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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, at 63 I know I should be in Bonds........but can't get myself to, especially if they go Negative. Hence, I'm looking for 1 or 2 good companies that pay a good/safe dividend. CHR pays almost 7%, and their Air Canada contract is good until 2025, so low risk of the dividing slumping & using the Rule of 72, my $ should double in 10 years. Can you please comment &/or offer an alternative? Thanks!:)
Read Answer Asked by Austin on August 05, 2016
Q: What are your top recommendations for Canadian residential REITS. I am considering taking profit in Can. Aparts (CAR.UN) and would like to re-invest in the same sector.
Read Answer Asked by Carl on August 05, 2016
Q: Peter, could you please recommend 5 Dividend {low volatility} stocks for a long {3-5 years} term hold.

Thanks Valter
Read Answer Asked by Valter on August 04, 2016
Q: Hello - hope everyone is having a great summer.

The following comments have me a little confused as to how VSN is doing. Your review and interpretation is appreciated.


Aug 3 (Reuters) - Veresen Inc

* Veresen announces enhanced funding strategy through pursuing sale of power business and the suspension of drip, second quarter financial results and increased guidance

* Q2 adjusted earnings per share C$0.04

* Q2 earnings per share view C$0.06 -- Thomson Reuters I/B/E/S

* Has engaged TD Securities inc. As company's sole financial advisor on divestiture of power business

* Veresen's board of directors has confirmed annualized dividend rate of $1.00 per common share

* Has elected to suspend premium dividend and dividend reinvestment plan beginning with august 2016 dividend

* Proceeds will be invested to develop inventory of contracted capital projects in core natural gas and ngl infrastructure business

* Has increased its 2016 distributable cash guidance to be in range of $1.03 per common share to $1.13 per common share Source text for Eikon.
Read Answer Asked by Mike on August 04, 2016
Q: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?

I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT

Registered (RRIF):
PGX:US – Preferred.

Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.

Again, your thoughts.

Thank you for considering my questions

Gail
Read Answer Asked by Gail on August 02, 2016
Q: I am looking for general advice on the fixed income side of a portfolio. Where should I go to find fixed income that has a decent return? Or should I not worry about that, and concentrate on dividends from stable companies.

I have about 10% cash, and 10% altogether in ZPR, CVD, CSU.DB (all three obviously not fixed income). BTW, retirement in ten years or so.
Read Answer Asked by Richard on August 02, 2016
Q: Preferred shares and fixed income

Hi 5i team : I own only common stocks in my portfolio and since I am a mature person that is near retirement, I have the feeling that my exposure to common stocks is very high. So far, to mitigate my risk, I keep daily of the market changes, so I do not get caught in a drastic downturn.
To get more protection, I have thought in buying some preferred shares , but I know nothing about them to start a position.
Are the P.S. a good way to go ?, if so, what should I learn about them and how (references, books, etc), also what would be a reasonable percentage of my portfolio to have in P.S.?
thanks for your help
Alex
Read Answer Asked by Alejandro (Alex) on July 28, 2016
Q: Did anything of substance come out of the conference call?

I was hoping the CC may calm some nerve but the selling persisted through out the day. Based on the volumes it sure looked like some of the major institutional holders may be bailing out on AD.

Anyway, should us small retails follow suit? I'm about 12% in the hole and it would take two years of "coupon clipping" just to get even, so to speak.

What's your take on all these?
Read Answer Asked by Victor on July 28, 2016
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