Investment Q&A

Q: Can you tell me why ex-div, takes an index down a few points

Q: When the stock took a fair hit friday ,was that more related to ex -dividend date or are their other factors ?

Q: Hi Team,
Is KML only holds Canadian pipe line assets, and that means only holds Trans Mountain pipe line, if the expansion blocked that would be very bad for KML ?
Your comment is highly appreciated.
Thanks as always,
Tak

Q: Here is a link to an article in the Globe & Mail that puts a pretty positive spin on Enbridge.

https://www.theglobeandmail.com/globe-investor/inside-the-market/bmo-sees-once-in-a-multi-year-buying-opportunity-for-enbridge/article37015852/

Q: In a 7 figure account that I manage I need to add a telco for about $20K. This account already has close to equal amounts of Rogers, BCE and Telus. The decision is between topping up those three or adding COG. As you know the stock has been on fire this year but why? Can you shed some light?

Thanks

Kim

Q: Hi 5i,
Just a comment. You are fond of pointing out that there are two sides to every trade but I don’t know if many people really think about what that means. Frustrated holders of ENB (how could we be anything else?) might want to take a look at a 5-year chart for TRP. TRP went through a period where it had some issues and not everything was working out perfectly for it. Even though there was never any real concern that its dividend was in danger or that its business enterprise was at significant risk, the market sold it down from $60 to $40. Sound familiar? But a quick glance now will confirm that over the most recent several months TRP has spent most of its time over $60 again and the people who bought it near $40 have made out like bandits. Do you think maybe some of them were buying ENB this week? Thanks!

Q: I hold a large position in this preferred. I have held it in my RIIF since is was issued 11 years ago at $25.
I also hold it in my investment portfolio . 11 % of this 300000$ Portfolio. Purchased for $13. My view is that I should contiue to hold and collect the dividends on the basis that I think interest rates will continue to rise . What is your opinion.

Q: I do not understand the Aimia purchase by DIV and how DIV gets revenue from this. Can you please explain this in some detail. Also if Aimia was to go Bankrupt as the CEO of West Jet said is a possibility, what would that do to DIV. Thanks

Q: HI, your last comment about this stock was somewhat tepid. I hold it for safety/yield and I reinvent the dividends. Would you prefer another stock that has a high dividend, is safe, but you think more highly of, and if so please provide name(s). Thank you. Bill.

Q: Im with Frank, I only want stock picks that go up ;)

Q: Hi
Would a switch from the ALA.R to ENB be a good idea at this time?
Thanks
J

Q: Reviewing my portfolio at this time of year,i have decided to take a more defensive approach for 2018.I have recently purchased a couple of gold stocks(aem & lk).I am unsure if gold still has the downside protection for a portfolio that it used to.
Also with the expected interest rate increases will dividend paying large caps have the desired benefit of portfolio protection?
Do you have any suggestions on some debt free dividend paying companies that will do well in a flat or slightly down market.I don't care if they are small,medium or large cap companies!

Q: In a recent reply to a question about DR, you concluded with a sentence:
'This makes it tough to have a whole lot of confidence on the potential cash flows.'
Could you please expand on this as it sounds like you are 'forecasting' a future drop in earnings / cash flow? Can you share any evidence you have that would support this view?

Q: Good day,

What do you consider to be the top 5-10 undervalued stocks in your coverage universe or in the portfolios right now?

Thanks!

Derek

Q: Hi 5i
I am frustrated with AD and am looking at a replacement in an RSP account. Could you give your opinion and rank order for a long term hold of CGX, ECI and ABT. Do you think each will kept in the PF? Thanks for your help.
Gary

Q: Do you have any view on the poor price performance of Onex of late.Are you concerned about their abilities fundamentally in the future

Q: What is your take on this company ? All reports seem to confirm the current dividend is safe. Regardless of healthcare funding, the surgical centres will continue to operate, so presumably the cash will continue to flow. Canaccord downgraded the stock but others rate it much higher. What then is the rationale for the recent decline in the stock price and what is the outlook over the next year ?

Q: Could you please give your likes and concerns on CHE.UN as an investment for the next few years + your thoughts on the pros and cons of the quarterly report and what in the report drove the price drop today. Thanks.

Q: I currently hold a very small position in Enbridge (1.5%) and a very large position in CDIC-guaranteed High Interest Savings Accounts (HISA's). I am retired and capital preservation has become important to me. HISA yields are about 1% while ENB yield is more than 5%. However, ENB dipped below $44 briefly this morning, which represents a 20% drop over the past year. Would you recommend switching some of my HISA's to ENB at this time to obtain a better yield?

Q: Hello , could you comment on AQN and H recent earnings.

I own a good amount of AQN and CU. I was thinking of adding H to the my utilities mix as it seems to be under priced right now?

Thank you