Q: I am wondering your thoughts on Capital Direct as an investment in Mortgages with a yield of about 7-8%. - What are other income trust options with a fixed unit cost
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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: Hello
In view of the news today that Siemens is closing the plant in Tillsonburg that makes turbines for wind generators, should concern be raised about Northland and their business model based on wind power? I have shares of NPI (down a bit since my purchase) but also have BEP.UN in the sector.
Thanks, John
In view of the news today that Siemens is closing the plant in Tillsonburg that makes turbines for wind generators, should concern be raised about Northland and their business model based on wind power? I have shares of NPI (down a bit since my purchase) but also have BEP.UN in the sector.
Thanks, John
Q: I have held the Keg for the past few years. I am thinking about selling in favour of buying a and w on recent weakness. Can you fully dissect each company and provide an opinion on each?
Q: What are your thoughts on this company as an energy holding in the USA. What % does ENB hold? The dividend certainly looks good. I also hold TRGP.
Thanks
Don
Thanks
Don
Q: Hi Peter, Ryan, and Team,
I'm a bit confused with your answer to Florence about TXF. Your answer said "This one overlays 75% of the portfolio with call options......".
However, according to the First Asset website: "Distributions are paid quarterly and no more than 25% of the portfolio's securities will have call options written upon them at any given time".
If no more than 25% of the portfolio have call options, doesn't this strategy mean that an investor wouldn't be giving up as much as your answer indicates? Am I missing something here?
Thanks in advance for any clarification.
I'm a bit confused with your answer to Florence about TXF. Your answer said "This one overlays 75% of the portfolio with call options......".
However, according to the First Asset website: "Distributions are paid quarterly and no more than 25% of the portfolio's securities will have call options written upon them at any given time".
If no more than 25% of the portfolio have call options, doesn't this strategy mean that an investor wouldn't be giving up as much as your answer indicates? Am I missing something here?
Thanks in advance for any clarification.
- Johnson & Johnson (JNJ)
- BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO International Dividend ETF (ZDI)
- iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH)
- Vanguard Dividend Appreciation FTF (VIG)
Q: Hello 5i,
I am looking to increase my U.S. and International exposure. I currently hold VIG-N, JNJ-N and a number of Canadian ETF's which also hold U.S. equities. I am open to either USD or hedged products and would like a yield in excess of 2.25% if practical. Since I look to yield for income I was considering ZWA. Would you have any other options you would prefer over ZWA?
On the Int'l. side I hold CYH and ZDI and am happy with both; I held VEE at one time, but the yield is on the lower side for my needs. Should I just increase my holdings in these two or, again, do you see a better option? I could move out of one or both of those if you think there is a more compelling option I'm missing.
As always .... thanks so much for all of your help - very much appreciated!!!
Have a great summer!!
Cheers,
Mike
I am looking to increase my U.S. and International exposure. I currently hold VIG-N, JNJ-N and a number of Canadian ETF's which also hold U.S. equities. I am open to either USD or hedged products and would like a yield in excess of 2.25% if practical. Since I look to yield for income I was considering ZWA. Would you have any other options you would prefer over ZWA?
On the Int'l. side I hold CYH and ZDI and am happy with both; I held VEE at one time, but the yield is on the lower side for my needs. Should I just increase my holdings in these two or, again, do you see a better option? I could move out of one or both of those if you think there is a more compelling option I'm missing.
As always .... thanks so much for all of your help - very much appreciated!!!
Have a great summer!!
Cheers,
Mike
Q: Looking for a home renovation supply company on the TSX doing similar business to Home Depot and Lowes. Only one I can come up with showing any promise is CWX with an 8.9 yield and a PE of 6.4. What do you think of this company and do you have any other that you would recommend? Thanks guys.
Q: Is the future(and or share price)of this company, more or less dependent on the price of natural gas?
Is the company committed to a long term dividend?
Is the company committed to a long term dividend?
Q: Hi,
Further to your reply: "ENB pays its dividend in Canadian dollars. You could buy it in the US, in a US account, and dividends would be converted, but you would incur exchange fees.
Rather than looking at this strategy, we might instead holding some US exposure in general, for general diversification, and avoid trying to predict currency movements"
Since I'm seeking USD income, I'm looking for the biggest bang for my buck (so the Dividend Tax Credit is something I would want to take advantage of). Would my strategy work with something like a ENB.PR.U (USD preferred)? Or does the same currency conversion issue occur. Thanks again.
Further to your reply: "ENB pays its dividend in Canadian dollars. You could buy it in the US, in a US account, and dividends would be converted, but you would incur exchange fees.
Rather than looking at this strategy, we might instead holding some US exposure in general, for general diversification, and avoid trying to predict currency movements"
Since I'm seeking USD income, I'm looking for the biggest bang for my buck (so the Dividend Tax Credit is something I would want to take advantage of). Would my strategy work with something like a ENB.PR.U (USD preferred)? Or does the same currency conversion issue occur. Thanks again.
Q: Dear 5i,
I currently own XHU and am comparing it to PUD.B.
PUD.B is more expensive, with a MER of 0.67 vs 0.34 for XHU.
PUD.B is attractive because it appears to involve a strictly quantitative screen including 5-year non-negative dividend growth and Piotroski scores; whereas XHU involves quantitative but also qualitative assessments by Morningstar analysts (economic moat, uncertainty index, distance to default).
PUD.B is higher conviction, with 40 holdings vs. 75 for XHU.
Do you think that over the long-term, PUD.B will have higher dividend growth? Higher total return? If so, do you think PUD.B is worth the higher MER compared to XHU?
Thank you.
I currently own XHU and am comparing it to PUD.B.
PUD.B is more expensive, with a MER of 0.67 vs 0.34 for XHU.
PUD.B is attractive because it appears to involve a strictly quantitative screen including 5-year non-negative dividend growth and Piotroski scores; whereas XHU involves quantitative but also qualitative assessments by Morningstar analysts (economic moat, uncertainty index, distance to default).
PUD.B is higher conviction, with 40 holdings vs. 75 for XHU.
Do you think that over the long-term, PUD.B will have higher dividend growth? Higher total return? If so, do you think PUD.B is worth the higher MER compared to XHU?
Thank you.
Q: Hi Team - would you have a recommendation for a short term US CORPORATE bond etf hedged and unhedged ? I have a well diversified equity portfolio and now think I should have some fixed in the mix.
many thanks !
many thanks !
- Roxgold Inc. (ROXG)
- Cogeco Communications Inc. Subordinate Voting Shares (CCA)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Is there any merit in considering a buy of these two stock in my TFSA, or would XHY as an ETF be better as I am a 77 year old senior?? Thanks.
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Ag Growth International Inc. (AFN)
Q: I am retired living off dividend income. I am building my portfolio based on your income portfolio. However, I am not interested in index or bond funds.
Can you recommend 3-4 income stocks that are looking most attractive at current prices and yielding +4% that are not in the income portfolio to replace the index/bond funds?
Can you recommend 3-4 income stocks that are looking most attractive at current prices and yielding +4% that are not in the income portfolio to replace the index/bond funds?
Q: Hi, Brian Acker recently recommended Met Life as a better/cheaper alternative to Canadian Life Insurance companies, such as SLF. If you have to pick two north american life insurance companies, regardless of country, what would they be? Focus is on some growth potential.
Thanks, Kelly
Thanks, Kelly
Q: What are your thoughts on taking half positions on these 2 companies for income with growth potential? Both are trending lower but is there long term value here?
What is the payout ratio on each and is it safe?
Thanks!
What is the payout ratio on each and is it safe?
Thanks!
Q: could you give me an updated opinion on this company, particularly, with the hype of raised interest rate. Thank you. Fooklin
Q: Following completion of the USA acquisition,
kindly provide an update on KWH.un .
Is the current 9.90$ or so an attractive entry point for
the next 12 -18 month period ?
Would u suggest it as a sub 5% weighting in a
Conservative Retirement Portfolio ,
or is it referred to as a "Speculative Buy for aggressive accounts only.
Thank you !
kindly provide an update on KWH.un .
Is the current 9.90$ or so an attractive entry point for
the next 12 -18 month period ?
Would u suggest it as a sub 5% weighting in a
Conservative Retirement Portfolio ,
or is it referred to as a "Speculative Buy for aggressive accounts only.
Thank you !
Q: I have holdings in BIP and BEP. Should I consider BAM instead?
Q: I hold ENF. I recall that, in the past, you have expressed a preference for ENB - perhaps the former being more for income and the latter being more for growth. Is this correct? Is there any other reason to prefer one over the other? (Perhaps I should consider switching.)
Q: I invest for dividends, dividend growth and some growth in stock price. I am currently holding ala but am thinking of switching enb or enf. Would you make this switch and if so which Enbridge holding ? I have a diversified portfolio.
Thank you and thanks for providing this great service
Thank you and thanks for providing this great service