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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: Good day...thanks for all the great guidance that has made us far better investors than we were before joining five I....my question is ....we have a 1% position in IKM at about the present price...firstly what do you think of this company and its positioning in a positive oil cycle and does a 2 - 2% allocation make sense in the context of us having most of the balanced portfolio with some of the income and four from the growth portfolio and we do not own WCP....some help in our decision making would be greatly appreciated....Eugene
Read Answer Asked by gene on May 17, 2018
Q: Why do most Asset Allocation models or discussions include BOND funds or ETFs but not GICs? Is not a laddered portfolio of GICs an alternative ?
Read Answer Asked by Gordon on May 17, 2018
Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.

Thank you!
Read Answer Asked by Pierre-Charles on May 17, 2018
Q: I listened to Morneau this morning talking about indemnifying Kinder Morgan for any political risks/delays in KM's pipeline project. The mention of the indemnity applying to any other company who may take on the project means to me that this was a topic of conversation. I am thinking that KM may be trying to position this project as one that they could sell and thereby exit Canada. Their name has been tarnished and I would think that their Board and shareholders would prefer to sell the old and new pipelines, exit Canada and invest elsewhere. So, which pipeline companies are most likely to be interested in buying out KM? My first thought would be Enbridge but with their debt I think they'd pass on this. TRP or is there another one?
Read Answer Asked by Earl on May 16, 2018