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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: Chesswood has been weak this year and wonder what you think of it, and when do they report earnings. thanks
Read Answer Asked by don on January 22, 2015
Q: With the budget cuts,which of Enb,Ala,PPl ,ipl still has the most growth prospects ?
Read Answer Asked by terrance on January 21, 2015
Q: Good afternoon,

Your comment on MBT and is the dividend save?

Thanks

Paul
Read Answer Asked by Paul on January 21, 2015
Q: Hi, as much as I love the place I find it hard to believe that a ski resort can actually make money in the long term. Would you consider WB a buy right now? I'm interested in the long term sustainability of it's dividend. On a side note, I understand they generate a significant portion of their annual electrical requirements from internally owned, water driven facilities.
Read Answer Asked by Robert on January 21, 2015
Q: could you please give me any advice on this fund.
We bought this years ago and sold. Now it has come down substantially.
What is the reason that it has come down so fast?
Might this be a good entry point?
Read Answer Asked by Josh on January 21, 2015
Q: What Oil/Gas companies do you believe have the greatest upside from the current environment? Under what scenario would you invest in them now? Ex. Waiting for oil to stabilize or if underweight and having a longer term horizon

I currently have about 15% in Oil and related sectors in the following: SGY, MMT,DEE, ELK, PPL,BDI, QST

Thank you
Read Answer Asked by Marty on January 19, 2015
Q: Essential appears to be being crushed more so than other service industry stock. Can you provide an update as to their metrics and advise as to whether you believe this is a company that will survive the current sector cycle. Also, if you could comment on the dividend safety, I would appreciate it!

DON
Read Answer Asked by Donald on January 19, 2015
Q: Hi 5i
What is your current opinion on this company - DR? (Last comments were in November 2014) Would you expect more growth and secure and growing dividend? I'm considering it for TFSA.
Thanks a lot for expertise. Keith
Read Answer Asked by Keith on January 19, 2015
Q: Ipl seems to be lagging the other pipelines PPL,ENB,TRP,ALA on a bounce back-opinion?
Read Answer Asked by terrance on January 19, 2015
Q: I have owned KEY, IPL & PPL for several years & enjoy a substantial capital gain in a cash Acct. They are currently down between 25-30%. QUESTION - sell, reduce or hold based on an oil recovery in 8 mos. to a year approximately. Thank you.
Read Answer Asked by Robert on January 18, 2015
Q: Hi Peter and the 5i Team, What do you think of this ETF for the fixed-income portion of my RRIF? I realize that the yield is a bit on the low side, but so are the management fees at 0.12%. Its chart looks quite impressive. Or do you favour alternative bond ETF's? Thanks in advance.
Read Answer Asked by Jerry on January 16, 2015
Q: Hello Team, I am considering purchasing either bep.un or cpx. Can I get your reasoning for giving CPX a B rating, but gave BEP.un an A rating. The numbers would indicate cpx deserves a higher rating.BEP has the following numbers: Debt/equity:2.7, P/E:81, P/B:1.4,EPS:0.42, 3 yr EPS growth is neg and has a 4.5% div yield.
CPX has the following numbers: Debt/equity:0.6, P/E:32, P/B:1.1, EPS: .82, 5 yr eps growth is positive and has a 5% div yield. Granted CPX has less power generation and a little diversified geographically but it would seem very comparable. Can I get your thoughts on this and what else gives Bep.un the edge? If you were to purchase one over the other which would it be and why? Can you confirm that both payout in dividends and not return of capital. Thank you
Read Answer Asked by pietro on January 16, 2015
Q: (Prevoiusly known as Davis & Henderson)
Re: All the comments about DH Corp initiating a DRIP. If you own shares thru a Broker (i.e TDDI) and you own a sufficient quantity of shares that your dividends allow the purchase of at least ONE SHARE then your Broker will purchase for you (called a Synthetic DRIP, with no commission)as many shares as possible (only whole shares, no fractions). This is why Mike has been recieving re-invasted dividends since March 2013 (as have I). One qualification is, at least with TDDI you need to have this feature turned on for the respective A/C. This cannot be done by the Client. You must contact your Broker to ascertain or request that the feature is enabled.
Company DRIP's are an economical way for small investors to start to build a position and also re-invest 100% of the dividends including fractional share purchases.
Hope this provides some clarification.
Read Answer Asked by Scot on January 15, 2015
Q: Good morning: purchased Nal a few weeks ago and it has dropped about $4 per share recently. What is the reason and what do you see for the future. Thanks.
Read Answer Asked by Michael on January 13, 2015
Q: Happy New Year Team!!
I am looking at putting together a new TFSA portfolio of ETFs with the following considerations:
-$36500 to invest.
-time horizon 10 years +.
-target 10% growth per year.
-goal of a diversified mix with exposure in and outside of Canada.

Question: Which ETF's in which categories would you recommend? (ie. Canadian, US, International, Sectors, Bonds, Dividends, etc.)
Thank you, I look forward to your reply.
Read Answer Asked by Eric on January 12, 2015
Q: Good morning,
I have 16% of my portfolio in telecom's (Telus, AT&T & Verizon) and wanting to trim it back to 10%. Do you think I should shave some off each,or sell one of them and if so which one? Also,in your opinion what telecom out there is the best to hold? I am looking 5 year time frame, medium risk.
Thank-you
Deborah
Read Answer Asked by Deborah on January 12, 2015
Q: Please rank these companies as a medium to long term hold (two to five years) on security of capital, growth of capital, and security and potential growth of dividend. Thanks for your advice.

Duncan
Read Answer Asked by Duncan on January 12, 2015