted in the current price in your opinion?
Do you think this is a reasonable switch at this time? Also, in your opinion is there anything in the 2017 results that would be a major red flag for you that I might be missing?
Thanks as always,
Rob
Read Answer Asked by Robert on February 22, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!