Investment Q&A

Q: Hello Peter and Team, What are thoughts about this ETF for a 3 year hold ? Thank you.

Q: Hi Peter and Staff
Was a bit surprised yesterday in your response to Matt about his dad targeting 6% return. You suggested for additional names GSY,HCG and AGT . None of those three generate that in yield so you are obviously expecting capital appreciation. I have seen you recommend GSY and HCG many times and own those but have not seen the same level of referral about AGT from you. I have considered it in the past but was always thinking I had missed the boat. Scotia came out the other day after earnings with basically a hold with no movement in the next twelve months. Since then it has dropped. Globeinvest for what it is worth say current P/E is 51.20 and future is 12.76. Could you please expand on your reasons for optimism and potential for share appreciation.
Thanks for all you do
Dennis

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!

Q: Chorus has been a very steady high-yield performer. Its latest results were a bit below expectations, and one analyst seems to have downgraded his rating to "hold." The stock has dropped three per cent. With a yield of 7.8 per cent I am considering buying. Your view, please?

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

Q: Please provide your current views concerning EIF, what items might cause pause concerning the monthly dist? -thks

Q: This company's results and its dividend cutback do not look very promising. Any comments, please?

Q: What grade would you give the management team at RNW? Are they more of a risk or benefit to the future prosperity of RNW? Thanks.

Q: In light of the recently-released strong quarterly results, would you recommend that I tender my modest (<2% of portfolio) position to the substantial offerer buyback, or hold on for a rise in the market price (i.e. > $14) over the next year?

Thanks!

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

Q: What are your thoughts on Absolute Software (TSX:ABT)?

Q: Please give me your opinion on these two Etfs for my Tfsa. Thank you.

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.

Q: Could I get your top ETF picks for goverment bonds and corporate bonds. Thanks for your informative answers David

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

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!

Q: what do you think of these to for long term renewable energy stocks.are they worth holding or is there better ones

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!

Q: What are your thoughts about MAL, given the last quarter results. Do you think about growth potential? ... and what are the major future risks? They seem to do well and has high insider ownership. I like the stock but I am looking for what could be the downside. Would you hold it long term?
Thank you,

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!