skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: This morning Larry Summers was talking on Bloomberg. He doesn't see inflation rising "as far as the horizon" and if it was up to him, he wouldn't even consider rising rates until he sees inflation. It's hard to believe rates will go up much at all and therefore, the hunger for yield should remain for years. Let's assume we knew that (a) U.S. rates stay below 0.5% for years (b) you want to minimize your exposition to Canadian housing and economy (no oil stock / office / mall REIT) (c) that you want above 5% plus income. Can you find better stocks than A&W, PizzaPizza and Sienna (AW.UN, PZA, SIA)? If our economy slows, Canadians will keep eating fast food (A&W + PZA). Sales might even go up while restaurants start to struggle (cheaper). They also have no exposition to currency or world issues. As for Sienna, I picked it because it add some growth that isn't tied to world growth or the Canadian economy. Please help me find holes in my strategy. Much appreciated.
Read Answer Asked by Matt on October 07, 2015
Q: Is there a way to run a screen for stocks that are:
1) doing buybacks (perhaps using a % of shares outstanding range)
and
2) over a certain p/e (eg 30x)
Thanks Cameron
Read Answer Asked by CAMERON on October 07, 2015
Q: I am confused on the dividend of Corby Distilleries which is either $1.38 per year (7.3%) per BMO Investorline or $0.76 (4%) per Ford Equity Research. Appreciate your help, as always.
Cyril
Read Answer Asked by Pat & Cyril on October 06, 2015
Q: you stated that Emera is cheaper then Altagas, yet AFFO clearly show that Altagas is much cheaper then Emera .Please comment.
Read Answer Asked by John on October 05, 2015
Q: After holding Brookfield Renew Energy (BEP) for a number of years and having a nice profit I sold my holding in a taxable account. My main reason is that it caused me problems every year when filing my CRA returns. I would like to replace BEP with another utility. I am considering Enbridge, Fortis, Algonquin, and Emera, or ??? Please provide me your best suggestion(s).
Thanks and kindest regards. Gord
Read Answer Asked by gord on October 05, 2015
Q: Hi, I hold DIV and AD for some time but have been intrigued with the stagnant share prices towards the low end of the range, for past several months. Alaris has glowing reports from analysts with price targets between $35-$40. The overhang is a CRA dispute and problem with an investment. For Diversified Royalty, now there are 3 steady revenue streams with recent deals with Sutton and Mr Lube. Still price is stuck in $2.55-$2.60 range, despite a high of $3.10, a few months ago. The yield for DIV is almost 8%, now. I am at a loss to understand, what is ailing these companies. Do you see any catalysts, which could lift the share prices in near term? I like predictable income stream but would rather allocate this capital to companies with more visible growth and income potential like BYD.un, SJ, PKI and CCL.b (I own all but could add). Thank You for your valued analysis.
Read Answer Asked by rajeev on October 05, 2015
Q: Can you please give a update.. Thanks for the great service.. Rgards Cliff
Read Answer Asked by cliff on October 05, 2015
Q: Hello, is it worth keeping inter pipeline after the decline or better to get out
thanks
Read Answer Asked by margit on October 05, 2015
Q: could you please give me a read on veresen.I have this one in my non registered account and am considering selling before a possible dividend cut.the pay out percentage seems very high.
Thank you
Read Answer Asked by Allen on October 05, 2015
Q: Wondering what your latest thoughts are for RSI. Dividend yield is getting higher, is their sustainable CF operations able to cover it? Did they ever cut their dividends historically b/c of low sugar prices? I treat it like a bond investment and collect the dividends b/c I can't ever see Rogers Sugar going under - the product is in every store, most restaurants and sugar is in food products - you would think it has a large market share besides Kraft sugar so what's going on? Or are people just switching to salt and coconut oil these days ...
Read Answer Asked by Michael on October 02, 2015
Q: I currently have a 3% position in AD and want to increase it to 5% to improve my retirement income. The stock has been falling recently. Would this be a good time to increase my position, or do you see further declines? Do you think the businesses that Alaris is invested in (1) are "recession-proof" and (2) can grow their earnings, enabling AD to increase its dividend over time?
Thanks,
Read Answer Asked by Hans on September 29, 2015
Q: Hi 5 i team

I was curious about TMA, is the div safe? Why has it been crushed lately? Any info you can share would be greatly appreciated.
Read Answer Asked by Darren on September 28, 2015
Q: Can you give me a list of 5-10 small cap companies that have initiated dividends in the past year or two? Where can I find this info other than yourselves or bloomberg? thanks!
Read Answer Asked by Michael on September 28, 2015
Q: Hi Gang

I am presently overweight in Financials. I hold BNS, TD, SLF and BNS. Of these, my BNS has been the weak sister in the past 2 years. I am thinking of selling my BNS because it will trigger the lowest capital gains, and with the proceeds purchase DH. My thoughts are this will keep me in the "area" of banking, but also improve my diversification since I am much lower in the Tech area . I realize I will sacrifice some dividend income, but am prepared to do that if my overall reasoning is logical. I am aware BNS is supported by you, but so is DH.

Your thoughts please.

Thanks
Read Answer Asked by Peter on September 28, 2015
Q: For someone about to retire, would you recommend FTS or EMA? Yield is important, but so is some growth, especially when interest rates start to increase, resulting in bonds competing with dividend stocks in income portfolios. Do either of these stocks have any exposure to increased regulation of coal-fired generation?
Thanks
Read Answer Asked by Hans on September 28, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!