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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: Just curious, on 21 Apr, I asked if this is a good time to add to ALA on a 3% position and your answer was "Not weak enough to sell, not strong enough to add to an already 3% position"

Since then, it dropped ~2% before the rise today, your answer to Jim's question this morning is fine to add. Wondering if something changed or just a difference between our portfolio weighting.

Thanks
Read Answer Asked by Steve on April 26, 2016
Q: Hello Peter and the 5I team

A Bnn guest brought this company (ISV) to my attention. Apparently this company has a monopoly in the province of Saskatchewan for registry information service's. It has plenty of cash on hand, a 5.4% dividend. What are the pro's and cons of this business? Where would the growth come from? Do you see it buying other such business's in other provinces? Any info you have on this company would be greatly appreciated. I am wondering if this company would be a good fit in a income driven portfolio???

Thanks
Read Answer Asked by Darren on April 26, 2016
Q: I am a dividend growth investor and invest for the long term. I currently hold Altagas, but would like to increase my weighting. In the past many analysts were projecting good growth for this company over the next few years.

With the stock languishing recently relative to others such as Enbridge, Pembina, etc., do you see any issue in adding on to my 2% position?

It appears that you believe their dividend is relatively safe with their current payout ratio. Do you see continued growth of that dividend looking towards the future?

Thanks.

Jim
Read Answer Asked by James on April 26, 2016
Q: Good Morning
I hold 4 Canadian banks CM, TD, RY and BNS in an unregistered account. The bank stocks comprise just under 20% of my portfolio and each has approximately a 50% capital gain. My only other financial stock is a 2.5% position in PWF. Capital gains in my account this year will likely be taxed at 15%. I am considering selling one of the bank stocks (perhaps CM) and investing the proceeds in SLF. I have chosen SLF for it's relatively low valuation and secure dividend.
Is reducing the allocation to Canadian banks appropriate, or does the tax which has to be paid cancel the benefit?
Which bank would you sell?
Is SLF a suitable alternative or is there another company that you would prefer. I already have full positions in CNR and BAM.A.
Thanks
David
Read Answer Asked by David on April 25, 2016
Q: We have 2 Rrsp accounts. The first one contains mostly 5i recommendations with a focus on dividend income and some growth. We would like to structure the second account to be more conservative and withdraw the dividend income. We like the Canadian banks ie RY and BNS as the dividend is safe and pays well and even when there is a sell off in the banks (including 2009) they eventually bounce back thus preserving capital but in the meantime one just collects the dividend. i know you would say that we should diversify so my question to you is what other stocks would you suggest that pay a 4percent dividend and have the security of the banks over the mid to long term or until Interest rates increase to make GICs/bonds an option.
Thank you.
M
Read Answer Asked by Maggie on April 25, 2016
Q: There's talk today that investors are starting to switch from growth investing to value investing. Can you give 5 names of small to mid cap Canadian companies that you would consider a value company to start my research.

Thanks for the great service.
Read Answer Asked by Rob on April 25, 2016
Q: Hi, 5i.

For pure utilities, I have BEP (2.0%) and RNW (1.5%). I also have ENB (2.0%) and IPL (1.0%) if you consider those utilities.

I'm looking to increase my utilities allocation and wondering if I should add to what I have or take a position in Fortis (or another name you recommend).

Thank you,
Robert
Read Answer Asked by Robert on April 25, 2016
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