Investment Q&A

Q: Could you please comment on each of these companies with strngths and weaknesses going forward....Also could you comment on a reason for the BIG drop in Loblaw this AM
Thnaks

Q: So is a good time to buy into this stock, or is there something that has caused this drop that the market does not like, does it have a big short position? Would you let it drop further before buying into this slide?

Q: Not too long ago I had about a 3% position in EIF, with similar amounts in 2 accounts (cash and RRSP) and nice profits. Today, not so pretty. Do you have any explanation for the almost daily drop in price, or today when it fell off a cliff? After today I have small gains in the cash account and a loss in the RSP. A few weeks ago I sold about a third from each account (at around $36). Would you recommend selling everything, holding, or adding back the one-third sold? Has there been any insider activity or guidance and do you know what their payout percentage is?
Thank-you

Q: Why did the stock go down by 8.3% today?

Q: Any idea what is going on with eif ? Could it be a short seller's attack ?

Q: Hi 5i,
Just a note on your answer to Luca’s question about the conversion date for the ALA.R subscription receipts. You mentioned June 30th. Also important to keep in mind that it’s 2018. No need to publish this if someone else already mentioned it. Cheers!

Q: You mentioned in an answer to a recent question that you think of ALA as more infrastructure. As such, would you classify ALA as in the industrial sector?

Q: As a conservative investor/retiree with a diversified portfolio looking for income and some growth, I am considering Enbridge (now own TRP). Sources mention Enbridge's pipeline of growth opportunities and anticipated 10% - 12% annual dividend increases through 2024. These projections "feel" optimistic, given the large debt taken on to acquire Spectra? Does 5i feel the debt/equity mix was appropriate on the Spectra purchase? Does 5i see any reason to be concerned about "culture clash" between the management groups or other integration risk? Thank you for your comments. Edward

Q: Good morning,
Your answer to a previous question regarding ala.r indicates that the dividends are not dividends but interest income. Please confirm if they are taxed as dividends or interest. I hold in a cash account.
If subscription receipts are sold before conversion would that be considered a capital gain/loss? When is the expected date for the conversion to common shares.
Thanks

Q: I hold the above in a RIF and have weighted to cover the required withdrawal amount with dividends. Does this sound appropriate and if not, would appreciate your thoughts. Do you see a major loss of principal if markets continue its downward trend. Thanks for all your help.

Q: Good day,
Can you tell me why there was such a big volume spike in CBO today and is that a good or bad thing. Thanks

Q: Just wondering what your thoughts are between purchasing ALA or the receipts (ALA.r). The receipts always trade at a slight discount to the regular shares. Thanks for any info you can provide.

Q: Hi 5i team,
I currently have the above ETFs. I find that the dividend are a bit low (~2%). I was wondering if there are alternatives to the above in the 4-5% dividend range for income?

Andrew

Q: Would you recommend I switch from IPL to ENB in my portfolio?

Appreciate your insight.

Paul F.

Q: Good Evening 5i,
I need to add a "communications" company to my dividend fund. I would appreciate it if you could rank T, BCE, RCI.B and SJR.B for me. I'm planning on a 5 year hold and hoping for reasonable/modest annual increases in both the dividend and share price. Would you recommend 1 full position or 2 half positions?
Thanks for your great work as usual.
Dennis

Q: adding to the pile of questions on ENB that you have been getting lately :) I gather the stock is down almost 12% YTD excl dividends due to lower oil prices and also being a sort of bond proxy so as rates rise people look elsewhere for equivalent risk free yield. The current yield, based on a full year at the current quarterly payment rate, is close to 5% and the company has stated a clear path to raising the dividend in the future. While short term rates are rising it doesn't look like long term rates are moving in the same direction. Given the spread between ENB dividend and long term bond rates do you feel investors are getting enough of a premium to invest in ENB and would you be a buyer here for a 5-10 year hold?

Q: I am considering buying Rogers for my TFSA but I am worried about US carriers entering the Canadian market. I have lived in the UK and US and our cell phone costs are the highest I have experienced. Do you think this is something that should concern me?

Q: DR
HOW DO YOU ASSESS IN NUMERICAL VALUE (1-10 BEST ) :
1.management
2.div. safety
3.survival
4.share price to return to $ 15.00 with in 2 years

THERE IS SOME GUESS WORK HERE BUT IT WOULD BE USEFUL FOR ME
THANKS FOR ALL YOU ALL DO
YOSSI

Q: I have some cash to deploy in an income account (riff) and would like your opinion on where there maybe value given the recent pullback. I am also mindful of not chasing yield and risking capital unduly. I have a 3 percent position in Bgi that I could increase or start a new position in Dr if you think the dividend is fairly safe and given time the stock will rebound. I am fairly diversified and open to other suggestions of income bargains out there.
Thanks for your insight.
Maggie

Q: Update