Investment Q&A

Q: Multiple questions:
According to my information 92 percent of Fortis’s revenue is from regulated sources. As such would increases in interest rates only effect the company in the short run as the increases in interest expense would eventually be passed on to the consumer when changes in the rate base are applied for by the company and granted by the regulators? This ignores the maturity date of the company’s debt and the fact that the rate base increase granted may be less than that applied for.
Not in your area of expertise but I would appreciate your opinion on state owned China Mobile (CHL: US) and Omega Healthcare (OHI: US) as to their suitability from a risk perspective for an income oriented retiree.
Thank you for considering these questions.

Q: Can you compare the two - similarities and differences? Is it a good time to buy WPK?

Q: Bombardier has seen good growth over the last 6 months leading into 2018, do you see potential for continued growth going forward? or are you expecting with the legal dealings and trade with the US that this stock might have a rebound back to trading lower?

Q: These utilities seems to have taken a deep correction that looks like a buy opportunity.
Am I missing something?

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

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

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.

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?

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 ?

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

Q: wpk is making a 52 week low today. is there a problem. is it a hold , sell or buy ?
Thank you.

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

Q: what is your opinion of LBS?

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

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?

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.

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

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?

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

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.