Q: Hi, This company has been mentioned a few times on BNN. This company has recently been shedding its non core and non profitable printing/media business and made a few acquisitions in packaging industry.Company also pays a good dividend. In your last post, it was mentioned as a value stock. What are your current views on TCL.a? Do you believe that management's new strategy to diversify into packaging business will pay off and it makes a good candidate to add to my packaging stocks portfolio ? Thanks
Q: I like the dividend from ftn but don't really understand what I'm holding if I was to buy it. Could you give simple explanation how it works and if it's good for holding long term. By long term I mean Warren Buffet style, "for ever".
Q: If you were to substitute WSP global in the income portfolio what would your top two or three choices be. They don't have to be industrials. What would be your thoughts on DR and CHE.UN as candidates?
Thank-you.
Q: What do you mean when you refer to a stock as a good/not-good "trading" stock (as for instance in your reply to Robert's May 19 question about CHE.UN)? Thank you.
Q: Hello 5i;
There are several ways to buy bond etf`s that are better during possible rising interest rate environments .
Those being;
1- Laddered maturity schedules
2-Floating rate bond etf`s
3-Preferred shares with a minimum reset provision .
Which of the 3 would you consider best , 2nd best etc .and what would be your top 2-3 choices for each .
Thanks
Bill C.
Q: Hi 5i: I find the behavior of Bond ETF's quite mysterious. I bought CLF some time ago, in the belief that a short term ladder protected to some degree against the effect of rising rates. Canadian rates have not risen and those in the US have gone up only a little. Nevertheless, CLF has gone down steadily (linearly until recently) over the last two years. The chart suggests they may recently have bottomed. It may be that the decline in price is because the underlying bonds are bought at a premium. If so, is this effect likely to be negated as rates go up? Bottom line: what can I expect of CLF over the next couple of years? Thanks for your always valuable advice.
Q: Your current opinion on CARA please. It continues to under perform. Would you recommend selling it and buying something else in the Consumer space? Thanks.
Q: I have a question about 891
Based on Morningstar info, Enbridge appear to have done something over the last 6 weeks or so that significantly reduced market cap, reduced P/E and P/B, and increased yield. What happened and how will it impact total return?
According to Morningstar, ECI's dividend payout ratio is 184 %. If I am not mistaken, such a high ratio is often a sign that the dividend is unsustainable. According to your latest report and answers, ECI seems to be in good shape financially and well set up for future growth, even after the recent earnings miss. Could you please explain when and why such a high ratio should or should not be a source of worry?
Q: I am holding TRP 6.1%, ENB 0.5% of portfolio. Considering to sell all of ENB and enough of TRP to invest 3.3% in PPL. Do you consider this a reasonable move or would you recommend a different mix for my pipeline holdings? Should I hold all three? Thank you. Your advise is appreciated.
Q: This is a high yield fund with not a lot of information on it out there. Is the dividend sustainable? How do the financials look? What are they mostly invested in at this stage? Thanks.
Q: I read about the recent problems regarding corruption in Brazil, and the huge drop in the brazilian markets today. Since BIP has major projects in brazil, I am left wondering if the latest problems there will impact BIP. If so, will the impact be short term or longer term? Or the problems such that we should lighten up on the stock?