skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Telus and BCE. TransCanada and Enbridge. I generally try to aim for 5% per holding but I had a concern of too much overlap of these respective stock pairings, so I've reduced the total of each pairing to 8% from 10%. Is this still too much? On a the other hand, would 5% of all four make any sense? When it comes to diversifying in Canadian bluechips, variety is unfortunately limited if one wants dependable dividend growth.

Thanks.
Jim
Read Answer Asked by James on March 04, 2019
Q: I know 5i is disappointed with the performance of TCL.A and it is likely under consideration for removal from the Income Portfolio. However I would like to know if you have a different take on this analysis by TD research:

... despite the soft Q1/19, our overall investment thesis remains
largely unchanged, as we believe that TC shares remain attractive at current
levels on a sum-of-the-parts basis. While TC is certainly facing some challenges in its legacy printing business, we believe that it has additional levers to pull to mitigate the impact of the ongoing secular declines in many of its verticals.
Additionally, roughly half of TC's revenue is now generated from Packaging, which is an attractive platform for future growth, in our view.

(They still have a Buy rating for shares but lowered their Target Price by $4)
Read Answer Asked by Jeff on March 04, 2019
Q: Hi Guys.
I have owned High Liner for quite a while and am fine waiting through their hopefully successful turnaround. With the earnings report today I thought the stock would fall but it is up 3 % today. I saw this statement in the earnings release and it seems to suggest the dividend will be cut:

Dividend & Capital Structure

"Today, the Board of Directors of the Company approved a quarterly dividend of CAD$0.145 per share on the Company's common shares payable on March 15, 2019 to holders of record on March 1, 2019. The Board is continuing to review the Company's capital structure to determine the prudent use of capital and will provide an update when the Company reports its financial results for the first quarter of 2019 in May."

What do you think people saw positive in the earning release? Any idea of what the dividend payout ratio is, and whether it is safe?

Love your service

Stuart

Read Answer Asked by Stuart on February 28, 2019
Q: Hi Peter
the above stock hit bottom sometime in late or mid Dec
It has been on the rise since then

I had some money invested in it, happy to get the dividend but disappointed at the lack of capital appreciation
I am now at break even point
is SLF or the banks a better choice (I could use ZEB eft), goal is dividend plus some growth, thanks

Michael
Read Answer Asked by Michael on February 27, 2019
Q: hi guys
I have TD waterhouse rrif accounts
they are daily hi interest accounts paying 1.6 percent
where can one get higher interest while still keeping this in tdwaterhouse
e.g. other companies banks etc.
thank you Gary
Read Answer Asked by gary on February 27, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!