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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 thinking of rebalancing my Dividend growth portfolios by selling some of my over weighted bank winners and buying some of my laggards and lower positions. Could you please rank these potential laggards for acquisition into a mainly dividend growth portfolio, the candidates are SIS, SYZ, PUR, AGT, CGX, AQN, SPB & DHX. Please let me know if you are really strong for any of these stocks or would really suggest avoiding any of these companies. Thank you again for your great service.
ps KHW looks like a real winner, thank you.
Read Answer Asked by Mike on February 16, 2017
Q: I am looking at this company mostly for income and my research indicates that they supply some chemicals to the US Midwest. Just wondering if it is possible the quantify the effect Trump would have on this company if he slaps a tariff on these products? Are these products a large percentage of their sales?
Read Answer Asked by Bradley on January 24, 2017
Q: Hello 5i team,
I own a full position of CHE since 2012 and my total return of over 10% compound annual is mostly yield. As of recently, I also own half a position in MX. The other player in the field is SPB which I do not own.
(1) If you had to select only one, would it be MX?
(2) Is there a case to be made owning a position in all 3?
Thanks,
Antoine
Read Answer Asked by Antoine on January 10, 2017
Q: Please suggest 5 stocks that you think have a potential catalyst in the next 6-12 months that could result in higher than anticipated returns and indicate what those potential catalysts could be. Not looking for any micro-cap or very high risk suggestions. Thanks, and have a Happy New Year!
Read Answer Asked by Christopher on January 04, 2017
Q: A couple of years ago I transferred 25% of my sdrsp into a sdrif so I could set up the basic structure and start adjusting to appropriate holdings to produce a revenue stream and a bit of growth. I will transfer the remainder of the RSP in 3 years. I have gradually been selling stocks that do not seem to fit and have been moving the proceeds into some of the 5i income portfolio. I currently hold 9 of them, as follows :
ABT, BCE, BEP.UN, BNS, ENB, ET, FSZ, XHY, WSP

I have some cash available and would appreciate your suggestions for which 3 or 4 of the remaining ( ADW.A, AGU, AW.UN, CPD, CVD, ECI, L, SPB VNR, ZRE) you would suggest I acquire. Also, given possible year end/new year movement and events, could you shine up your crystal ball and give any comments on what timing might be best for those acquisitions?
Please note: I hold IPL (6%) as well as ENB (8%)– would you recommend IPL be changed to VNR ?

(I also have a fully funded TFSA with a growth tilt and a non-registered account with a dividend/growth tilt and OAS/CPP gvt pension).
As always, THANK YOU to Peter and the 5i Team for being there ... May your Christmas' be Merry and Bright !
Read Answer Asked by Alexandra on December 20, 2016
Q: As a follow up to my question Dec 2nd about energy:
1. What is the difference between ENF and ENB?
2. My scepticism about energy, particularly upstream, is due to direct impact and volatility arising from commodity markets, in turn strongly affected by politics. This may now be compounded by low expectation of growth. Comments?
3. Philisophically, I don't like Superior Propane (SPB) much. When I bought it, it was as I recall in a single industry - propane. It since added divisions for specialty chemicals and construction products which seem wholly unrelated and lacking synergy with the core business. I vaguely recall their recently selling or planning to sell one of these unrelated divisions. In principle, I have a problem with companies expanding into unrelated businesses, unless their stated mission is to be a diversified investment vehicle. Comments?
Read Answer Asked by Carl on December 05, 2016
Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
Read Answer Asked by Mike on November 30, 2016
Q: Looking for yield with some growth and would appreciate your opinion of each of these.Would appreciate your ranking in order of preference.
Read Answer Asked by Peter on November 07, 2016
Q: Hello I5, my cash position is over 25% and would like to reinvest some of it. I would like to have your help to choose the ones with the least downside effect in case of interest rate increases, safest with some growth. Also, would appreciate your assessment of the Manulife (MFR and MBK)ones. Many thanks, J.A. P., Burlington
Read Answer Asked by Joseph on November 07, 2016
Q: I submitted this question last Thursday and received the auto response that my question had been submitted but since I haven't received a response I will try again.
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie
Read Answer Asked by Maggie on September 22, 2016
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