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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 am building my porfolio following the BE porfolio. I have listed the stocks I currently do not own from the BE porfolio I have funds available to purchase 4 positions (or 8 half positions) in the stocks I have listed. Which four or eight would you recommend me adding?
SLF, CCL, WSP, CLS, PKI, GC, AEM, MG, ATD.B, PBH, GUD, TOY, AIF,
Read Answer Asked by Amber on April 23, 2018
Q: Hi Peter, Ryan,and Team,

The Motley Fool had an article called "3 Canadian Dividend Aristocrats With Dangerously High Payout Ratios".

They cite current and 2018 payout ratios for these three stocks:
CGX: 150% and 144%
ECI: 182% and 124%
PKI: 340% and 329%. (yikes!)

They end the article with this statement:
"It’s important for investors to understand the sustainability of a company’s dividend. These aristocrats all have a history of raising dividends, but their high payout ratios are reason for concern. This does not necessarily mean they are bad investments, but investors looking for sustainable dividends may be better off looking elsewhere."

Should this article be taken with a 'grain of salt'? Are their payout ratio numbers valid? What about the Motley Fool in general? Is it worth reading their articles?

Thanks as always for your level-headed and pertinent advice.
Read Answer Asked by Jerry on April 04, 2018
Q: Hi Peter, Ryan, and Team,

If one is bearish on pipelines, what do you think of a switch from TRP to PKI, in a TFSA, so that an appropriate weighting in energy could be maintained? Or do you have any other suggestions? All time period charts for these two stocks show PKI beating TRP, and PKI has a lower beta.

Thanks in advance for your valued advice.

Read Answer Asked by Jerry on April 03, 2018
Q: It seems counter productive and counter intuitive to me that a company would pay a dividend when their profit margin is so low. For example, CSH.UN (1.63%)? Is it because it is a REIT? Or PKI (0.86%)? Are these profit margins healthy? In general what is considered a healthy profit margin, regardless of the sector? Thks
Read Answer Asked by LARRY on March 26, 2018
Q: Hello 5i team,
Under the energy sector I currently hold MCB and RRX. I am thinking of selling MCB and adding another energy company from the balanced portfolio. I was wondering which of the 3 listed would be the best in terms of growth? All three have a decent dividend but I was leaning more towards Enbridge since it is the largest and most stable of the three.
Andrew
Read Answer Asked by Andrew on January 22, 2018
Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?
Read Answer Asked by Gordon on January 12, 2018
Q: I'm about to transfer stocks from RRIFs to TFSAs, and am wondering which of each pair below has the best growth possibilities:
1: PKI vs CCL.B
2: SJ vs MX
Thanks for your great service!
Read Answer Asked by Jim on January 09, 2018
Q: Need to add a full position to my TFSA. Currently own the above 5i covered stocks with KXS in my TFSA. What is your recommendation? Considering PBH, TOY, DOL.
Read Answer Asked by Chris on January 05, 2018
Q: These stocks are held in my RRSP . Have had them for several years. Last year they were down and wondering if it's time to move on. I'm a buy and hold investor. Thanks for great service.
Read Answer Asked by David on January 04, 2018
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