Investment Q&A

Q: Hello, Many Real estate investment trusts(e.g. IVR)and related ETFs (e.g. REM) distribute ~10 to 12% dividend. This appears very good but may be a high risk investment. What is your opinion about IVR REIT and REM etf?. Which one is better? or may be none?

Thanks

Q: Hello Team, I am thinking of buying this company. could I have your current thoughts on the company?

Thanks, Alan

Q: Hello Peter and 5i team,
What are your general thoughts on the pipelines at this time. In the past we owned Pembina and Interpipe line. Currently we have Transcanada and a small Enbridge holding. We were thinking of adding to Enbridge but it would mean selling Telus or Bce. What do you think of selling Telus and buying Enbridge. They both have similar dividends and the technicals favour Enbridge.
Your opinions are valued as always.

Q: your current view please as to :
1.management
2.order back log
3.div. safety
4.current stock price.
I understand they have a challenged balance sheet and are small.
thanks
yossi

Q: Hi there, can you recommend your top 5 companies with good prospects that currently have no analyst coverage (excluding 5i). Also, please briefly explain why you like them. Thanks!

Q: Hello Peter and the 5I team

I am curious about SIS. I have no doubt that there will be a bigger demand for these types of services and products in the future. What I am concerned about is potential competition. Who is their main competition?? What is the market share of this sector that SIS has?? What gives this company that moat to defend their market share?? I am also wondering what is the ROE of the company?? I was also curious, do they have a type of franchise system for distribution or are the dealers of the products directly owned by the company? Do they build the elevator and lift systems in China, I noticed the CEO mentioned they had people in China I expect that is to over see manufacturing of components for their lift equipment. Finally what is your opinion of the Management ( I watched a few videos on the guy, he seems Ok)???

Q: Thanks for your reply to my previous question, but I never had any thoughts of selling BCE. It is 5% of our holdings and has grown nicely, but I would like to add another telcom. RCI.B and T have disappointed so is there anything in Quebec or eastern Canada worth putting a toe in?

Q: I sold RCI.B yesterday, after its big drop, and bought Telus. T is gone this morning after it took a big drop. Now my only telcom stock is a 5% weighting in BCE, with a 38% gain. Can you recommend another telcom or should I quit while I'm ahead? Thanks

Q: I Would like your opinion on these two companies for dividend and stability for retirement income purpose. Shall I buy both for diversification or one better than the other. (NWH, TMC) Thanks

Q: Today XSR reported $84.4m Rev & 0.22 Eps which exceed Estimated $83.9m Rev & 0.9 Eps.Your expert opinion on the results & effect on price going forward as parent co. made a recent offer of $4.25 per share.Always appreciate your great services & views

Q: Hi, I have a full position with bam.,@43.00 and was thinking of selling and buying a reit for a bigger dividend.Do not need extra cash but would be nice.
Would this be a good idea or would I be better off with holding bam. and hopefully getting a much bigger capital gain in two or three years?
Also which reit would you buy if I switch?
Thanks,great work

Q: Hello,
I've been looking for a good Canadian utility stock that has limited exposure to Canadian O&G pipeline exposure (ie. Not TransCanada or Enbridge) and for one that has a great track record of raising its dividend, has some growth and hopefully trading at a reasonable P/E. Algonquin, Emera, and Fortis came to mind. How would you rank these three on those metrics? Also the app I use shows Algonquin as having a very high trailing P/E (35) as compared to the other two showing in the high teens. Is that wrong?

Also would you wait for a bit of a pull back for some of these names and what are there expected forward P/E's.

Thanks a lot!

Q: Please provide your opinion on purchasing preferred ETF's at the present time, for a one year hold, and which of the following would you prefer and why?.... CPD (Canadian Preferreds), XPF (North American Preferreds), HPR (Actively Managed Preferreds), ZPR (Laddered Preferreds). These funds would be held in a non-registered, fully taxable account. Thanks!

Q: Hello Peter,
I own some fortis and canadian utilities. I was thinking of selling both to put the proceeds towards hydro one for long term hold. Hydro one has not been around for long time so was wondering if you thought it might be a good idea. thanks very much.

Q: Hi there,
Could I please have your current a opinion/analysis on Colliers? It seems to be coming off it's lows. Do you think it is a good buy at this time?
Thanks,
Kerri

Q: What are your thoughts on recent earnings for HBC . Analysts have cut target price to anywhere from $25 - $31. Price is currently $18.79. Is it a buy at these levels
Thanks

Q: I'm trying to increase dividend and decrease my non dividend paying stocks. Which of these would you buy today for a safe dividend and some capital appreciation on a long term hold? Or does something else look good to you? I'm fairly well balanced with room to buy into utilities, telecom, oil/gas or metals but not real estate, financial, consumer or tech.

Q: Hi 5I: I want to select 2 of Telus, BCE or Rogers as long term holds for a DRIP account. Which two would you pick? Would you hold them in equal amounts? Thanks for your help.

Q: What about this secondary offering of shares of Hydro by the province do you think is a good deal for income oriented investors?

Q: I am considering selling Direct Cash. But before making this decision, I was wondering if you could supply the following information. What are DCI's growth prospects? Is it in a dying industry? How safe is its dividend? Also,what is its debt load?
In your opinion is it a hold or sell.