Q: Good Morning: Could I please get your opinion on the merits, risks and investibility of a couple of Brookfield Renewable preferreds (both perpetuals): namely, brf.pr.e and prf.pr.f. Many thanks, Don
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi can I get your latest opinion on this company? Dividend yield manageable? Thx!
Q: Is this a safe co. to invest in.
Jim.
Jim.
Q: Hi Peter and Team,
I noticed the www.investorpedia.com recommended Master Limited Partnership (MLP) in the US for dividend income. Some of these MLPs have been posting 8-10% yield for a long term of periods. What's your opinion on this type of securities?
Thanks for your great services.
Jim
I noticed the www.investorpedia.com recommended Master Limited Partnership (MLP) in the US for dividend income. Some of these MLPs have been posting 8-10% yield for a long term of periods. What's your opinion on this type of securities?
Thanks for your great services.
Jim
Q: Further to the question asked by Brent on this company. I'm have US $ I wish to invest in Canadian companies paying dividends in US $ What is your opinion on WPT Industrial REIT?
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Enercare Inc. (ECI $28.99)
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Alaris Equity Partners Income Trust (AD.UN $19.14)
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Brookfield Infrastructure Partners L.P. (BIP.UN $44.36)
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Evertz Technologies Limited (ET $12.08)
Q: Hi
I'm looking for a handful of high yielding companies with a good balance sheet.
In what order would you rank the companies listed? Any other companies you really like that could also be included or preferred over these? Thank you.
I'm looking for a handful of high yielding companies with a good balance sheet.
In what order would you rank the companies listed? Any other companies you really like that could also be included or preferred over these? Thank you.
Q: Alaris is down on earnings. I sold earlier this month for a profit because I needed to sell something for some funds. I have too much DH,and was looking for a similar payout to DH to move some DH funds into. Is there any concern with AD, or is it a good time to buy it back?
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WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
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WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
Q: Hello. What are the issues to consider in determining which version of this reit to buy in an unregistered account?
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Royal Bank of Canada (RY $182.14)
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BCE Inc. (BCE $32.50)
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Great-West Lifeco Inc. (GWO $52.01)
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TC Energy Corporation (TRP $65.52)
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Fortis Inc. (FTS $64.85)
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Brookfield Renewable Partners L.P. (BEP.UN $37.32)
Q: 9:53 AM 6/29/2016
Hello Peter:
Today you made this distinction between "Safe" and "Secure" dividends in your answer to Grant asking about Superior Plus : "We would consider the dividend 'secure'. 'Safe' is a different category completely".
1. I am looking to concentrate on companies whose dividends you consider to be in the "safe" category, and which yield over 3.5% as these should/must be at least the main core of any pensioner's holdings for reliable income. This can be confusing to sort out since I presume that you will not consider all banks, utilities, telcos, REITS, Pipelines, etc. qualify as "safe".
2. So if you could sort out a short list of the few that qualify for the "Safe Dividend" category it would be most appreciated. I do understand that disasters do occasionally happen, and any company no matter how safe can get into trouble.
2. This brings up the problem of portfolio concentration caused by owning only a few names or sectors. Is it better or "ok" to just own a portfolio of only "Safe" dividend stocks, or are we advised to dilute the quality of our portfolios and own some less safe dividend stocks to supposedly "diversify" risk? This harks back to the people whose portfolio consists of only the big five Canadian Banks and who have done brilliantly for the past 50 years!
Your considered opinion on this issue will be most appreciated........ Paul K.
Hello Peter:
Today you made this distinction between "Safe" and "Secure" dividends in your answer to Grant asking about Superior Plus : "We would consider the dividend 'secure'. 'Safe' is a different category completely".
1. I am looking to concentrate on companies whose dividends you consider to be in the "safe" category, and which yield over 3.5% as these should/must be at least the main core of any pensioner's holdings for reliable income. This can be confusing to sort out since I presume that you will not consider all banks, utilities, telcos, REITS, Pipelines, etc. qualify as "safe".
2. So if you could sort out a short list of the few that qualify for the "Safe Dividend" category it would be most appreciated. I do understand that disasters do occasionally happen, and any company no matter how safe can get into trouble.
2. This brings up the problem of portfolio concentration caused by owning only a few names or sectors. Is it better or "ok" to just own a portfolio of only "Safe" dividend stocks, or are we advised to dilute the quality of our portfolios and own some less safe dividend stocks to supposedly "diversify" risk? This harks back to the people whose portfolio consists of only the big five Canadian Banks and who have done brilliantly for the past 50 years!
Your considered opinion on this issue will be most appreciated........ Paul K.
Q: I wish to add a utility stock to my holdings. Do you have a preference between Boralex and Algonquin? Thanks
Q: I have a full 3% position here, its one of my more well timed picks as I entered in Jan at $9.25. I am concerned a little here in regards to its big brother TransAlta Corp. It's apparently got itself up for sale and is certainly struggling. To what extent do the two relate now? If TA fails or is sold on the cheap how will it impact RNW? I like the div. but since I have a good capital gain am wondering if I should lighten up here in favor of a perhaps other safer renewable. Your thoughts, thanks
Q: Hello guys,
What do you think of Boralex. 1) Quality of the company 2) shor term catalyser 3) Valuation
Thanx!
What do you think of Boralex. 1) Quality of the company 2) shor term catalyser 3) Valuation
Thanx!
Q: I own loblaw but need another food stock. Which is cheaper premium brands or maple leaf or some other company. Thanks to awesome 5i.
Q: Hi Team,
Can you please comment on the strengths and weaknesses of TIP - iShares Barclays TIPS Bond Fund (ETF). It seems to be performing well this year so far.
Is it a good substitute for buying and holding bonds directly in a self-managed bond ladder?
Thank you. Michael
Can you please comment on the strengths and weaknesses of TIP - iShares Barclays TIPS Bond Fund (ETF). It seems to be performing well this year so far.
Is it a good substitute for buying and holding bonds directly in a self-managed bond ladder?
Thank you. Michael
Q: SNC has been performing well since the last 5 months which is reflected in the recovery of the share price and seems to me it's just a matter of time before it gets to new highs. However, from your answers to the SNC questions that I've read you don't favor this name at all and prefer STN and WSP. Please explain your point of view given the stock performance to date. Thanks in advance.
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.40)
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iShares Core Canadian Universe Bond Index ETF (XBB $27.81)
Q: One more question regarding asset allocation in my RRIF-- how would you rate a 50/50 split of XBB and CBO as the bond component? Given all other factors remain the same. Thank you!
PS - loved the question "what makes 5i so great?"
You provide fabulous service and take some of the angst and mystery out of investing.
PS - loved the question "what makes 5i so great?"
You provide fabulous service and take some of the angst and mystery out of investing.
Q: My broker has recommended to sell BHY.un The fund allows an Annual Redemption Privledge at Nav.once a year In May NAV was $ 7.67 It is currently trading at $ 7.33
He said it was also loosing dividend tax credit status next year and all payouts will be classed as income
I bought this fund at $ 8.83 Could you give me your opinion on whether it is better to sell this fund
Thanks for the great service
Paul
He said it was also loosing dividend tax credit status next year and all payouts will be classed as income
I bought this fund at $ 8.83 Could you give me your opinion on whether it is better to sell this fund
Thanks for the great service
Paul
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Northland Power Inc. (NPI $23.04)
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Enercare Inc. (ECI $28.99)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $7.01)
Q: In your write on NPI you said "there are other 5% yielders with less leverage". Can you tell me who they are.
Thank you as always
Craig
Thank you as always
Craig
Q: In May you gave an opinion on this fund and mentioned currency could be an issue. I assume that means they invest outside of Canada. Do you know how exposed they are to UK and Europe? Given Brexit is this considered a risky stock? I like the yield but reasonable safety of capital is important too. Thank you for your opinion.
M
M
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BMO Covered Call Canadian Banks ETF (ZWB $21.13)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.42)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.27)
Q: I did my Brexit Wed. and plan on staying about 50% cash untill after the US election. Would like some ETF's that pay a relatively safe div. Thanks Al