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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 have zero exposure to utilities at the present time. I believe that you advocate having exposure to all sectors of the market because you never can know for certain what the market will do. While most people expect interest rates to rise and utilities to under perform, the same could have been said in 2013. Which is your favourite utility and which utility offers the best dividend growth to potentially offset future interest rate increases. I am looking for low volatility, good dividend yield and good dividend growth.

Thank you,
Jason
Read Answer Asked by Jason on August 22, 2016
Q: Hello 5I,

This is a follow-up to questions asked about Extendicare Inc that were asked in June. At the time you commented that it was fine for higher risk income. Has your view changed any with the release of 2nd Qtr earnings? CIBC points out that "EXE trades at a discount to its peers on every metric" .The company has identified $465M of development/redevelopment initiatives that it is planning to undertake. CIBC feels that EXE can accomplish this with internal resources.

Your thoughts would be greatly appreciated.

Cheers,
Bob Ahearn
Read Answer Asked by Robert on August 22, 2016
Q: re Timmons Gold: TMM, the share price has struggled mightily vs the gold group which has had a great run. The stock has come off the bottom but does it have a future? A sector laggard always raises red flags. Their one producing mine appears to have a remaining short life expectancy. Am I missing something here? Thanks.
Read Answer Asked by John L on August 22, 2016
Q: I have been watching SOT.UN and yesterday it dropped after making an acquisition. I have a balanced REIT portion to my portfolio for income, and I am wondering about adding Slate on this drop as it has an 8.8% payout. My other holdings are Artis REIT, Pure Industrial REIT and Smart REIT. Is Slate of a comparable quality to my existing REIT's and would it be a good addition for income?
Read Answer Asked by Kim on August 22, 2016
Q: Just a follow up comment to your reply. If you think autonomous driving is going to be high growth then you may want to consider International Road Dynamics IRD, on tsx. I know they are tiny but they are seeing an acceleration ( pun intended) of business from public and private concerns. Autonomous driving needs lots of data, monitoring and infrastructure and IRD supplies those products. Recurring revenues as a percentage of business is growing.
Read Answer Asked by Murray on August 22, 2016