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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: Good morning Peter and Team,

In yesterday's Globe & Mail, Rob Carrick wrote an article "Why it's time to take a tougher stance on dividend investing". He concludes by stating: "Dividend stocks will have their role in this future of diminished results as lower dividend increases hold back share-price gains. Dividend stocks will still offer competitive total returns, but not like they used to".

Going forward, do you agree with his thesis? Why or why not? What sector or individual dividend payers would you recommend so that we can be somewhat 'insulated' from this trend, in case Carrick is on to something?

Thanks as always for your timely advice.
Read Answer Asked by Jerry on February 05, 2016
Q: appreciate your comments on recent financials and your overall thoughts on the company..
ed in montreal
Read Answer Asked by edward on February 05, 2016
Q: We were wondering if we should sell our 600 shares of RUS in anticipation of further earnings weakness expected in the 4th quarter, bleak future outlook and the possibility of a dividend cut.
We hold WTE and we're punished with 2 unexpected dividend cuts, so the hold strategy did not work here. Should we sell this one too.

Thanks you for your reply.
Read Answer Asked by Isabel on February 04, 2016
Q: What's your opinion on this company? Thanks - Richard
Read Answer Asked by RICHARD on February 04, 2016
Q: Hi, I have had this stock for a year,and it seems to be on steady downtrend from around $14. I'am alittle overweight at 7%,would you hang in or reduce to 4-5%.Financials look to be weak right now, your thoughts .
Thanks
Read Answer Asked by Brad on February 04, 2016
Q: I currently hold both LNR and MG in my RRSP.MG has been the worse performer of the two stocks.I realize that MG is probably a screaming buy from a valuation perspective but find it inconceivable that it will hit the $70 mark any time soon.I am contemplating replacing it with Alaris which has also been beaten down but will at least
pay a decent dividend while I wait. Thanks, Joe
Read Answer Asked by Joseph on February 04, 2016
Q: CIT Group is selling at a low P/E and a significant discount to tangible book value. Is this a high risk stock in your opinion?
Read Answer Asked by george on February 04, 2016
Q: Capitulating :( (me) .... so expect the market to turn up very soon!

Nonetheless, I am now firmly in the "income camp" and have reviewed the 5i Income portfolio where I already hold all but ADW and IGM of your stocks but none of the ETFS (VCH, XHY, CVD,CPD, ZRE). With the exception of VCH they have all taken it on the chin in the last year - like so much else.

I am building a "sleep at night portfolio" and have set aside an appropriate cash reserve portion. The rest will stay in the market. With "sleep" well and make a few bucks top of mind, would you recommend any of the 4 ETF's or something else like ZWB, ZDV? Thanks for help with this project.
Read Answer Asked by Donald on February 03, 2016
Q: Just glanced through the first quarter numbers. The dividend increase was nice, but the way I read the numbers, if you "x" out the currency, sales were only up 1% from last year. Ok, I guess, but not stellar. Please tell me if I am reading the numbers incorrectly. If I'm not, then to the numbers simply reveal a slow growth company taking advantage of the currency (which may or may not be reflected in future quarters).
Thanks as always.
Read Answer Asked by Neil on February 03, 2016
Q: Hello,
Just wanted to get your opinion on starting a position in TFI at current prices with holding period 5+ years. No doubt a slowing economy doesn't help but lower fuel prices may mitigate that. Also, they have bought back over 2 million shares, have recently sold there waste business which lowers their debt load, growing and well covered dividend. Any insights appreciated and thank you in advance.
Cheers!
Read Answer Asked by KENT on February 03, 2016
Q: Hi Team,

Could you please provide your thoughts on Whirlpool as a three year hold? Is appliance growth expected in India and other developing nations?
Thanks,
Richard
Read Answer Asked by Richard on February 03, 2016
Q: As Alaris grows, by what percentage do you think it can increase it's dividend on an annual basis? I hope to buy and hold it for ten years or so. Thanks.
Read Answer Asked by Michael on February 03, 2016
Q: At this time which would you prefer Canadian utility or fortis?
Read Answer Asked by Paul on February 03, 2016
Q: Hi, for a two to five year investment, which of these two companies would you say is a better investment, thanks?
Read Answer Asked by Pat on February 03, 2016
Q: I am 44 years old and I have $100k, thinking of an even split $50k for CPD and $50k for Zdv. I have also considered putting the whole $100k into XIC, and writing the occasional calls. Your thoughts on this. What would give me best returns over 10years with the least amount of work or worry?
Read Answer Asked by Nino on February 02, 2016
Q: I already own several hundred shares of ZWB. My average purchase price is well above the current unit price. I am thinking of adding more ZWB primarily for income but also to bring my average unit purchase price down. I do not have any other exposure to my Cdn banks.

What do you think is the forecast for Cdn banks for 2016?

Please be forthright in your answer - add more or not.

Thanks
Read Answer Asked by Michael on February 02, 2016
Q: Hi Peter, I'm looking at KPT on globe Investor, and it shows a Div Pay Ratio of -1002.78. This cannot be correct?

Thanks!
Read Answer Asked by Austin on February 02, 2016
Q: I'm looking for monthly retirement income. Please suggest a few of your favorite ETF'S that I could invest in that would provide me with a monthly income stream. I am hoping you can suggest investments that would yield 4% or better. I realize that to provide this kind of return I will have to accept some level of risk and I'm prepared to do this. However, I hope you can suggest some investments that are relatively safe. If you know of any other possibilities I would appreciate any guidance you can give to me.
As always, I appreciate any advice you can give to me.


I thank you for your guidance.
Read Answer Asked by Les on February 01, 2016
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