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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: More of a comment than a question.
I sold half of my EIF holdings several years ago when there was a similar short attack which proved to be unfounded and also demonstrated that EIF management is actually very capable. The stock more than doubled after that, but is tumbling again not because it is a badly-run company but because it is small enough to be vulnerable to a short. I've come to the conclusion that these short attacks set up an irresistable negative psychology and a well-funded and clever shorter is probably unstoppable at least in the near to medium term. As a general rule it seems to me better to sell very early in this situation. Appreciate your thoughts
Read Answer Asked by richard on July 24, 2017
Q: Greetings guys.

Question: If you had to split a 5% position among the names above, using strength of balance sheet, dividend growth, eps growth and valuation as determining factors, which name or names would you select and what percentage would you allocate to them.

Do you think the utility / alternative energy sector is a decent place to invest in against the backdrop of a rising rate environment. Theoretically, what weighting in a portfolio would you make this sector.

Thanks.

John
Read Answer Asked by john on July 21, 2017
Q: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.
Read Answer Asked by Alan on July 21, 2017
Q: I have a small ($35k) car account - bought a new car and financed most on basis of keeping my capital, hopefully offsetting the low interest cost with dividends. Portfolio: AD,AX,CWX,DFN & PZA. ax represents 37% and has given me a 12% capital gain in addition to the 8% dividends. It now seems range bound at $13. Thinking of taking that capital gain and replacing AX with a combination of ALA and IPL both of which seem to have some upside potential, while still paying 6-7% div. What do you think? Thanks, continue to love your service.
Read Answer Asked by Mark on July 20, 2017
Q: Hi 5iResearch Team,

Over the past 12 months, IPL is down by about 10% while PPL was up slightly (2%). Currently, IPL has a PE ratio of 17.8X and a P/cash flow of 12.4X while PPL's ratios are 35x (PE) and 21X (cash flow).

Would you please comment on why IPL is lagging behind PPL over the last 12 months and based on the above ratios, wouldn't IPL be a better buy than PPL?

Cheers,
Harry
Read Answer Asked by Harry on July 20, 2017
Q: Hi 5i: Early this year I recommended AW.un for my wife's account. It went up nicely but has since dropped significantly. Her investment horizon is medium to long term so holding it is not a problem unless the fundamentals have gone bad. I realize same store growth has not been good recently, which is not a surprise. Is there anything else going on that would make it advisable to cut losses now?
Read Answer Asked by Roland on July 19, 2017
Q: Hi guys,

Can I get your thoughts on Artis REIT? I've been watching them for some time now. They have managed the Alberta downturn relatively well. Do you know, based on forecasts, when their cash flows are expected to grow again? Do you like the direction the company is taking (I seem to recall they are looking at getting out of US retail)?

As for Medical Facilities Corp, is the price drop all about the change of leadership? I own some but am not sure if I should be buying a bit more at these levels. The yield is very enticing.

Thanks,
Aaron
Read Answer Asked by Aaron on July 19, 2017
Q: With respect to the new offering, TD Waterhouse identifies the selling shareholder as "Her Majesty the Queen in right of Alberta by its agent Alberta Investment Management Corporation" which will no longer own any shares after closing. Does this make any sense? Do you see this as positive, negative or indifferent, and what percentage does Transalta still own? I have about a 3% position (held for a long time) and might consider adding.
Thank-you
Read Answer Asked by grant on July 19, 2017
Q: What do you think of the Phillips Hager & North High Yield Bond fund? I understand the lead manager is Hanif Mamdani. The fund seems to have half its assets in Canadian and half in American high-yield bonds. The MER is 0.87% which doesn't seem too bad for this kind of fund. The chart they post on the web looks outstanding (http://funds.rbcgam.com/pdf/fund-pages/monthly/rbf1280_e.pdf). How risky is this fund going forward?
Read Answer Asked by Philip on July 19, 2017
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