Investment Q&A

Q: Hi, am I correct in assuming that since ENB did a secondary (vs. Treasury) offering of ENF shares that it is not dilutive to ENF's shares outstanding, EPS or dividends? Also since ENB plans to do more ENF secondary offerings going forward might this overhang ENF's future share performance? Thanks.

Q: WHAT ARE YOUR THOUGHTS RE PURCHASING THIS STOCK?

Q: BLUE RIBBON INCOME RBN.UN has been touted as a well run income fund however its performance has indicated otherwise due to its heavy weighting in energy...I own 25% of the same stocks that this fund has in it..What would good a good replacement for this one? thank you..

Q: You were not enthused with this issue when it did an IPO on November 1,2016. Have you changed you view? If not what would you recommend as a good place to park cash.
The cash balance usually $100K would fluctuate; but would never go to Zero.

Thanks Team

Q: Your thoughts on this stock for long term RRSP hold.
Thanks
Cec

Q: hello 5i:
2 questions.

I am interested in the fund above, and the question asked by Robert yesterday. One thing I can't quite understand: how is the fund generating a (greater than) 6% return. How is the fund able to do this with present interest rates? Through leverage?

Could you give me your opinion on the CEF WEC (Western Asset Premier Bond Fund), and would you consider this a viable holding in a TFSA?
thanks
Paul

Q: I understand you’re not keen on the split corps and I have read all the DFN commentary, that aside what are your thoughts and do you have metrics for FFN?

Q: I was wondering what you thoughts were on Freshii vs A&W in terms of valuation metrics and which you would prefer. Thanks

Q: The sell of on Tue. Mar. 28 seems to be rather extreme, A fellow investor pointed out "looking at the ENB chart (US chart) it looks ugly to me like its ready to take a dive (head and shoulders formation) ; the way I'm seeing it is if ENB looks bearish then ENF is probably going to take a dive as well which brings me back to the same question, why did ENF sell off so bad. The chart is here: https://tvc-invdn-com.akamaized.net/data/tvc_4a2816752f087df5dc33999672d10282.png
Would you please provide your comments and analysis.

Q: We have considered adding the PIMCO Monthly Income Fund - F to diversify our fixed income outside of ETFs. What are your thoughts on the fund? If you like the fund, how would you integrate it into a Moderate Aggressive portfolio currently using ETFs (CPD, XHY, ZAG, and CBO) for fixed income exposure? Any insights are appreciated.

Q: Can you please advise if this is good ETF for Dynamic iShares Active Global Dividend ETF. I am looking for growth and dividend increase ETF in Global Market. Would you suggest ETF or is there any similar ETF. I currently own one Europe XEF EFT 2%.
Do DXG pay a monthly dividend or quarterly and dividend amount.

I currently own most of the stocks in Model Portfolio

Thanks for the great service.

Q: Can you comment on the latest quarter.

Q: What is your opinion on this ETF? Pros? Cons? Is it best to hold it in a registered account or TFSA?

"I’ve started to buy one of the newest additions to the BMO ETF lineup - BMO Canadian High Dividend Covered Call (ZWC-T) strategy. It’s expected yield is around 6 per cent and it has less risk than the overall index. It holds a basket of some of the best quality dividend payers in Canada with a yield enhancement from a 50-per-cent covered call overlay."
It was mentioned in this article:
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/etfs/larry-berman-its-time-to-get-defensive-after-a-troubling-budget/article34414534/

Q: Good morning,what can you tell me about this company it has a 11% dividend which is normally the kiss of death how safe is the dividend and can you explain to me what they do and would you recommend it for a 2-3 year hold.

Q: In reference to the Oaken Financial Savings account question:
An account can be open with Home Bank, Oaken financial, a joint account with Oaken, also a savings account for your spouse with Home Bank and Oaken Bank as well as a joint account with Home Bank. Thus $600,000 can be deposited at their high interest rate and be covered by CDIC
Stanley Cohen

Q: just wondering what you think of the news on enbridge income fund on Monday afternoon as it was halted for a few hours.

Q: Could you provide an updated opinion on DR based on their latest quarterly results. The latest quarter appear to be very good with the dividend payout ratio dropping below 50%.
I am thinking of initiating an initial position in this company for a combination of nice income (over a 5% yield) and hopefully a little growth in the share price over time.How does future growth in their business look?
Your thoughts as always would be greatly appreciated.

Q: Crius is selling off recently on high volume. Any obvious reasons? Thanks.

Q: I am trying to run a slightly more concentrated portfolio. There are currently 37 individual equity positions; 4 equity ETFs (VIG, IWO, XGD, ZRE); and 4 bond ETFs. Within the utility sector there are 5 positions, each at ~2% (BIP.UN, BEP.UN, FTS, ALA, PPL). I would like to cull either ALA or PPL. I am leaning towards selling PPL, as ALA looks to have a better 5 yr dividend growth rate and appears to have more of a focus on renewable energy. Any input would be most appreciated. Thank-you.

Q: Ten years ago in 2007 i took four hundred thousand out of the stock market and bought some segregated funds through manulife. I have with drawn one hundred and twenty two thousand in the last 5 years. The funds are now worth three hundred and eighty-eight thousand now. I am guaranted twenty three thousand three hundred a year for life. I am 67 years old and retired for 11 years with 1 million 280 thousand invested in differant investments my house not included.I receive a thousand a month from cpp and old age pensions and another twenty-four hundred a month from other investments not including the thenty-three thousand three hundred from this investment. My wife has pensions of thirty-six thousand a year. I paid nine thousand in fees last year and the funds were up 14 thousand after fees were paid.I am thinking of cashing in some or all of the funds and buying some blue chip stocks, banks, bce stocks in your income and balanced portfolio. What do you think of this. We have no debt and just wish to have a good life and retain what we have. thanks