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: CU has been dropping steadily from over $42 in June 2017 to just over $31 today wiping out over 5 years' worth of dividends. What is happening? CU has raised it's dividend every year for 45 years. Is this the end of the dividend growth ride? It makes me afraid to invest as a senior looking for for the 5% dividend. Your advice? What utilities would you prefer [ie "safer" less volatile] with growing dividends around 5%.
Thanks......... Paul K
Read Answer Asked by Paul on November 28, 2018
Q: I have been looking at Enbridge, and am confused about the increase in outstanding common shares. It seems that they more than doubled in the past 2-3 years. Is this from acquisition or from the company issuing more shares? Is there a way to tell for other companies (online), so I don't have to ask you for each one I find similar results?

Thanks!
Read Answer Asked by Federico on November 28, 2018
Q: I am looking for quality dividend-growth Canadian stock, yielding at least 5%, mid cap or larger, for medium to long hold, in the following sectors: banks, pipelines, renewable energy.

I am considering adding to BNS, Brookfield Renewable (BEP.UN) and Enbridge (ENB).

I could add to Interpipe (IPL) or Innergex (INE) but am thinking that Enbridge and Brookfield Renewable are better choices at the moment.

Your opinion? Other names to consider?
Read Answer Asked by Carl on November 28, 2018
Q: I'm looking to add Superior plus to my portfolio. Its trading at a low price lately would you step in with a full position ,5 percent today at aprox 10 dollars. With winter weather already arriving and prediction of a cold Canadian winter to me its seems like a no brainer. Your input please ? Thank you for your good work.
Read Answer Asked by Hubert on November 27, 2018
Q: Hi,
I'm considering the purchase of a full position for a 5yr + hold in a company that pays medium range but increasing dividends as well as modest yearly capital growth. I already hold full positions in TD, BNS, Fortis, BCE, T. I'm looking at CU but would appreciate your recommendation for several other preferred companies.

Thanks,

Joe
Read Answer Asked by Joe on November 27, 2018
Q: HELLO I bought the subscription rights (ALA.r) when you advised so I’ve taken a bath, just wondering if i use it for a tax loss and buy SPB and/or CSU or anything else that you might advise to retrieve/decrease my loss. What would you do? Thanks for the service ... I know we cant bat 100% all the time.
Rick
Read Answer Asked by Rick on November 26, 2018
Q: Good morning,
Both of our family TFSA accounts are currently invested in their entirety with a variety of Mawer Mutual funds (100% Equity). At 70 years old, I would like to reduce the risk profile of our TFSA accounts from 100% Equity to a more classic 60% (equity)/40% (fixed income) balanced portfolio.
Of the five investment options for our two family TFSA accounts which are used as an estate planning tool with the intention of never withdrawing any funds and leaving the proceeds to our grandchildren, which of the following options would you recommend, in what order and why?
Option 1: Staus Quo.
Option 2: Invest all TFSA funds in the Mawer Balanced or Mawer Global Balanced Fund.
Option 3: Invest all of the TFSA funds through a Discretionary Money Manager that currently manages our family RRSP and Non Registered accounts with total management costs of 1.30% (Money management fee, Sub Advisor fees, Custody fee, Transaction fee plus HST). The average long term target rate of return being 4.5% after fees for this balanced portfolio of which 25% of the portfolio is invested in alternative investments to supposedly further reduce volatility.
Option 4: In an effort to further simplify, reduce fees and perhaps improve long term performance of our TFSAs, invest all the TFSA funds directly in the Vanguard Balanced ETF portfolio (VBAL) through our discount brokerage account.
Option 5: Invest all the funds directly through our discount brokerage account in a combination of ETFs that covers 20% Bonds/32% Canada/32% USA/16%Global and if so what would be your preferred ETF recommendation.
I thank you in advance and look forward to hearing your response and recommendations.
Francesco
Read Answer Asked by Francesco on November 26, 2018
Q: I own a Brookfield Renewable preferred (Series 11) that pays $1.25 (5%) thru to April 30, 2022. If not called, it will convert to the greater of GOCs+382bps, or 5%. Given my view of interest rates, I am comfortable with the position, because even if it is not called, I will be left with what I expect to be a good quality credit with a relatively attractive yield.

My concern is that it seems to have got caught up with the recent volatility, and is trading well below $25. Currently it is $23. I want to add more, but I wonder if I am missing anything here. I would still expect it to be called in 2022, as I just would not expect management to allow it to float at what I expect would be an above market interest rate. But I am already underwater significantly more that I would have ever expected on this, and I am leery of adding to the position.

Thoughts?
Read Answer Asked by Trevor on November 26, 2018
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!