Investment Q&A

Q: I would appreciate your updated opinion of HYG-T.

Thanks
Jon

Q: What is the reason behind the recent drop in ACO.X
I own it in my income stream. Would you add at this price or hold or sell?
What would you replace it with in a large diversified portfolio if you suggest selling? Thanks

Q: Hi, is the following news item material and cause for the further drop in the stock the past few days? Thanks.

TransAlta Renewables Inc. (RNW-T) and TransAlta Corp. (TA-T; TAC-N) issued a release responding to Fortescue Metals Group Limited's "view" that the South Hedland Power Station in Western Australia has not yet achieved commercial operation.

The view was outlined in media reports in Australia.

"All the conditions to establishing that commercial operations have been achieved under the terms of the power purchase agreement with FMG have been satisfied in full," the companies stated in a release. "These conditions include receiving a commercial operation certificate, successfully completing and passing certain test requirements, and obtaining all permits and approvals required from the North West Interconnected System and government agencies. The South Hedland Power Station is fully operational and able to meet all of FMG's requirements under the terms of the PPA."

Q: Could I get you opinion of VIP.UN, can't seem to find much about them?

Q: Hello 5I, I sold my BCE with a tiny gain (I wish I didn't), have T and would like to add SJR.b and re buy BCE. Would like your suggestion. Also looking at MBT Mobile Tele Systems PJSC, has 6% div and a good chart but has
"Report of foreign issuer rules" note. Please explain what it means and is safe to buy? Many thanks J.A.P. Burlington

Q: I am looking for 3 or 4 Canadian dividend paying stocks to add to my portfolio. What are today's picks for safe, rising dividends, and fairly priced stocks of solid companies? My portfolio is well balanced, so sector is not important.

Q: Your thoughts on the 2Q financial results?

Thanks

Paul

Q: Is the yield of 9 % a warning? Sell it for a small loss?

Q: Hi Peter, the Brookfield companies have all been going down lately. Is this primarily because of currency impacts?

Q: Q2 earnings out, is it good to buy now. I see Ryan is on BNN market call early Wednesday.
Regards AEO

Q: For long term income and some potential growth do you have a preference between Chesswood or Chartwell?

Q: Good day 5i team, I am thinking of starting a position in North West Co. Have been waiting for a dip for entry but may just get on with it and fill my consumer non cyclical space. Question: I don't see it in the income or balanced portfolio, any compelling reasons for not including it in an income portfolio with some capital gain long term? This will be a longer term hold inside a registered portfolio

Q: I note that CBO have US instruments within their investment portfolio. What percentage of the portfolio is in non Canadian paper and what effect does currency have on this ETF. Regards

Q: What is the payout ratio for Altagas and is it within the normal range for this sector? Thanks for your time.

Q: Do you prefer L or WN ? In general, is it safer to own the parent company or the subsidiary ?

Q: Hello 5i:
what would be the BEST metric to value KWH, and companies like it, on. Cash Flow? PE?
thanks
Paul L

Q: Further to Eddie's question, would any US based companies have issues getting into the marijuana industry (even outside of the US) if the industry wasn't legal at a Federal level in the US? I have heard of US individuals avoiding investments in this area just to be cautious.

Q: Good Morning Peter and team, At $28.60 is it time to buy more Altagas receipts ? Why is there such a big difference between the current price and the $31 receipt "value" ?
Whats the risk here ? Thank you.

Q: What do you think of UFS earnings? They have an excellent dividend and I'd like to buy some primarily for income, tho I like to take advantage of the occasional upswings.
Thanks

Q: Hi 5i,

I'm thinking on adding ZWH 5%-10% to my RRSP to cover my US exposure. This is for a income portfolio.
My portfolio now consist of 50% GIC's and
5% in each of the following stock.. BNS,EMA,ECI,ENB,SRU.UN,BCE.
10% in CDV.
Can you suggest another ETF that would fit better then ZWH? Or would you consider ZWU a better position. I see 5i income portfolio doesn't have any US equity holdings.
Would the US dividend be tax excempt within the ETF?

I look foreward to your answers.
Thank for all the excellent info!!