Investment Q&A

Q: Was there any news on AQN to account for the 2.3million volume? Thanks. rod

Q: My 20 year old son has been building a portfolio based on your balanced portfolio with the occasional growth substitution (like TV for TECK, SHOP for CLS...). He is in university and has funds to cover the next three years. His portfolio is heavy in technology (30%) as that is what he understands the most and where he is comfortable. He holds 17 positions and is missing the following: AEM, WEF, WSP, CAE, BYD, ENB, PKI WCP. He has funds to add one position today and two more in the next couple of months. Suggestions would be appreciated. Currently has only 10% materials, 10% industrial and 0% energy.

Q: What do you guys think about all the bond proxy stocks that have been beat up due to their high yields? Is it safe to pick away at a few, what are your favorites in the group for yield with growing dividend?

Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.

Q: I have a friend, retired as I am, who's entire LIF is invested in one mutual fund with RBC. The fund code is RBF461with an MER of 1.84%. From the research that I have done, this fund is rated as low risk with below average returns. When I look at a chart history of this fund, it does not even achieve the category average over the last 5 years at least. I own MAW104 or105 in this category but these would be unavailable to my friend as RBC does not offer Mawer funds for sale. Could you suggest any alternative mutual funds, ETF's or any other low risk strategy you demm appropriate. Thank you for your service.

Q: my RRIF has been disaster because I own utilities for dividend:
ALA down 4.4%,BCE down 4.8%KWH.UN down 38% ECI down 10.39%EIF 13,15%CPD down1%Cash 26%
MY utility portion of my total portfolio are mainly these.I also have Fortis and BEP.UN. CU,ENB,ALGONQUIN
The total utility of my portfolio is 3%
I appreciate your suggestion.ebrahim

Q: Hi can you give me your top 5 dividend paying stocks with a drip I am looking for a 3 to 5 percent discount on the drip thanks

Q: Boralex is trending down a bit since Doug Ford has come to power. What portion of their business is affected by his decisions? Is Boralex still a good long term hold? As always your view of the ever changing investment landscape is much appreciated.

Q: Any thoughts on why Norbord is down 5% today?

Q: I know it's like comparing apples to oranges, but which of these two companies would be better sleep at night stocks over a three to five year period, thanks?

Q: Is this a decent buy? Between MG and F, which one would you buy?

Thanks very much for your advice!

Q: Corby Announces New USA Distribution Agreements

July 2, 2018 /CNW/ - Corby Spirit and Wine Limited ("Corby") (TSX:
CSW.A, CSW.B) announced today that it has entered into agreements appointing
new distributors for its products sold in the United States of America (the
"USA"), for terms beginning following the expiration of Corby's agreement with
Pernod Ricard USA, LLC on June 30, 2018. Corby entered into an agreement providing 375 Park Avenue Spirits (http://www.375park.com/) (a dba of Luctor International, LLC ("375 Park Avenue Spirits")) the exclusive right to represent J.P. Wiser's® Canadian whisky and Lamb's® rum in the USA effective as of July 1, 2018 for a five-year period to June 30, 2023. In addition, Corby entered into an agreement providing Hotaling & Co. (http://www.hotalingandco.com/) ("Hotaling") the exclusive right to represent Corby's Northern Border Collection of Canadian whiskies, consisting of Lot No. 40, Pike Creek, and Gooderham & Worts, and Canada's number one super-premium gin, Ungava® effective as of July 1, 2018 for a five-year period to June 30, 2023. Finally, effective July 1, 2018, Polar Ice® vodka, one of the best-selling Canadian vodka brands, will continue to be available in the USA, and will be
imported under an agreement with MHW, Ltd. (http://mhwltd.com/) ("MHW"). This
agreement is for a term of one year, subject to extension as provided for
under the agreement.

Does 5i have any insight into what impact these recently announced distribution agreements will have on the company?

Q: Can you comment on Crius Energy Trust Comments on Unusual Market Activity

Q: What the best paying and reliable GIC to place in a Tax Free Savings Account?

Q: My family has inherited a quantity of BCE shares. They are physical paper shares, legal, not held in an on line brokerage. They are currently part of the estate. We are being quoted horrendous fees by the bank/ third party agency to sell them. Do you have any suggestions on how we can sell these shares at a reasonable cost. Would BCE buy them back directly?
Thanks , Brenda

Q: Could you explain why the stock has come of so much. What do think of this company as a dividend investment. They have stopped growing the dividend will this come back? What is your prospective for the company.

Q: Trying to get a handle on payout ratios. For example, I go to Enb site and for ACFFO, they have two definitions. Adjustable cash flow from operations and Available cash flow from operations. Which is it please? Also, in which report does one find this, can't find it in Balance Sheet nor Income Statements? Tx.

Q: I have been in contact with my discount brokerage and asked them about what options they offer for the criteria I asked in my previous question with parking my cash. They suggested two money market funds - DYN6000 or DYN5000? My discount brokerage is iTrade. What is your opinion of either of these two money market funds. Both pay 1.00% dividend and fully cashable at any point without losing capital?

Any help here is appreciated.

Regards,

Brendan

Q: If you had the opportunity to add three new names to the existing list of the income portfolio, what new companies would you consider?

Q: Hi Ryan and peter
I sold my position in kwh about two dollars ago.
However ther apprears to be a reason to jump back in at the six doller legal at least for the next three divs that have been declared.
Can I have your thoughts on this .
Kind regards
Stan
N