Investment Q&A

• Gluskin Sheff + Associates Inc. (GS)
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Q: DOES THIS 4% DROP TODAY LOOK LIKE AN OVER REACTION TO THE INTEREST RATE HIKE OR IS SOMETHING ELSE GOING ON. I AM DOWN A LITTLE AND WOULD LIKE TO ADD MORE Thx James

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Read Answer Asked by JAMES on January 17, 2018

• Miscellaneous (MISC)
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Q: Hi 5i, If you use DRIPS do you still have to claim the dividends for tax purposes at the end of the year.
Thanks Dave

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Read Answer Asked by DAVID on January 17, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Hello Peter and Ryan,
Australia's filed a complaint with WTO on Canada regarding Canada's rules on selling wine. How will this affect Andrew Peller in the long run? I currently have close to 5 percent weighting on ADW.A and have done well. Any comments.

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Read Answer Asked by umedali on January 17, 2018

• Boston Pizza Royalties Income Fund (BPF.UN)
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• Pizza Pizza Royalty Corp. (PZA)
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Q: Why the sudden fall in price (4% fall) for PZA today?
Is it any company specific event or any news affecting all income trusts?

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Read Answer Asked by Sridhar on January 17, 2018

• Sun Life Financial Inc. (SLF)
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• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: I am concerned about rising interest rates and the recent performance of utility stocks. Should I sell my Fortis and BEP shares and add to my position in SLF ? Is it possible that the affects of rising rates are already priced into these utility stocks ?

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Read Answer Asked by Christopher on January 17, 2018

• Air Canada Voting and Variable Voting Shares (AC)
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Q: ac was one of the hot stocks of 2017. its come down lately probably due to higher energy prices. there business seems favourable. would u step in at the current price thanx

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Read Answer Asked by terrance on January 16, 2018

• Winpak Ltd. (WPK)
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Q: wpk is making a 52 week low today. is there a problem. is it a hold , sell or buy ?
Thank you.

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Read Answer Asked by Francis on January 16, 2018

• Dream Global Real Estate Investment Trust (DRG.UN)
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• Pure Multi-Family REIT LP (RUF.UN)
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Q: Hello Peter and team,
Are these okay in a non-registered account from a tax perspective? If not why not? Thanks
DRG.UN
RUF.UN
NVU.UN

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Read Answer Asked by Pamela on January 16, 2018

• Life & Banc Split Corp. Class A Shares (LBS)
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Q: what is your opinion of LBS?

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Read Answer Asked by Douglas on January 16, 2018

• BCE Inc. (BCE)
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• Enercare Inc. (ECI)
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Q: I have room in my RRSP to add one of the above. It's a five to ten year window and I'm looking for both growth and consistent dividends. The sector is irrelevant for this portfolio. Thanks

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Read Answer Asked by Dennis on January 16, 2018

• Algonquin Power & Utilities Corp. (AQN)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Q: i currently own aqn as well as car. do u think these stocks will be heavily affected by rising rates would you hang on or sell?

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Read Answer Asked by terrance on January 16, 2018

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Q: Why wouldn't BCE buy CJR.b and incorporate it into Bell Media?
The 5% BCE dividend versus the CJR.b 12% dividend would pay for the purchase in dividend savings.

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Read Answer Asked by Warren on January 16, 2018

• Nutrien Ltd. (NTR)
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Q: What do you think about the merged company of Potash & Agrium . Is it a buy at these levels ? RAK

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Read Answer Asked by bob on January 16, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: Good day 5i team. RE Canadian Utilities. Held in the past, feel it's solid, stable income stock. Thinking of buying again at this level (reg $400k balanced portfolio w 7-10 year hold). If you were to add to 5i's model portfolio, would CU be something you would look at?

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Read Answer Asked by Harry on January 16, 2018

• Great-West Lifeco Inc. (GWO)
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• Sun Life Financial Inc. (SLF)
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• Power Corporation of Canada Subordinate Voting Shares (POW)
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• CI Financial Corp. (CIX)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• AltaGas Ltd. (ALA)
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Q: I am fairly new at this and of the companies mentioned above I want to set up a Dividend portfolio using 3 to 4 of them. Suggestions would be very much appreciated as I am not well schooled in this area.
Thank you

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Read Answer Asked by Ron on January 16, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Dear 5i
I`m anticipating retiring in a little over a year so as such have a portfolio with 50% fixed income (35% clf , 35%cbo , 15% xhy and 15% cpd )
I'm thinking of following your Outcome Oriented Fixed Income portfolio and thought i would reduce clf and cbo down to 20% then add vsc and zef at 15% each .. I just feel i need a bit more diversification within the fixed portion of my portfolio.
Does this plan seem reasonable or do these changes make the fixed portion too aggressive ?
Thanks
Bill C.

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Read Answer Asked by Bill on January 16, 2018

• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: I have never held bonds only equities. About a month ago bought xbb and xhy, now 15% of my holdings in my portfolio. I'm down about 2.12 % in XHY and about 0.7% in XBB in a very short time. Please tell me why I'm holding these bonds. When I can typically expect them to gain or lose; What sort of insurance/protection they offer me if that is the right word.

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Read Answer Asked by Neil on January 16, 2018

• BMO Monthly Income ETF (ZMI)
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• iShares Diversified Monthly Income ETF (XTR)
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• Invesco Low Volatility Portfolio ETF (PLV)
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Q: Dear 5i team: would you rate any other products out there etf's or mutual funds that you may find as a better option as a monthly payer or a total return type product for a retired investment? Or are these as good as any except of course a group of individual stocks.thanks Larry

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Read Answer Asked by Larry on January 15, 2018

• Ravelin Properties REIT (SOT.UN)
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• True North Commercial Real Estate Investment Trust (TNT.UN)
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Q: Could you compare TNT.UN and Sot.un going forward ?

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Read Answer Asked by terrance on January 15, 2018

• Fortis Inc. (FTS)
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• AltaGas Ltd. (ALA)
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• Algonquin Power & Utilities Corp. (AQN)
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• Crius Energy Trust (KWH.UN)
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Q: Hello Peter and team, Considering the tax changes going on in the US, in general terms, what kind of impact would you anticipate for above Utility sector stocks

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Read Answer Asked by Keith on January 15, 2018