Investment Q&A

Q: Merry Christmas Peter and Team.
With your help the stock portion of my portfolio has grown and I need to add about 5% to my bond portion.
With no room in a sheltered account TFSA or RRSP could you suggest an ETF or other investment to add bond type safety in a non sheltered account.

Q: Are utilities selling off strictly due to potential interest rate concerns or is there a potential link to lower energy prices. For instance, lower energy prices might reduce demand for alternative energy sources (wind, solar, etc.)? Also Northland Power in particular has been hard hit, any specific reason you know of? Thank-you.

Q: Hi Peter and team.
could you give me your opinion on ZWH, ie, how the covered calls function and if the dividend is safe. i am hoping for a 8 to 10 % annual return from it.
thank you
cliff

Q: Hello, Preference between these two companies? Long term hold as part of a balanced portfolio, growth prospects, dividend growth? Other names more preferred? Thanks,Lavern

Q: Hello 5i team,

dec 12 it was announced "COM DEV International Ltd (CDV.TO) has signed an agreement to acquire 100 percent of MESL Microwave Ltd for £12.8 million in a transaction that expands COM DEV's market and product portfolios."

I have a small position in my portfolio. Can you please comment on this purchase and what you expect for CDV over the next 2 years please?

Thanks for all you do

Gord

Q: Hi Peter - I am light on utility stocks and would like your comments on the following beat up utility stocks and how you would rank them currently based on 2-3 yr total return. Stocks are ALA, PPL, IPL, CSE, KEY, TRP, ENB. Thanks for your great service!!

Q: Hi Peter and Crew,

I rarely ask questions as the database provides most of what I need. I searched the DB for DIV-T prior to asking this question.

The question is for my TSFA. I am into dividends and DRIP opportunities. Many of the companies I love (Cineplex, K-bro, Badger) don't provide a large enough dividend to purchase a share - if I maintain a diversified TSFA of about 10 stocks. DIV-T may be a candidate due to the higher dividend and lower share price ($2.66). Could you recommend a few others in the category of a reasonable dividend (5% ?) and low share price, that you would be happy with for a long erm hold. The 2015 TSFA time is approaching and I am researching opportunities.

LOVE your wonderful service !

Q: How likely will it be that IPL, PKI & PHX would reduce their dividends at this time?

Q: Would you please explain what is happening with the Bristol Water division. The stock is dropping and I would appreciate your thoughts. THANKS

Q: Hello 5i team,
AltaGas at $37 today, is very close to a 52-week low. The P/E has ballooned to 32X. The RSI shows it below 30, indicating it is oversold. For someone waiting to enter this sector, this feels like a good entry point, or is it wise to wait until January 2015 to see things settle down with oil and to avoid ``catching a falling knife``?
thx, and I am loving this website!
Rob.

Q: I have most of the stocks in your Income & Model portfolio, now I would like some US exposure, but do not have a US trading account. Would you suggest a US ETF, that I can purchase in Can$. Also being the Can$ is going down, would this be a good idea right now?
Thank you for this wonderful and informative service.

Q: Could I please have your thoughts on the direction (down) of this fund and whether it is likely to continue. I have held it for years and am now slightly underwater on it - but do not want to lose more.
My objective right now is to raise cash to hopefully take advantage of buying opportunities in some of the areas that have beenb brutalized.

Thanks.

Q: Good Morning, CSE now yields 8.25%. Any risk to dividend cut? Do they have any material exposure to the energy sector? I have a small weighting and am thinking of adding more to my income portfolio.

Q: Hi, Further to Paul's question on IPL. In a RRIF still showing a capital gainon IPL would it be wise to unload it and turn to other sectors for income, possibly CSH.UN? What would you recommend for income now? Sold ALA yesterday thankfully. This market is starting to feel like 2008. Thanks for the excellent service.

Ted

Q: Hi Peter: I generally just read the answers to questions that others ask and have found your responses very helpful. However, today I would like to ask about ala. I'm not quite sure whether it is regard as a utility or an energy infrastructure entity. I know their activities to some extent fall into both camps, but where would you put the company in this regard. I don't believe it is significantly affected by the price oil (although it may be by gas prices) but it is obviously falling in sympathy with oil.

Q: IPL down quite a bit today. Is there news or is it oil price related? what is the relationship between pipelines and oil price? I would have thought that pipelines make money moving oil and if the price of oil is down, then wouldn't more oil (or at least the same amount) of oil move? Or is the fear that some projects have/will be cancelled because of the low oil prices?

Hoping your can clear this up for me (and likely others). Thanks.

Paul F.

Q: Peter would you give is your thoughts on ALA?

Q: Hello,
I have some Northland Power NPI which you had been positive on, though a few days ago you suggested a switch to AQN. Has your positive feeling changed? Should I consider buying more since it is down now? Why the drop when other utilities seem okay?
Thanks very much

Q: i own a large position in this and thought it was fairly safe with a VG dividend ... seems to have dropped a little, do i need to worry about this if interest rates rise ...thx

Q: Hi Peter and team
My RRIF utilities consist of T, BEP.UN, EMA and PPL (9% total)
I would like at add one more. Please help me decide on the following: BPY.UN, ENB, CGX, BCE or another
All 4 utilities that I own are doing well thanks to you and it took me quite a while to decide on BEP.UN and it has performed wonderfully. Thanks