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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: Not too long ago I had about a 3% position in EIF, with similar amounts in 2 accounts (cash and RRSP) and nice profits. Today, not so pretty. Do you have any explanation for the almost daily drop in price, or today when it fell off a cliff? After today I have small gains in the cash account and a loss in the RSP. A few weeks ago I sold about a third from each account (at around $36). Would you recommend selling everything, holding, or adding back the one-third sold? Has there been any insider activity or guidance and do you know what their payout percentage is?
Thank-you
Read Answer Asked by grant on June 19, 2017
Q: As a conservative investor/retiree with a diversified portfolio looking for income and some growth, I am considering Enbridge (now own TRP). Sources mention Enbridge's pipeline of growth opportunities and anticipated 10% - 12% annual dividend increases through 2024. These projections "feel" optimistic, given the large debt taken on to acquire Spectra? Does 5i feel the debt/equity mix was appropriate on the Spectra purchase? Does 5i see any reason to be concerned about "culture clash" between the management groups or other integration risk? Thank you for your comments. Edward
Read Answer Asked by Edward on June 16, 2017
Q: Good morning,
Your answer to a previous question regarding ala.r indicates that the dividends are not dividends but interest income. Please confirm if they are taxed as dividends or interest. I hold in a cash account.
If subscription receipts are sold before conversion would that be considered a capital gain/loss? When is the expected date for the conversion to common shares.
Thanks
Read Answer Asked by Luca on June 16, 2017
Q: I hold the above in a RIF and have weighted to cover the required withdrawal amount with dividends. Does this sound appropriate and if not, would appreciate your thoughts. Do you see a major loss of principal if markets continue its downward trend. Thanks for all your help.
Read Answer Asked by diane joan on June 16, 2017
Q: Hi 5i team,
I currently have the above ETFs. I find that the dividend are a bit low (~2%). I was wondering if there are alternatives to the above in the 4-5% dividend range for income?

Andrew
Read Answer Asked by Andrew on June 16, 2017
Q: Good Evening 5i,
I need to add a "communications" company to my dividend fund. I would appreciate it if you could rank T, BCE, RCI.B and SJR.B for me. I'm planning on a 5 year hold and hoping for reasonable/modest annual increases in both the dividend and share price. Would you recommend 1 full position or 2 half positions?
Thanks for your great work as usual.
Dennis
Read Answer Asked by Dennis on June 16, 2017
Q: adding to the pile of questions on ENB that you have been getting lately :) I gather the stock is down almost 12% YTD excl dividends due to lower oil prices and also being a sort of bond proxy so as rates rise people look elsewhere for equivalent risk free yield. The current yield, based on a full year at the current quarterly payment rate, is close to 5% and the company has stated a clear path to raising the dividend in the future. While short term rates are rising it doesn't look like long term rates are moving in the same direction. Given the spread between ENB dividend and long term bond rates do you feel investors are getting enough of a premium to invest in ENB and would you be a buyer here for a 5-10 year hold?
Read Answer Asked by Richard on June 15, 2017
Q: I have some cash to deploy in an income account (riff) and would like your opinion on where there maybe value given the recent pullback. I am also mindful of not chasing yield and risking capital unduly. I have a 3 percent position in Bgi that I could increase or start a new position in Dr if you think the dividend is fairly safe and given time the stock will rebound. I am fairly diversified and open to other suggestions of income bargains out there.
Thanks for your insight.
Maggie
Read Answer Asked by Maggie on June 15, 2017
Q: Good Morning: I have been raising my cash holdings somewhat in light of a prolonged bull market with high equity valuations and increasing geopolitical risk. I have some of this cash in HISA's with an average yield of about 1.7% or so. However, I am considering putting some of it into a bond etf since I don't feel I have the know how to successfully put together a ladder of actual bonds. What I would like your opinion on is what would be the best 2 or 3 options in Cdn. bond etfs for preservation of capital combined with optimal yield (recognizing that the two are almost always working in opposite directions.) Of course, if you have another option for parking cash, that would also be appreciated. (I do have some preferred share holdings but past experience has taught me that they are not immune to market corrections.) Many thanks.
Read Answer Asked by Donald on June 15, 2017
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