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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 hold Chartwell Retirement (CSH.UN) and have trimmed my holdings earlier this year due to overweight and the expected interest rate hike. My plan was to repurchase CSH.UN back to full weighting once the interest rate has been announced. With the US Fed announcement of a possible 3 interest rate hike in 2017, maybe I should defer this purchase until later on the year. Then again in Dec 2015, US Fed expected to raise interest rate hikes four times in 2016 but there was only one interest rate hike. Currently, the dividends are DRIP since dividend income is not required for many years. CSH.UN has increased its dividend twice since 2011. Therefore I wonder if the increase of interest rates will exceed the future potential dividend increases? What do you think of the plan to add to CSH.UN holdings or should I hold off since income is not required at this time and the DRIP over time will increase my holdings or is there another idea to consider? Thank you.

Wishing everybody at 5i and its members, best wishes for the holiday season.
Read Answer Asked by Karen on December 16, 2016
Q: A follow up question on PBH if I may. I'm not questioning the value in PBH so much as I'm trying to understand how to interpret the numbers I see on the Globe's stock quote page. From 2012 to 2016, revenue has increased from 960 to 1,485 million, but net income was 15 mil in 2012 vs 12 million today, and diluted normalized EPS plus dividend was 2.10 in 2012 vs 2.14 today. I'm just wondering what I'm missing in the bottom line results that would justify a tripling of the stock price over the same period if the acquisitions aren't hitting the bottom line. I'm quite new to this and am just seeking to understand.
Read Answer Asked by Rick on December 14, 2016
Q: There have been a number of questions about tax loss selling. I am concerned with the opposite. There are some stocks up 50-75-100% this year, and who people/organizations might want to sell early in the new year in order to postpone paying taxes for another year. Would it make sense to sell something like that, say PBH now, in anticipation of selling in the new year, and transfer the money to a company like CSU which hasn't really done much this year? PBH might be picked up again after selling is done, if it happens.
Read Answer Asked by John on December 14, 2016
Q: Greetings 5i, I'm wondering what is so attractive about a company like PBH. I don't understand some of the more exotic metrics, but if I look at basics like net income, earnings per share, etc, PBH doesn't look to be building shareholder value as it gets bigger. Is the attraction a bet that they will eventually somehow wring more value out of their acquisitions through organic growth?
Read Answer Asked by Rick on December 14, 2016
Q: Hi 5i: I want to add a renewable energy company (which can include nat gas) to a portfolio focused on dividend and dividend growers. The ideal company would of course offer some growth s well as safety. I have studied the usual suspects but I'm having trouble making a final decision. Your advice and suggestions would be appreciated.
Read Answer Asked by Roland on December 13, 2016
Q: I am currently up 30 to 60% on these companies, all are held in an RSP or RIF account. Would you add, take profits, or sell full position in any of these funds. I have about $20,000 to invest currently in my RRSP and am wondering if it is to late to start a new US position. I am considering facebook or google? Thanks for your input!
Read Answer Asked by diane joan on December 12, 2016
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