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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: Please help me understand this.Recently when oil price declines,Enb & other pipelines generally decline,& when oil price increased these 3 days,ENB et al is more or less moving sideways or down.Yesterday the LNG project in B.C. led by Petrons of Malaysia was cancelled at this point.This coincide with the ascension of a new government(NDP & GREEN) who openly oppose the project.Poor B.C.Does this has a negative impact.Thanks for your usual great services & views
Read Answer Asked by Peter on July 27, 2017
Q: I hold small weightings in cdz,zwc,zwh,zwe as well as holdings in Canadian utilities. I am thinking of replacing cdz with either zdh or cyh to increase my international holdings. Would you please look under the hood of zdh and cyh and would you recommend this move or do you have another recommendation?. Thanx. Great service.
Read Answer Asked by Steve on July 26, 2017
Q: I currently hold aqn, approx. 11% of my portfolio and am thinking about adding one of ema,cu or fts. I do not expect to exceed 15% in total portfolio value and am not adverse to reducing my position in aqn to add one of the above. Which of these three utilities would you add for both growth and income and why.

Thanks, David
Read Answer Asked by david on July 26, 2017
Q: Hi 5i,
It looks like Alaris has missed on Q2 relative to expectations. But it also looks like the analysts’ have failed relatively miserably in attempting to provide useful guidance about this company on a quarter by quarter basis. Please give me your assessment of management’s comments under “Outlook,” specifically in relation to the forecast for 2017 FY revenues of $90M and an “annualized payout ratio” of “under 90%”. Also, I realize that predicting market reaction is speculative but, if AD can achieve results in accordance with the stated Outlook, do you think that would be sufficient to provide a significant measure of recovery for the share price. Thanks!
Read Answer Asked by Lance on July 26, 2017
Q: I am looking to invest/park some money for a year or so in a relatively safe blue chip dividend stock. I am thinking of either Fortis or Emera? Emera's numbers look a little better to me. My other thought, in a rising interest rate environment, is a bank such as TD. Thoughts ?
Read Answer Asked by Ken on July 26, 2017
Q: Hi. I currently hold a 5% weighting in each of the above companies. I would like to reduce my exposure in this sector to 10%. Which would you think best to unload... or would you suggest reducing bits of each.

Thanks in advance.
Read Answer Asked by Susan on July 26, 2017
Q: Hi: Some time ago Pure Industrial was favourably mentioned on BNN because about 30% of its holdings are focused on warehousing for e-commerce distribution. An article in today's Globe and Mail also mentions it in this context. I note your comments on AAR have been cautiously positive, but not enthusiastic. Would you mind expanding on the e-commerce linkage? Is it less than it appears? Also, can you point me to other stocks that focus on the development of E-commerce distribution facilities? many thanks.
Read Answer Asked by Roland on July 24, 2017
Q: Hi 5i - I have a half position in BPF.UN (that has done well) and thinking about adding a half position in AW.UN (need some more consumer exposure). You have mentioned its preferable to buy into strength rather than negative momentum - what would you recommend here? Or should I just buy PBH? Thanks, Neil
Read Answer Asked by Neil on July 24, 2017
Q: I've recently sold my ZRE position and am looking for some suggestions on what to consider purchasing with the extra funds on the fixed income side of my portfolio. My equity portfolio is balanced; I am about 8 years from retirement, and am conservative in my approach. I am about 30% in laddered GICs, 5% individual bonds, 3% CPD and 5% in cash. I don't have any bond ETFs (and am concerned about the principal in a rising interest rate environment). What to do with the extra cash? More CPD? Or an international REIT? Or a bond ETF, Canadian or International? Or something else?
Read Answer Asked by Brenda on July 24, 2017
Q: Want to refine my pipeline/processor holdings consisting of ALA,ENB,ENF,IPL,KEY,PPL,VSN.
Looking for yield plus growth of ~7%. Have held all for over three years and some seem range bound,Not sure which have the most castalyst for growth.
Your thoughts on best to own and which to drop. Would likely convert the proceeds of disposed ones into more of the holds to maintain same total $ position in the group.
Read Answer Asked by Peter on July 24, 2017
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