Q: Own half positions in each of these stocks - ALA and ECI - and plan to simplify by consolidating into one holding. Which would be your preference - for income with some capital appreciation?
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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: With interest rates rising (in the US) the ongoing babble from so many 'experts' has been to stay away from 'bond proxies', namely utilities, telcos, pipelines, etc. However, those stocks have been performing quite well since the fed raised rates. Today Desjardins came out with top picks for 2017 (in the G&M which suggested Algonquin's forecasted returns would grow by 39% next year and Fortis by 17%. Do you think they're being too optimistic? And are these forecasted results already baked into the stock prices?
Q: What is your favourite tech stock that has a decent yield? Time frame is forever.
Q: Could you comment on both RNW and ENF? Do you have a preference or are both OK to hold for income?
Thanks and have a Merry Christmas.
Thanks and have a Merry Christmas.
Q: It is mentioned that Reits will be affected by rising interest rate ,are income funs like Che.un,Bpf.un similarly affected ?
Q: Hi Peter and Team!!! A Merry Christmas to you all!!! A quick question, it is my impression that ABT and ECI pay out more dividends than they take in in earnings. Is this correct? And if so is it a problem and may the dividends be possibly cut? Cheers, Tamara
Q: I know you like BEP.UN but have heard some criticism about lack of transparency in reporting - what they actually own-etc. Is this a legitimate concern and what would be your second choice in the renewable power field?
Thanks Jim
Thanks Jim
- Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
- Innergex Renewable Energy Inc. (INE)
- Thomson Reuters Corporation (TRI)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
Q: Greetings 5i team: Could you please comment on the above stocks with respect to their current versus historical valuations? I guess I am trying to gauge the extent(if at all)their share price is being "propped up" by their yield. I think I know the sectors that are considered most vulnerable to interest rate increases, but do any companies jump to mind that could be more negatively affected than their peers, particularly if rates rose faster than the market anticipates or for the wrong reasons, i.e. inflation versus economic growth? Thank you and best wishes,
Q: What is your view on Decisive Dividend Corp. on the venture exchange? I expect you will say it is risky due to it's size and short trading history. It does have a nice dividend though.
Q: Could you please give me your opinion on LIF - I purchased it at $20.24- it has a 4.9% dividend - is it a sell,hold or buy
Thanks and Happy Holidays
Hanna
Thanks and Happy Holidays
Hanna
Q: Would like your take on Transalta as a long term hold in a TFSA portfolio holding mainly dividend stocks.
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Innergex Renewable Energy Inc. (INE)
- BMO Equal Weight Utilities Index ETF (ZUT)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
Q: Hi Peter and Team,
I find that we need to buy some more in the Utilities sector, to keep to a 10% weighting. We presently have about a three-quarter position in each of AQN, BEP.UN, and FTS. Do you think that INE would be a good addition to this mix or is it too similar to AQN and BEP.UN? We can buy and sell XUT commission-free, but I notice that ZUT (not commission-free) has a better chart. Should I increase our positions in each of the three we already have, buy a new one, or top up with XUT/ZUT? Or is there a US ETF in this sector that looks compelling? Or perhaps in the present "climate", could the utilities sector weighting be reduced below 10%? What sector should take up the slack?
Thanks for all your great advice which has been and continues to be very valuable. A Merry Christmas and Happy New Year to all of you at 5i and the members as well.
I find that we need to buy some more in the Utilities sector, to keep to a 10% weighting. We presently have about a three-quarter position in each of AQN, BEP.UN, and FTS. Do you think that INE would be a good addition to this mix or is it too similar to AQN and BEP.UN? We can buy and sell XUT commission-free, but I notice that ZUT (not commission-free) has a better chart. Should I increase our positions in each of the three we already have, buy a new one, or top up with XUT/ZUT? Or is there a US ETF in this sector that looks compelling? Or perhaps in the present "climate", could the utilities sector weighting be reduced below 10%? What sector should take up the slack?
Thanks for all your great advice which has been and continues to be very valuable. A Merry Christmas and Happy New Year to all of you at 5i and the members as well.
Q: I purchased BMO & CM when the yields were well over 5.5%. I also own & would like to continue to own BAC & MFC. Financials make up 25% of my portfolio now. I would like to sell CM & BMO. Are there any higher yielding dividend stocks in other sectors out there yielding over 5% that may be "mispriced" similar to how CM was back in 2009/2010?
Thank you
Thank you
Q: What are your thoughts/risks on XHY going forward? How will any future rate increase affect xhy or are they already priced in?
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares Diversified Monthly Income ETF (XTR)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Could I have your opinion on XHY, XTR and CBO - should I sell or hold
Thanks - Hanna
Thanks - Hanna
Q: What is your synopsis on this company? It was recommended because of the high dividend.
Thank you
Thank you
Q: Hi Peter and gang,
EIF's EPS(TTM) is $1.82 and it pays a monthly dividend of $0.1750 which translates into an annual didvidend of $2.01. If my calculations are correction, EIF's payout ratio is then 110%. Would you please comment on the sustainability of EIF's current dividend payout. Also please provide comment on this company going forward.
As always, good works fellas. Regards!
EIF's EPS(TTM) is $1.82 and it pays a monthly dividend of $0.1750 which translates into an annual didvidend of $2.01. If my calculations are correction, EIF's payout ratio is then 110%. Would you please comment on the sustainability of EIF's current dividend payout. Also please provide comment on this company going forward.
As always, good works fellas. Regards!
Q: I have position on SOX and BDT for tax-loss. What would be good to replace them with ?
Your suggestion is highly appreciated.
Thanks for the great service ! and Happy Holiday !
Your suggestion is highly appreciated.
Thanks for the great service ! and Happy Holiday !
Q: Has your view on this company changed ? With the price falling, is there a point at which it becomes a buy ??
- Enercare Inc. (ECI)
- Superior Plus Corp. (SPB)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: A couple of years ago I transferred 25% of my sdrsp into a sdrif so I could set up the basic structure and start adjusting to appropriate holdings to produce a revenue stream and a bit of growth. I will transfer the remainder of the RSP in 3 years. I have gradually been selling stocks that do not seem to fit and have been moving the proceeds into some of the 5i income portfolio. I currently hold 9 of them, as follows :
ABT, BCE, BEP.UN, BNS, ENB, ET, FSZ, XHY, WSP
I have some cash available and would appreciate your suggestions for which 3 or 4 of the remaining ( ADW.A, AGU, AW.UN, CPD, CVD, ECI, L, SPB VNR, ZRE) you would suggest I acquire. Also, given possible year end/new year movement and events, could you shine up your crystal ball and give any comments on what timing might be best for those acquisitions?
Please note: I hold IPL (6%) as well as ENB (8%)– would you recommend IPL be changed to VNR ?
(I also have a fully funded TFSA with a growth tilt and a non-registered account with a dividend/growth tilt and OAS/CPP gvt pension).
As always, THANK YOU to Peter and the 5i Team for being there ... May your Christmas' be Merry and Bright !
ABT, BCE, BEP.UN, BNS, ENB, ET, FSZ, XHY, WSP
I have some cash available and would appreciate your suggestions for which 3 or 4 of the remaining ( ADW.A, AGU, AW.UN, CPD, CVD, ECI, L, SPB VNR, ZRE) you would suggest I acquire. Also, given possible year end/new year movement and events, could you shine up your crystal ball and give any comments on what timing might be best for those acquisitions?
Please note: I hold IPL (6%) as well as ENB (8%)– would you recommend IPL be changed to VNR ?
(I also have a fully funded TFSA with a growth tilt and a non-registered account with a dividend/growth tilt and OAS/CPP gvt pension).
As always, THANK YOU to Peter and the 5i Team for being there ... May your Christmas' be Merry and Bright !