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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: Rsi is currently taking over LBMaple Treat and as a result is offering common shares at 5.90 and a debenture at 5 percent. For a riff account that is interested capital preservation over growth and a good income what do you think of these 2 offerings? Do you prefer one over the other, and do you think this is a good acquisition of the company. Lastly, how vulnerable is RSI stock price in a recession or higher interest rates-I guess I am asking what are the risks.
Thank you.
Maggie
Read Answer Asked by Maggie on July 11, 2017
Q: Am thinking of taking profits in AW.UN and switching to KBL. any suggestions? Herb I thought your report on KBL was interesting and the company still has some growth possibilities! I have AW.UN in my cash account and also my TFSA. Thankyou for your company reports!
Read Answer Asked by Herbert on July 10, 2017
Q: The 5iR income portfolio has a 9.47% cash position. And in my income portfolio, cash is about 4.5% and my portfolio has 21 positions. Now I am wondering how I go about investing the available cash. This cash is the accumulation of income which is not need in the foreseeable future as the income portfolio is segment to the balanced portfolio. My intent is to reinvest this income back into the income portfolio. I could add another position but that would be adding to the overall positions which is already above 21....so I prefer not to do that. The other option is to invest in the existing positions. These positions are well balanced, aka no rebalancing required, other than a 20 decline in EIF-T. With your cash position being double mine, what are you expecting to do after July 12th? Or should I just "keep the powder dry" at this time in a savings account?......What I am really wondering is - What approach should be taken?.....Thanks....Tom
Read Answer Asked by Tom on July 10, 2017
Q: just raised some cash as a result of tax loss sale of QTHR which i plan on
repurchasing before October.
am looking to park the cash in either KWH.un or NVU.un for a month or two. they both pay a handsome dividend - 7.84 and 7.96
do you have a preference?? would the proposed interest rate increase affect either of these two companies?
edward in Montreal
Read Answer Asked by ed on July 10, 2017
Q: I hold substantially less than 5% of each of the above securities in my diversified portfolio.The sector is not over-represented in my portfolio. I would appreciate your opinion as to which, if any, should be sold because of duplication; and/or to reduce the # of stocks held; and/or because of other specific concerns; and which, if any, should be added to. I do not require the cash from any disposition, am not averse to risk, and, subject to your comments, would reinvest it in this or any other sector which you recommend.Thank you in advance for your usual reasoned response.

Read Answer Asked by Harold on July 10, 2017
Q: I expect to retire in a couple of years. About 80% of my money is managed professionally but I keep a small account to help me stay aware of the markets comings and goings. In my utilities holdings I have a full position in Fortis, about 3/4 position in BEP.UN and a small holding of NPI. I am thinking of adding to NPI as a source of income. Your report of last year was ok, but notes that it should be reviewed in the summer of 2017. Any new thoughts on NPI? Would you add to it, to one of the other two, or avoid them all pending changes in interest rates?

Thanks for all your help - though I don't ask a lot of questions I learn a lot from answers to questions posed by others.
Read Answer Asked by Dave on July 07, 2017
Q: Would appreciate your comments regarding Globe and Mail article on EIF which raises the criticism that when you take the company's cash flow and capital expenses, as calculated and reported according to International Financial Reporting Standards, the company has never consistently made enough money to pay its dividend. EIF response was that the company's capital expenditures represent "investing in growth.
Read Answer Asked by richard on July 07, 2017
Q: I am a 46 y/o retired investor living on dividend income. I notice that your BE portfolio has a 3.5% holding of Telus (4.40% yield) and your Income portfolio has a 5.37% holding of BCE (4.92% yield).
While Telus currently has a lower current yield, it has a higher Dividend Growth Rate (DGR).
As a younger income investor, should my telecom holdings be more weighted to Telus over BCE as the Yield on Cost (YOC) should be higher for Telus in a few years because of its higher DGR?
Do you think that Telus has more company growth and therefore more stock price appreciation than BCE in the next 3-5 years?
Read Answer Asked by Curtis on July 07, 2017
Q: We are still sitting with 20% cash waiting to deploy on downturn. Would like to enter market soon in your income portfolio and increase a 1.5% holding in IGM or other tech etf. Would now be a good time begin on the income portfolio and which tech etf would you favor. Thanks for your great service.
Read Answer Asked by Peter on July 06, 2017
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