Investment Q&A

Q: I recently started adding to my position at $16. What is your view of the long-term prospects of this fund

Q: Hi 5i
If one purchased KBL believing in long-holding support near $38, the fact the internal investments looked good going forward and the business is relatively stable to growing, how much further below the break of technical support would a good and profitable investor give this name?
Current price is $36.01, trend is down on small daily volume and on no news.
It is beginning to look more like I purchased into a stock that is continuing a three year down trend.
Is this an exit given the price decline does not appear to be abating?
Or does one continue to hold for the business stability and future benefits from investments?
It did not appear to me as though I was buying into a stock in a down trend but the chart is showing me a different reality.
Thoughts on this situation?
Thanks
Dave

Q: I am looking at these two small cap companies as an entry in to the aviation sector. Both pay a nice dividend. Please comment on the secureness of their dividend; quality of their balance sheet; growth prospects and company specific issues ( ie EIF short position).
Would you pick one over the other or neither?
Thanks
Derek

Q: What are your thoughts on purchasing KMI?
Especially if you believe the pipeline will go through.
Any other insight is welcomed.
Thank you
Janice

Q: I can emphasize with Paul in his question on fixed income guaranteed to fall. But,I was not too clear on your answer. You note that we should seek diversification and look over the long and not the short term, saying that the return for products such as xbb will show better if we look five years back. But, doesn't that just beg the question? We are looking five years out and we are thinking that things are not going to be like they were in the past. So, does this new reality not call for another strategy? I am aware that there aren't many alternative stratagies, other than holding more stocks. But, I don;t think looking to the past history helps us here.
thanks

Q: Hi 5i. FI = Fixed Income

My (6) FI holdings with rough total returns (including MER & dividends) for period held (average ~ 1.5 years): CBO -1.3%, CPD +15.0%, HFR +1.7%, XBB -2.2%, XHY+5.5%, LQD -0.6%.

NOTE: LQD not selectable, so picked HYG for question above.

Question: I understand the reasoning behind having the above FI holdings in my portfolio, but holding CBO & XBB seems like a sure way to lose money. So why not move CBO & XBB holdings to HFR (and possibly also XHY) which at least returns me ~ +1.7% pretty reliably? Your opinion on my FI mix would also be appreciated.

Thank you for continued solid wise advice.

Q: KP Tissue has been on a steady decline, despite a very attractive dividend. It seems more than a plain vanilla reaction to rising interest rates, as the dividend should be providing support. Is there anything "lurking" in the background that might be spooking investors?

Q: why do you think XHY is holding up so nicely given recent US market volatility...thanks.

Q: I've decided to begin building an income portfolio and have chosen the companies listed above. (Mostly from your Income Portfolio). I am retired but my pension income covers my monthly expenses. I'm looking for companies that you believe are strong enough to maintain, and hopefully increase), dividends in the long run. I understand we are in a climate of interest rate increases and income stocks could suffer as a result so I'm wondering if I should wait to begin building this portfolio. My intention is to round out the portfolio by adding companies from your balanced portfolio. My questions are:
1. Can you suggest a strategy that you consider to be wiser as I begin to develop my new portfolio?
2. Do you consider the companies I have chosen to be the best choices for a new portfolio considering all current investment metrics? Could you suggest any I have missed?
Thank-you for your continued support.

Q: With your answer to a Q on ENB as time being on the buyers side I put a low ball bid in for some shares. Could you give me a list of 'safe' stocks (i.e. like ENB and not KWH.UN for example) with great yields that one could put stink bids on? I will assume in your answer that putting ENB over ENF(e.g.) indicates preference of the safer investment vehicle.

TIA

Q: We have a lot of STB, our favorite dividend payer, and are loosing it to the buy out. When is the last xdiv date and the last div payment date? We have held DR for a long time as well and thinking of adding to it with the proceeds. Your thoughts? Any other suggestions? Thanks for your excellent advice. It is much appreciated.
Dick

Q: Hi - I have gains on WFT within a TFSA. I am thinking about selling WFT and buying WEF as WFT has outperformed WEF over the past year. Thoughts?

thanks
Mike

Q: Hi,

My portfolio is a bit light (5.8%) on Industrials than I would like (10%). I currently hold CAE (1.25%), XYL (2.5%) and SIS (2%). For a relatively conservative investor, what would be your top 3 recommendations?

Q: is the yield too good to be true ?

Q: Can you comment on TWM's lastest quarter at the end of March and your outlook.

Q: Do you feel this REIT is undervalued currently. Is it a decent purchase? Thanks

Q: Hi Peter
I currently own both railways. CP does not produce much in the way of a dividend while CN does.
I depend on Dividends for my retirement, and am looking for for cash flow. I notice ALTA Gas pays 9% and has done so for some time. Would it be advisable to sell my CP and buy into ALTA. I currently hold 400 shares of CP and 800 of CN
Thank you
John

Q: Good Morning!

Could you please give me your opinion on above Company.
Thank you.
Albert

Q: At this stage, with the WGL acquisition likely to go through, is it better to switch from the subscription receipts to the common shares? Specially since the common is trading at a discount to the receipts. Thx

Q: Good day,
Should I be concerned by the decline in AW ? Its been going down $10 last year. While I am still in positive territory, I used to have a really great return on this one and I don't recall any particular bad news. What has changed and what the future looks like in your opinion. Please recommend 2-3 safe income stocks with upside potential and tell me if you recommend to swap. Its in a RESP. Thanks!!