Investment Q&A

• Husky Energy Inc. (HSE)
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Q: Hi Peter & Co.,
I bought Husky years ago for the dividend, which has now been suspended in favour of additional shares. I am leaning towards selling the stock, but would like your thoughts on when might be the best time to dispose of my position. Will today's news of job cuts, salary freezes, and payment of dividends in shares actually help boost the share price in the coming weeks/months? If so, I can sell at a later date. But if this news is more likely to drive the price lower (beyond today's fall), I'd sell sooner. Your comments please. Thanks.

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Read Answer Asked by Brian on November 02, 2015

Q: Hello,
I own a 3/4 position in HSE and note it's just announced it will pay its quarterly dividend in shares starting in January. I don't currently need the income but when I bought HSE the dividend was a big part of the attraction. Do you think this announcement represents a change in fundamentals and I should move on elsewhere to perhaps Exon-Mobil in the US or Whitecap here in Canada (I already own Peyto and Chevron in the sector)?
Thank you.
Michael

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Read Answer Asked by Michael on November 02, 2015

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: I would like to know your thoughts on CU. Does being an electric utility in Alberta give you concern such as Trans Alta. I have had it for years with a great gain so reluctant to sell.
Thank you
G

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Read Answer Asked by Glenna on November 02, 2015

Q: Any comments on this R play?
Thanks
Jean

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Read Answer Asked by Sherrill on November 02, 2015

• TELUS Corporation (T)
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Q: What is your opinion of the outlook for telus (T) for the next two years?

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Read Answer Asked by Dennis on October 30, 2015

• Westshore Terminals Investment Corporation (WTE)
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Q: I bought into Westshore yesterday, on bad news and the dividend cut, for future yield. Good move or not?

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Read Answer Asked by John on October 30, 2015

• Cogeco Communications Inc. Subordinate Voting Shares (CCA)
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Q: Could you comment on their quarterly results?

Thanks Ian

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Read Answer Asked by ian on October 29, 2015

• Capital Power Corporation (CPX)
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Q: Peter, Do you still see capital power as a good stable performer? It appears to me that with coal being phased out by governments, probably sooner than we might have thought, it does not bode well for this company as it has many coal fired plants. Have owned it for years and really has been a poor performer. Thanks for your answer, Ken

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Read Answer Asked by Ken on October 29, 2015

• ATCO Ltd. Class I Non-voting Shares (ACO.X)
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Q: Hi guys,

Someone asked about you opinion of CU and FTS, and in your response you preferred CU.
Do you think ACO.X is a better way of getting exposure to CU, or would you just purchase CU directly.
Thanks.

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Read Answer Asked by Mike on October 29, 2015

• Fortis Inc. (FTS)
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Q: Hi Peter and 5i Team,

What is your opinion on Canadian Utilities (CU) and Fortis (FTS) at current prices. This would be for a safe long term investment. I am looking for income and some growth.

Thanks for the excellent service you provide.

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Read Answer Asked by Michel L on October 28, 2015

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: I hold some units of CU for income mainly. Mid day it is down 3.5%+. Do you have any insights on this. Would it be a good time to add a few more units? Thanks you.

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Read Answer Asked by Len on October 28, 2015

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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Q: You provided some very useful information on CIG today but it was posted within greg's question re DH.

Your comments are worth posting within a standalone CIG question on the 5i site so here's stub for you!

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Read Answer Asked by Richard on October 28, 2015

• Western Forest Products Inc. (WEF)
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Q: What will be the impact on WEF with the expiration of the softwood lumber agreement? Thanks
Derek

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Read Answer Asked by Derek on October 27, 2015

Q: When comparing a bond ETF to a ladder of individual corporate bonds is the MER, in this case .46%, greater or less than the bid-ask spread of the individual bonds? or asked a different way - is it cheaper to own XCB or a ladder of individual corporates? Thank You

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Read Answer Asked by Ronald on October 26, 2015

Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks

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Read Answer Asked by rajeev on October 26, 2015

Q: Good morning!! I am using a margin account offshore to borrow CDN dollars and paying in $US...currency upside..I am looking for dividend stock as part of the portfolio to pay the interest charges...I am ideally looking at yield over 5.5%...I currently have many of the favored (WSP,BEP.UN,CSH.un,SIA,REITS, AD, ENB,SLF, TD)..i was thinking of adding VNR,IGM,WIN...or would you suggest adding to existing portfolio of "higher" yielding stocks...no tax issues...

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Read Answer Asked by Matthew on October 26, 2015

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Could you please comment why BEP has significantly underperformed most other renewable utility companies on a 3 month, YTD and YOY basis. Thanks.

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Read Answer Asked by Gary on October 26, 2015

• Dream Office Real Estate Investment Trust (D.UN)
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Q: Sounds like the banks may be closing some branches over the next few years due to more digital banking- which REITS have a lot of bank tenants and may be affeected?
Thanks

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Read Answer Asked by Pat on October 26, 2015

• Whitecap Resources Inc. (WCP)
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Q: Hi,

It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.

Do you perceive any risk in the dividend?


Thanks,
IF

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Read Answer Asked by ishay on October 26, 2015

Q: Hi 5i Wish I had stayed with my chosen drip company a few years ago but didn't. Would like a suggestion of one or two companies, sector doesn't matter, that you might suggest buying for drip purposes that I can put away for many years. Would most likely be in a tfsa. Thx Gerry

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Read Answer Asked by Gerry on October 25, 2015