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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: I have read the recent AD questions and have listened to BNN Market Call guests answering questions on AD. A theme expressed by a few guests, and echoed in a 5iR answer to Peter's Sept 20 question, was why doesn't Alaris management just write off the problem partner companies and get rid of all of the negative uncertainty. In other words, take the hit now and move on.

My question = could you review each of the 3-4 underlying problem partner companies related to the recent quarter announcement and has Alaris management successfully nailed down a worst case scenario? ie: does it look like the worst is over as it relates to the current batch of problem companies?

Thanks...Steve
Read Answer Asked by Stephen on November 09, 2017
Q: Hi Peter and 5i team,
We hold Enbridge in a taxable account and are considering trading to another company with better growth potential. We like the dividend but one anaylist says that all earnings are needed to support the dividend. He thinks the stock price is over valued raising warning flags. Another anaylist likes the name and thinks it is good value.
Enbridge is in the 5i income fund. Is 5i still confident in the company? Our position at present is flat.
Thank you for your opinion
Read Answer Asked by john on November 08, 2017
Q: Dear Sirs,
I am looking for 5 companies(Canadian and US ) that you feel would weather a good sized market correction well. I understand that the US is not a primary focus but would appreciate any names you feel comfortable suggesting as part of a grouping of 5 to 10 names. As an aside , would you view a holding of Berkshire Hathaway as meeting the above criteria.

With thanks
Read Answer Asked by Brad on November 08, 2017
Q: I’m assuming that the holdings of PMIF are identical to PMO005, which are 48% securitized; 38% government; 22% corporate; 13% other.

Question 1: what is meant by ‘securitized’? Is that a good thing in a bond fund?

I’ve spent a day researching C$ bond ETFs and the more I research, the more confused I become.

Question 2: Is PMIF about as good as any other bond ETF out there?
I’m not too concerned about fees or yield, as what I’m looking for is low volatility, preservation of capital, with a reasonable total return.

Thanks.
Read Answer Asked by Irwin on November 08, 2017
Q: I'm considering to enter the battered pipeline sector with no position ( other than ZEO & ZJO purchased two months ago)
A) how should I synchronize any purchase of pipleine ( bond proxie) in a rising interetst rate environnement and should I wait until 10 years USA bonds get above 3% ?
B) the two stocks I'm considering are ENB ( continue to fall ) and ALA (seem to have stabilized at current level). Which one of the two stock would you prioritize first
Thank you
Read Answer Asked by Jean-Yves on November 08, 2017
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