Q: just read Peter's earlier question on CBO. I'm in the same boat. Over the past year CBO has returned exactly 0.44%. The distributions have almost been completely offset by the decline in CBO's unit price. A return of pretty much 0% is not what I expected from this one, especially since CBO was/is highly recommended by 5i.
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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: Thank you for the response re: Fortis,Enbridge and Emera. Would you please elaborate on the guidelines specified in the question for each? I should have been more specific in my question. Please deduct a question from my holdings. Thank you.
Q: Without regard to sector,in which order would you rank these as the better dividend paying stock for a long term hold.I am talking 5 years plus
Q: I have zero exposure to utilities at the present time. I believe that you advocate having exposure to all sectors of the market because you never can know for certain what the market will do. While most people expect interest rates to rise and utilities to under perform, the same could have been said in 2013. Which is your favourite utility and which utility offers the best dividend growth to potentially offset future interest rate increases. I am looking for low volatility, good dividend yield and good dividend growth.
Thank you,
Jason
Thank you,
Jason
Q: I a chasing dividends. Own 21 other diversified stocks with 5-6 percent weightings. I am looking at CPX, AD, FC and TF. What are your ratings on these 1 to 4. Thanks in advance.
Q: You have said that AD os "ok to buy". I heard on BNN that they have 5 (of about 14?) investments that are not now paying any royalties, although they are trying to (re)structure something with those five. Is it true? Was this your understanding when you said it is "ok to buy"? That level of nonpayment worries me.
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Park Lawn Corporation (PLC)
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Keyera Corp. (KEY)
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NFI Group Inc. (NFI)
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Winpak Ltd. (WPK)
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Premium Brands Holdings Corporation (PBH)
Q: I have 20k in which to invest in a new TFSA what are your thoughts on the following as to dividend growth and safety NFI KEY PBH WPK PLC This is for a long term hold
THKS much
THKS much
Q: Keeping current valuations in mind could you recommend a few high quality Canadian dividend names. Looking for companies with long term history of increasing dividends
Q: I have held the etf CBO as part of the fixed income element for several years it is now off over 3%, please provide your opinion on this and should I move to other bond like units.
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Saw your suggestion for CPD, XHY, ZRE for dividend income and wondered what would drive each of these securities price performance given that their overall return will be a mixture of price appreciation/depreciation as well as yield and each has a significantly different price history. I'm not planning to blend as I think you should know what drives each investment. I also saw your two notes on CPD so what I think I need is an overview of the relevant price drivers please. Thank you
Q: Peter and Ryan,
Do you have any concerns with Enbridge? My advisor called today saying he heard that they are not putting as much oil though their pipelines these days. He also mentioned that there might be a dividend cut with their high debt. I have owned the shares for about 5 years and have a nice gain on the price, but being older I like being able to collect the dividend for a long time yet. Enbridge is a 6% weighting in my portfolio at the moment.
Thank you,
Charlie
Do you have any concerns with Enbridge? My advisor called today saying he heard that they are not putting as much oil though their pipelines these days. He also mentioned that there might be a dividend cut with their high debt. I have owned the shares for about 5 years and have a nice gain on the price, but being older I like being able to collect the dividend for a long time yet. Enbridge is a 6% weighting in my portfolio at the moment.
Thank you,
Charlie
Q: I'm in the process of ranking tax loss candidates and try to decide between DH and AD which one has a better chance to show signs of life before 2016 YE.
I'm leaning towards DH only for the reason it's seemingly under certain manipulators' control (based on the hard drive downwards trade actions of late) and unless they turn out to be like what you said "short sellers are not god, they can loss money too"). AD is a "show me" story, but can they do a turn around by Q3?
Your assessment will help greatly in my decision. Thanks.
By the way no more use of stop losses for me. I foolishly lost EIF and I'm buying it back at a premium today. Another lesson learnt at a high tuition. LOL.
I'm leaning towards DH only for the reason it's seemingly under certain manipulators' control (based on the hard drive downwards trade actions of late) and unless they turn out to be like what you said "short sellers are not god, they can loss money too"). AD is a "show me" story, but can they do a turn around by Q3?
Your assessment will help greatly in my decision. Thanks.
By the way no more use of stop losses for me. I foolishly lost EIF and I'm buying it back at a premium today. Another lesson learnt at a high tuition. LOL.
Q: Hi 5i,
Although they have both been good investments, it seems that since 2010 BIP units have outperformed BEP units by a decent margin. Are the profit margins lower in BEP's focus area or is there something about the energy project investment arc that delays returns in the renewable energy space? I'm wondering what the BIP unit outperformance is attributable to and whether it is a factor that is likely to continue or whether, in the future, BEP is more likely to keep pace, or even to do a little catch-up. I'd be interested in any thoughts you may have on this. Thanks!
Although they have both been good investments, it seems that since 2010 BIP units have outperformed BEP units by a decent margin. Are the profit margins lower in BEP's focus area or is there something about the energy project investment arc that delays returns in the renewable energy space? I'm wondering what the BIP unit outperformance is attributable to and whether it is a factor that is likely to continue or whether, in the future, BEP is more likely to keep pace, or even to do a little catch-up. I'd be interested in any thoughts you may have on this. Thanks!
Q: Would you mind explaining how the one year share price of XHY has gone from: Aug 19/15 at $19.81 to Feb 2/16 at $17.31 and then back up Aug18/16 to $20.01. Is share price only affected by interest rate changes or other things in the ETF that I'm missing? And is there a best time to buy the ETF.
Thank you.
G
Thank you.
G
Q: Hi
How likely is it that the sale of MBT to BCE will go through?
Would you purchase MBT on weakness?
Thanks
How likely is it that the sale of MBT to BCE will go through?
Would you purchase MBT on weakness?
Thanks
Q: Hello, I am thinking of purchasing this equity. Could I have your opinion on this stock. Thank you.
Alan
Alan
Q: Curious about your thoughts on this trust post Q2 earnings. A lot has changed with this security in the last 6 months. Do you recommend KWH.UN as an income investment?
Q: Is this a reasonable price level to initiate a small position? Is there a lot of downside risk?
Q: Would you please comment on diversifieds earnings.
Q: Regarding Richard's question re AQN. I think he was asking about the instalment receipts in particular. They were recommended on BNN Market Call.
I participated in the EMA and FTS instalment receipt deals with their large USacquisitions. In both cases things worked out well. Of course it has been a hot market for utilities so the underlying shares increased in value while I was holding the receipts, which obviously helps.
Two comments 1) These deals make sense only if you would be comfortable owning the shares when the call for funds comes (when you have to put up the other 2/3 of cash). It is kind of like selling a put. The income is nice, but you have to be ready to buy the security if things go wrong. 2) best not to buy in a registered account, unless you have room to add the additional 2/3 cash to buy the shares. You don't want to be forced to sell the receipts at a bad time just because you are trapped by your RRSP or TFSA limit.
Hope this was useful.
Cheers
John
I participated in the EMA and FTS instalment receipt deals with their large USacquisitions. In both cases things worked out well. Of course it has been a hot market for utilities so the underlying shares increased in value while I was holding the receipts, which obviously helps.
Two comments 1) These deals make sense only if you would be comfortable owning the shares when the call for funds comes (when you have to put up the other 2/3 of cash). It is kind of like selling a put. The income is nice, but you have to be ready to buy the security if things go wrong. 2) best not to buy in a registered account, unless you have room to add the additional 2/3 cash to buy the shares. You don't want to be forced to sell the receipts at a bad time just because you are trapped by your RRSP or TFSA limit.
Hope this was useful.
Cheers
John