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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: Just trying to clarify a response you sent today. For Keyera you indicated a 6.8% yield and growth at less than 8%. So, for a yearly return on that investment are you suggesting something less than 14.6% (6.8 + 8) or is the estimated yield of less than 8% inclusive of the dividend? Thanks
Read Answer Asked by Graham on January 25, 2019
Q: Good morning,
I'm 70 years old and with yet a new year upon us and a review of the holdings in my non reg equity portfolio, I'm concerned that my $650K non reg equity portfolio has slowly grown into a "hodge podge" of miscellaneous holdings that need to be trimmed, better concentrated (minimum 5% per holding) along with the addition of a few additional names in sectors that are not currently represented. My current holdings are as follows:
AQN (3.3%),BCE (11.6%)BAM.A(3.8%),CU (4.5%),DIV(2.8%),EMA (2.4%),KEY(2.2%),XIU(5.2%),XIC (33.2%),XDV(18.4%),SLF(3.6%),T(2.9%),T(2.9%),MAW120(3.1%)MAW102(3%).
I would very much appreciate your suggestions on how to best to adjust my current non reg equity portfolio to make it easier to manage and follow. I'm open to adding an appropriate mix of ETFs or Mawer equity funds as need be. My RRSP and TFSA are pretty much all populated with a mix of relatively low MER Mawer equity funds which have performed well over the years. I thank you in advance and look forward to hearing your sage advice and recommendations.
Francesco
Read Answer Asked by Francesco on January 09, 2019
Q: Thanks for your service! Can you comment on the above? Income and growth. Also, could you give me your top 5 income primarily, growth secondarily.
Please deduct appropriate amount of credits.
Regards.
Read Answer Asked by Bill on January 03, 2019
Q: For income & some growth please rank the following in order of preference:
ALQ
BEP.un
ENB
KEY
PPL
Read Answer Asked by Terry on December 03, 2018
Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.
Read Answer Asked by David on July 19, 2018
Q: Hi team:
I have some both in RRSP and non-RRSP acount

due to the rise of interest rates and the lack of interest in oil
and gas (until recently)
it is both down from 17-20%)
should I hang on due to the recent interest in oil from investors
or should I replace them with other pipelines
I already have some TRP, PPL and for utilities, I have AQN, FTS and EMA
many thanks
Read Answer Asked by Michael on July 16, 2018
Q: Hello 5i,
The market seems not to like the most recent news from KEY about a new storage and terminal investment in Cushing, Okla.
While KEY doesn't specify (that I saw) the funding, they indicate it is a manageable project. Superficially, I would see this as being far more positive news than negative - what am I missing here? Just the potential increase in either debt and/or share dilution?
Thanks for any insight you can provide!!
Cheers,
Mike
Read Answer Asked by Mike on May 16, 2018
Q: Considering the importance of NA natural gas feeding LNG aspiration of the Pacific Northwest, when will ALA start getting some of the respect that it deserves? Please provide 2019 cash flow estimates compared to KEY. Please provide 2018 & 2019 payout ratio based on cash flow.

You can subtract 3 credits for this one.

Thank you
Read Answer Asked by malcolm on April 23, 2018
Q: Hello,

If there is never another new pipeline built in Canada (which I feel is a real possibility), how would you view pipelines companies as long term investments going forward?

Regards,

Robert
Read Answer Asked by Robert on February 23, 2018
Q: Can you please give your assessment of Keyera's latest quarterly results, released today? Stock price has been caught up in the interest-sensitive selloff this year, perhaps unjustly? The business appears to be doing fine - good growth prospects, along with dividend growth. What's not to like here?
Thanks,
Brian
Read Answer Asked by Brian on February 16, 2018
Q: all of these holdings are between 1-3%...financials i hold 13% with energy next largest at 6%...yet all of these are hitting 52 week lows...which would you consider dumping if any...yours truly dazed and confused...
Read Answer Asked by adam on February 14, 2018
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