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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: Hello,

Two part question. What news is there to explain why PPL is down 2% today and IPL up 2% (as of 2:50pm)?

Also, if we assume that the sector moves largely as a group with occasional daily fluctuations, would it not make sense to SELL holdings of IPL on a day like today to replace it with PPL given the roughly 4% gap in their daily movement? I watch these two and it seems that this approach could yield small but consistent growth.

Thanks!
Read Answer Asked by Tim on May 17, 2016
Q: Can I have your thoughts on their most recent quarter? Margins are still a concern, but everything else seems very stable. My strategy is to mix my balanced portfolio with some higher dividend payers (where I expect little, if any share/dividend growth), with smaller dividend payers that should see more dividend growth and capital appreciation. Would you be comfortable to continue holding DCI?

Regards,

Robert
Read Answer Asked by Robert on May 17, 2016
Q: Good Morning Peter, Ryan, and Team,
Presently I have a full weighting of Parkland Fuel (PKI-TSX) in an income oriented retirement account. Most of the other equity holdings in this account mirror your 5i Income Portfolio. I have been watching Superior Plus (SPB-TSX) for awhile and it appears to have bottomed with energy prices firming a bit. SPB looks to be a cheap stock even with the recent upward move in share price. Do you think owning PKI and SPB in the same income account makes any sense ??? Also if you were to assign a grade to SPB what would it be ??? PKI is presently a "B". Thank you for your sage insights. DL
Read Answer Asked by Dennis on May 17, 2016
Q: What are your thoughts on Absolute Software (TSX:ABT)?
Read Answer Asked by Boyd on May 17, 2016
Q: I am a Senior with a large percentage of my portfolio invested in equities, a good portion in blue chip dividend paying stocks. I would like more diversification but am not interested in bonds. Do you have any ideas? What about mortgages and how would one pursue this if you think it is a good alternative? Thank You.
Read Answer Asked by Brian on May 16, 2016
Q: On the fixed income side of one's portfolio.What would be an appropriate percentage wise split between GIC's and bonds and should that change as your age increases?
Thank You David
Read Answer Asked by DAVID on May 15, 2016
Q: CenturyLink makes up a fairly high % of my portfolio (7%) and as such I try to keep up with it's financial results and the analysts reports. However, it's share price has had a fair dip in the last while. Your thoughts as to what has caused the drop and will it continue to slide. And the current yield is above 7%, is the dividend secure (or as secure as it can be), going forward? thanks!
Read Answer Asked by Tim on May 14, 2016
Q: I hold this etf in a number of accounts to cover the US market as opposed to individual stocks. I also hold VYM for a bit of income. Your thoughts on these etf's and do you see anything better. Many thanks for your great research!
Read Answer Asked by Robert on May 13, 2016
Q: Peter,

I recently bought shares in Vecima networks. The company reported today with highest revenues and earnings "in recent history". (below)

This company seems to have a lot going for it including low P/E ratio, growing earnings and revenue streams and nice dividend and occasional unannounced surprise dividends.

Two questions: [1] what is the company's specific market niche as a broadband provider (what does it do that other companies doesn't) or is its growth just a function of growing need for bandwidth, streaming, data. [2] What would it take to bring this company out from under the radar and capture the attention of more analysts/investors?

Thanks for your excellent service!



Read Answer Asked by David on May 13, 2016
Q: If you could give me your thoughts on these 2 etf's RSX.US and FXI.US, as they seem to be cheap, and they pay a decent dividend. Russia seems to be a play on energy and going through a recession, and China a play on manufacturing, also slowing down, can these two countries be added to a portfolio for growth long term(5-10years)? Your thoughts! Also will I have to pay 15% withholding to the Americans for these 2 country specific ETF's, and is their a way to avoid paying the Americans dividend withholding for other country specific ETF's?
Read Answer Asked by Nino on May 13, 2016
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