Investment Q&A

Q: Hello,

Now that the feds have started raising rates, what is your take on REITS in general? Is is a good time start a position for long term hold?
If yes, what are your preferred ones for a 20K investment?

Thanks
Marios

Q: Hi Peter & Staff: On Dec 1/15 I purchased 1500 shares of TCL.A.@ 21.37. Reports from Thomson Reuters and S&P Capital were positive. Ten days later the stock had lost 20%. Do you know why? I am not interested in a 3 to 5 year hold so should I just take the loss and move on? Can you recommend a replacement? Perhaps I should have contacted you before buying. Your service is much appreciated. Thank you.

Ron Noble

Q: Like your opinion on Chorus Aviatione for my tax-free savings account. Merry Christmas and a happy new year to you. Jack

Q: I am retired and have some cash sitting in a bank savings account earning very little. I am thinking about taking a portion of that cash and buying a short duration Corporate Bond etf such as RBO,RQI or RQE. What are your thoughts on these funds/etfs and do you have any other suggestions.

Thanks Ken

Q: i think the worlds coal use for power is going to decline as time marches on.Coal has other uses ,would this be enough to keep wte . viable. thank you.

Q: Could you comment on yieldcos vs parent companies from the point of view of the individual investor. I understand that a yieldco should provide higher yield and more predictable dividend growth. But is there a tradeoff in terms of expected growth in the share price? Also, is one - ie, the yieldco vs the parent - more attractive than the other in registered accounts? I am particularly interested in ENB vs ENF.

Q: What is your opinion of this high interest savings ETF. Is this a safe place to park 100K in order to get a small return (1%) while waiting for an investment opportunity.

Q: Looks pretty good right now-PE 5.7--EPS 3.03--Div 3.95%--Rev and Inc UP--
fundamentals look good--Insider plus Company buying shs--1st two weeks of Dec dropped $4 dont know why?--US$ helping profits
What do you think of them?
Best of the season to everybody

Q: Wow...a lot of talk about pipeline recently at i5R. I have a 5% sector position in Pipelines, equal parts of ALA, IPL, KEY and PPL...plus the start of a full position in ENB, all in a registered account. Seeing how KEY has momentum, I am pondering replacing ALA with KEY. And also seeing the differential of p/e metric for PPL and IPL, I am considering replacing PPL with IPL. Another consideration is to concentrate in fewer positions, aka cutting down on the number of positions to monitor. What say you about these two ideas?.....Tom

Q: Hi, I'm sitting at about 4% BCE and 2% Telus of my total portfolio. I'd like to add a bit to Telus but I'm concerned I'm already at a full weight for telecoms. Can I add some more and, if so, how much? Thank you.

Q: Hello 5i Team,

I am looking to add to the dividend growth portion of my portfolio and want to increase my positions in both Telus and Agrium to full positions (5-6% weightings). Would you recommend waiting to add or would you be comfortable adding at todays prices for a long term hold?

Thanks again for the great service,

Keith

Q: As we all know the materials sector including oil, gold, non precious metals, fertilizer etc has been devastated over the past few years. I have always held some large cap names in all of these such as Teck, Agrium, Potash, Goldcorp, SU, Chevron,WCP,VET, IMO, Exxon -Mobile, even XEG, in reasonable weights for portfolio diversification purposes. Now I am am 59 and on the cusp of retirement. My sole retirement income will be dividends from my portfolio and CPP. Do you think it in the future it would be wise to avoid the materials sector altogether at this stage in my investing career. My current plan is to just hold on to my current holdings as their value has dropped so much that selling them will not raise all that much cash and I believe if I am patient there will be a rebound in materials and the respective stock prices. Maybe I can get out of these positions when they rally again in a few years, avoiding them altogether for the rest of my retirement, and continue to collect my dividends from the more stable dividend growers in my diversified portfolio. Unless of course these stocks fall out of favour next.

Q: Hello am looking for your recommendation on two or three Canadian stocks you like that are consistent dividend growers. Intend to hold for long term. Thanks for great service. Bill

Q: I am down about 25% on IPL and was considering a switch to ALA(down about the same) . Energy and infrastructure are also represented by ENB, TOU and VET in a sector balanced long term hold portfolio. Could you please comment and compare the two.

Thanks as always

Phil

Q: My weighting in pipelines is 7.1%. In a recent response to a question, you suggested pipelines be considered as part of the energy section, as pipelines are reacting to the decreases in crude oil prices. My pipelines positions are AX.un, ENB, iPL, KEY, and PPL. With a sector weighting for “genuine” utilities of 5%, I would like your suggestion of a few key names that I could consider for this sector within a diversified portfolio……Thanks….Tom

Q: Last question was in July, just wondering what your current thoughts are on this now it has added more hydro. Am holding for income, growth not so important, but would be nice. Merry Christmas

Q: stock is halted pending news of agreement with Netflix.


this can only be good I think. Thoughts ???

Q: 1) I've been lucky enough to own PBH for the last couple years. Frankly, I have no idea why it's been doing so well lately? Should I sell some or buy more?

2) Re Russell, am I insane to consider buying this stock here? Is the dividend safe?

Thanks!

Q: I am thinking of buying ( what i hope) are a few bargain stocks before the end of the year. Was wondering whether you thought home capital would qualify. I notice that it didn't come up on your blog post on tax loss buys. Would you still see the companies in the blog as the most compelling today? How about possibilities for large cap stable compaies, like CP? I am sure there is at least more than one question here, so please deduct as required. Thanks and have a great holiday 5i team

Q: How would you compare Just Energy and Crius Energy going forward ?They both pay decent dividends for an income investor