Q: What are your current thoughts on Corus? Is its dividend covered adequately? Would you recommend buying?
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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: Hi 5i Team:
I’m sold on the need to maintain sector diversification and use your suggested weightings for an income portfolio as my guide. It is how to classify pipelines that always gives me difficulty. I hold Algonquin, Fortis and Innergex to the tune of 10% classified as Utilities. I hold Canadian Natural Resources and Parkland Fuels which make up 7.0% as Energy. Now the problem, I also own Pembina and TransCanada to a total of another 6%. If I go against the TSX and say they are Utilities then I am pretty much in line with where I want to be. If I say they are Energy, suddenly I am overweight Energy and underweight Utilities. My question is do you have any data that would suggest which sector the pipelines are actually more strongly correlated to historically? My feeling is that they have probably moved down with Energy when the oil and gas sector gets beaten up, but also move down with Utilities when interest rates go up so not sure it really matters that much unless one has a crystal ball? But I try not to invest by feelings, would love to know if there is any hard data to support a decision? Alternatively, if you just look at the above and say “too much energy exposure for proper diversification” that’s good enough for me. Appreciate your guidance as always, thanks!
I’m sold on the need to maintain sector diversification and use your suggested weightings for an income portfolio as my guide. It is how to classify pipelines that always gives me difficulty. I hold Algonquin, Fortis and Innergex to the tune of 10% classified as Utilities. I hold Canadian Natural Resources and Parkland Fuels which make up 7.0% as Energy. Now the problem, I also own Pembina and TransCanada to a total of another 6%. If I go against the TSX and say they are Utilities then I am pretty much in line with where I want to be. If I say they are Energy, suddenly I am overweight Energy and underweight Utilities. My question is do you have any data that would suggest which sector the pipelines are actually more strongly correlated to historically? My feeling is that they have probably moved down with Energy when the oil and gas sector gets beaten up, but also move down with Utilities when interest rates go up so not sure it really matters that much unless one has a crystal ball? But I try not to invest by feelings, would love to know if there is any hard data to support a decision? Alternatively, if you just look at the above and say “too much energy exposure for proper diversification” that’s good enough for me. Appreciate your guidance as always, thanks!
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Valener Inc. (VNR)
Q: I have about 9% in utilities in an otherwise balanced portfolio. All these companies have dropped from 5 to 10% in value over the last while. Can you explain this. Should I lighten up on utilities, and if so, which one(s) should I sell? Thanks.
Q: What are the prospects for Canfor Pulp? I bought a small position in 2011 for the dividend, which held for a while, but ended up being slashed. Should I cut my losses and redeploy?
Q: Hello 5i,
Please provide your opinion on the BMO "Blue Chip GIC"
It offers 100% capital protection + 1% rate of return (total over 5 years) and a 100% participation in the S&P TSX Low Volitility Index.
I have seen many equity linked GIC's before but never with a 100% participation.
Fine print indicates that the maximum allowed by law is an average of 60% per year. The negatives I can see with this;
Possible opportunity loss of only a total guarantee of 1% over 5 years.
Money is locked in for 5 years.
Returns will be considered as interest not capital gains, so it would only make sense in a RRSP and or TFSA.
Is there anything else I am missing here?
Thanks,
RD
Please provide your opinion on the BMO "Blue Chip GIC"
It offers 100% capital protection + 1% rate of return (total over 5 years) and a 100% participation in the S&P TSX Low Volitility Index.
I have seen many equity linked GIC's before but never with a 100% participation.
Fine print indicates that the maximum allowed by law is an average of 60% per year. The negatives I can see with this;
Possible opportunity loss of only a total guarantee of 1% over 5 years.
Money is locked in for 5 years.
Returns will be considered as interest not capital gains, so it would only make sense in a RRSP and or TFSA.
Is there anything else I am missing here?
Thanks,
RD
- BCE Inc. (BCE)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- NFI Group Inc. (NFI)
- Premium Brands Holdings Corporation (PBH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hello,
The following 5 companies are on my buy list to complete my portfolio:
PBH
TOY
NFI
BCE
CAR.UN
I have room for two in my TFSA, two in my non-registered and one in my RRSP. How should I divide the above 5 stocks into these accounts?
My plan is to buy on pullbacks. But I'm thinking about buying CAR.UN now because it has already pulled back on the mortgage news. Does this make sense?
The following 5 companies are on my buy list to complete my portfolio:
PBH
TOY
NFI
BCE
CAR.UN
I have room for two in my TFSA, two in my non-registered and one in my RRSP. How should I divide the above 5 stocks into these accounts?
My plan is to buy on pullbacks. But I'm thinking about buying CAR.UN now because it has already pulled back on the mortgage news. Does this make sense?
Q: Hi team, I'm about 20% down on DH and it seems not to be recovering. I wonder if you have any advice / insight as to whether I should bail out before their report on earning (Oct 25) or to stay the course? Even as a 3-5 year hold, do you think there's a chance of recovery? Thanks!
Q: This company appears to follow the growth by acquisition model with its most recent acquisition, a US funeral home operator, having been a success based on their sales and earning improvement. It is also trading at all time highs. What is your assessment of this company and if it could be a long-term position, would you look for a lower entry point. I have no position in it at this time though regret not having bought some at $15 when I first came across it.
Q: In the past you were reluctant to recommend Student transportation. Do you think its prospect improved now? How higher oil prices impact earning and distribution?
Thanks
Thanks
Q: Everything in the real estate sector seems to be reacting to government changes. At what point do you feel BRE would be a buy? How do you feel about the dividend? Secure or questionable given changes going on currently?
Regards,
Robert
Regards,
Robert
Q: hello 5i:
Regarding the recently issued 5 1/2 year Senior Notes (9% yield). Can you quantify the risk? Can you also give a detailed description of these notes please
thanks
Paul L
Regarding the recently issued 5 1/2 year Senior Notes (9% yield). Can you quantify the risk? Can you also give a detailed description of these notes please
thanks
Paul L
Q: I was recently in NYC and impressed with the Whole Foods Market near where we stayed. Looks like the stock has been a basket case since its high of ~$63 (USD) in late 2013. It is now trading at about $28, a bit below $30 support level where it has languished since the end of 2015. The fundamentals are looking decent and it pays a modest dividend (2.93%), but I wonder whether the space is too competitive to allow for much growth going forward?
I would appreciate your opinion of WFM for a long term value play.
I would appreciate your opinion of WFM for a long term value play.
Q: With the dip in Alaris, and their positive long term history, would now be a good time to buy. Bought initially at 29.00.Expect Q3 to be down, might be further downside? When do they report?
Thank you
Thank you
Q: Good morning. Did you see Wednesday's Market call and specifically the guests review of his past pick's ? I thought his review of Exchange income which was up 41% on the year was lame. He claimed it was some obscure company in the restaurant business. He seemed totally unprepared and not in a position to review the company at all.
Q: I am concerned about EIF's debt to equity ratio and the potential of aviation fuel increasing with the price of oil stabilizing and potentially rising. On that note, was the decline in fuel price a key contributor to their recent past profits? I do like the depth of directors and management. I'm inclined to think that their FAR NORTH aviation markets are a barrier to entry in and of itself and they have the market captured. Don't know if I should continue to hold or liquidate? Can you help me decide?
Carl
Carl
Carl
Carl
Q: Hi,
You seem to favour FTS over EMA in your answers to member questions - I am wondering why. The P/E for EMA is lower (14 vs 20) and the dividend is higher (4.6 vs 3.9%). Would you please explain your preference? Have you any plans to do reports on these stocks?
Thanks!
You seem to favour FTS over EMA in your answers to member questions - I am wondering why. The P/E for EMA is lower (14 vs 20) and the dividend is higher (4.6 vs 3.9%). Would you please explain your preference? Have you any plans to do reports on these stocks?
Thanks!
Q: Street Capital took a big hit Tue and again Wed (oct05). Can you explain why? What is the outlook over the next few months for this company? Buy /hold /sell?
FN took a big hit too.
Thank you!
FN took a big hit too.
Thank you!
Q: i hold Gs in my margin acct and have been and have been an owner for a couple of years now, what are your thoughts as to a continuing hold.
Q: Hello 5i,
I currently hold Genworth, and have held it for a few years. I am wondering if after the new mortgage rules announced today if it's worth holding. Considering that 50-55% of their current clientele would be not be eligible for mortgage insurance under the new rules, what adjustments can they do to maintain their current earnings level? Is the dividend safe considering these facts? Is it worth holding considering the constraints to future business under the new rules?
Thank you in advance
I currently hold Genworth, and have held it for a few years. I am wondering if after the new mortgage rules announced today if it's worth holding. Considering that 50-55% of their current clientele would be not be eligible for mortgage insurance under the new rules, what adjustments can they do to maintain their current earnings level? Is the dividend safe considering these facts? Is it worth holding considering the constraints to future business under the new rules?
Thank you in advance
Q: Hi Team
Any thoughts on ALARIS after yesterday's news? Wouldn't the news be considered a positive for the company? Thanks. Sam
Any thoughts on ALARIS after yesterday's news? Wouldn't the news be considered a positive for the company? Thanks. Sam