Q: I hold ENF. I recall that, in the past, you have expressed a preference for ENB - perhaps the former being more for income and the latter being more for growth. Is this correct? Is there any other reason to prefer one over the other? (Perhaps I should consider switching.)
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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 own a lot of ER and am under water . Could you please provide your current opinion on this stock as I am considering averaging down. Thanx Robbie
Q: Within the last month I took a half position in CSH.UN, and a quarter position in DR (both in my RRSP). I am down about 6% on both. If you were to add to one of these positions today, which one would you choose, and why? Or just wait as they have negative momentum.
Paul
Paul
Q: I invest for dividends, dividend growth and some growth in stock price. I am currently holding ala but am thinking of switching enb or enf. Would you make this switch and if so which Enbridge holding ? I have a diversified portfolio.
Thank you and thanks for providing this great service
Thank you and thanks for providing this great service
Q: Some news out on WSP Global I haven't heard? Stock is down heavily on an up day.
Q: I have looked at gold and precious metals ltd. ASA. US (closed end mutual fund). What are your thoughts on asa for a small holding 3 percent to diversify?
Q: Please comment on the release of 2018 CMS reimbursement rate and its impact on CRH going forward.
FJ
FJ
Q: Hi there
Any ideas for the big drop in CRH Medical today.
Much thanks
Stuart
Any ideas for the big drop in CRH Medical today.
Much thanks
Stuart
Q: CRH is getting hit hard this morning. Why ? Is it our Short Sellor again ? RAK
Q: I am recently out of university and have gotten a full time job with a defined benefits pension plan. I have 25-30 years before I am going to retire and want to start developing my first portfolio. I have lots of room in my TFSA and RRSP. I have a moderate risk tolerance given the pension plan.
I currently have $50K to invest. I would like to build a portfolio with a mix of some of your balanced and growth model portfolio stocks.
A few questions for you:
1) How many stocks would you recommend be a good starting point for me? Or would you suggest that ETFs would be a better approach for me given the amount of money I have to invest initially? From reading the forums I get a sense that I need to ensure a certain amount of portfolio diversity.
2) If I were to invest today, what stocks would you recommend from your BE and growth portfolio for the long term (20+ years in my situation).
Feel free to dock as many credits as you feel appropriate.
Thanks so much for your service. I have learned a lot since becoming a member and look forward to being a member for a very long time.
I currently have $50K to invest. I would like to build a portfolio with a mix of some of your balanced and growth model portfolio stocks.
A few questions for you:
1) How many stocks would you recommend be a good starting point for me? Or would you suggest that ETFs would be a better approach for me given the amount of money I have to invest initially? From reading the forums I get a sense that I need to ensure a certain amount of portfolio diversity.
2) If I were to invest today, what stocks would you recommend from your BE and growth portfolio for the long term (20+ years in my situation).
Feel free to dock as many credits as you feel appropriate.
Thanks so much for your service. I have learned a lot since becoming a member and look forward to being a member for a very long time.
Q: Good morning
A fundamental question regarding rising interest rates. Does a period of increasing rates typically encourage an inflow of foreign investment into domestic equities or an outflow? Based on your past experience, how has the TSX performed under increasing rates?
Thank You
Clarence
A fundamental question regarding rising interest rates. Does a period of increasing rates typically encourage an inflow of foreign investment into domestic equities or an outflow? Based on your past experience, how has the TSX performed under increasing rates?
Thank You
Clarence
Q: Hi 5i Team, when someone looks at the financials of a company for the sustainability of the dividends, should we concentrate on the earnings or the cash flow numbers? I have often read on this site that the cash flow is more important than the earnings. Would that be true for most companies or only the ones in some industries? Thank you. Mario.
Q: Can you give your thoughts on CDZ in light of the following Globe commentary (similar to other blurbs I've seen in the Globe):
"And another thing: The way some dividend ETFs weight their individual constituents is a bit nuts. Take the iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ). Choosing stocks that have raised their dividends regularly, as this ETF does, is a great strategy, but assigning the largest weightings to stocks with the highest yields is a problem. Why? Because a high yield is often a sign of a struggling company whose dividend is unsustainable.
Case in point: At the end of April, CDZ’s largest holding was Aimia (AIM), which at the time yielded 8.8 per cent. But the loyalty plan operator’s shares collapsed in May after Air Canada said it would be parting ways with Aeroplan, and Aimia recently suspended all dividends. CDZ’s top holding now? Corus Entertainment (CJR.B), another struggling company that yields about 8.7 per cent and hasn’t raised its dividend since January, 2015."
https://www.theglobeandmail.com/globe-investor/investor-education/im-still-waiting-for-the-perfect-dividend-etf/article35453106/
Would you recommend a switch to a different ETF for broad-based Cdn exposure in an RRSP? What alternatives do you like that are not over-exposed to financials/materials?
"And another thing: The way some dividend ETFs weight their individual constituents is a bit nuts. Take the iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ). Choosing stocks that have raised their dividends regularly, as this ETF does, is a great strategy, but assigning the largest weightings to stocks with the highest yields is a problem. Why? Because a high yield is often a sign of a struggling company whose dividend is unsustainable.
Case in point: At the end of April, CDZ’s largest holding was Aimia (AIM), which at the time yielded 8.8 per cent. But the loyalty plan operator’s shares collapsed in May after Air Canada said it would be parting ways with Aeroplan, and Aimia recently suspended all dividends. CDZ’s top holding now? Corus Entertainment (CJR.B), another struggling company that yields about 8.7 per cent and hasn’t raised its dividend since January, 2015."
https://www.theglobeandmail.com/globe-investor/investor-education/im-still-waiting-for-the-perfect-dividend-etf/article35453106/
Would you recommend a switch to a different ETF for broad-based Cdn exposure in an RRSP? What alternatives do you like that are not over-exposed to financials/materials?
Q: Hi 5i Team
We have approximately $80,000.00 US cash to invest. Thinking of buying XHY for income to cover some of our expenses for property we have in US. Would like your opinion. It would be approximately a 5% position of our portfolio. In the event you think it would be a good idea, do we deploy the funds gradually or take the full position at once, obviously it would be based on what is available for purchase. We would probably us our TFSA account. What would you suggest. Thank you. Heather
We have approximately $80,000.00 US cash to invest. Thinking of buying XHY for income to cover some of our expenses for property we have in US. Would like your opinion. It would be approximately a 5% position of our portfolio. In the event you think it would be a good idea, do we deploy the funds gradually or take the full position at once, obviously it would be based on what is available for purchase. We would probably us our TFSA account. What would you suggest. Thank you. Heather
Q: I have several questions re:EIF. What is the latest available short position on EIF? What percentage of the public float does short position represent? Have you been following the latest short report and the updates to it by a well known short seller? What sort of investors is he trying to enlighten as to the perils of investing in EIF? With over seven million shares traded in the last twenty days, has this stock now become one to trade if one is a trader?
Regards AEO.
Regards AEO.
Q: I own a fair bit of PHM, mentioned in a past comment, bought at 15 cents.
I noticed today that the debenture below just hit 52wh.
Patient Home Monitoring
PHM.DB-X
85.00 / 57.50
Question: if I want to add to my position, would the debenture be a better option or should I stick simply to the stock.
Thanks,
CDJ
I noticed today that the debenture below just hit 52wh.
Patient Home Monitoring
PHM.DB-X
85.00 / 57.50
Question: if I want to add to my position, would the debenture be a better option or should I stick simply to the stock.
Thanks,
CDJ
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Dividend Appreciation FTF (VIG)
Q: Good morning from the West Coast. My question is about diversification. I have purchased CDZ. I would like you to recommend an equivalent ETF for the USA please.
Thanks
Rick
Thanks
Rick
Q: Any news/reason for BCE to decline from $63.40 high @ end of April.Is this a entry point, or you have other preference Thanks for u usual great views & services,
Q: Jerome Haas mentioned that manufacturing of the buses is in China. Checking their website I find claims that they are Buy America compliant as well as having Atlanta GA in brackets after one such claim. They don't say specifically where manufacturing takes place but do list a global Chinese company as their manufacturing partner.
Can you clarify where buses are actually built, and how they can be buy America compliant if they are built in Chinna.
If built in China and buy America compliant, are they using a "loophole" which leaves them exposed to changes.
Can you clarify where buses are actually built, and how they can be buy America compliant if they are built in Chinna.
If built in China and buy America compliant, are they using a "loophole" which leaves them exposed to changes.
Q: As a recent subscriber and investor, I note that several stocks that I own have the option of DRIP. My portfolio is large enough that the quarterly dividends allow for a substantial purchase of new or existing additions to stocks, like CAE or Boyd. As the cost of buying the stocks is not overly impactful to the purchase, is foregoing the drip, and the 5% discount, advisable, in order to allow a choice in selecting stock picks?
Thanks. KC
Thanks. KC