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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: i bought BCE almost 10 years ago after the flaherty income trust debacle. i have not added to the position and it now makes up a small percentage of my portfolio (less than 2%). going forward i struggle to see where BCE will get growth from. I was thinking of selling BCE and buying more BEP.UN. It would bring BEP.UN up to a full 5% weight. To me BEP.UN would provide a little more capital growth along with a higher dividend. These are both held in a registered account. Thoughts?
Read Answer Asked by Richard on October 04, 2017
Q: Hi 5i,
A few days ago, in your most recent answer on a Callidus (CBL) question, you closed by saying:
“We think there will be more clarity in the next 30-60 days and with a 3% position, we would simply sit tight for the time being.”
This struck me as interesting because I was thinking was that a longer timeframe (more like 2+ quarters) would likely be required for the company to show sufficient progress in portfolio growth and (maybe more importantly) value realization to re-kindle sufficient interest to support a go-private transaction. But given your comment I’m wondering if I was missing an interim catalyst that might clarify their situation sooner. Can you say what made the shorter timeframe potentially significant in your view? Thanks!
Read Answer Asked by Lance on October 03, 2017
Q: I own equal amounts of Veresen and Pembina. I do not want to double my shares in Pembina. Should I sell Veresen now (it is above the agreed selling price) or should I wait until the closing and sell off my additional Pembina shares at that time?
Read Answer Asked by William on October 03, 2017
Q: I recently read a recommendation to sell rate reset preferreds because "the 5 year GOC has moved too far too fast from 0.40% one year ago to 1.80%+ now." They further worried that upside is limited from here, and downside is huge if there are no buyers.

I thought that we seemed to be in a period of rising rates and that a laddered portfolio of rate reset preferreds was a healthy option for part of one's portfolio, given a desire for some income. I'd appreciate your thoughts. Thanks in advance.
Read Answer Asked by Bill on October 02, 2017
Q: I have two unrelated questions. In a $3 million portfolio, I have about 100 holdings, which I would like to greatly reduce. I have ENB, ENF, IPL, PPL, and TRP. I would like to reduce the number to one or two of those names. My interest is capital gains and a good dividend. Which pipeline company will give me the best capital gains and divide over the next five years?

The second question relates to REAL. I bought the new issue at $ 13 and the present price is only $10.62. Should I sell and repurchase in 30 days or just sell the stock. What is the future outlook and the next reporting date?
Read Answer Asked by George on October 02, 2017
Q: I hold IFC with a decent profit (held since $63, registered acct). You seem to think it is OK but I don't see it on any of your lists of favorites. BEP.UN you rate as one of your few A's. Would you reccommend a switch?? thanks, Jim
Read Answer Asked by jim on October 02, 2017
Q: hi,

wondering which one of the noted companies would be your top choice for a long term hold? Would you be comfortable taking full position at this time?
Read Answer Asked by jason on September 29, 2017
Q: I am 85-years old, locking for a safe income investment. Like to have your advise on ENC.Pr.c Min Rate reset, FFH.PR.k 5-year rate reset, BMO.Pr.s 5-yr R.Rest Preferreds. How safe are they in a rising Int. rate rise? I would also appreciate you expert advise of your chaises. Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on September 29, 2017
Q: Please discuss dividend distribution schedules, monthly vs quarterly, in the context of DRIPS ("synthetic" DRIPS, by the brokers or trading platforms, which typically deal only in whole shares). A DRIP investor would want a dividend payment & schedule that yields sufficient dividend to buy new shares with the dividend.

SIS, which I recently added to my TFSA, has just changed to monthly dividends -- with not enough dividend to DRIP monthly unless I add more SIS, putting my SIS holdings at an uncomfortably-high allocation. My KBL has been in the same situation, for quite some time now.

What influences management to go to monthly from quarterly distribution?
Read Answer Asked by Lotar on September 28, 2017
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