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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.
Read Answer Asked by Doug on June 04, 2018
Q: Hello 5i,
Crius has a 248.6% Payout Ratio for the March 31 2018 quarter! It is claimed that this is for Phantom Unit Rights: cash paid in compensation for time invested by upper echelon. This is according to a Phantom Units Rights Plan (PURP). Does this take place every three years? Distributable Cash was 3.7 million and total distribution was 9.2 million. Does this make sense?
I hope that words involving "phantom" and "PURP" are words that actually do bode well for future success.
Read Answer Asked by STANLEY on June 04, 2018
Q: Good day...my question is concerning 5 G being the new evolution in wireless...which companies in your 3 portfolios would be part of this expansion and if you could rate them highest possibility to lowest possibility...also, thanks for the great education that I am receiving from being a member...Eugene
Read Answer Asked by gene on June 04, 2018
Q: What are your thoughts on utilities and Canadian telcos closer to the end of the interest rate cycle? Thinking of letting the insurance stocks I hold appreciate further in value and selling some to buy Canadian utilities and BCE and Telus since i own no shares in those three now and they will probably fall further. ???????
Read Answer Asked by STEVE on June 04, 2018
Q: For your member looking to receive USD dividends after buying a CAD stock:
You should be able to buy BIP.UN or BEP.UN in your CAD trading account then have Scotia transfer the position to your USD trading account and make an election to receive the dividends in USD. This way the dividends will be paid in USD and remain in USD. From there the cash could be transferred to your USD bank account as needed.
Read Answer Asked by Stephen on June 03, 2018
Q: What are the top 5 income stocks that you would recommend buying? Please advise if they are dividend aristocrats and if you expect any price appreciation over the next year/
Read Answer Asked by David on May 31, 2018
Q: Good morning...with increasing interest rates on horizon...was looking at selling BEP and addition to my holding on Sun Life...I understand they are different but don't see much for BEP other than income for now...your thoughts..

Thanks
Read Answer Asked by Matthew on May 31, 2018
Q: Why would KML stock price be down today and why would it not reflect the intrinsic value of the purchase? They have just been offered $4.5 billion for its interest in the controversial pipeline which looks like a great deal for the company considering its market cap is only $1.6 billion (103.7 million shares at a price of $16.30 and no debt).

What am I missing?
Read Answer Asked by Keith on May 29, 2018
Q: hi, again I am asking for your top picks for income, I have a full position in BNS. if I hold your picks I may top up, if you think this is a good time to buy and why thx Jack.
Read Answer Asked by Jack on May 29, 2018
Q: Hi 5I,
With a zero weight I am considering a possible two of the three mentioned companies as new income generating positions.
Two part question - (1) which are most suitable for more stable income (& why) and (2) considering the interest rate environment, would this be less than ideal timing to start new these as new positions

Thanks again
Mike
Read Answer Asked by mike on May 29, 2018
Q: Can you please name a few of your favorite conservative, dividend-paying stocks?

Many thanks.
Read Answer Asked by Chris on May 28, 2018