Investment Q&A

Q: Just a comment to Nino's earlier question about CDZ: at the end of February 2017 Aimia was the largest weighting at 3.15% of that fund (according to iShares website). With the loss of the Air Canada contract and subsequent cancellation of the dividend it would have been delisted from the index (can't find a link to that on S&P though). Seems to me there would be recent losses and distribution cuts to the fund especially from Aimia's fall plus any other changes in holdings. Fair to say situations like that make yield-driven weighting riskier?

Q: This is comment on your answer to Brian's question. For the record the merger has been approved during the July 11th meeting. It is important to know that instruction on options have to be submitted by tomorrow. Otherwise the default is receiving PPL shares subject to proration.

Q: Which would you prefer, BEP.UN or AQN, for a conservative income portfolio with no other utility exposure?

Q: Both companies are in my cash account for income and some growth. both had more than usual volume today and would you see this as a buying opportunity and is there news I've missed on them.
Thanks Gary

Q: I am holding Mosaic at a loss, and it represents well less than 1% of my portfolio. That being said, the business of agriculture is here to stay, and farmers need companies like Mosaic to provide them what they need to grow food. Is this company worth hanging on to, or is it time to move on? Should I sell, my first plan to reallocate this capital would be to increase my position in VLKAY: it is a small position that I would not mind increasing, as it would help my portfolio allocation. Thanks for reading, and I look forward to your response.

Q: Hi,

Do you have any information on why BEP.UN stock has declined so much this week? Thoughts on this stock for a 1-3 year hold?

Thanks,

Q: I am thinking of putting a fairly large sum of unregistered money into Altagas just to get the dividend. I am not overly concerned about the share price unless something catastrophic happened to the company. I realize that sometimes the strongest of companies can go out of business so before committing I am wondering about the chances of something really bad happening to this company. Perhaps I am safer with a covered call etf strategy (but getting less of a dividend)? Your thoughts?

Q: I bought WEC.us a couple of years ago, thinking of it as a bond proxy. WEC appreciated modestly in value this past year. I just looked at updated financial metrics and WEC struck me as expensive –but I am not sure.

Is WEC a good proxy for bonds? Should WEC be sold and a 'growthier' name bought? For this question ‘growthier’ mean to me means a security that is expected to have reasonably good dividend growth, consistent with industry, interest-rate and other risks.

If, in your opinion, there are other, better bond proxies, I would be thankful for your suggestions. US and ‘Europe ex-UK’ preferred but I am also open to Canadian names you care to suggest. (If you want, disregard tax aspects. The Cdn and US Governments own 60% of me; I finally accepted that resistance is futile.

Q: Hello 5i,

Would you have interesting companies on your radar screen that are either in the renewable energy, water, or waste sector that would be eco friendly?

Please exclude BEP.UN AQN, BLX, and INE.

(aware of market cap risk and sector risks)

Thanks!

Q: I am overweight Tech, as well as a high allocation in small cap. With no Utilities or Telcos, I think selling GPS and ITC to buy ENB would be a prudent move. My problem is usually being prudent has cost me, over weight and high allocations has served me well for the most part, I'm sure I'm not alone here. Thoughts?

Q: BCE is down third week in a row and technically breaking a serious support trend line from 2009, any news or concerns here?

Q: What would be a "fair" price to start initiating a position in firstservice?

Q: What is do you think the Outlook on this stock is with increasing interest rates? And would it be a good entry point at the price today?

Q: I am considering these two companies for the income portion of my portfolio. What would you consider the better pick of these two high yielders (or do you have a better suggestion)?

Thank you!

Q: I bought AX.UN for income and growth, and while the 8% dividend remains attractive I am concerned about growth in this space. I'm thinking of trading for KWH.UN for same payout but possible greater growth potential. I would appreciate your thoughts on this action.
Thanks as always fro the great service
GUY R

Q: Good morning from the West Coast.
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick

Q: hello 5i:
could you detail the differences between HFP and HPR, please, and what type of interest rate environment would be optimum for each? Would holding BOTH be a strategy and is it necessary?
And, could you include backtest results as to what could be expected in the case of an extreme drawdown?
thanks
Paul L

Q: Should we take the PPL shares or take cash and buy ENB?

Q: I have some new money to deploy in a non registered account. I am considering a new portfolio of 10 canadian dividend stocks, 5 canadian growth stocks and 4 US stocks.
The goal here is income with some growth. Keeping in mind that I am also concerned about being diversified what would be your top reccomendation here.

Q: Hi Guys
What contributes to the wild swings in BIP.UN stock prices?
Many thxs
Wayne