Investment Q&A

Q: Should we take the PPL shares or take cash and buy ENB?

Q: I have some new money to deploy in a non registered account. I am considering a new portfolio of 10 canadian dividend stocks, 5 canadian growth stocks and 4 US stocks.
The goal here is income with some growth. Keeping in mind that I am also concerned about being diversified what would be your top reccomendation here.

Q: Hi Guys
What contributes to the wild swings in BIP.UN stock prices?
Many thxs
Wayne

Q: I am trying to compare these 3 construction companies, are you able to give me a snapshot comparison?

Q: 12:32 PM 9/11/2017
Hello 5i
Thank you for your answer to my question this morning about selecting companies with the highest probability of reliable long term income and dividend growth.

Just to follow up, if I am reading between the lines correctly I infer you would clearly choose banks if we didn't already own some. But since we do your suggestion is to buy CSH.UN and NWC.

I am fine with your suggestion but did you make it basically just to provide "diversification" at the cost of buying much much smaller and possibly less stable companies or would it be just as safe to simply overweight on Canadian banks.

Do you really think CSH.UN and NWC are as "safe" as RY and TD? After all if banks go down, so goes everything else. Just how "dangerous" is it to have a 20+% position in the big 5 banks?

Thank you............. Paul K

Q: 9:57 AM 9/10/2017
Hello Peter :
My wife and I are in our 70's and require additional steady dividend income to complement our pensions and bond income. We wish to choose companies that we never need to consider selling and that have reliable dividend growth and little chance of dividend cuts.
We have a 4.5% cash position we want to invest.
We need to decide between two options:
1. Invest the whole 4.5% in RY or TD, [we already own 10% split between BNS and CM], or
2. Add to 2 or more of these existing positions : CSH.UN [3.2%], SIA [3.9%], NWC [2.2%], CSW.A [3.1%], RPI.UN [1.0%], or invest part in new positions in one or more of ET, ZCL, ABT, or ADN.
What choice or choices would you advise us to make for the highest probability of reliable long term income and dividend growth?
Thank you............. Paul K

Q: What impact will this devastating hurricane season have on Emera? They have assets in the Caribbean and gas/power business in Florida? Do you recommend switching it to a similar utility?

Q: I'm seeing a substantial increase in volume since they announced the recent deal. Would you see this as institutional interest or just normal retail buying?

Q: If you could only own one of these, which one would you choose for safety of the dividend and growth potential of the stock price? Thank you.

Q: Vsn has hovered in the 17's for quite awhile with the cash price of 18.85.Could you comment

Q: Can I get your assessment on Enercare? BMO Investorline has it as an undervalued company with a potential 1 yr return of 40% and yet it shows a pe of 39%. Your thought please..

Q: Hi team, what is an income investor to do in a rising rate environment? What are the sectors and equities that will be most impacted and what are the best sectors to invest in? Do you have any specific stock recommendations for income? I currently have many of the canadian banks, utilities and telcoms which have all taken a hit.
As always thanks for you advice.
Nancy

Q: I have a half position in both A&W and BPF. Have had long term holding on both. Thinking of selling BPF and taking full position in A&W. Or replacing the BPF with HR.UN. Your thoughts

Q: VSN and PPL deal - in the Q&A you mentioned the stock swap would be tax free where is this information listed. Thanks

Q: I hold these 4 stocks in my LIRA account and do hold some of your other income stock recommended in my RRSP account. I just wonder if these 4 stocks are okay in holding in a LIRA account or would you prefer a different mix of stocks in a LIRA account as both KWH.UN and VNR are utility stocks?If so what do you consider the best 4 stocks inside a LIRA account?

Q: My understanding of options is not very good other than the basics. Is ZPW a bull play or bear play on the market ? Part of me thinks that a put means a bear play but if the market goes up the put expires worthless and the fund collects the premium. So could you explain what conditions favour this ETF over one like ZWH which uses a call strategy ? What is the difference between how a rising, flat, or falling market will effect these two ETF's ? I notice ZPW has a slightly higher yield. Thank you.

Q: Hi,

AltaGas shares are trading less than the Receipts. What gives? Is it still better to buy the Receipts or would you buy the shares in this instance? I own both now.

Thanks,
Robert

Q: What do you think about the new SBI investment as a replacement for Sequel and its impact on Alaris overall?

Q: Hi, I would be interested in your views on $US denominated investments with high dividend/interest and moderate growth possibilities. Thank you.

Q: Hi Team

I'm interested in adding to the fixed income component of my portfolio. I prefer active management for my fixed income, what would be three solid funds where the managers have flexibility to hold a broad range of fixed income (corporate, government, prefs, etc.)? PMO005 looks solid for a portion of the fixed income component, are there any other funds you would suggest? Thanks for your great service!