Q: I am curious about the yield on HEP. It is around 9% currently. I understand how selling calls can generate nice yields (and the trade off can be in price appreciation) but I am wondering how one would try and understand the consistency of this yield moving forward? Put another way, what kind of yield can one reasonably expect over the course of say 2 to 5 years? And do you have information regarding the avg. yield in previous years? Thank-you for your help.
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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: 10:47 AM 1/18/2017
Hello Peter:
My 43 year old son has a very large position in DHX Media DHX.B - it is 18% of combined portfolios and 48% of his Cash portfolio. He currently has a 5% gain at today's price, and obviously should have sold some when it was over $8 but prospects looked very bright then and it seemed that keeping it was the thing to do.
Now there is little news and it seems not much interest in this company, and just a 1% dividend, so it is drifting but looking at the one year graph it seems that it might get over $7.50 in the next few months but maybe this is just wishful thinking.
We want to reduce the position to about 5-6% of the combined portfolios but want your opinion as to whether to wait for a better price in the year ahead or just go ahead now and sell about 2/3 of the position. Or Maybe just sell the whole position as there are better choices available.
The proceeds would be invested in three or four of these for a very long hold : ENB, ALA, RY, SLF, BIP.UN, SIS, PBH, ABT. Could you please rank these in descending order of desirability for growth and growing dividends?
Thank you......... Paul K
Hello Peter:
My 43 year old son has a very large position in DHX Media DHX.B - it is 18% of combined portfolios and 48% of his Cash portfolio. He currently has a 5% gain at today's price, and obviously should have sold some when it was over $8 but prospects looked very bright then and it seemed that keeping it was the thing to do.
Now there is little news and it seems not much interest in this company, and just a 1% dividend, so it is drifting but looking at the one year graph it seems that it might get over $7.50 in the next few months but maybe this is just wishful thinking.
We want to reduce the position to about 5-6% of the combined portfolios but want your opinion as to whether to wait for a better price in the year ahead or just go ahead now and sell about 2/3 of the position. Or Maybe just sell the whole position as there are better choices available.
The proceeds would be invested in three or four of these for a very long hold : ENB, ALA, RY, SLF, BIP.UN, SIS, PBH, ABT. Could you please rank these in descending order of desirability for growth and growing dividends?
Thank you......... Paul K
Q: Please give me your thoughts on MLY
Thank you
Rick
Thank you
Rick
Q: How would you compare Tricon and Milestone going forward for growth etc ?
Q: In December, you suggested that, with its investment profile now dominated by insurance holdings, Fairfax might lose its premium multiple. But many insurance co's offer a better dividend and at least as good a growth profile; what's actually to like about today's Fairfax - or is it, essentially, still coasting on its outstanding performance during the Great Recession?
Q: Peter, great job on Market Call today!
Is Telus 5i Research's favourite Canadian telecom? Why or why not? Thanks in advance.
Is Telus 5i Research's favourite Canadian telecom? Why or why not? Thanks in advance.
Q: Peter and His Wonder Team
I realize CET is a quality junior energy services company that probably has had a near death experience in this energy downturn. However today it is up +17%. So I am wondering why...can you see any news? Also do you think they have improved there position going forward. Your observations are appreciated...
Peter......as usual you were great on BNN today!
Thanks!
Dr.Ernest Rivait
I realize CET is a quality junior energy services company that probably has had a near death experience in this energy downturn. However today it is up +17%. So I am wondering why...can you see any news? Also do you think they have improved there position going forward. Your observations are appreciated...
Peter......as usual you were great on BNN today!
Thanks!
Dr.Ernest Rivait
Q: Peter,u are great today on BNN today.You are so popular that I was unable to get through from 1pm onwards.PHo seems to be struck near the 52 week high of $1.03.What is the catalyst required to go higher? Thanks for u usual great services & opinions.
Q: On BNN today Greg Newman stated that Telus would pay out over 100% of free cash flow in dividends this year. This caught me by surprise. Do you agree and if so I wonder how they expect to keep their aggressive program of dividend increases?
Q: Hi. I was wondering what your opinion is about Fortis? Perhaps for the next year or so. Thanks Sean
Q: I was not able to watch Peter on BNN today. Could you briefly advise of the stock suggestions he made during the show?
Thank you, Peter
Thank you, Peter
Q: I am confused about 5i's view on CSU based on BNN's summary of Peter's interview today. CSU is listed as a holding in the Top 5 Positions, yet it is listed as no longer held
elsewhere. Huh?
elsewhere. Huh?
Q: Any reasons for 2% drop today?Recent $53.41 all time high,& many recent guests on BNN like it.Your short current view please.Thanks for u usual great views & views.
Q: Do you know of a reason for the reason drop in price? What is your current view on the stock. thanks
Q: I bought AcuityAds not too long ago for about $1.30. It has had a nice run up recently to around $3.40. What is driving the increase? Should I buy more? Or should I take a half position off the table and then repurchase more if it comes back down?
Q: Hi 5i, I held IT in my TFSA and have recently sold the position. Can you make some recommendations for growth in my TFSA? Thanks.
Q: I have stocks in my Trading account, but will be in Guatemala doing volunteer work for the next month. Can you suggest a safe place to "park" my trading money for a month (or more)? Something safe but that provides income would be ideal. Thank you!
Q: TBL.nt
I have owned this security for 8 years and in truth, I am probably overweighted in it.
They have never missed a payment and their financials appear strong.
I am wondering what you folks think of it.
Looking forward to seeing Peter this evening on BNN.
THANKS VERY MUCH,
Don
I have owned this security for 8 years and in truth, I am probably overweighted in it.
They have never missed a payment and their financials appear strong.
I am wondering what you folks think of it.
Looking forward to seeing Peter this evening on BNN.
THANKS VERY MUCH,
Don
Q: Stella Jones had a bit of a surprise. I have a 3/4 position. Should I sell, hold or buy more?
Q: Hi 5i, do you know why CCO is down so much today and continue to slide now ?