Investment Q&A

Q: I am trying to understand how NFI deserves an A- rating. Please appreciate that this is a learning opportunity on my part as I`ve made (too many) mistakes in the past. I see a company that has had excellent fundamentals (i.e. 19.7/20.7% revenue/EPS growth) over the past 5 years but only has a 4.9% revenue growth over the next year. The company's balance sheet is so/so. The companies last quarter was disappointing. The big advantage I constantly read about is its backlog (and this is not a sign of growth). This sounds like a company that was great in the past but appears to have few specifics mentioned about having a great future . What is it that we do not see? Your in-depth comments are appreciated.
Thank You.

Q: How do you feel about these two names as income stocks with a small amount of growth? In a market correction they should stand up half decently?

Regards,

Robert

Q: Hi 5i.
Great job on the new website!

My question is whats waking up SRU.UN today?
Should I keep holding for income or should I sell?
Could you also suggest 3 best buys from your income portfolio at this time?

I look forward to your answer.

Q: We are quite elderly, have a small pension and, to augment it, invest with BMO in a portfolio of 22 stocks that pays close to $35,000 annually in dividends. I'm looking for relatively stable income with safety and a modest chance of growth. Could I have your comments please, and any suggestions.
It is composed as follows:
Cash - 3%
ALA - 4.36%
AX.UN - 4.23
BCE - 5.10
BIP.UN - 4.58
BMO - 4.79
CM - 4.88
CPX - 3.91
DRG.UN - 4.91
ECI - 3.95
EMA - 4.58
GEI - 4.12
NFI - 4.27
NPI - 4.51
PKI - 5.01
PPI - 4.3
REI.UN - 3.77
RNW - 3.63
RY - 4.84
SJR.UN- 4.11
T - 4.27
TD - 4.44
TRP - 4.26

Wishing you all a Very Merry Christmas, and a Happy and Prosperous New Year.

Cheers, Edward

Q: What is your opinion of this stock...is the dividend safe ...I know enbridge has a lot of debt could this affect ENF...

Q: Hi Team,
I have held a full position on both ENB and PPL for 4 years. Share price of ENB has been steadily dropping over the 1 - 2 years while PPL had held its own. I am therefore thinking of moving my money from ENB to PPL (I am therefore may be overweighed on PPL). Your thoughts and comments would be appreciated.
Cheers

Q: I just read your comments regarding MLP’s, including AMZA as your preferred way to go. My question: the dividend on Globe Investor shows a dividend rate of approx. 25%. Even with the withholding tax that would still leave a dividend of about 15%.

Too good to be true? If so what are the downside risks?

Thanks.

Q: given current markets, what percentage of the above etf's would you hold for fixed income...thanks.

Q: Chesswood has announced that they will redeem all $20 million of its outstanding 6.5% convertible debentures in January 2018, well ahead of their maturity date of December 31, 2018
Can you explain 1) what is a convertible debenture? And 2) how material is it when these are redeemed ahead of their maturity date?
Thanks
John

Q: rogers has been on a bit of a slide the last week or so wondering if there is reason . Is there a reason for rogers to be selling assets like shares in cogeco

Q: Canadian companies that pay dividends in U.S. dollars: In your Nov. 29 answer to Patrick, you listed some companies; MG, MX, BEP.UN, AQN, TRI, OTEX, CSU, AGU
Are there any more beyond this list? By the way, it may be good to identify this somewhere on your web site. Thank you.

Q: I am negatively surprised at the proposed sale announcement today, as a fairly large shareholder of IRG. The price of both Companies are trading down, which would indicate not all is well. To take 80% of MTY stock, how do they determine at what share price? Why would they have a no solicitation clause with MTY? Should the objective not be to maximize shareholder value and properly seek bidders? Your comments would be appreciated.

Q: What do you think of this company. Thanks Jack .

Q: Hi 5i:
A previous question asked by Joseph today about the newly issued Series 21 Preferred Shares. I have that issue and it is currently listed as PPL.PF.A with my Scotia iTrade account. Hope this helps.
A previous question asked by Roy today, you listed PPL.PR.U as a minimum preferred to consider. That symbol I cannot find. Do you know what issue you are referring to?
Thanks so much.

Q: Which would be better for growth and safety of dividend.

Q: continue to hold or sell?

Q: Could you kindly review RBA for me? Are we nearing a breakout, or when would be best to add to my position?

Q: There is consistent insider buying in CBL but it seems to be pretty much limited, at least very recently, to two parties: Joseph Lewis and Braslyn Ltd. Do you know if Braslyn is controlled by Lewis (the purchases seem to mirror each other)?
Is there anything to infer from this other than a positive outlook from at least one insider?

Q: I want to boost my income in my RRSP from MLP's would it be better to use an ETF such as AMZA or CEF such as FMO or KYN for 5 year hold or longer. Is theer any holding tax on any of the three?
Thank You
Cec.

Q: Please explain the difference between ENB and ENF.
Thanks for your ongoing excellent service.
Frank