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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: I'm hold some Pipelines and REITs and these have unrealized capital gains in a registered account. There is no need for income. Blue skying it - with interest to increase and 1/4 point seemingly backed into the stock prices for pipelines and REITS, when is the time to sell them?.....Thanks Tom
Read Answer Asked by Tom on June 05, 2015
Q: Hi there,

I'm looking to initiate new positions in 2 of the following for my RRSP. Can you tell me what entry point you would target for each and which 2 you prefer? I am wondering if you expect any of them to drop in the next 3-6 months to create a better entry. Assume things are properly balanced.

I would only choose one of the pipelines and 1 utility if I went those routes. Thanks as always!

Inter Pipeline (IPL)
Pembina Pipeline (PPL)
Canadian National (CNR)
Canadian Utilities (CU)
Fortis (FTS)
Read Answer Asked by Tim on June 04, 2015
Q: Hi

Currently looking to reduce exposure to the energy infrastructure sector. Currently hold ENB GEI IPL PPL and TRP. Which 3 would you recommend keeping? Thanks.
Read Answer Asked by Lynda on June 03, 2015
Q: I bought Enbridge Income (ENF) a few months back for income in my RSP. It has had nice capital gains since, and the dividend as a percentage of investment is obviously now lower. Do you see any advantage in taking the tax-free gains and moving to either ALA or IPL, which both pay a higher dividend rate. Any preference between ALA or IPL? I already hold Pembina in another RSP.

Thank-you
Read Answer Asked by grant on June 02, 2015
Q: I campionissimo its for Peter. I have 350 shares of Lassonde bought at 38.25. I may be want to sell and buy something else whithmore growth and dividend. Do you have something else in the same quality of cie. Thanks a lot.
Read Answer Asked by Denis on June 02, 2015
Q: Hi 5i:

I am in the process of boosting the fixed income portion of my portfolio (knowing full well that nothing interesting is really fixed). I hold a preferred share ETF, a convertible share ETF, some short term laddered bond ETFs, and a high yield bond ETF. I'd like to add an income fund, and I'm more concerned about not losing capital than getting a lot of growth. AW lost less than BPF during the recession, and though BPF has gained more since, AW has done better from pre to post recession. I'd appreciate your advice as to which (if any) of these two to pick. Given my goals, do you have a better suggestion? As always, thanks for your great advice.
Read Answer Asked by Roland on June 02, 2015
Q: Good morning,i own in my income acc.cnr/ipl/npi/ppl/ala;7% respectively.With the potential interest increase coming,i m thinking of reducing my position(sell)1/2(50%)of each holding.Do you think I am rushing for no good reason?
Thank you kindly.
PS:Great job 5i.
Read Answer Asked by Sergio on June 01, 2015
Q: Dear Peter and team:
Thanks for your update and report on H&R REIT. If I want to construct a safe, predictable income oriented portfolio based on just REITs and Utilities, what are the companies you will suggest? Say between 5 to 10 stocks? I am acutely aware of the interest rate risk, vacancy rate risk and potential recession risk. I ask this question b/c both Mr. David Stanley and Mr. Ross Grant avoid REITs and all the previous Income Trusts in their BTSX portfolio construction. BTSX is my all time favourite portfolio.
We are seniors and hence safety and income are important.
Great work by you and your team here and at CMS. Always enjoy your comments, answers and editorials.
Mano.
Read Answer Asked by Savalai on June 01, 2015
Q: I already own Enbridge and it is a large holding in my non-rrsp and I am wondering if Valener would be okay for a LIRA account or are these 2 stock similar?

Thanks


Read Answer Asked on June 01, 2015
Q: The consensus seems that bond funds will tank when rates rise. I own a chunk of PH&N High Yield Bond Fund and an ETF Bond Fund - XHY. It seems to me that the active managers will position themselves for a rate rise so how do you see these two reacting when the inevitable day comes>
Thank you.
Read Answer Asked by Steven on May 26, 2015
Q: With CU being at a 52 week low and it's long history of raising dividends, I am wondering your comments on purchasing a small position mainly for income. Stability, and increasing dividends are a goal. We do own FTS and EMA, TRP and PPl and wondered if adding CU would give some worthwhile diversification within the utility space? Are there risk factors of concern?
The continuing education I am getting through 5i is so very helpful. Thanks, Len
Read Answer Asked by Len on May 26, 2015
Q: In an RRSP thinking on Alaris or Freehold looking at a 5 to 10 year hold..Or to add to my Parkland fuel position..
What do you figure??
Read Answer Asked by Warren on May 25, 2015
Q: Hello. I presently hold a fairly diversified range of stocks, most of which would be viewed as blue chip companies. However I'm concerned that I may be overweight in the pipeline/utility sector, where I have Key, ALA, TRP, IPL and PPL. In combination these would represent about 19% of my portfolio. Do you think I'm overweight in this sector, and if so, can you suggest which stock or stocks I should sell.

Thanks for the help.

Brian
Read Answer Asked by Brian on May 24, 2015
Q: I am building an income portfolio to live fully off the dividends and therefore am mainly interested in yield in quality companies and not capital gains. What are your thoughts on investing 10% each into ETO.US (Y8.72%) and EOI.US(Y7.52%) to make up up 20% USD of my income portfolio?
Read Answer Asked by Curtis on May 22, 2015
Q: I am looking to add a large cap liquid dividend paying stock. Already own BNS, T and ENB. Need to add one more stock - perhaps CN or CP - your thoughts.
Read Answer Asked by David on May 22, 2015
Q: Today, Scotia upgraded Power Corp's price target to 38. Considering it's at 32, its last quarter was better than usual and the PE of 10x, I then look at technicals on TD Waterhouse. Short-term signals are more bearish than bullist (9 versus 5). I scratch my head...
How can I know if technicals are worth considering when deciding to buy a stock? Are there a few signals you always look at? Maybe resistance levels (setting limit buy orders right above a support)? I'm not a day trader, but I would like to use technicals if on average it gives me better prices.
Read Answer Asked by Matt on May 22, 2015
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