Q: I'm looking to add income in a RIF account,the yield on BGI.UN currently 8%+ do you think that this is sustainable over a 4/5 year time frame I'm looking at a 3% position in the portfolio.
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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: Wondering if you have an opinion on an etf - HBF, a mix of top brand name companies. If so - do you think their high dividend is sustainable? Thanks so much.
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.
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.
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.
Q: Hi,
Stock is down 7% ($1 or so) in the last month. It went ex-dividend ($0.16) last week. Any reason for the drop other than profit taking? Would this be a good time to add?
Thank you.
Stock is down 7% ($1 or so) in the last month. It went ex-dividend ($0.16) last week. Any reason for the drop other than profit taking? Would this be a good time to add?
Thank you.
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?
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?
Q: Is the Amendment of SGRS Royalties LP Credit Facility, Sutton Royalty Rate Increase announced have any significants? Particularly towards helping with their pay out ratio?
Thank You
Thank You
Q: Hello
I parked some cash in HFR, suppose interest rates go up will HFR be net down?
Thanks
I parked some cash in HFR, suppose interest rates go up will HFR be net down?
Thanks
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.
Q: Hi Whats pushing this stock and hi volumes
Stan
Stan
Q: Hello to all of you at 5i,
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert
Q: What's your opinion on 5% drop today and the following newswire? Is EIF still a good buy?
-- Exchange Income Corp Brief: BNN TV Cites Short Seller Cohodes As Saying Dividend is Unsustainable; Q1 Miss Was Due To Operational Woes, Not Weather; And Fleet is Old and Needs Overhaul
-- Exchange Income Corp Brief: BNN TV Cites Short Seller Cohodes As Saying Dividend is Unsustainable; Q1 Miss Was Due To Operational Woes, Not Weather; And Fleet is Old and Needs Overhaul
Q: With the prospect of interest rates rising in the very near future, is it time to lighten up on Reits?
Do you feel that there is much more upside in NFI and PBH stocks from their current values?
As always,thanks for your advice.
Do you feel that there is much more upside in NFI and PBH stocks from their current values?
As always,thanks for your advice.
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Inter Pipeline Ltd. (IPL)
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AltaGas Ltd. (ALA)
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Capital Power Corporation (CPX)
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Enbridge Income Fund Holdings Inc. (ENF)
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Crius Energy Trust (KWH.UN)
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Agellan Commercial Real Estate Investment Trust (ACR.UN)
Q: Hi, could you please rank these 6% plus income stocks purely in terms of relative security of the dividend. Any that you feel might little too risky for a conservative retired investor. Thanks.
Q: Another 52 week low for DR. It appears that thhe payout ratio is well over 100%, or is this dividend one to look at from cash flow? Do you still think it is worth holding as an income stock? Perhaps adding to?
Thank you, Stephen S
Thank you, Stephen S
Q: Are there any reasons to buy bond ETF now ? They almost certainly will go down in the next few months. For the fixed income part of the portfolio is it not better, at this time, to simply stay with GIC ?
Q: Brookfield Renewable, and all the other utilities, have been dropping fast since the Bank of Canada decided it wanted to raise rates. Is this an area we should now be avoiding, or is the sector overreacting to what is likely a minor rate hike? What % of a somewhat conservative portfolio should be in utilities?
Q: Sites classify XHY as Fixed Income and at the same time, show "distributions as dividend yield. Is the XHY "distribution" interest income or dividends for Canadian tax purposes? And if dividends, are the amounts eligible for Canadian tax credit?.....Thanks for the clarifications....Tom
Q: Hello 5i.
I'm currently putting together my RRSP income portfolio.
My plans are to invest approx 50% stock or Stock-ETF and 50% secured.
At the moment 50% secured is in GICs.
I have 30% stock exposure now. ENB-BNS-EMA-BCE-SRU-ECI about 5% in each position.
I'm looking for ideas to diversify my last 20%.
It has taken me 6 months to put this together.
I look forward to your suggestions..
I'm currently putting together my RRSP income portfolio.
My plans are to invest approx 50% stock or Stock-ETF and 50% secured.
At the moment 50% secured is in GICs.
I have 30% stock exposure now. ENB-BNS-EMA-BCE-SRU-ECI about 5% in each position.
I'm looking for ideas to diversify my last 20%.
It has taken me 6 months to put this together.
I look forward to your suggestions..
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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Parkland Corporation (PKI)
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Alaris Equity Partners Income Trust (AD.UN)
Q: Thank you for your prompt reply to my question re PKI,AD.
I should have also asked that if you did not favour AD then could you recommend something else that has a decent yield and some positive movement in the near term.
Many thanks
I should have also asked that if you did not favour AD then could you recommend something else that has a decent yield and some positive movement in the near term.
Many thanks