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.
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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: 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.
Q: Can't believe no one asked about this today. What do you make of the Amaya support for the bwin bid?
thanks,
Rob
thanks,
Rob
Q: Is CGX buyable at the current price, or should I wait for a pullback? Didn't have the funds to purchase on the recent pullback and missed it!
Thanks in advance
Thanks in advance
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
Q: Hi Gang
I presently hold both ENB and FTS for a total of 8.3% of my cash portfolio. I am a dividend investor. I was thinking of adding BIP but wonder if that would be more of the same. I am thinking it would be wiser to get Agrium since I hold (confession time) no materials at this time. Your thoughts?
I presently hold both ENB and FTS for a total of 8.3% of my cash portfolio. I am a dividend investor. I was thinking of adding BIP but wonder if that would be more of the same. I am thinking it would be wiser to get Agrium since I hold (confession time) no materials at this time. Your thoughts?
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
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
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?
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.
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.
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
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
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?
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
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
Q: What are your current views on this stock. Is it good time to initiate a position. Thanks
Q: What is your opinion of Lakeshore today. Does it still have legs? Is there a better choice for growth ? Thanx Robbie
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
Thanks
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
Thanks
Paul
Q: Hello Peter & Co,
How would you compare BPY to other office-related Canadian companies or REITs; I own FSV & TCN.
Thanks,
Antoine
How would you compare BPY to other office-related Canadian companies or REITs; I own FSV & TCN.
Thanks,
Antoine
Q: hi, Q ratio extreme high. Market correction? your thoughts please.
thx chris
thx chris
Q: The company reported last week. The results seem impressive and the stock appears underpriced. Care to comment?
Q: There does not appear to be any recent news to account for this move above $20.00. Any comment please. Thank you Phyl