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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: Peter

I have $55,000 in Bell Alliant(BA), $80,000 in B.C.E. and $30,000 in Telus which is approximately 8.5% of the equity portion of my portfolio . I will incur approximately a $10,000 capital gain if I sell Bell Alliant as opposed to exchanging shares for B.C.E. as per recent proposal. Alternatively, if I sold Bell Alliant, I could put the funds into Telus to provide more balance. What are your thoughts on this? Is 8.5% too high a concentration in telecommunications, given our present government's continuous threat to shakeup or shakedown the industry?
Read Answer Asked by James on July 23, 2014
Q: Hi, Superior Plus shares have been week over past 2 weeks. Even on days when markets have been strong, like yesterday July 22, shares have drifted lower, now about $13.48 down from a high of $14.25. Do you see share price recovery in near term? What are your expectations of quarterly results due on Aug 6? Thanks
Read Answer Asked by rajeev on July 23, 2014
Q: A&W Royalties Income Fund (AW.UN) reported results today. Overall, results appear positive. Payout ratio continues to be greater than 100%, although is moving down. Your thoughts please.
Read Answer Asked by Brian on July 23, 2014
Q: re: BLX Boralex

I hold a 1.5% position in Boralex. I realized when I took this position there was some debt on the books for BLX but didn't realize it was as high as it is. I have tried my best (but for the couple of small high risk positions) to ensure debt ratios were low for the majority of my positions.

How concerned should I be with the BLX debt level?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 22, 2014
Q: Hi Peter and team. I trust you are getting better and better Peter. I own XTC, LNR and MG all around 2.6% to 3+% of a very well diversified PF thanks to you. Taxes are not a problem as I am in a low bracket for 2014. My XTC and LNR are down for me a bit. MG is up. I want to sell one of them and then buy more of AYA which I bought at $6.48 thanks to you - or SYZ which I own as well. Or I may buy new - QST, or CXR or PLI. I am doing this as an aggressive move for the next year or 2. Which should I sell? and then buy? I hope you are all having a very good summer and thanks for all you do!
Read Answer Asked by El-ann on July 22, 2014
Q: Hi 5. A pipes question:There is chirping about rotating out of pipelines when interest rates start to return to more normal levels. Pipes have been fantastic for anyone who's held them for the past 5 years. My take is that higher rates will raise cap costs no doubt but that higher interest expense is an expense like any other, and the pipes will pass the higher borrowing costs on to their clients, just as they do with any other expense, in order to maintain profitability. It wouldn't surprise me if interest fluctuations are covered long term contract pricing. So my question is what is your take on pipes in a raising rate environment? Thanks 5.



Read Answer Asked by Glenn on July 21, 2014
Q: hello 5i:
I recently began acquiring HWO, and have a small position. I've read your answers and opinions of it, and find its multiple to be "enticing", when I see very little debt, ROE of 23.2, good free cash flow, etc. Can you advise what % of shares is held by insiders (this is very important to me) and what grade it would get, back of the napkin, if it weren't so small. What percentage of the production is oil, what it gas? A lot of conjecture there, I realize.
thanks
Paul L
Read Answer Asked by Paul on July 21, 2014
Q: Hello 5i team,
To complement her RRSP portfolio, my wife has opened a TFSA; her time horizon is 5+ years. I chose for her stocks with some yield and some growth: BLX, DH, ET, FRU and WSP. Your income portfolio holds 3 of those; do you have any major issue with the other 2?
Thanks,
Tony
Read Answer Asked by Antoine on July 21, 2014
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