Investment Q&A

Q: I am trying to run a slightly more concentrated portfolio. There are currently 37 individual equity positions; 4 equity ETFs (VIG, IWO, XGD, ZRE); and 4 bond ETFs. Within the utility sector there are 5 positions, each at ~2% (BIP.UN, BEP.UN, FTS, ALA, PPL). I would like to cull either ALA or PPL. I am leaning towards selling PPL, as ALA looks to have a better 5 yr dividend growth rate and appears to have more of a focus on renewable energy. Any input would be most appreciated. Thank-you.

Q: Peter,

I would be interested in your opinion of DUG at this time.

Thanks for your great service.

Q: Could you please give me your opinion on these two companies. Please deduct 2 credits.\
Thank you.

Q: Hello,

We have these two companies in my child RESP from the split last year. Which one do you has the potential for better growth over the next 3 to 5 years?
Would you advise selling one and use the proceeds to buy the other? If yes, which one would you keep and why?

Thank you for the usual awesome service.

BK

Q: I'm sitting on a loss in CPG in a taxable account, would it make sense to sell it all, write off the loss and replace it with VET? Thanks.

Q: Hi 5iTeam - Now that Keystone has the green light will McCoy Global likely benefit as a result? Thanks so much for what you folks do have a great weekend!

Q: Hi there,
I have both of these in my investment account and would like to consolidate into one or the other based on the other stocks I currently own. Which of these would you prefer to own going forward and why. I like the dividends but am more interested in total return.

Q: Any insights as to why AGT continues to sell off despite good ERs? Is below 30 good entry point? Thanks.

Q: Hi 5i,
What is the historical PE average of Ford (F) and it's peer group? Are there any other major valuation factors that should be considered when looking at car companies?
Thank you!

Shane

Q: I have some energy exposure in Oil and Gas already, and was wondering if this is a good time to add a service company as well or wait a little longer? Would you prefer a different company to the FRC/TCW combo?

Q: Good morning,
How much was the miss by Boyd on its recent earnings report?
Did management give a reasonable explanation?
Does it change your view of the company?
Is this a buying opportunity for long term holders?
Thanks,
Mike

Q: These low cost gas producers are down 30% plus in the last months, Is there a valid reason for this, as they both appear to be well hedged, and profitable. Is it a market access problem, or just a sector drop ?

Thanks

Q: Which construction companies do you think will benefit from the approval of the keystone pipeline project? Would stella jones be one of them. Thanks.

Q: Any thoughts or Comments on Mobi724Global (MOS.CN)
Greatly appreciated.
Thanks for the always great Website.

Q: Hi Gents. Could you please provide your thoughts on PWF's results released today? It appears to be a beat and a dividend increase but the stock is down. Do you have a view as to the long term outlook for the stock?

Q: What is your view on taking a position on Klondex at this time? Is it as solid as it looks? Thanks, Forrest

Q: Good morning,
I realize you don't like stop losses. What is your opinion of using trailing stops to continue to take advantage of upside and protect against a significant downside? What percentage to you recommend on a trailing stop for large cap, mid cap? and small cap?
Thank you,
Kerri

Q: Ten years ago in 2007 i took four hundred thousand out of the stock market and bought some segregated funds through manulife. I have with drawn one hundred and twenty two thousand in the last 5 years. The funds are now worth three hundred and eighty-eight thousand now. I am guaranted twenty three thousand three hundred a year for life. I am 67 years old and retired for 11 years with 1 million 280 thousand invested in differant investments my house not included.I receive a thousand a month from cpp and old age pensions and another twenty-four hundred a month from other investments not including the thenty-three thousand three hundred from this investment. My wife has pensions of thirty-six thousand a year. I paid nine thousand in fees last year and the funds were up 14 thousand after fees were paid.I am thinking of cashing in some or all of the funds and buying some blue chip stocks, banks, bce stocks in your income and balanced portfolio. What do you think of this. We have no debt and just wish to have a good life and retain what we have. thanks

Q: Hi,

I have a 5% position in ENB and 2.5% in PPL. ENB is declining, whereas PPL is increasing in value for last couple months. Should i add to PPL and take profits from ENB? Advice? Is there another pipeline you like better?

Q: I've read your comments on Russel Metals. You seemed to be positive regarding the company. Considering the move the stock has already made, are you still positive regarding the prospects for the company going forward? Have there been any recent developments? (positive or negative). Thanks for your valued opinion.