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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: Hi Guys, I just got back from my financial advisor (yearly checkup), most of our discussion was about my fix income investments, please give me a grade ( A thru D) on the following; SCW, PCD XMA, POW, SSF.UN, TZZ, ENF AND EFC.
thanks again for your time.
Read Answer Asked by jim on May 14, 2014
Q: Hi 5i Team,

I was wondering if I could get your thoughts on FP Newspapers? I believe the symbol is FP.
Read Answer Asked by Brian on May 14, 2014
Q: Spirits! I wonder if you would be kind enough to provide some updated thoughts on a couple of my favorite stocks and brands, Andrew Peller and Corby Spirit and Wine, Symbols ADW.A & CSW.A - thanks as always
Read Answer Asked by Bruce on May 14, 2014
Q: A Scotia report this morning on Inter Pipeline (IPL) suggests that perhaps the company may struggle going forward to justify its premium valuation. The suggestion is that IPL's oil sands
transportation system will continue to increase value; however, other areas of the business may be challenged. In other words, the future is unclear. Your thoughts on this would be appreciated. Thanks.
Read Answer Asked by Thomas on May 14, 2014
Q: Good morning to all your great staff.
Could you please give an update on Amica Mature Lifestyles (ACC)? Is it still acceptable for income?
Read Answer Asked by jacques on May 14, 2014
Q: Hi team:
I bought some CPD (ETF for preferred shares) in my investment account about a year ago, it went down abit, but in the last few months it has rebounded and I am now no longer in the red
It was for income, but with the impending rising rates, would it be at risk of dropping in value ?
I realized that this could be a window of opportunity to get out and get into something like CDZ to get a nice dividend with some growth potential (I can tolerate the risks), thanks team!
Read Answer Asked by Michael on May 12, 2014
Q: Hi, I'm looking at adding some higher-yielding municipal bonds to my portfolio and the
Short High-Yield Municipal Index ETF (SHYD) caught my eye. I like the relatively shorter duration but please let me know your thoughts.
Read Answer Asked by Robert on May 12, 2014
Q: That is a great essay on, "WHAT TO DO WITH A TEN BAGGER".
You mentioned to ignore the old price.
That got me thinking on dividend yield on the historical acquisition cost of a stock. I've liked it for decades. But I have been reading on line that one should not consider that. Only look at the current yield.If it [current yield] goes down enough, that might be an indication to consider selling; the stock might be over valued. Likewise, if the yield goes up too much, that too might be a reason for a sale as the stock price has fallen too far.

What do you thing about 'it's the current yield, not the historical one, that counts'.

Thanks.

Paul
Read Answer Asked by PAUL on May 12, 2014
Q: To preserve capital and to have a bond component in one's portfolio would you recommend buying 5 laddered bonds with successive 5 year maturities, held to maturity OR ETFs?
If laddered which bonds: municipal, provincial, federal or corporate?
If ETFs what 3 names would you recommend?
Thanks kindly.
Read Answer Asked by George on May 07, 2014
Q: Good webinar today. Lots of great tips and information. Much appreciated.

One of many points I picked up was the comment on dividend ETFs, which included CDZ, iShares Canadian dividend growers. I've owned it for a few months on 5i's recommendation and it's up 8% in that time not including dividends, which seems fine to me. But I noted the comment today about dividend ETFs needing to own high dividend payers. CDZ was mentioned, specifically it including AGF Management in the fund. When I checked the current top fund holdings, the top 3 are AGF, EIF and BDT.

CDZ's profile states:

"The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million."

Do AGF, EIF and BDT fit the profile? Or are they in the ETF solely for their high dividends? Thanks.

p.s. Would a webinar on ETFs some time in the future be useful for 5i and CMS members????
Read Answer Asked by Thomas on May 07, 2014
Q: Hi 5i team,

Could you please comment on Rifco? Would you see it as a buy as it approaches it's 52 week low? Although, I would agree it's better to buy into strength, it's still a solid company with consistent execution and growth. It seems like it's being hit by the fear of interest rates rising (eventually), loan charges and a general shift away from growth stocks.

Also, if you had to choose between Rifco and Carfinco, which one would you buy? Or would you recommend waiting until there's momentum in these stocks before buying?

Look forward to hearing your thoughts as always.

Jon
Read Answer Asked by Jonathan on May 07, 2014
Q: Wajax (WJX) I am guessing from the drop in stock price that their latest results are not stellar. Is this the case and how secure so you think the payout is the payout at this point?
Thanks for your valued assessment.

Paul F.
Read Answer Asked by Paul on May 06, 2014
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