Investment Q&A

Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?

Q: Any explanation about the current low price of Fortis (FTS)?

Q: Hello,
Once a while 5i Research Blog has posted some articles from Mr. Nick Mccallum. I am wondering how is his Sure Dividend track records. Does 5i Research endorse Nick Mccallum’s recommendations. Like most recent one, he give 5 best dividend stocks in S&P 500 (IVZ, AMAT, T, WBA, CAH) to buy. I would like to know your thought for these 5 stocks. To me the wording sounds promotional.
Thanks
Victor

Q: Can you provide a general opinion of the following 2 potential longer terms holds:

CYBR Cyber security ETF)
ECI (Enercare)

Q: Greetings! I need to buy some safe dividend growth stocks for income, and a very long term hold. I already own plenty of bank stocks, telecom, ENB, ENF, IPL, MSI, FTS, AQN, CU.
This for a non-registered account, so .UN stocks are not of benefit. I have looked at the Income Model Portfolio. What would you consider to be good buys right now, whether or not the stocks are in the Model Portfolio? I also have a curiosity about EIF. Thank you.

Q: Hi team,

Would you be able to suggest a couple of stocks with value, momentum and a chance for higher pricing or spending either in Canada or US. I have some cash but I am hesitant at current valuations in general.

Thank you as always!

Q: What would you suggest would be a good price to buy BNS, after BofA and Merril Lynch downgraded to neutral.
Thanks!

Q: The price has dropped recently. Has the drop been caused by the US tariff on steel?

Q: Hi 5i,
For Altagas, assuming that the WGL acquisition is completed successfully, and that no material additional business divestment is required in connection with the pending final regulatory approval, can you estimate what the implied funds from operations would be, on a ‘per share’ basis, of the combined entity (so after the conversion of all of the subscription receipts to common shares) and compare that to the FFO per share from ALA’s most recently reported year or quarter? I’m wondering if the WGL acquisition is expected to be accretive on that metric or whether the growth platform WGL is expected to provide would have to be proven successful before the profitability of the merger might become apparent.
How would you anticipate the shifting of ALA’s business mix to relatively more US-based business and a relatively larger regulated utility component might impact risk perceptions in the debt market (i.e. credit rating and cost of capital) and the equity market (business enterprise risk, current dividend and dividend growth plans). If those impacts would tend to be positive, what might be the most significant potentially offsetting factors (e.g. maybe debt metrics, rising interest rates, or the relevant regulatory authorities)?
Thanks!

Q: Hi Ryan
This stock was one of my poorer choices and thinking about cutting my loss.
I would however to ask your opinion on what catalyst it would take to move this stock in either direction since the CARA take over it seems just a cash account unattached to the main company
Kind Regards
Stan

Q: If I understood the following correctly should I consider a switch from AW.un to ECI?

"Symbol(s): Enercare (ECI), A&W Revenue Royalties Income Fund (AW.UN)
Date: Jun 4, 2018 4:26 AM
Question: Which of these two would you choose for a long term hold for income?
Answer:

We think ECI looks best here today."

Q: Down on these two, but not desperate to sell. Are they still good as long term holds?

Q: I notice that MG is doing much better than LNR right now.
Would you choose LNR for growth over MG or is there to much uncertainty with the US trade situation to consider either.
Thanks for the great service

Q: current thoughts about ZCL, now under $9.00?

Q: Is it better to sell ENF and reinvest elsewhere or just ride out the ENB, ENF consolidation?

Q: I have 6% of portflio in ENB. Will it be better to sell 50% of ENB and buy KEY for better risk management and capital appreciation. Although ENB pays 2% more dividend.
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam

Q: Simply, what separates TRP from ENB as far as your recommendation to own it goes?

Future growth, dividends?

Thx KC

Q: I've owned Corby for years. Do you think it's worth hanging onto, or should I sell?

Q: I inherited 500 shares of Shaw recently which is 1.4% of my portfolio. I am not a big fan of the cable business as it faces headwinds from streaming services, but I understand their cell business is picking up. However, I already own a significant position in BCE (7% of portfolio).

Do you think I should hold or sell?

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.