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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: Dear 5i,

As a quick follow up to my previous question on TransCanada TRP, I also currently have about 3.0% of the portfolio in IPL. I was thinking of using some of the proceeds from selling TRP.PR.D to bring that up to 5.0% in IPL. Having another pipeline seems like a good idea and Enbridge is in the Model Portfolio as well. Is that still the best pick today or would you suggest TRP or Pembina?

Also, saw the posting of the December 2013 portfolio. Congratulations or your out-performance! I know it won't always be like that, but you did very well for your membership. I've been really using the service and learning a lot from you!

Marc
Read Answer Asked by Marc on January 03, 2014
Q: Hi 5i team. Final question in 2013. Would you classify BIP.UN as utility? What about BEP.UN? Resource? How will they behave, classwise, going forward? Best in the New Year. Henry
Read Answer Asked by Henry on January 02, 2014
Q: Happy New Year, Peter and staff!!
I am a relatively new subscriber to 5i but have been with Money saver for a long time (I love that magazine). And I really like this 5i service!
I look after the affairs of my mother who is 81, we have a bunch of GIC’s / bonds coming due in a non-registered account. The fixed income portion of her portfolio is about 50%. The rest is in dividend paying blue chips such as banks, telecom’s, insurance, energy. These have been held for quite a while and have been serving her very well.
I am looking at a few ETF’s for the income portion, I am interested in short term laddered government as well as corporate bond funds. Analyzing ETF screens, I have been looking at CLF, CBO, ZCS, VSC and ZCM. I am thinking of perhaps splitting her fixed income to 2 or 3 of these or similar accounts.
I would really appreciate your thoughts on these and other ETF’s that I should strongly consider.
Thank you, Dale
Read Answer Asked by Dale on December 31, 2013
Q: happy new year;great job 5i; hyi seems to have a high pay out would it be safe at this time?short term corporate bonds. brian
Read Answer Asked by brian on December 31, 2013
Q: I would like to know which of your model portfolio companies would be considered suitable for an income portfolio.
Thank you.
Read Answer Asked by Martin on December 30, 2013
Q: Hi Peter & Team :
Enbridge Income Fund ENF had bounced from about $22.50 to $23.76 in the last 5 days. I intend to take a full position for income for the long term and wonder why it has popped up so much. I also own PPL TRP and BTE. Is there any company specific reason other than market buoyancy? Could I reasonably expect a pullback below $23 in the next few days or should I just go ahead and buy now?
Many thanks......... Paul
Read Answer Asked by Paul on December 27, 2013
Q: Hi I took a half position in CRT.UN and I see the stock hade a trading halt today and closed up 3plus%.Cant find out why also I see RNW up today any change on your opinion on the latter?
Alaho Stan
Read Answer Asked by Stan on December 23, 2013
Q: I'm looking for monthly income. What stocks in your coverage or not currently covered do you recommend?
Read Answer Asked by Eugene on December 19, 2013
Q: Hi Peter & 5i: Regarding Just Energy’s (JE) “sale” of Terra Grain Fuels, the debt reduction aspect looks positive, though only a relatively small percentage of JE’s total debt. Can you tell though what JE will be losing in cash flow or EBITDA associated with Terra’s operations? Does a loss of cash flow offset the debt reduction in this case or was Terra not significantly cash flow positive on a net basis to begin with? Does this transaction impact JE's "embedded margin" valuation on the balance sheet at all? What is your overall significance assessment? Thanks very much!
Read Answer Asked by Lance on December 17, 2013
Q: Morning,
What are your thoughts on FAP? Where is the best place to check on it's NAV? Do you think the NAV will move up or down from here? Thanks.
Larry
Read Answer Asked by Lawrence on December 17, 2013
Q: My wife wants to increase her US position. Is PRF better than VYM or VIG? I think VYM is better but I would like to know your opinion.

Regards
Read Answer Asked by James on December 16, 2013
Q: Could you provide your current views on Medical Facilities Corp (DR)
Read Answer Asked by Greg on December 16, 2013