Investment Q&A

• Goldman Sachs CDR (CAD Hedged) (GS $45.41)
  • $45.41 P/E (TTM): 23.16X Cap: $390.47B
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Q: DOES THIS 4% DROP TODAY LOOK LIKE AN OVER REACTION TO THE INTEREST RATE HIKE OR IS SOMETHING ELSE GOING ON. I AM DOWN A LITTLE AND WOULD LIKE TO ADD MORE Thx James

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Read Answer Asked by JAMES on January 17, 2018

• Miscellaneous (MISC)
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Q: Hi 5i, If you use DRIPS do you still have to claim the dividends for tax purposes at the end of the year.
Thanks Dave

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Read Answer Asked by DAVID on January 17, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.28)
  • $5.28 P/E (TTM): 15.53X Cap: $230M
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Q: Hello Peter and Ryan,
Australia's filed a complaint with WTO on Canada regarding Canada's rules on selling wine. How will this affect Andrew Peller in the long run? I currently have close to 5 percent weighting on ADW.A and have done well. Any comments.

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Read Answer Asked by umedali on January 17, 2018

• Boston Pizza Royalties Income Fund (BPF.UN $23.30)
  • $23.30 P/E (TTM): 14.12X Cap: $552M
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• Pizza Pizza Royalty Corp. (PZA $16.13)
  • $16.13 P/E (TTM): 23.04X Cap: $537M
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Q: Why the sudden fall in price (4% fall) for PZA today?
Is it any company specific event or any news affecting all income trusts?

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Read Answer Asked by Sridhar on January 17, 2018

• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
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• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.52X Cap: $36.20B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.44)
  • $37.44 Cap: $24.63B
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Q: I am concerned about rising interest rates and the recent performance of utility stocks. Should I sell my Fortis and BEP shares and add to my position in SLF ? Is it possible that the affects of rising rates are already priced into these utility stocks ?

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Read Answer Asked by Christopher on January 17, 2018

• Air Canada Voting and Variable Voting Shares (AC $19.45)
  • $19.45 Cap: $5.76B
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Q: ac was one of the hot stocks of 2017. its come down lately probably due to higher energy prices. there business seems favourable. would u step in at the current price thanx

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Read Answer Asked by terrance on January 16, 2018

• Winpak Ltd. (WPK $45.79)
  • $45.79 P/E (TTM): 14.81X Cap: $2.77B
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Q: wpk is making a 52 week low today. is there a problem. is it a hold , sell or buy ?
Thank you.

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Read Answer Asked by Francis on January 16, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X
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• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X
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Q: Hello Peter and team,
Are these okay in a non-registered account from a tax perspective? If not why not? Thanks
DRG.UN
RUF.UN
NVU.UN

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Read Answer Asked by Pamela on January 16, 2018

• Life & Banc Split Corp. Class A Shares (LBS $12.12)
  • $12.12 P/E (TTM): 10.7X Cap: $426M
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Q: what is your opinion of LBS?

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Read Answer Asked by Douglas on January 16, 2018

• BCE Inc. (BCE $33.02)
  • $33.02 P/E (TTM): 4.96X Cap: $30.79B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: I have room in my RRSP to add one of the above. It's a five to ten year window and I'm looking for both growth and consistent dividends. The sector is irrelevant for this portfolio. Thanks

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Read Answer Asked by Dennis on January 16, 2018

• Algonquin Power & Utilities Corp. (AQN $8.89)
  • $8.89 Cap: $6.82B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 103.32X Cap: $6.19B
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Q: i currently own aqn as well as car. do u think these stocks will be heavily affected by rising rates would you hang on or sell?

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Read Answer Asked by terrance on January 16, 2018

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.04)
  • $0.04 Cap: $7M
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Q: Why wouldn't BCE buy CJR.b and incorporate it into Bell Media?
The 5% BCE dividend versus the CJR.b 12% dividend would pay for the purchase in dividend savings.

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Read Answer Asked by Warren on January 16, 2018

• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.83X Cap: $40.25B
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Q: What do you think about the merged company of Potash & Agrium . Is it a buy at these levels ? RAK

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Read Answer Asked by bob on January 16, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU $43.17)
  • $43.17 P/E (TTM): 21.16X Cap: $11.73B
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Q: Good day 5i team. RE Canadian Utilities. Held in the past, feel it's solid, stable income stock. Thinking of buying again at this level (reg $400k balanced portfolio w 7-10 year hold). If you were to add to 5i's model portfolio, would CU be something you would look at?

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Read Answer Asked by Harry on January 16, 2018

• Great-West Lifeco Inc. (GWO $67.26)
  • $67.26 P/E (TTM): 15.36X Cap: $62.12B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
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• Power Corporation of Canada Subordinate Voting Shares (POW $72.41)
  • $72.41 P/E (TTM): 15.28X Cap: $46.12B
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• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.44)
  • $37.44 Cap: $24.63B
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• AltaGas Ltd. (ALA $40.49)
  • $40.49 P/E (TTM): 16.07X Cap: $12.12B
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Q: I am fairly new at this and of the companies mentioned above I want to set up a Dividend portfolio using 3 to 4 of them. Suggestions would be very much appreciated as I am not well schooled in this area.
Thank you

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Read Answer Asked by Ron on January 16, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.87)
  • $13.87 P/E (TTM): 7.23X Cap: $1.05B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.58)
  • $18.58 Cap: $787M
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.61)
  • $17.61 Cap: $618M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.75)
  • $16.75 Cap: $966M
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Q: Dear 5i
I`m anticipating retiring in a little over a year so as such have a portfolio with 50% fixed income (35% clf , 35%cbo , 15% xhy and 15% cpd )
I'm thinking of following your Outcome Oriented Fixed Income portfolio and thought i would reduce clf and cbo down to 20% then add vsc and zef at 15% each .. I just feel i need a bit more diversification within the fixed portion of my portfolio.
Does this plan seem reasonable or do these changes make the fixed portion too aggressive ?
Thanks
Bill C.

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Read Answer Asked by Bill on January 16, 2018

• iShares Core Canadian Universe Bond Index ETF (XBB $28.28)
  • $28.28 Cap: $9.22B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.75)
  • $16.75 Cap: $966M
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Q: I have never held bonds only equities. About a month ago bought xbb and xhy, now 15% of my holdings in my portfolio. I'm down about 2.12 % in XHY and about 0.7% in XBB in a very short time. Please tell me why I'm holding these bonds. When I can typically expect them to gain or lose; What sort of insurance/protection they offer me if that is the right word.

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Read Answer Asked by Neil on January 16, 2018

• BMO Monthly Income ETF (ZMI $18.84)
  • $18.84 P/E (TTM): 18.5X Cap: $202M
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• iShares Diversified Monthly Income ETF (XTR $11.81)
  • $11.81 P/E (TTM): 16.59X Cap: $368M
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• Invesco Low Volatility Portfolio ETF (PLV $26.96)
  • $26.96 P/E (TTM): 7.58X Cap: $10M
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Q: Dear 5i team: would you rate any other products out there etf's or mutual funds that you may find as a better option as a monthly payer or a total return type product for a retired investment? Or are these as good as any except of course a group of individual stocks.thanks Larry

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Read Answer Asked by Larry on January 15, 2018

• Ravelin Properties REIT (SOT.UN $0.19)
  • $0.19 Cap: $15M
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• True North Commercial Real Estate Investment Trust (TNT.UN $9.00)
  • $9.00 Cap: $129M
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Q: Could you compare TNT.UN and Sot.un going forward ?

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Read Answer Asked by terrance on January 15, 2018

• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.52X Cap: $36.20B
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• AltaGas Ltd. (ALA $40.49)
  • $40.49 P/E (TTM): 16.07X Cap: $12.12B
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• Algonquin Power & Utilities Corp. (AQN $8.89)
  • $8.89 Cap: $6.82B
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• Crius Energy Trust (KWH.UN $8.80)
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Q: Hello Peter and team, Considering the tax changes going on in the US, in general terms, what kind of impact would you anticipate for above Utility sector stocks

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Read Answer Asked by KEITH on January 15, 2018