Investment Q&A

Q: Opinion on Fortis FTS
Is this a good long term investment.
IS current price a buying opportunity or do you see further weakness in price.

Q: Hi Team,

A would appreciate your opinion regarding 2 companies for some growth and dividends that should grow over time.

I'm thinking of buying IPL.UN Interpipe) now that it's become a corp. What do you think of its future prospects and do you think it's a reasonable buy at the current price?

Davis and Henderson seems to be changing itself into a viable company. Do you agree and is it a buy at current prices?

THANKS FOR THE GREAT SERVICE!

Q: I'm looking at allocating 10% of my overall portfolio to variable income securities that provide some inflation protection and decent fixed income returns. I was looking at ZPR and ZRE etfs as candidates - splitting them evenly at 5% a piece. I know ZPR has rate reset preferred shares which should provide some protection and ZRE seems oversold. Also, would I be better off buying HR.UN instead of ZRE because it holds longer term low interest rate debt than some of the REITS held in ZRE? Your comments please.

Q: I was wondering the same as Robert D regarding WTE. He refers to a capped dividend - what does this mean?

Q: Westshore Terminals continues to climb in spite of a capped dividend.Is there a message from the market on WTE?
Thanks
Bob

Q: Anything of concern in the significant price drop in Inter Pipeline - IPL - today? Or did it just get ahead of itself?

Q: AFN? You seem high on this company even though it sells at a huge multiple to EPS and cash flow. Cash flow barely covers dividend right now and ROE is a single digit-so, to me, it appears way ahead of the fundamentals. Why would I buy this stock??

Q: I wonder if your view of RNW as an income stock has changed in the past month. Compared to AQN, FTS, BEP.UN and CSE, it has held its value while the others have lost 2-7%. It pays a healthy monthly dividend with a decent payout ratio and its power contracts are reasonably long term and I understand protected from inflation. Other than it is new, is there really anything to dislike. Thanks.

Q: Thoughts on bond allocation in this current environment? I'm relatively young and have an aiming for a total allocation of ~15%, specifically in XBB.

Thanks.

Q: This is a repeat of a question that I believe did not get through because of a time out.

It's almost a year since I purchased a 5i membership and will happily renew in Oct. I find the the Q&As most interesting and the more I read I find I seem to be picking up on subtleties. I do have a problem understanding what seems to be a subtlety with the grading system. It seems that 5i considers B- and certainly C+ companies more risky but suitable for income. I would think that someone requiring income would be looking for less risk and security of income.

To give you context I have recently taken control of my investments at a discount brokerage to reduce cost. I'm working toward building a portfolio that will provide 4% annually as a living allowance within a year plus a little extra to cover inflation and the odd treat. I hope I'm not being too optimistic or aggressive.

I now hold B- and C+ with AFN, CS, MCB, NAL and EH and wonder if I should consider replacing. I also hold 12 A to B stocks, a couple of blue chip Canadian large caps as well as ETFs that give me Canadian, US, Global less US and fixed income to round out the holdings.

I would appreciate comments on B- and C+ companies and my use of these as well any other thoughts you may have.

Many thanks,
Brian

Q: Hello 5i staff, John Degoey recently picked FSL on BNN Marketcall. Could I please have your opinion on this ETF? Would you expect money market returns or better? Do you see much risk here? Thanks again for the excellent service

Q: Now that Premium Brand Holdings has fallen from its highs, what do you think are it's longer prospects. It's debt concerns me but the dividend is great. Would you say buy this dip is buy more, hold or sell?

Q: IPL has announced a dividend increase, "the single largest". Do you know if the dividends going forward will now be eligible? I note the ticker has changed, so assume the conversion has been finalized. Thanks, J.

Q: Question: I bought this Brookfield Infrastructure {BIP.UN} a while back on the recommendation of Scotia McLeod. It appears to pay a fair yield but has shown no indication of growth so far.
It dropped in value shortly after I purchased the shares and has shown no growth to speak of since. How does this stock compare to the other Brookfield stocks?
D. Campbell

Q: if Roy can wait 30 days, he could earn 1.2% with a 1 year GIC redeemable after 30 days. Minimum purchase $10000. For information only,
CDJ

Q: I have a small position in ALA and it is now a bit underwater. Would I be wise to dump it and put the funds into GEI which pays slightly better dividend? Which has better chance of growth?

Q: Would you rate CPD a buy, sell or hold? I am concerned about the recent volatility. Thank you.

Q: Hi,
Would you please give me your opinion on Carfinco vs Rifco.
Carfinco announced a new aquisition in the U.S., which means they are expanding but in the U.S., and we all know the hazards of that, ie: Tim Hortens ect. Is this a game changer for CFN.TO or a wait and see while I hold on to my Rifco.
Many thanks for the great service, it sure beats standing at the window taliking to myself!

Q: Hi Peter and the 5I Team
Could I please have your opinion on VNR. It can come down lately and pays a good dividend. Is the current dividend safe?

Q: Any thoughts as to why DCI ( Direct Cash ) has been dropping lately......looked at the releases and aside from A$ weakness can't see anything too untoward....