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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 and Team,

Quick thoughts on Alliance Resource Partners, ARLP.
Read Answer Asked by Graham on June 10, 2013
Q: I was surprised at the drop in the price of gold on Friday based on payroll data. I would have thought that, as with utility stocks, that this would already heve been discounted by the market. Regarding Detour Gold, other than the recent financing , you have seemed positive on the company. Are there any company specific events in the next 12-15 months that you think could positively influence ths share price?
Read Answer Asked by John on June 10, 2013
Q: I'm looking at US$ ETFs. Any thoughts about the suitability of DGRW for an RRSP investment? Would you prefer VIG?
Your service is valued! Thanks!
Read Answer Asked by Jim on June 09, 2013
Q: Hi Peter and Team, I recently added to my position in TELUS and BCE, during last week's price weakness. Besides the spectrum debate after industry minister's comments, do you see more downside in these stocks due to ongoing fear of sharp rise in bond yields? I noticed a comment somewhere that AMLP and Utilities/Telcos ETF on US exchange stopped its recent decline, during Friday's rally in US markets. Your comments are most appreciated. Thanks
Read Answer Asked by rajeev on June 09, 2013
Q: Peter,

I like your opinion on NDN. They recently agreed to sell one of their businesses and would have $3 in cash from that.
Read Answer Asked by Imtiaz on June 09, 2013
Q: Hi Gang, I think I understand why AGNC is falling like a stone, but as long as it's backed by the U.S. government, is it a screaming buy (5% position) at this price.
Thanks
Kyle
Read Answer Asked by Kyle on June 08, 2013
Q: Hi, why is it that all the stats for companies differ on each website? I'm looking for chemtrade and Rogers sugar's payout ratio, but the numbers are different from td to globeinvestor to yahoo. I just want to learn how to look through them and what/what not to include / most important in calculating it. Your views / quick examples? Thanks.
Read Answer Asked by Michael on June 08, 2013
Q: Hi Peter:
Another question regarding the the rotation out of bonds. I have huge capital gains in XRB and was wondering if it would be a good idea to sell and put the proceeds into a 5 year GIC ladder to lessen the damage that could be caused by rising intrest rates.

Thanks
Ron
Read Answer Asked by Ronald on June 07, 2013
Q: I have a question regarding the 5i portfolio model. Is it too late to purchase these stock.? I see some have made substantial gains since March 1st,? Or should I just pick some of them that haven't made as much gains as others. ? Thanks for your reply. Really like your service.
Read Answer Asked by Ernie on June 07, 2013
Q: Hi 5i: Just an additional comment on the discussion speculating on the rational connection between dividend yields and interest rates. It is important to remember that stocks don't trade off of their yields alone, even though income investors may be particularly interested in comparing the net benefit of different kinds of income streams. Low interest rates don't only make dividend yields relatively more attractive. They also mean that those dividend paying businesses are themselves operating in a low-cost debt and capital environment. That is the ideal business environment for many dividend paying companies. So when interest rates rise, it doesn't only mean that debt compares more favorably as an investment. It can also mean that those dividend paying companies are going to have to generate their cashflow and maintain growth expectations in a relatively more difficult economic environment. This impacts people's perceptions of the potential future value of the companies.
Read Answer Asked by Lance on June 07, 2013
Q: If you bought a stock like IPL.UN in 2009 and have a hugh gain why would you sell it now since the chance of re purchasing it close to the original purchase price is very small. I know that buy and hold is not always the best system but where would I get this kind of return on my money in the current market.

Thanks

Carolyn
Read Answer Asked by Carolyn on June 07, 2013
Q: Hi Peter & 5i: It looks like the smoke is clearing after the trustee elections at Partners REIT (PAR.UN). What are your thoughts on the outcome and its current valuation? Thanks!
Read Answer Asked by Lance on June 07, 2013
Q: Hi 5i team,
Thanks for all the help, much appreciated! My question is a general one based on your reply to an earlier question regarding dividend payers:
In a rising rate environment where rates hit, say, 4% and a stock pays the same; would not the dividend payer still be generally a preferred option due to the dividend tax credit as opposed to the 100% tax treatment on interest income? Shouldn't there be a built-in differential before a given interest rate would hurt a specific stock? So, if a stock pays 5.5% dividend and interest rates look to rise to 4.25%, why should that particularly hurt the higher paying dividend stock to the degree it likely would? While I recognize it is not as simplistic as I make out, I would think there would be a smidgin of validity to my argument.....
Read Answer Asked by Mike on June 07, 2013
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