Investment Q&A

Q: Hello am looking for your recommendation on two or three Canadian stocks you like that are consistent dividend growers. Intend to hold for long term. Thanks for great service. Bill

Q: I am down about 25% on IPL and was considering a switch to ALA(down about the same) . Energy and infrastructure are also represented by ENB, TOU and VET in a sector balanced long term hold portfolio. Could you please comment and compare the two.

Thanks as always

Phil

Q: My weighting in pipelines is 7.1%. In a recent response to a question, you suggested pipelines be considered as part of the energy section, as pipelines are reacting to the decreases in crude oil prices. My pipelines positions are AX.un, ENB, iPL, KEY, and PPL. With a sector weighting for “genuine” utilities of 5%, I would like your suggestion of a few key names that I could consider for this sector within a diversified portfolio……Thanks….Tom

Q: Last question was in July, just wondering what your current thoughts are on this now it has added more hydro. Am holding for income, growth not so important, but would be nice. Merry Christmas

Q: stock is halted pending news of agreement with Netflix.


this can only be good I think. Thoughts ???

Q: 1) I've been lucky enough to own PBH for the last couple years. Frankly, I have no idea why it's been doing so well lately? Should I sell some or buy more?

2) Re Russell, am I insane to consider buying this stock here? Is the dividend safe?

Thanks!

Q: I am thinking of buying ( what i hope) are a few bargain stocks before the end of the year. Was wondering whether you thought home capital would qualify. I notice that it didn't come up on your blog post on tax loss buys. Would you still see the companies in the blog as the most compelling today? How about possibilities for large cap stable compaies, like CP? I am sure there is at least more than one question here, so please deduct as required. Thanks and have a great holiday 5i team

Q: How would you compare Just Energy and Crius Energy going forward ?They both pay decent dividends for an income investor

Q: Hi 5i team,

How do you feel about Blackrock (BLK) in the US? Seems with more and more people moving towards index investing, and with the rise of robo-advisors, this would be a good way to play that trend. Seems to have a solid dividend and pulled back a bit recently.

Any comments or reasons to avoid? Perhaps a different company to think about?

Thanks and happy holidays.

Q: Dollarama has been under downward pressure in recent weeks. What is your outlook for this company? We consider ourselves to be investors, not speculators or day traders, but at the same time sell stocks when fortunes and/or sentiment toward a company have changed.

Q: Hi 5i - I'm looking at adding some larger safe dividend paying companies (to hold for a long time) at reasonable prices - I was looking at H&R REIT, Enbridge and Telus. Do you think these are good buys right now? Or would you suggest any others? Thanks and happy holidays!

Q: I have held for over two years: this year the stock has declined a fair bit. Further to this: last Q was brutal, high debt and pay-out ratio. Perhaps it is time to bail. They, I believe, have a good USA presence now which should be helping with the high USD? This one is not looking very good to me right now.

Q: What is your opininion of this ETF?
As the holdings in this ETF are a broad base of other BMO ETFs,what weighting would you recommend in a diversified income portfolio?

Thank you and I continue to be impressed with the service you provide.

Q: Hi, after watching for almost a year, I started a position @43.05 in WSP global, this week. The move was based on the fact that there was no apparent reason for recent pullback. Several months ago WSP did a secondary offering @42.50 (I think). During recent past, stock price touched a high of $49.18. The stock has a dividend yield of 3.50% and will perhaps benefit from infrastructure spending plans of new federal Govt. Incidentally, WSP was also a Top Pick on Friday Dec 18, 2015 Market Call tonight by Keith Richards, a Technical Analyst and BNN guest. As per his comments, this stock sees occasional pull backs and a purchase along its trend line ($42.50-$43)should be a great opportunity. Would appreciate your comments, please. Thanks

Q: Hi, BCE shares took a hit (3%) after Shaw's announcement of buying Wind Mobile. Price decline was not as severe as Telus, though. But, as per analysts, BCE also has a subscriber base in BC and Alberta, which may face competition due to Shaw's ability to offer competitive TV/Wireless bundles. BCE recently completed a secondary @57.10 after purchase of HBO Canada from Corus. However, shares have mostly traded below the offering price and now took another hit. I added the stock recently in $55 -$56, for strong dividend yield with some dividend growth potential. Do you think the Shaw overhang will be there for a long time or BCE stock could trade back above $57 in 2016? It would help me to decide whether I should consider reallocation to other sectors like IT, with more certain growth prospects. Thanks

Q: Good morning,
I would appreciate your thoughts on buying Deere at this time as a potential long term hold.
Thank you.

Q: I'm thinking of selling BNS (4.5% of total portfolio) while I'm still up 8% and redeploy the cash.
I currently have PWF (1% Holding and down 10%), TD Bank (3.5% holding up 34%), MFC (1% holding and down 5%),
DH (1% holding and down 10%). Would you recommend holding on to BNS or sell and add to one or all of these other financials. Open to other suggestions as well. Merry Christmas

Q: Prizm Medical had a nice little pop today. Any reason?

Q: What is your opinion on AGF at these price levels. Any chance of a turn around for this company.

Q: Hello 5i team

Could you give me your opinion on the BMO ultra short bond ETF, ZST. The bonds held all mature in less than a year and yet its distribution yield is 3.96 % It has been distributing at about this rate since it was formed in 2011. I looked at the holdings and I couldn't imagine that these companies would run into trouble in the short period they hold the bonds. ( Of course they will have to be constantly changing their holdings because if the short term nature) It seemed very safe to me but am I missing something? I am 76 years old with a portfolio of about 2.5 M and I am trying to hold enough cash to cover 3+ years of the rent for my wife who has gone into longterm care. I would like to get a little interest for this money and I wonder whether this would be a good candidate for some of these funds.

Ross