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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: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.
Read Answer Asked by Alan on July 21, 2017
Q: I have a small ($35k) car account - bought a new car and financed most on basis of keeping my capital, hopefully offsetting the low interest cost with dividends. Portfolio: AD,AX,CWX,DFN & PZA. ax represents 37% and has given me a 12% capital gain in addition to the 8% dividends. It now seems range bound at $13. Thinking of taking that capital gain and replacing AX with a combination of ALA and IPL both of which seem to have some upside potential, while still paying 6-7% div. What do you think? Thanks, continue to love your service.
Read Answer Asked by Mark on July 20, 2017
Q: Hi 5iResearch Team,

Over the past 12 months, IPL is down by about 10% while PPL was up slightly (2%). Currently, IPL has a PE ratio of 17.8X and a P/cash flow of 12.4X while PPL's ratios are 35x (PE) and 21X (cash flow).

Would you please comment on why IPL is lagging behind PPL over the last 12 months and based on the above ratios, wouldn't IPL be a better buy than PPL?

Cheers,
Harry
Read Answer Asked by Harry on July 20, 2017
Q: I bought FHH as downside protection for my portfolio. Now it appears the downside hedge has been removed. Is my assessment correct? If so can you recommend a better allocation if I sell FFH?
Read Answer Asked by Greg on July 19, 2017
Q: Hi 5i: Early this year I recommended AW.un for my wife's account. It went up nicely but has since dropped significantly. Her investment horizon is medium to long term so holding it is not a problem unless the fundamentals have gone bad. I realize same store growth has not been good recently, which is not a surprise. Is there anything else going on that would make it advisable to cut losses now?
Read Answer Asked by Roland on July 19, 2017
Q: Hi guys,

Can I get your thoughts on Artis REIT? I've been watching them for some time now. They have managed the Alberta downturn relatively well. Do you know, based on forecasts, when their cash flows are expected to grow again? Do you like the direction the company is taking (I seem to recall they are looking at getting out of US retail)?

As for Medical Facilities Corp, is the price drop all about the change of leadership? I own some but am not sure if I should be buying a bit more at these levels. The yield is very enticing.

Thanks,
Aaron
Read Answer Asked by Aaron on July 19, 2017
Q: With respect to the new offering, TD Waterhouse identifies the selling shareholder as "Her Majesty the Queen in right of Alberta by its agent Alberta Investment Management Corporation" which will no longer own any shares after closing. Does this make any sense? Do you see this as positive, negative or indifferent, and what percentage does Transalta still own? I have about a 3% position (held for a long time) and might consider adding.
Thank-you
Read Answer Asked by grant on July 19, 2017
Q: What do you think of the Phillips Hager & North High Yield Bond fund? I understand the lead manager is Hanif Mamdani. The fund seems to have half its assets in Canadian and half in American high-yield bonds. The MER is 0.87% which doesn't seem too bad for this kind of fund. The chart they post on the web looks outstanding (http://funds.rbcgam.com/pdf/fund-pages/monthly/rbf1280_e.pdf). How risky is this fund going forward?
Read Answer Asked by Philip on July 19, 2017
Q: I have IPL 2.3% and PPL 3.9% in a taxable account. Held them for years and I am about breakeven not counting the dividend. I am thinking of selling IPL and buying ENB. Would this be good idea for the long term?
Read Answer Asked by Robert on July 19, 2017
Q: Sold aw.un been a good run in an income RIF looking to replace it with Npi or Cpx or a similar utility . I am well diversified and switch does not alter weighting.

Would appreciate your opinion on this matter.

Thanks
Read Answer Asked by James on July 19, 2017
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