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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: I would appreciate your thoughts on High Yield Bond ETFs for a long term hold in a registered account. I am looking at HYI, CHB or XHY. Which of those, if any, would you suggest (or something else).
Read Answer Asked by David on February 03, 2014
Q: Hi 5i Team,
Can you please comment on Rogers Sugar's results this quarter? The stock has taken another beating today on disappointing results. Is the cash flow still there, and is the dividend still secure? Many thanks!
Read Answer Asked by Brian on January 31, 2014
Q: Peter,

You should look more closely at STB. It is a great little company that is total misunderstood due to how it finances itself and the seasonality of their revenues. Income, profits and cash flow continue to rise over the years. I am a longterm shareholder and love the dividend.

The following is from their 2013 annual report:

"We finished the year with
a pay out ratio of 79 percent and
forecast that number to decrease further
in fiscal 2014."

Regards
John
Read Answer Asked by John on January 31, 2014
Q: Peter, My question is on Student Transportation. I cannot find the payout ratio anywhere, including the web site. Also, your comments please. Great div. as long as it is dependable. Looking for real long term hold. Thank you Ken
Read Answer Asked by Ken on January 31, 2014
Q: Hello 5i Team,
HPR, HYI, XSB
All are down (slightly). These are the only bond and preferred share funds that I hold, for a total of $80k. My question is, should I replace them with something else or should they be part of a diversified portfolio? Many thanks in advance.
Read Answer Asked by Kathy on January 30, 2014
Q: I notice that Rogers Sugar (RSI) is down again to-day before a conference call to-morrow regarding Q1 results. It is now paying a dividend of 7%. Do you have any insight as to what might be going on, and do you think the dividend is safe? Is the company well managed?
Thanks for your excellent service, Bob.
Read Answer Asked by Lynn on January 29, 2014
Q: Rogers Sugar has dropped significantly in just 2 days, with earnings on Jan 30th.
Besides the possibility of a leak of unimpressive earnings, what other reasons might account for the drop?
Thanks!
Read Answer Asked by Paul on January 29, 2014
Q: Could you please comment on bond ETF's as an addition to GIC's in the fixed income side of my portfolio. I am 66, retired, with a small company pension. Currently I hold 33.33% in Canadian dividend paying equities, and 66.67% in GIC's and cash. Last year I sold my bond ETF's (CBO and ZHY) on a recommendation from your team. I'm glad I did, as they both declined markedly throughout last summer. However, with inflation projected to remain stagnant through 2016 and interest rates more likely to decline than increase, are bond ETF's worth re-purchasing at this point, both for income and capital preservation? They have recovered sharply over the past couple of months. And, if so, would you stick to Laddered Corporates and/or high yield Corporates, or would you recommend another approach? I continue to favour 5-year laddered corporates (CBO) and High Yield U.S. Corporates (ZHY). Thanks for your expertise.
Read Answer Asked by Paul W on January 27, 2014
Q: A recent Globe and Mail article was titled "Winning and Losing Stocks for a Low-Loonie Era". In it, one analyst named Patrick Kenney suggested that Brookfield Renewable Energy Partners is "seen as a moderate loser".

Do you agree with this assertion, and if so, should I re-think my exposure to BEP.UN? (Currently overweight in my RRSP). Thanks as always for the great service and timely advice.
Read Answer Asked by Jerry on January 27, 2014
Q: You last commented on CHB in May 2013. It has done quite well for a fixed income ETF over 3 years with an average return of 8.34%. Would you care to update your opinion on their hybrid strategy in the present investment climate? Thank you.
Read Answer Asked by John on January 27, 2014
Q: Hi Peter,

Would you 5-6 names of company which recently declares its first-ever dividend? what's your thought of those names?
Love your service and just renewed membership.
Thank you

Santos
Read Answer Asked by Santoso on January 26, 2014
Q: I sold half my position in Exchange (EIF) last fall to claim a loss. It has gone down further, and I am now debating buying back the portion sold. It is held for income, and currently represents 1% of portfolio, and my purchase would bring it back to 2%. Do you think this is a reasonable idea, or should I just sit tight? Or even sell the remainder? Is the dividend safe, and do you have any concerns relating to the new debenture offering? Thank-you for your consideration.
Read Answer Asked by grant on January 23, 2014
Q: Is it time to consider LIQ?

The dividend is quite large now around 7%, Do you think it is safe?
Read Answer Asked by Behrouz on January 22, 2014
Q: Any update on A&W (AW.UN)? Still a good choice for income? Any growth on the horizon?
Read Answer Asked by Greg on January 21, 2014
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