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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: 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
Q: A recent article by Thane Stenner in ROB suggests private equity as a natural hedge to swings in public equity and that the "smart money" which he implies is High Net Worth individuals are shifting more assets to private from public. For someone who is presently an aspiring member to the HNW club what would you suggest to participate in this area? I am currently holding both OCX and BAM, and looked at CVG (too illiquid), all of which have some fingers in this pie. Thanks, J.

link to article:
http://www.theglobeandmail.com/globe-investor/investment-ideas/high-net-worth-investors-taking-cautious-approach/article29775556/
Read Answer Asked by Jeff on May 13, 2016
Q: Over the past few months ZLB is no longer outperforming the others. I would like to pool these funds, add some cash to bring it to 5% of my holdings and invest it into a good conservative ETF. Please comment. Thank you.
Read Answer Asked by Werner on May 13, 2016
Q: Hi Peter & Co.,
Can you please comment on the most recent quarterly results for Inter Pipeline? They missed street expectations. I hold this one primarily for income. From a portfolio management perspective, how much should a quarterly result such as this influence my thoughts on holding, reducing, or selling my position?
Thanks!
Brian
Read Answer Asked by Brian on May 12, 2016
Q: Hi Peter and Staff
I hold a small position in CPX in my utilities group. Wondering how you feel about KWH.UN that I do not own as a replacement or would you suggest I keep CPX or sell CPX and look elsewhere entirely in a different sector as I own all the other usual recommended suspects in this sector.
Read Answer Asked by Dennis on May 12, 2016
Q: What is your view on the earning release of Northland Power? It is about 2% in my portfolio (30% gain) in my TFSA. According to the recent earning release of both Northland Power and Fortis, is FTS a better stock in the long run. I have BEP.UN and AQN. Please give me some guidance. Thanks
Read Answer Asked by Esther on May 12, 2016
Q: Your response to nicholas on EIF gives me comfort to continue to hold it for yield. The article in today's Globe ROB says the exact opposite about the coverage ratio. Can you comment on what the coverage ratio is? Both of you base it on cash flows but article concludes there is absolutely no cash available to cover dividends once you factor in capex spending and therefore our dividends are surviving only on debt and equity issues. Thanks again. John C.
Read Answer Asked by john on May 12, 2016
Q: Could you suggest 5 companies with a dividend and with some growth projected in the next years. The objectives is to start using the dividend in around 4-5 years as an income source. I would appreciate if you could focus on companies that are 'cheap' right now or at a discount to their usual price ratio.
I already own AW.un, DIV, KBL, NFI, PBH, ECI, GSY and WSP that sort of fit in the kind of companies i'm looking for. Note that the portfolio is more diverse than that with around 30 names. I'm looking to slowly move from pure growth to dividend with some growth. So i will select names from your list and rebalance the portfolio accordingly.
Read Answer Asked by Olivier on May 11, 2016
Q: What do you think about Strathbridge funds? As a retired income investor I like covered call funds as I do not mind missing the big upside for stead and reliable income. Their finds seem small and their 1.1% fee seems high for investing in blue chip TSX stocks but the &+% return is attractive.They say they us a propriety method of doing covered calls.
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don
Read Answer Asked by Don on May 11, 2016
Q: Good morning Team. It is 9:44 Tues morn and both POW and SLF are climbing. I would have thought the opposite. I own approx 1.75% of each. Both are under for me but should I shave or sell one before they begin ???? to drop as I suspect they will??? Also ..may I suggest that all of us and 5i put the day and approx time in the Q and A as often we dont know when a question was asked and sometimes timing is important. Just a thought..Much thanks as always
Read Answer Asked by El-ann on May 11, 2016
Q: I checked my Scotia itrade account after reading your answer regarding Canadian companies paying $US dividends. My account states states that MG, OTC, CSU, CXR and BEP.UN are all paying Dividends in $US and then converting it into $CA. I am going to assume that they are charging me for that conversion each time which goes against my strategy to pay as little as possible in fees. What is my best solution to this problem. I do have a US trading account with BMO investorline. Would it be best to buy these stocks in $US to eliminate conversion fees. Any other insights or solutions would be appreciated. Thank you.
Read Answer Asked by Cheryl on May 10, 2016
Q: Altagas has dropped in last week. Did this occur because of Fort Mcmurray fire. What is the impact of the fire on Altagas company and its' holdings ? Do I need to be concerned ??

Did the fire affect any other companies (that I should be concerned about ?) (I think Great west life took a hit too ???)

thanks

Ernie
Read Answer Asked by Ernest on May 10, 2016
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