Investment Q&A

Q: Hi 5i team,

Are the dividends paid by this group qualify for the Dividend Tax Credit?

Thanks for your great service.

Henry

Q: Thoughts on this preferred that we have a 1+% position in as I am thinking of adding to it a % or 2. Any others as a better bet?
Thanks,
Ted

Q: In pursuing my goal to maintain a well-diversified portfolio, I am trying to decide how and even why to differentiate between pipelines and utilities. Both sectors operate in regulated sectors (at least in Canada), both sectors will be adversely affected by higher interest rates due to debt levels and both sectors generally pay reasonably attractive dividends. As for their differences, I see utilities potentially performing better as the economy improves and the pipelines more affected by politics.

Should these sectors be treated as different when composing a portfolio or can companies be "mixed and matched" under a more generic "regulated" or quasi "fixed income" part of the portfolio and thereby treated as almost the same?

If your answer is "yes" would you endorse a switch from IPL to AQN for better long term growth with less volatility? (taxes not an issue)

Appreciate your insight.

Paul F.

Q: I'm considering adding one of these three stocks to my portfolio. Kindly give me your ranking in terms of preference, based on a longer term growth and dividend yield prospect. Much appreciated.

Q: I wonder if you can give your 5 best recommendations at this time for investment in TFSA or RESP for long term hold, irrespective of sector or balance. I have greatly benefited from being a 5Iresearch subscriber for the last few years. Thank you for the great service.

Q: Any idea what's driving the huge volume and price run up in Flyht?

Q: Happy New Year Peter and Team,
For income, whats not to like about Dream ? Is the payout covered ? What are the pitfalls vs other reits ? Does it have any place in a TFSA ?
Thank you,
Paul

Q: Richard Leberge has taken a position at DBO. Hes was partner in SIO which went bankrupt. How does that reflect on DBO. What is your take on this
Thank You
Clarence

Q: What is your top choic for a consumer discretionary stock? With thanks rose

Q: Looking at the financials of ET I can see why it is included in the income portfolio. However, since there are no reports, either with 5i or Morningstar can you please advise as to why YOU have considered it as a holding in the income portfolio?
Thank you

Q: Hi Peter
I am reviewing my so called balanced portfolio.as we head into 2017
Right now this is where its at.
NON STAPLES 10%--STAPLES 9%--FINANCIALS 18%--HEALTH 9%--ENERGY 9%
INDUSTRIALS 11%--TECHNOLOGY 10%--MATERIALS 14%--UTILITIES 4%
TELECOMMUNICATIONS 2%--
AS YOU SEE IT IS OUT OF WHACK--COULD I PLEASE HAVE YOUR COMMENTS ON ANY
SECTOR YOU THINK I SHOULD REDUCE EXPOSURE AND ALSO ANY I SHOULD ADD TO-
IF YOU WANT ME TO ADD ANY STOCKS TO SAY UTILITIES OR TELCOM--WHAT WOULD YOU SUGGEST---I CURRENTLY HAVE AQN-BEP.UN-FTS AND T--I GUESS I COULD ALSO TOP THESE UP----IN THE OTHER SEGMENTS I HAVE AT LEAST 4 OR 5 STOCKS.
THANKS --HAVE A GOOD 2017

PETER

Q: Hi Guys
Just thinking with the recent cyber attacks on the US election, as well as on our own Hydro grid, if this will be a concern for the next US administration, and should be a concern for our "picture Opt" guy in Ottawa.
What would be 5I opinion on this, and if it is a concern, would you consider panw to be in a good place on this, or are there any other including Canadian listed companies.
Thanks in advance and Cheers for 2017

Q: Current thoughts on these REITS and the sector in general please. DIR.UN is up ~12% since mid-Nov.any news or info on it?
Thanks,
Ted

Q: Market reaction on the previous earnings report for Aecon, AutoCanada and Brookfield Asset Management brought me unpleasant surprises and the price of stocks substantially dropped. This makes me nervous as we approach the new earnings season. My questions are:
1. Would you recommend holding the above listed stocks or perhaps selling some of them?
2. In general, shouldn't it be safer to sell all stocks a week or two before earnings, an buy them again later?

Q: In the REIT sector I currently own ZRE & XRE. I am moving my REITS to my RRSP due to the tax implications ( ie no Dividend Tax Credit ). 1)
1) What are you favourite investments in this sector ?
2) Do you see a need to own individual REITS as opposed to an ETF?

Thank you.

Paul

Q: Your opinions on the above companies would be appreciated.

Q: I am wanting to increase my exposure to US Financials and I am thinking of adding a US investment services company. May I have your assessment of AMTD, ETFC, RJF, and SCHW? Do you have other suggestions in this area? I already hold KRE and KBE.
Thanks, Tim.

Q: i have full positions in both these companies and would like your analysis in regards to safety of dividend and earning estimates for corus upcoming earning reports. Will NIF survive?

Q: MON came with earnings surprise. It is also an acquisition target. Is MON still a Buy?

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.