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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: You would consider TCW to be a good buy now (to hold for 3 to 5 years)?
If not, what other stock would you recommend (regardless of the sector). Looking for growth with some dividend while I wait.
Thanks
Read Answer Asked by Jose on April 15, 2015
Q: Can you name any companies who have recently just released their first dividend in the last 6 months that you would recommend?

Thanks,

Wes
Read Answer Asked by Wes on April 13, 2015
Q: Hello -- Am looking for a technology equity that has good growth over the past 1-3 years and is projected to continue on that path, with an associated dividend. Between the two mentioned, which would be the best choice for my TFSA. Also, it you think these are not worth considering, what would your recommendation within their current value? Thank you for your excellent coverage and support. Much appreciated. Jim Alsop
Read Answer Asked by James on April 13, 2015
Q: Hi Peter & associates:

I own 500 shares of GM in my RRSP, partly to gain some foreign exposure and partly because the dividends aren't subject to U.S. withholding tax within an RRSP. Given the federal government's recent announcement to unload its shares onto the market in order to help it balance the budget, is it a good time to buy more?
Read Answer Asked by Robert on April 13, 2015
Q: I heard it suggested yesterday that MBT will never be taken over because the system it uses is "not compatible" with Bell or any other. I have not noticed this point in any analyst's review. Is it a valid issue?
Read Answer Asked by Douglas on April 13, 2015
Q: Could you please compare the price-to-cash-flow (P/CF) ratios on BIP.UN, BEP.UN, IPL, AQN, ALA. I hold all of these. Would you sell or replace any of them? For example, I wonder about BAM.A instead of the subsidiaries? Thanks.
Read Answer Asked by Noel on April 13, 2015
Q: Hi 5i,
I need help trimming back the utilities in my portfolio. I currently hold 11 utilities (out of 33 holdings):

AQN,
ALA,
BIP.UN,
BEP.UN,
CU,
FTS,
GEI,
IPL,
PPL,
RNW,
VNR

All have gone up quite a bit since buying them so I have fallen in love with them all. I already sold EMA, TRP, and KEY (and cried like a baby). Utilities make up about 30% of the value of the portfolio (and that is not including BCE and T). I am worried that rising rates will hit me hard. Which do you recommend I cut?? My primary goal is for dividend growth.

Thanks in advance!

Read Answer Asked by Wayne on April 10, 2015
Q: The chesswood chart looks interesting. Your opinion, please
Read Answer Asked by jim on April 10, 2015
Q: 10:14 AM 4/9/2015
Hi 5i staff
You show Metro having a 4.1% dividend in your "5i Filter - Very Shareholder Friendly" Blog Table today, but when I search various sources I get a 1.80% dividend at the Morningstar website, and a 1.29% yield from the TSX website. What is correct.
Thankyou... Paul K
Read Answer Asked by Paul on April 09, 2015
Q: I have owned Transalta for 15 years and have had it on dividend reinvestment for the same period. All of the other utility stocks that I own have performed well (ema,fts,trp,enb) but TA has been an underperformer. I am considering switching TA for Capital Power (CPX) and was wondering if you would agree with this switch.
Read Answer Asked by Todd on April 09, 2015
Q: Further to Greg's question today, you suggested shifting some of his money to more blue chip dividend paying names. Could you give us a few names you would recommend at this time.
Thanks as always.
Read Answer Asked by Shirley on April 09, 2015
Q: I reduced my utility sector exposure to zero a few weeks ago due to the potential for rising interest rates. I know you don't favor reducing sector exposure to zero and given the potential delays in a Fed rate hike as highlighted by the minutes released today, I am considering scaling back into the sector. Would you favor Brookfield Infrastructure or Renewable Energy? Are there any other large infrastructure companies?

Thanks,
Jason
Read Answer Asked by Jason on April 09, 2015
Q: Hi team, I was just looking for a replacement bond for a recent maturity and I found a %4.00 First National bond maturing in 2020, but without any rating on this bond. I realize there is always an interest risk going out 5 years, but I continue to use a bond ladder ranging from 2015 to 2022 as I think a person should still hold some bonds. I am not afraid of buying individual bonds, just have never bought one from this company. Thoughts? or should stop buying individuals bonds and go to an ETF. Thanks again for you great help.
Read Answer Asked by Ray on April 08, 2015
Q: Hello Peter and Team
With interest rate increases seemingly at bay for the time being (certainly in Canada) I am interested in beefing up my position in the Utilities sector. I am torn in a choice between ENF ( Enbridge Income Fund, and AQN ( Algonquin Power ). They both have strong upside potential for their own respective reasons, but I am at a loss in determining which one has the advantage, if any. I am looking to place one of the two within a well-diversified income oriented portfolio, with a preference for stocks offering income supported by growth. As always, I would appreciate you valuable input, in helping me with this decision.
Thank you kindly,
Rick
Read Answer Asked by Rick on April 08, 2015
Q: Hi, Bank of America is only bank in my portfolio, bought it around 8$ but it didn't do much during last year. Should I sell it and switch to some Canadian bank. What is your risk/reward assessment vs. Canadian banks.

Thank you for great service.
Milan
Read Answer Asked by Milan on April 08, 2015
Q: INFRASTRUCTURE:
There are noises of increased spending in North America on infrastructure. Could you recommend several STOCK options that have a dividend and growth and THE rational for them. w\would also like an ETF, if there is one, for the above
THANKS
YOSSI
Read Answer Asked by JOSEPH on April 08, 2015
Q: The stock has come off its low and seems to have stabilized. Do you feel this is a good time to buy? I look forward to your response.

Thank you,
Bob.
Read Answer Asked by Bob on April 08, 2015
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