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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: I am primarily building an income portfolio for retirement in 5-6 years. It will represent about 30-40% of my retirement income. Alongside this I like to invest in some equities for capital gains. My question revolves around the need for any value investments I have owned EFV for about 10 years and really has done nothing. I also own the Chou 100 and 102 funds. My question is whether or not you think to be properly diversified one should have some money in value investments. If so, what ones would you recommend.

Thank You

Paul
Read Answer Asked by paul on October 21, 2016
Q: This stock has had a great run but its latest results, which seemed to be pretty solid, didn't move the stock. Do you think most of the growth is pretty much wrung out of it now and that it should be viewed as largely an income stock? The main reason for my question is that I am currently more interested in a stock that combines both growth and income such as FEZ or BEP.(sector not important)

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 21, 2016
Q: Would you consider KEY a reasonable buy at today's prices to be held for dividend and some minor growth? Is there another company you would prefer for the same objectives of dividend and growth? Would you prefer KEY to ALA in view of the latter's potential current issues?
Read Answer Asked by angus on October 18, 2016
Q: Your answer to the dividend ratio payout for IPL over the past six months is in the 85% range. Over the past couple of years has this ratio been increasing? For an income investor would you consider this dividend payout ratio getting to the area of concern and if so what dividend stock would you consider replacing IPL with either in the same sector or another sector.

Thanks,

Bob
Read Answer Asked by Robert on October 18, 2016
Q: Hi,

I need to prune my financials and I am down to looking at DIV and AD. In looking at DIV, the question I ask is, "Would they have sold Franworks if they weren't confident that they had something in line to redeploy the cash into?" With AD, it is "When will they be able to get some resolution with troubled partners?"

In any otherwise balanced portfolio, which of the two companies would you choose to keep at this time?

Regards,

Robert
Read Answer Asked by Robert on October 18, 2016
Q: I had held alaris for quite a while - great dividend payer, but very bumpy ride on the stock price. I recently sold it all to use the loss to cover another gain, and had planned on buying it back after 30 days. It has continued to drop, however, and now as I near the 30 days I am having second thoughts. Would you consider buying it back now that it is so low, wait for the next quarterly report before buying, or just move on? I would be holding it mainly for income.
Thank-you
Read Answer Asked by grant on October 17, 2016
Q: H&R real estate investment trust calls itself an "open-ended" trust compared to others that call themselves a "close-ended" trust.
Is the internal structure of H&R more like a mutual fund? Should it be a concern?
Which of these three do you prefer for a long-term hold, as the only REIT in a portfolio. Thanks for your help.
Read Answer Asked by Robert on October 17, 2016
Q: What do you make of recent news about Transcanada offering lower rates to to companies wanting to transport natural gas in its pipelines? Do you know if this is for existing customers or new customers only? What does this mean for other pipeline companies? Is this an indication of a loss of pricing power? And lastly, what could it mean for the prospects for future dividend increases?

Thanks, and keep up the good work,
Read Answer Asked by Hans on October 17, 2016
Q: Hello 5i
Would you please offer your opinion of a few individual holdings and other investment vehicles worthy of long-time hold and more importantly dividend reinvestment. I see your a selction of ETF you have been noting are VGG(for USA) and CDZ(for Cad). Is this the top idea or are there other ideas (individually or combination of holdings)?
The goal is to take advantage of the market ride and still feel comfortable with the investments and know more of a good investment is being purchased regularly.

Alternatively, would one just let cash build up and buy shares and units on a quarterly basis instead of utilizing a DRIP?

By example, just bought CAR.UN today. Working to determine whether it makes sense to join the drip; especially with the 5% discount of the Plan.

Thanks for your thoughts
Dave
Read Answer Asked by David on October 17, 2016
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