Investment Q&A

Q: Hi, 5i team,
Just wondering what your thoughts are regarding investing in TIPS, Treasury Inflation Protected Securities in the USA?
Thank you

Q: Hello Peter & Team,

I bought @ $36.48... Current price $30.63.

I have a concern regarding a reported long term debt of $1.5B and a fairly high cost on this debt at 4%. Also, it's business appears to be negatively effected by a strong U$ and from what I can tell, the U$ strength isn't going to change any time soon and in fact could get stronger.

I was wondering if you could comment on their debt scenario, what effect that could have moving forward and what you see long term (1 - 2 yrs) for the share price.

I am considering selling at a loss and moving on.

Thanks for all you do

Gord

Q: I will likely be retiring within a year, and plan to regularly draw a small amount of income from my investments to supplement my needs. I am slowly transitioning my holdings from a mostly equity oriented portfolio to include a moderate income portion. I am looking for buy and forget type of investments that pay a safe 4% or so dividend with an important caveat – capital protection. I am of the view that a 5-7% dividend has little meaning if you lose 20-40% of the principal investment amount in a short year or two. I understand that with greater safety comes limited upside potential which I am willing to accept. What would be your 5 top picks that best fit this requirement. I am willing to consider whatever investment type you feel is best suited between common shares, preferreds, REITs, income funds and corporate bonds or debentures. I already own T, BNS, AW.UN, BEP.UN, HR.UN, CSU.DB, XHY, CVD, CPD in case you were considering naming any of these so please try to select a few others (from any sector).

Q: Good Evening
What is you view on the recent purchase of Transalta assets and the issue of shares at $9.50?

Thanks to all

Q: Do you think this is a good time to buy?

Q: Hi 5i Team RNW-t is the dividend safe? Payout ratio please?Any growth for a two year hold?Alberta Investment Management Corp just invested $200 million this is a good sign.Also doing a equity raise

Q: I realize that transalta has some challenges facing it. However, the dividend is now close to 12%. Is the dividend sustainable and do you believe there is some price appreciation in store for TA? How will Alberta's new carbon policy affect the company? thanks.

Q: With the new alberta climate strategy, do you think a company like RNW could benefit from this all their asset are in alberta and renewable, with a 8% yield it look very attractive.

thanks

Q: Do you have a view regarding today's press release and the carbon tax news from the AB government?

Q: What is the risk/reward profile for MTL?
It has trended down - as expected - ytd to the point where the yield is ~ 7.4%.

I am searching for reliable dividend income stocks with more upside potential than downside risk.

I know that is asking a lot these days but would MTL fit into that niche?


Thanks.

Q: Hi Peter,
I was thinking of buying either Loblaws ,Metro or Cineplex for consumer sector.Also would you take a chance on TRP or ENB now that their stock is lower,or do you like any others?
Thanks a lot,Brad

Q: Hi Team,
I have a half position in CSH.UN. I like the space long term and was thinking of adding an equal weight position of SIA at this price.
Do you consider one better value than the other for dividend and share price growth or are they fully valued here? Is there much risk to the downside next 12-18 months?

Thank you

Q: Hi Team: I have room for only one of CHE or EIF- who gets the nod. can you compare valuation, payouts, and growth outlook? thanks

Q: Could you please provide your comments on these two stocks. Are these buy, sell or hold at current prices?
Thanks

Q: Could you please comment on the BMO covered call ETFs?

Thank you for your great service

Q: Hi Team, What is your thoughts about this company? I own it for income/growth.Thanks!
Jac.

Q: Is the deal with BCE good for Corus, from an income investor's point of view? I am down on my original investment and was going to top up a bit - by ~20%.

Q: Peter: It was good talking to you on the TV yesterday and getting your advice on Vermillion. As a result, I added to our position. Now, can I have your thoughts on two US real estate plays, HOT.UN and MST.UN - Thanks, Ted

Q: Looking to bolster my income names. The pipelines/util are languishing near there lows and the price targets on the names are much higher not to mention the juicy dividends. They look really good on the surface.I have modest positions in TRP,ALA,VNR. ENB, BEPand IPL are also on my watch list. VNR is the one that has held up the best. All solid companies, But are these names good value at these levels, some still trading at high teen p/e . Or do the banks offer better risk reward?

Q: I have heard comments that higher yielding stocks such as utilities, reits, pipelines and banks are bond proxies that will decline in price substantially when interest rates rise because their yields will rise along with interest rates. Do you know what the historical relationship has been between higher yielding stocks and interest rates during previous rate increase cycles?

Thanks