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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: Hi Peter. I would like some exposure to the consumer staple sector for my RRSP. However I find the dividend yield too low (less than 2%). Does it make sense to buy a REIT like Crombie that rents all the Sobey's and IGA stores and pays out a distribution that is more that five times what Empire pays out in dividend? Even if Empire increased its dividend by 10% every year for the next 10 years it still would not catch up to Crombie. Thank you in advance for your advice.
Read Answer Asked by L J on May 20, 2015
Q: Hello 5i team. Looking at buying some Power Corp based on good analyst 'Buy' consensus and 5i's recent comments. Already hold Great West and had been planning to continue holding. Is it 'acceptable' though to hold both a parent company and one of its subsidiaries in the same portfolio? Thanks.
Read Answer Asked by Thomas on May 20, 2015
Q: Hi Peter & Ryan.. How about a limit of 5 lines per question.. I am not interested in some person who might be promoting his own agends on my time, You are the reason we joined and value your opinions.Thanks in advance for all of your efforts..Regards Cliff
Read Answer Asked by cliff on May 20, 2015
Q: Hi 5i,

Thank you for you answer today on Royal Dutch Shell RDS.B. I have a follow up question please.

I own Chevron (CVX) (which you also mentioned in your earlier answer), Husky (HSE), Peyto (PEY), and while not directly comparable, Methanex (MX). I am contemplating one more energy stock which is why I asked about RDS.B.

If you could buy only one more energy stock for some growth but also a high sustainable and hopefully growing dividend, which would it be?

My research indicates RDS.B looks attractive, but so does Whitecap Resources (WCP) and possibly Vermillion (VET). The latter two are obviously Canadian which means I can buy them in $CDN of course, which may be doubly beneficial when oil prices recover and move the Canadian dollar.

Thank you again.

Michael
Read Answer Asked by Michael on May 19, 2015
Q: Is it time to cut my losses on Bomber? Will the next raise come in lower than current levels around $2.60? Or is there enough shake up going on with the new CEO to give some life to this stock?
Read Answer Asked by Jacques on May 19, 2015
Q: Hey folks,

Can we talk about holdings in "CASH"? Many investors talk about the percentage in their portfolio that they hold in cash. I sort of see this as stupid, or perhaps I'm the stupid one who needs a lesson. My point is, the majority of stocks are very liquid and if one is nimble in managing his portfolio, a portfolio can quickly be turned to cash or at least parts of it, increasing the cash percentage quickly. So given this, why are financial people so stuck on the notion of their cash percentage when it is is so easily modified depending on market conditions and whym? Thanks for taking the time to help.
Read Answer Asked by mark on May 19, 2015
Q: I'm trying to evaluate the assertion I heard that when interest rates rise, dividend-paying stocks will get hammered because they have been overbought due to the "TINA" effect ("there is no alternative" for income).

If it is a sound company that's in a good business and will have no problem paying its dividend, my understanding is that the way the yield would be brought more in line with bonds is the share price would go up, not down. Am I wrong? What reasons would there be for the price to go down?

For more info: http://www.msn.com/en-ca/money/personalfinance/a-huge-stock-decision-for-boomers-that-cant-wait/ar-BBjX43U

Read Answer Asked by John on May 19, 2015
Q: Thanks for taking my question. You last commented on this company in early 2014. Could you provided an updated point of view on its level of attractiveness?
Read Answer Asked by Neil on May 19, 2015
Q: Hi guys. I would like your present opinion on E. I am very deeply under water on this one (78%) They now want to restructure 4 for 1. Should I throw in the towel or just stick it out.
They also want to reprice the insider options from about 70c to 30c. This would seem liken rewarding poor performance to me.
Your comment would be greatly appreciated.
Thanks, Michael
Read Answer Asked by Michael on May 19, 2015
Q: What are your current views on this stock. Is it good time to initiate a position. Thanks
Read Answer Asked by satish on May 19, 2015
Q: What is your opinion of Lakeshore today. Does it still have legs? Is there a better choice for growth ? Thanx Robbie
Read Answer Asked by Robert on May 19, 2015
Q: Just noticed GXI.DB and it yields over 10% to maturity. Would you recommend this convertible debenture for the bond side of one's portfolio?

Thanks
Read Answer Asked by Sheldon on May 19, 2015
Q: Hi, could you recommend one or two stocks(or funds) in the energy sector that are not linked to oil and gas?

Thanks
Paul
Read Answer Asked by Paul on May 19, 2015
Q: Hello Peter & Co,
How would you compare BPY to other office-related Canadian companies or REITs; I own FSV & TCN.
Thanks,
Antoine
Read Answer Asked by Antoine on May 19, 2015
Q: hi, Q ratio extreme high. Market correction? your thoughts please.

thx chris
Read Answer Asked by chris on May 19, 2015
Q: The company reported last week. The results seem impressive and the stock appears underpriced. Care to comment?
Read Answer Asked by Murray on May 19, 2015