Investment Q&A

Q: I hold these 3 RIET’s in my investment accounts. I am looking for a replacement for H&R. Would appreciate your suggestions to provide a reasonable return with some growth. The holding will be in a taxable account.
Thank you
Les

Q: Hi 5i team,

Enjoy reading the blog on power of dividend growth stocks. I want to invest in US, Europe and Emerging Market. Would investing in ETFs that track dividend growth stocks be better than the overall indexes?
Please provide your ETFs picks, in US$ and in C$, that invest in dividend growth stocks in US, dividend growth stocks in Europe and dividend growth stocks in Emerging Market. Would these etfs be best held in RRSP account? Thanks.

Q: Hi 5i,

From what I have read, one of the big advantages of TOU over other Canadian Nat. Gas companies is that it receives the NYMEX prices for a large percentage of its gas.

Can you tell me the % of NYMEX pricing to the AECO pricing?

Thanks!

Q: I'm looking for investment vehicles that offer reasonable monthly income with the possiblity of some capital gain. I have chosen PMIF And PLV as possibilities. I would appreciate your opinion regarding the quality of the ETF'S. Safety and professional management being important to me. If there are other possibilities that you favour please indicate them.

Q: I have virtually no direct exposure to the US market at the moment and wish to rectify that. My risk tolerance is moderate with a minimum hold of 5+ years.
I am considering adding IWO and MTUM to my RRSP plus 2 or 3 other stocks for diversified exposure. What are your thoughts with this strategy and can you provide a couple stock suggestions, your reasoning behind them, and perhaps how best to allocate the funds?
Thanks for the great service.

Q: Could you pls. recommend a US$ ETF for tech. stocks?
Thks.
Tony

Q: Iron Bridge is currently trading well below book value. If the price of oil actually stays above $60.00 and Canadian oil stocks start to recover as a whole do you see iron bridge increasing with them and because it is trading so far below book value is it a possible takeover target. Thanks

Peter

Q: I have recently come across the above etc and am wondering what your thoughts are. It looks like an interesting way of playing future themes.

Thanks, David

Q: Greetings.
Just looking for an update on what is happening at Chemtrade. Down significantly. I own a very small position. Is it time to just move on?

Q: Shares of A&W Royalty have been dropping steadily recently. Recent news (the early warning report) plus your other comments seem mildly positive. Is there any recent news that might account for the drop?

Q: Please give me your thoughts on the the above co. as the new tax reduction in the USA. I understand they have about 80% of there production in the USA.Thanks.

Q: Hi 5i, Peyto has long been identified as one of the highest quality and lowest cost Canadian nat gas producers. It was even suggested that before PEY would run into serious trouble some of its competitors would be going broke and selling assets out of bankruptcies. With the shifting of shareholders following the dividend cut and cap ex reduction, any thoughts on where the stock may settle and find some stability? Do you think it is okay to continue to hold it (and continue the DRIP) and wait for a cyclical lift or would it be better just to exit the scene? Also, can you name any Canadian nat gas producers that sell much of what they produce at NYMEX prices(are there any?) ? Thanks.

Q: Medical Facilities Corp says it has an agreement with Kansas-based NueHealth LLC to form a joint venture and acquire seven ambulatory surgical centers from Meridian Surgical Partners of Brentwood, Tenn. The joint venture, will be majority-owned by Medical Facilities. Medical Facilities says its portion of the $46.5-million (U.S.) total purchase price will be funded by cash and a draw on its credit facility.
What do your overview of this purchase by DR and using their cash and credit facility? How soon is it accretive to cash flow, is the dividend safe and does it mitigate some of the concerns in the past regarding competition moving into the areas where they currently have operations?
Thanks
Gordon

Q: Good morning team,

Would you be able to tell me why the sharp drop despite their positive and strong earning this morning?

The stock was 8% up pre-market and is now almost 8% down. Did the conference call at 8:30am proved that bad.

Sell or hold?

Thank you for your help and have a wonderful week!

Q: Firstly, let me compliment your staff on the VERY quick response to my latest question!
Now, picking up on our changes to the Cash Acct, I have decided to move the bulk of our RIFF accounts to the US to counter the larger CDN investments in our Cash Acts.
I have picked only ETFS as I believe they best represent US national growth potential at this time.
I would appreciate your best advice & rationale on 4 or 5 of the following: UDOW, DDM, SPSM, XLE, DIA, VTI, XLF, SPY, IGM. Thank you.

Q: SYZ's earnings were mixed with many indicators up a bit but revenue down, or more importantly, not growing. Do you still have confidence that SYZ will get back on track? What will it take to get the stock noticed by other analysts? If this doesn't happen, I'm afraid it will be stale money. Your view please.

Q: Greetings 5i,

I am making a effort to simplify my portfolio, and would like your advice on my current REIT exposure. Specifically, I currently hold REI.UN and CSH.UN at roughly 4% each, and am unsure whether both are necessary for my long-term strategy. REI is attractive to me based on its ownership of some of Canada's most important retail properties, its intention to diversify into residential holdings, and its excellent yield. CSH is held due to the nature of its business within an aging population, as well its stability in what I consider to be a relatively weak Canadian health care sector (my other healthcare exposure consists of UNH and JNJ). The income potential offered by holding both is nice, but, as a relatively young investor with a longer time-frame, I feel as if the funds from one might be better utilized on something with a slightly higher growth potential.

I am 36 years old, debt-free, conservative (although not totally adverse to risk), and greatly prefer long-term holds that do not require constant monitoring. My investment portfolio is strictly for the purpose of expediting my retirement, and I have no need of its funds for the foreseeable future.

Do you feel as if continuing to hold both would be beneficial, or would you recommend that I let one go and redeploy the capital elsewhere? If the later, which would you recommend I keep as a long term-hold?

Thank you.

Q: Greetings 5i,

I am considering adding a long-term, full position (5%) in V. This addition is attractive to me based on its international brand presence, solid track record, and the rising interest rates that will likely help profits moving forward. I am not concerned about the short-term ramifications of the recent US tax reform on its long-term viability.

My current financial exposure consists of TD.TO and BNS.TO (roughly 3.5% each), as well as full positions in BRK.B and BAM.A (although, due to the breadth of their holdings, I look at BRK and BAM more like diversified "hybrids" than single financial positions).

I am 36 years old, debt-free, conservative (although not totally adverse to risk), and greatly prefer long-term holds that do not require constant monitoring. My investment portfolio is strictly for the purpose of expediting my retirement, and I have no need of its funds for the foreseeable future.

Does the addition of V sound like a reasonable course of action at this time?

Thank you.

Q: With the better results and turn around at Sobeys ,do you see an improvement in Crr.un.The dividend has been unchanged and a flat line for quite awhile ?

Q: Good Morning. UTX is approaching 7% of my portfolio and I will soon need to sell some of it for portfolio allocation reasons. I would like to deploy the proceeds to a stock, either Canadian or US based, in the same sector. Do you have some suggestions? thx JR