Investment Q&A

Q: Hi Peter et al;
In previous answers you state that this should only be bought for income , now at approximately 4.6%. Most of the rate resets which they hold were issued in 2011 or 12. That means that there still remains 1 year of lower rates to be worked into the yield, so the average could decrease further, and the principal ( 25.00 ) could fall further. Am I out of tune? Also, would Transalta be worth looking at in the 4.50 range considering the interest in renewables?
Appreciate your time.
BEN

Q: Greetings:
What can you tell me about wpg-n. It appears to be very cheap and out of favour. Also, what is your latest assessment of plaza reit. plz.un-t.
Thanks BEN

Q: Is MMY attractively priced/valued considering it's overall status? How would you rate the management considering sector turbulence? Did they win or are likely to win their recent legal battles? Thanks in advance.

Q: In my RRSP looking to swap ATCO for another utility. Soon to retire, looking for safety, income and maybe a little growth. My choices are FTS, CU, EMA and BEP.UN. Already have a little EMA. To my eyes it looks like BEP.UN with its juicy yield is the best choice. What do you think?

Q: Hello 5i team

I am curious about CWB, this bank seems to follow XEG closer then it the does XFN. Is its exposure to the oil field that drastic?? I really like the long history of div growth, the share price to NAV, low P/E ratio and it's low debt. What do you think of this companies dividend (is it sustainable), management, and its growth potential? does this have a greater potential for a rebound then the big 5 banks?

Any info on this company is greatly appreciated

Thanks

Q: Could you please do a research report on this company? TPK is based in BC and they appear to own the rights for a proprietary technology ("Swiss Water") for removing caffeine from coffee. Appears to be quite a profitable + growing business. Views on TPK would be appreciated. John

Q: Please suggest a few companies listed on Canadian exchanges,but who get most of their revenue from the U.S.A.

Q: Hi Peter / Group - Taking present market concern into account. Would you buy into the market today?(or wait) and if you would buy - what would your top 2 value/2 growth stocks be?...thanks

Q: I was just about to hit the the "buy" button on this stock as the new doom and gloom oil price of $20 per barrel hit the headlines. I am looking for income and (some growth vs seeing a declining share price). Would this current turn of events deter you from buying ENF for a 3-5 year hold. I can accept the ups and downs over that period but a reduced dividend.

Thanks for your help.

Q: Hi Peter and Team!! Warren Buffett had purchased quite a bit of this stock. What are your thoughts on it and would you purchase it now with the Canadian dollar being as low as it is. Cheers, Tamara

Q: Doing a bit of portfolio clean up, what would be your recommendation (keep, replace with) regarding the following mutual funds in a well diversified portfolio. They represent about 8% of the portfolio.
DYN435 up 40%, DYN9405 up 18%, TML1013 down 6.5%, TML 1018 up 12%, AIM1651 up 9%
Please deduct credits as necessary.Thank you.
Carlos

Q: Hey guys - Could I please get your favorite Canadian dividend growers to buy at current prices and hold for the next several years. Thanks.

Q: Hi I hold one full position in Qqq and have done well with this, this is probably my only significant position in the US markets the rest are well diversified but mostly canadian stocks. I would like this to be a long term hold, however if you think the US tech stocks have had their run up in the near term, I was considering selling a half position to diversify in Us markets..can you suggest an ETF if you feel that is the right course of action. Thanks.Shyam

Q: What do you think of cdv results and is it a buy here?
thank you for your help

Q: From Report on Business, Sept.10 - "Concordia Healthcare Corp. is planning a
major equity raise to help pay for its latest acquisition – but instead
of relying on Canadian investors, it will seek out the funds it needs in
the U.S.“We will not be doing a
Canadian bought deal. We are doing a U.S. institutional raise,” said
chief executive officer Mark Thompson in an e-mail."

This would appear to validate the 5i observation that Tuesday's selloff from the open was caused by institutions looking to replace their holdings with the cheaper new issue shares and that for the individual long term holder the wobble in the share price shouldn't matter a year from now, particularly with street analysts bumping their target prices by 15-20%.

I believe this company has most of its revenue internationally sourced and since it is likely Canadian based only for tax reasons, what would the long term picture look like for CXR and VRX should we elect a federal government determined to raise corporate taxes? Thanks, J.

Q: I would appreciate your opinion on this company.
What will a interest rate hike in the USA mean for Telus
and this sector?

Q: Wow…how the energy sector changed over the last year and half. Then I cut the weighting from 14+% to 8.5% on the suggestion of 5iR. Now the weighting is 5% (in a better diversified portfolio). Then I put together a number of positions that were diversified, gas/oil, light/heavy and big and small. Now going forward I would like your take on whether I remain with each of these positions within the context of the energy sector mix, or transform to another more appropriate mix of positions that you suggest I think about. Here are the holds and position weightings then/now - BAD 1.5/0.8, BTE 1.0/0.2, BDI 0.5/0.2, CVE 1.0/0.6, PEY 1.0/.8, SGY 1.0/0.5, and TOU 2.5/1.8. Going forward I am keen about the better positions and the better mix, and as for the here and now, I am not focused on the loss or utilization of the loss. What is better for tomorrow’s years. Much appreciate all the helpful advice and insight……Tom

Q: Hi Peter. Would you recommend this ETF for 5% of my portfolio, I'm diversified Canadian 40% US 40% international 20%. Would this be a good time to add it to the plan?
GUY R

Q: Would you recommend either selling this stock or holding it for the 4.80% dividend. Thanks, Bill

Q: If CSW is already owned (1.8% position at a 14% loss) in a taxable account do you think a switch to ADW is warranted? The objective here is long term income with some growth. Thanks for your advice.