Q: I have some new money to invest. Still working at 56 but plan to retire in the next 5 years. Plan is to live primarily off dividends when I retire. I have no company pension. I am fortunate in that in a worst case scenario I could still work part time if this does not work out. Would you advise investing in the complete model income portfolio or the complete model portfolio. Both have done well. My gut tells me to stick to higher dividend stocks at this stage in life. Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: hi folks:
looking at the chart of fts and to a lesser extent ema I wonder if we are in effect 'going parabolic' (as far as staid utilities can go)
these are fine companies with fine earnings etc, yet at what point does one think that perhaps much of the huge move in the last 2 months is not based on 'fundamental' future improvements yet simply by old people (me) and my parents buying what is perceived as a 'safe' dividend producing asset?
18x pe is surely not cheap for any utility
the charts each look like $34 would be a good price to buy or re-buy
comments
thank you in advance
looking at the chart of fts and to a lesser extent ema I wonder if we are in effect 'going parabolic' (as far as staid utilities can go)
these are fine companies with fine earnings etc, yet at what point does one think that perhaps much of the huge move in the last 2 months is not based on 'fundamental' future improvements yet simply by old people (me) and my parents buying what is perceived as a 'safe' dividend producing asset?
18x pe is surely not cheap for any utility
the charts each look like $34 would be a good price to buy or re-buy
comments
thank you in advance
Q: I hold CFL in a registered account mainly for its dividend (currently 11%). Bought it at $3.00 and was doing well for a while, but is now down 27% from my cost. Recognize it's a small cap with some revenue coming from the oil & gas sector, so not without its risks. The recent quarterly report didn't seem too bad, though recognize that's looking backward. The stock has recovered a bit today, up 4% as I write.
At today's price, it represents about 1% of my total equity portfolio. Do you see the stock price recovering eventually? Does the dividend appear sustainable? If yes on both questions, would it be worthwhile (or foolhardy) to top my CERF holding up to 1.5%?
Thanks as always for your sound advice and terrific service.
At today's price, it represents about 1% of my total equity portfolio. Do you see the stock price recovering eventually? Does the dividend appear sustainable? If yes on both questions, would it be worthwhile (or foolhardy) to top my CERF holding up to 1.5%?
Thanks as always for your sound advice and terrific service.
Q: Any insight into the correction here? Thanks.
Q: Morning ...first of all I want to thank you and Ryan for answering all our concerns regarding the oil sector. These are trying times for us amateur investors (especially me) ...we are living the results of proper diversification and weightings, I think these are valuable lessons for all of us. My question is this ...you mention the hedging aspect of companies selling oil at a certain price ,can you tell me how far into 2015 does Surges hedging go? Would I be correct in presuming the dividend is safe till new prices (lower) then hedged in? Thanks as always.
Q: Has been in a downward spiral .Is it the quality of holdings,high payout or other factors that seem to be causing the down.?
Q: Hi 5i team,
Among the pipelines, is there a reason why PPL has dropped much more than the others-25% in the last 3 months. Which is your favorite pipeline for income? Thanks
Among the pipelines, is there a reason why PPL has dropped much more than the others-25% in the last 3 months. Which is your favorite pipeline for income? Thanks
Q: Good morning Peter and Team,
In the current sell-off in the energy sector, is IPL worth holding? I was thinking to sell it to lock in a rather substantial gain of over 40%. The portfolio is well balanced, but it's always nice to take a profit, or is it? I was also thinking that the commodity sector is perhaps not the place to "buy and hold". Your timely advice and service is greatly valued.
In the current sell-off in the energy sector, is IPL worth holding? I was thinking to sell it to lock in a rather substantial gain of over 40%. The portfolio is well balanced, but it's always nice to take a profit, or is it? I was also thinking that the commodity sector is perhaps not the place to "buy and hold". Your timely advice and service is greatly valued.
Q: Do you know when Sylogist will be issuing year end results?
Thanks
John
Thanks
John
Q: Hi Peter and team,
In the past you have mentioned how when a company reaches a certain market cap threshold (e.g. one billion dollars) it starts to attract more interest from investors.
When the reverse happens (i.e. when a company's market cap falls below these thresholds), do these investors start unloading, helping to increase the negative stock momentum?
The case in point is Surge (SGY). As of close on Monday it's market cap is now 970 million (below the magic billion dollar threshold). A week ago Monday its market cap was over 1.3 billion dollars.
In addition to OPEC, US production increases, tax-loss selling, and year-end portfolio positioning, can this also be a contributing factor for the accelerating downturn in some stocks like SGY.
Paul J
In the past you have mentioned how when a company reaches a certain market cap threshold (e.g. one billion dollars) it starts to attract more interest from investors.
When the reverse happens (i.e. when a company's market cap falls below these thresholds), do these investors start unloading, helping to increase the negative stock momentum?
The case in point is Surge (SGY). As of close on Monday it's market cap is now 970 million (below the magic billion dollar threshold). A week ago Monday its market cap was over 1.3 billion dollars.
In addition to OPEC, US production increases, tax-loss selling, and year-end portfolio positioning, can this also be a contributing factor for the accelerating downturn in some stocks like SGY.
Paul J
Q: Hi,
Would your opinion on SOX change after their recent purchase. How much of their business will be impacted by Oil & Gas sector.
Would your opinion on SOX change after their recent purchase. How much of their business will be impacted by Oil & Gas sector.
Q: H2O went from 33 cents to 1.65, I bought at 33. Sell? Hold? Any idea why the sudden jump in price? Also, I bought more SGY today at $4.41, I believe it's good timing - as long as they don't go out of business. Any comment on that possibility?
Many thanks, like many other customers of yours, you've made investing more interesting and profitable and I greatly appreciate and feel very fortunate to have you out there.
Dave
Many thanks, like many other customers of yours, you've made investing more interesting and profitable and I greatly appreciate and feel very fortunate to have you out there.
Dave
Q: Hi, I noticed in your last email update you mentioned you had a new mobile app available for Android phones and others but you did not mention the iPhones. Is this app not available for all of us iphone users? If not any plans for us in the near future? Thanks.
Q: Hi Peter and 5iResearch Group,
As you have noted that interest rates will likely remain low for sometime, would you recommend using ETFs for medium and/or long-term bond portfolio positions vs. purchasing individual bonds. Also, should both US and Cdn. bonds in each/either category be purchased? Thank you. Linda
As you have noted that interest rates will likely remain low for sometime, would you recommend using ETFs for medium and/or long-term bond portfolio positions vs. purchasing individual bonds. Also, should both US and Cdn. bonds in each/either category be purchased? Thank you. Linda
Q: re: Linda's question on DBC and the Dalio formula. Linda may want to look at USCI; in my estimation its a superior ETF/ETN.
Paul
Paul
Q: hello 5i:
the Glentel sale is interesting, and good for those who hold shares. What effect, positive or negative, would the acquisition have on BCE shares (I hold BCE and have for many years). Is this an astute acquisition? Did BCE overpay?
thanks
Paul L
the Glentel sale is interesting, and good for those who hold shares. What effect, positive or negative, would the acquisition have on BCE shares (I hold BCE and have for many years). Is this an astute acquisition? Did BCE overpay?
thanks
Paul L
Q: Hi guys, as you have said oil stocks have been decimated, I have BTE & CPG, where the value has been cut in half my CNQ is hanging in haven't lost any there yet. They are in different portfolios and their weighting is pretty good in the perspective portfolio. Would it be wise to add to the positions at this time to average down. I don't have cash I would have to cut back on some of my gains. Thanks, Nick
Q: if I am looking at buying one of these 3 pipeline stocks for the dividend, which one would you recommend
Q: Good Morning
Some oil industry analysts believe that with the OPEC card no longer in play, the price of crude could fall as low as $60. Under this scenario are the companies in your portfolios (SGY, WCP) as well as VET, CNQ and SU at risk with respect to dividend cuts?
Some oil industry analysts believe that with the OPEC card no longer in play, the price of crude could fall as low as $60. Under this scenario are the companies in your portfolios (SGY, WCP) as well as VET, CNQ and SU at risk with respect to dividend cuts?
Q: I own Bdi cpg,tou and wcp. Which two are safest going forward?Thanks