Investment Q&A

Q: Would you make switch from H to NPI, in a registered account ? Please advice. Thank you

Q: Hi Peter,

I am adding 2% to my TSFA I am considering keg or Boston or half of each,
Can I please have your thoughts.

Happy new year.
Stan

Q: What would your choice be between ZRE and BEP.UN. It would be held in a TFSA for income and growth and stability.

Q: I am currently setting up my portfolio with 30% allocated to fixed income. With bond yelds being quite low, as well as the risk of capital erosion with rising interest rates, can you provide some advise on how i should structure the fixed income portion. What alternatives should i use? Should rate reset preferreds be part of this portion? Thank you

Q: Thinking about beginning a position in BCE now that it has pulled back. Any thoughts on support levels now that interest rates increases have been pretty well telegraphed ? Thanks Steve

Q: Happy New Year 5i Team.
We have been considering TMX Group (X-T) to add to our holdings for some time.
We are long term hold and income investors.

In a recent answer to a question (December 11, 2017) regarding TMX you replied…
“..The main concern would be the lack of new listings, but listing are somewhat cyclical.”
David Baskin, regarding TMX mentioned on BNN (January 4, 2018) … “Business is going well on all fronts, and the TSX was #1 in international listings last year.”
Do the recent ‘newly’ listed cannabis companies on the TSX improve your opinion of the ‘lack of new listings’ ?

Perhaps I am misinterpreting something here, if so I do apologize.
Do you happen to have any new outlook for TMX for 2018?
Thank You
Dennis

Q: Can you offer an updated opinion on the investment merits of this name.It has not participated with its peers in terms of performance

Q: Would you feel comfortable starting a long term position in wef?

Q: Looking at purchasing either Northland Power or Alta Gas. Thoughts on both please in regards to total longer term return over next 3 years. Like both? Neither? One of them?

Q: What would your two favorite restaurant companies be and why. Pizza pizza , Boston pizza etc
Thanks

Q: Hello 5i
Happy New Year!

I am looking to move cash from savings into a higher ROI investment yet not add very much market risk. With Savings offering 1.5%, I feel with a small amount of risk uptick an investor should be able to increase return.
An example of one selection as likely candidate, I have been looking at PPL.PR.K - rate reset 2021, minimum 5.75%. current yield @ 5.47%
Would you think BCE, EMA, KBL and/or ALA.R suit this consideration.

Would you please offer a few ideas for this ROI Upgrade that may be suitable for this effort?
While I am aware any desire to increase in return will drive an increase in risk and one needs to be careful to not reach too far for yield, what additional comments or thoughts would you have for this type of investment move?

Thanks for your excellent service.
Dave

Q: AQN or BLX, which has a better growth profile?

Q: Hello 5i Research Team, I'm a long time follower and new subscriber to your service currently looking to reestablish a diversified portfolio. Telecom especially in Canada is still rather archaic with respect to other developed nations and I believe there's a considerable amount of room for industry growth through investment in infrastructure development encouraged by government subsidies. Meanwhile the growing trend in digital cable and satellite seems to be people cancelling their packages and opting for web-based content distribution. Do you think that these companies have found alternate revenue streams to offset for this trend and if so which of the big 3 do you feel most confident in for future growth and stability of the dividend? Also, is there any evidence that NAFTA negotiations may allow for American telecom providers such as Verizon to enter the Canadian market in the future? Thanks!

Q: ABT is my first dividend stock. I own 1500 shares and it pays 4.6% yield on a quarterly basis. This is a real newbie question, but could you tell me how much I could expect to be paid each quarter at the current stock price? Would it be paid into my brokerage account?

cheers

Q: What is your opinion of this company. I notice they are now contracted to serve the Canadian military pension schemes. Thank you?

Q: I own the above companies in my RIF account and want to make an “In Kind” trancfer to my TFSA as well as to my unregistered account. Which one or two do you see as having the best growth possibilities for the TFSA and which one or two would be most appropriate for my unregistered account?
Your advice is always appreciated - RAM

Q: AQN or BLX, which one has a better growth profile

Q: Orange Business (ORAN)...can you please tell me what you think about this one? growth prospects going forward? many thanks

Q: Good morning. I currently only have one bank (TD) and am thinking of adding a full position of Laurtentian Bank to take advantage of the recent drop in the share price. My question is, does the lead up to a provincial election in Quebec generally have negative effect on bank share prices in general and LB in particular? In other words, should I be anticipating further downward pressure on LB leading up to the fall election?

Thanks
Peter

Q: Hi, Could you provide your broad investment views on the waste industry and specifically your top choice for the sector. I'm considering Waste Connections, but am open to alternatives.
Thanks