Investment Q&A

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

Q: Will the BG & Shell merger effect Veresen with the Jordan Cove project.Court action.I understand their LNG project would be delivering before Kitimat or others in BC.I am down approx. 8% and dividend is OK.What is your view 5I staff.

Q: Hi guys, I am still trying to cut back on the number of companies that I own, I have ipl (2%),key (2%),fortis (2%) and ala (1%). I would like to remove one of them (or should I look elsewhere in my portfolio), please advise.
Thanks
Jim

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

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?

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?

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.

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!

Q: The chesswood chart looks interesting. Your opinion, please

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

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.

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.

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

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.

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

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

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

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.

Q: I have noted that many of the recommendations you make regarding equity ETF's consist of companies that have a record of consistently increasing their dividends. If one wants to buy the actual companies rather that an ETF, which companies that you currently favor, (i.e. showed up in your recent balanced portfolio or income portfolio) would you recommend I buy now?.

I realize this is an open-ended question, and you don't know how my portfolio is constructed but I'm curious about which of the companies you have chosen for your balanced portfolio most closely match the criteria of consistent dividend increases.

Could you direct me to any other sources that might give me more insight into which companies increase their dividends consistently.

Q: Is it financially strong enough to buy/own this stock. Because it is a Trust Unit, will it be able to continue to pay dividends and interest in the future. Also might there be growth in the dividends.
Your analysis and advice on this company will be greatly appreciated.