Investment Q&A

Q: can you explain the weakness with Fortis today? (most of my holdings are up)

Q: Hi Folks
I hold Emera and have done well over time with rising share prices (up to this year) and dividends which tend to go up about 9% a year. I am still below a 4% position in my portfolio and was thinking of topping it up with the 4.5% decline yesterday. Can you comment on the recent earning report and drop in share price - do you think that there are any issues to be concerned with or more one time charges/issues? Is it fairly valued with the share price drop? Seems a pretty steady dividend grower?
Much thanks
Stuart

Q: In this rising interest rate time, are these two
Funds ok or is there a stronger chance that they may have a poorer performance than a g.i.c.
They represent about 30 % of our r.r.s.p.
Between them
Thanks for the advise






Thanks for the advise

Q: Hello,

What are your thoughts on this fund? I have held it for a year and it has basically did nothing. Could you recommend replacing it with something?

Thanks

Q: Good morning
May I have your view on the latest earnings reports.
Please dock me for 3 queries. Thank you

Q: I have a question about bond yields and interest rates. I just read an article on marketwatch saying that the 10 year bond yield "has an effect on all parts of the economy, as it influences everything from borrowing costs for the smallest and biggest companies, to rates for fixed and adjustable mortgages, car loans and credit cards".

I think i understand how it impacts borrowing costs (firms that need to issue new debt have to pay more?) but I thought the fed rate is what influences the prime rate which effects adjustable mortgages and other loans.

I understand that a higher yield on bonds makes some stocks less attractive in comparison (like dividend stocks) but i don't get how the 10 year bond yield is so important/scary for the market.

Could you please explain?

Q: I'm interested in GSY and I notice you've been giving it some more praise lately as a good option of a beaten up stock. When doing my own DD I find it looks very good on many metrics but it always has negative cash flow and many years has negative ROIC, both of which at first glance would deter me from this stock. I'm sure this is due to the fact they are loaning out money or something along those lines but can you help me understand this? Thanks

Q: Good afternoon. Could you give me your opinion on CWX . I bought some just over a year ago and done well and would like to buy more. It has pull down under 6.50.. Is this a good entry price again after growing there business with purchasing a company in Hawaii
Thanks Hubert

Q: Hi team
I owned some shares of MRU for a few years, a flat return
with a small regular dividend

I am looking for abit of income plus growth
what do you think if I sell the shares of MRU and buy DOL for a 2-3 years hold ?
thanks
Michael

Q: Scotia just published an upbeat analysis of LIF which indicated a 10 per cent yield. However, other sources indicate much lower yields, which may be due to varying quarterly payouts. Your opinion, please.
Thank you.

Q: Im thinking about buying Alaris in my non-registered account for the dividend. Is this a good time to buy? It seems they have been slowly addressing their problems and improving the balance sheet. What are your thoughts and what risks should I be aware of?

Q: I am rebalancing 5% of USD portfolio with objective of reducing overall Beta to face an increasing volatility patch.
My Question is on IGHG, that has performed well in the current environment. In a well balanced growth tilted portfolio , would you see any objection in increasing this position from 5% to 10%? I realize that trading volumes are sub-optimal. But I like the protection given to rate increase with zero duration in an otherwise benign credit risk environment, especially with ongoing strong growth in US and no sign of yield curve inversion on horizon. It also seem to give me an even safer hedging strategy to rising rates than with TBF, for which your comments were really appreciated.

Q: which would you choose, I hold financials no telcos but am concerned about rising rates? would the bank be a better choice?

Q: Hi. Most utilities have taken a sharp hit over past 2 weeks, due to mounting concerns about their valuation, in the rising interest rates scenario. I guess, this could present an opportunity for long term income seeker investors. However, if rates continue to rise, these companies could also be subject to revaluation due to lower multiples, thus, being solely income vehicles with little or no potential for capital appreciation. I would like to allocate my capital to companies where there is growth and some income generation ( and dividend growth potential).
I have ENB, KWH.un and ECI in my portfolio. Enbridge has been out of favour for past year due to concerns about high debt and questions about sustaining/supporting its dividend growth. But, still there seems to be some growth potential. Crius management recently indicated their preference to reallocate their cash flow to growth and pay down debts rather continue to increase dividends. Enercare still seems to enjoy consistent cash flow but not sure where growth will come from.

With this view, I have done a bit of capital reallocation and reduced my KWH.un and ECI position to less than 2%, over past few days and started to deploy towards solid companies with higher growth potential, like, SJ, CSU, AFN etc.

What are your thoughts about this strategy ? Thanks

Q: Trying to decide how to allocate a full position or two half positions in a TFSA. We are growth investors with a 20+ year investment window. Currently most underweight in materials, energy and industrials. Plus I would like more non-North American exposure, if possible. WSP seems like it might be a good option. With the current market climate, what opportunities are there for me? Energy companies provide the least growth atm, correct?

Q: Hi 5i Team,
I own positions in IPL, ENF, KEY, ALA, and PPL. I am a long-term income investor who (like many) is a bit disappointed with the relative (to the market) decline in the share prices of these companies. All of them have been good at growing their businesses, earnings, and cash flows, and dividends - cornerstones of my investment strategy. On a fundamental basis, I don't see anything wrong with any of them, and am inclined to stay the course, thinking the market will eventually reward these companies. I recognize that many of these companies carry significant debt (at low, long-term rates I would think, and not variable rates), and the current Canadian regulatory environment is a negative for the industry.
Can you poke any holes in my investment strategy with respect to these names?

Q: Hi guys. Resubmitting question through the public system
EFN has been a beart breaker but i would appreciate your comments on the prefs specifically the A’s and the E’s. Hav taken an ugly hit along with the commons. Any thoughts on the stability of these prefs would be appreciated re stability of dividend Thanks David

Q: Hi,
What is your favorite ways (stocks, ETF, Fund, etc) and current top picks to invest in Private Equity?

Q: Hello Peter,
Is EFN buyable today or would you prefer to sit and watch on the sidelines for at least a quarter even if it may mean buying closer to the NAV?

Q: We own both BCE and Telus for income. Should we consider dropping one of them.