Investment Q&A

Q: This is more a request than a question.
What I would like to know, especially for companies that are carrying high debt levels, is how much debt is maturing each year for the next 15 to 30 years. I don't know what time frame would be reasonable but the longer the better.

Q: Any specific reason ADW is taking a beating? Short Sellers?

Q: The stock is losing ground steadily now. Do you know why?

Q: Crown has announced a new LP "Capital Power LP". They have partnered (their first) with OOM Energy Group (“OOM”), a private electricity generation company who produce Integrated Energy Platforms they claim are more reliable and efficient, and cost effective than certain areas such as Ontario Hydro(not surprising). This will "provide investors with attractive, utility-like income". It all sounds good but I am worried about the competitiveness of such a partnership. Would you have any thoughts on this development?

Thank You, Stephen

Q: Morning,

I have a 2/3 position in ZWU and like it for the 3 sector exposure, covered call and high yield with DRIP. Would now be a good time to add the other 1/3 or wait until after the summer? What are your thoughts on it's exposure and stability for a long term hold?

Thanks!

Craig

Q: I rarely ask a question so this is more a general question. ENB today is down 1% in Toronto on above average volume and up 1% in NY on below average volume. I would expect this to sort itself out over the day but I would like your opinion on why? I could I guess transfer my ENB.TO to my US account and get a 2% pop.
Thanks for the great service.

Q: I currently have a 1.3% holding in KWH.UN and I am wondering if I should continue to hold it in my income portion. On June 25th, in response to Eric you were "fine" with adding then on June 28th, in response to Stan, your advice was not to add. This seems a significant change in a short period of time.

Since there has been no news and the dividend was recently raised is it fair to say the price momentum has changed your mind or has the investment thesis changed?


Many thanks.

Mike

Q: Why the big gain today?

Thanks

Sheldon

Q: CVR Refining LP (US) pays a 9.2% Dividend. Any opinion on this? Thanks!

Q: for a low risk income portfolio which of these would you choose? brenda

Q: To add to Julien’s post from today on bonds. I am in a very similar situation, younger (early 30s) with no bond exposure, all equities in the portfolio. I’d like to start adding some bond exposure through ETFs and did appreciate your suggestions on specific names. My question is, what etf would you say is a ‘one stop shop’ for bond exposure, as I like to keep it to one or two names at most. I’ve seen ZAG or VAB mentioned before. I’d like to keep it in CAD as I don’t want to add exchange risk. The purpose for the bond exposure would be to add uncorrelated assets and reduce volatility. Thank you as always

Q: What are your top 3 picks in the utility space and why? Thanks.

Q: Would you start a position in PIF today at current prices. What percentage of your portfolio would you start with?

Thanks JImmy

Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy

Q: This has been a major disaster in my portfolio. Is there any hope of recovery or should I just simply recognize that it is a dud and sell it?

Q: I've held Boston Pizza for a number of years. thanks to the dividend, I'm still ahead on it, but I'm beginning to wonder if it's the best consumer discretionary stock for an investor well into retirement, albeit with a reasonable pension. Health issues are beginning to have an impact on our savings. Thoughts?

Q: I have a question that may be of interest to some of your subscribers who, like me, are relative novices at investment. I've been reviewing my portfolio -- specifically Payout Ratios (I'm using Morningstar data, so there may be some variance when compared to other reporting agencies). I hold the following stocks with payout ratios beginning at 130%; however, two reach into multiple hundreds. VET and AQN are not included in your model portfolios, but ENB and PKI are in the 5i Balanced portfolio; CSH.UN, ECI, and ENB, again, in the 5i Income portfolio; and CLIQ in the 5i Growth portfolio. My question, quite simply, is: Why should we not be concerned about the stability of dividends from these companies? Thanks.

Q: Greetings, I have a portfolio of Canadian and US stocks that is weighted about 60% in banks and insurance companies. I want to hold dividend paying stocks and am considering AQN, CU, & EMA to get more exposure to utilities (have Enbridge already) and PG for a consumer staple. Does this make sense or are their other names in the utilities and consumer sectors to consider?
Alex

Q: KWH.UN is back down around 52 week lows. Is this stock being shorted again?
And can you explain how I can research and identify a short attack on a stock?

Q: Can I get your opinion of SNC Lavalin?