Investment Q&A

Q: Empire is hitting new 52 week lows, is it a buy at here levels? Would you recommend this as buy for a consumer staple holding?

DON

Q: Lots of questions here -
What is the timeline for the cost cutting measures?
What are the metrics that describe the potential financial impact of the measures?
How would you rate the proposed measures are adequate to turn things around (low chance = 1, high = 5)?
All else equal, can you guess how BCE's stock price could go up with a drop in BoC interest rates, say by 0.5%, 1%, 2%, 3%?
Thanks a lot. Your guidance is superb.

Q: Your comments on Information Services earnings please

Q: I’m interested in investing in 2 of the above O&G producers. I would appreciate 5i’s recommendation and possibly a brief description of reasonings.
Thank you

Q: If buying one of these two for a 3 to 5 year hold, which would you choose and why? Thanks. ram

Q: Hi there,

Can you tell me a little bit about WTEs’ business and how you feel about it in terms of an income investment.

Thanks.

Q: Hi,

For total return, long term, do you prefer VIG or DGRW (not in database?) and why please? Thank you. Michael

Q: In addition to several recent Q's / A's concerning BCE, I note that yesterday, 14 March, was also ex-dividend date which might have added to the pain; some owners may have picked this date to lock in a tax loss and intend on repurchasing in 30 days.
SP

Q: If BCE profit is dropping and is laying people off, why did they raise the dividend today? ( according to tmx money) Does this show they are confident in the future ?

Q: Hello. What caused the sudden drop in the price of BCE? Thanks

Q: I am considering buying LIF, mainly for the income. What price would be a good entry point, given the fluctuation of iron prices? I plan to hold the shares for at least 5 years. And would it be a good holding for an RRSP account and also a non-registered account? Thank you for your input.

Q: Hi 5i,

I am down about 20% on all these companies and am interested if you would consider them a long term hold for income.

Q: What US dividend stocks do you like right now for income that are good dividend growers and have a yield of at least 2.5%? Thanks.

Q: Park Lawn, BCE and BEP taking a tidy beating in the wife’s income portfolio. While we enjoy the divs, the red ink is off-putting to be fair.

We are a few years away from drawing on her account, so at what point would you consider averaging down on these. There is a fairly large cash balance waiting to be deployed.

Q: I own all of the above. I am up with PPL and ALA and about break even with ENB and TRP. I feel too much pipeline exposure??
Which two would you keep?

Thanks for everything

Dave.

Public Question.

Q: Am retired so my cash portfolio is full of banks, utilities, Brookfield cos, etc.. No materials , so looking at dipping my toe into this sector with either LIF or WTE. Re LIF : the metrics for iron ore are good ,China slowdown negative, US infrastructure program positive ?
Re WTE : Jimmy Patterson a strong shareholder , well run operator, moving more potash, less coal through its terminal ?
What is your opinion on these two companies ?
Balance sheet strength ? Would you recommend one over the other , both or neither for my purpose ? Thanks. Derek

Q: While you may not see much growth in Bell for the near future, is this not a rare opportunity for a dividend/income investor to lock in an 8%+ dividend in a secure company?

Am I missing something?

Q: May I please have your comments on Transcontinental’s earnings

Q: Hi, BCE shares have been hammered for past few weeks with stock making new 52 weeks lows everyday, with market fearing that company could cut or not be able to keep pace with dividend increases, due to pressure on its cash flow. Company has a large debt load and yesterday the Rating Agency placed BCE on a negative watch, which makes it more expensive for BCE to borrow. Pay out ratio is already over 100% of its earnings. Current dividend yield of 8.5% could be viewed as flashing warning signals.

BCE is held in 5i Income Portfolio and generally rated well, per your recent comments. Are you still comfortable to hold it in Income Portfolio ? Also, if income is not the primary objective for an investor, is it not prudent to liquidate even at current price and move on to other opportunities with lower dividend and better growth?

Thank You

Q: Could you suggest 6 or 7 Canadian equities (irrespective of sector) that would be suitable as GIC/Bond proxies? Secure dividend and slighlty positive growth potential?
Thank you for all you do.