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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 currently hold aqn, approx. 11% of my portfolio and am thinking about adding one of ema,cu or fts. I do not expect to exceed 15% in total portfolio value and am not adverse to reducing my position in aqn to add one of the above. Which of these three utilities would you add for both growth and income and why.

Thanks, David
Read Answer Asked by david on July 26, 2017
Q: Hi 5i,
It looks like Alaris has missed on Q2 relative to expectations. But it also looks like the analysts’ have failed relatively miserably in attempting to provide useful guidance about this company on a quarter by quarter basis. Please give me your assessment of management’s comments under “Outlook,” specifically in relation to the forecast for 2017 FY revenues of $90M and an “annualized payout ratio” of “under 90%”. Also, I realize that predicting market reaction is speculative but, if AD can achieve results in accordance with the stated Outlook, do you think that would be sufficient to provide a significant measure of recovery for the share price. Thanks!
Read Answer Asked by Lance on July 26, 2017
Q: Hi: Some time ago Pure Industrial was favourably mentioned on BNN because about 30% of its holdings are focused on warehousing for e-commerce distribution. An article in today's Globe and Mail also mentions it in this context. I note your comments on AAR have been cautiously positive, but not enthusiastic. Would you mind expanding on the e-commerce linkage? Is it less than it appears? Also, can you point me to other stocks that focus on the development of E-commerce distribution facilities? many thanks.
Read Answer Asked by Roland on July 24, 2017
Q: Hi 5i - I have a half position in BPF.UN (that has done well) and thinking about adding a half position in AW.UN (need some more consumer exposure). You have mentioned its preferable to buy into strength rather than negative momentum - what would you recommend here? Or should I just buy PBH? Thanks, Neil
Read Answer Asked by Neil on July 24, 2017
Q: I've recently sold my ZRE position and am looking for some suggestions on what to consider purchasing with the extra funds on the fixed income side of my portfolio. My equity portfolio is balanced; I am about 8 years from retirement, and am conservative in my approach. I am about 30% in laddered GICs, 5% individual bonds, 3% CPD and 5% in cash. I don't have any bond ETFs (and am concerned about the principal in a rising interest rate environment). What to do with the extra cash? More CPD? Or an international REIT? Or a bond ETF, Canadian or International? Or something else?
Read Answer Asked by Brenda on July 24, 2017
Q: Want to refine my pipeline/processor holdings consisting of ALA,ENB,ENF,IPL,KEY,PPL,VSN.
Looking for yield plus growth of ~7%. Have held all for over three years and some seem range bound,Not sure which have the most castalyst for growth.
Your thoughts on best to own and which to drop. Would likely convert the proceeds of disposed ones into more of the holds to maintain same total $ position in the group.
Read Answer Asked by Peter on July 24, 2017
Q: Good morning.

I'm not a fan of short sellers but, with EIF, they may have a point on the cash flow. Looking back at the last 5 years (Morningstar.ca), it does seem that they are consistently showing negative free cash flow and this seems to be primarily due to investing in PP&E rather than acquisitions. If it was for acquisitions, I would view it more positively but for PP&E, every year, not so much. What is your opinion?
Read Answer Asked by Peter on July 24, 2017
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