Q: Hi: Some time ago Pure Industrial was favourably mentioned on BNN because about 30% of its holdings are focused on warehousing for e-commerce distribution. An article in today's Globe and Mail also mentions it in this context. I note your comments on AAR have been cautiously positive, but not enthusiastic. Would you mind expanding on the e-commerce linkage? Is it less than it appears? Also, can you point me to other stocks that focus on the development of E-commerce distribution facilities? many thanks.
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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: Hi 5i - I have a half position in BPF.UN (that has done well) and thinking about adding a half position in AW.UN (need some more consumer exposure). You have mentioned its preferable to buy into strength rather than negative momentum - what would you recommend here? Or should I just buy PBH? Thanks, Neil
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
Q: Would AQN be a reasonable add for diversification to BEP.UN and FTS for a conservative senior?
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: I've recently sold my ZRE position and am looking for some suggestions on what to consider purchasing with the extra funds on the fixed income side of my portfolio. My equity portfolio is balanced; I am about 8 years from retirement, and am conservative in my approach. I am about 30% in laddered GICs, 5% individual bonds, 3% CPD and 5% in cash. I don't have any bond ETFs (and am concerned about the principal in a rising interest rate environment). What to do with the extra cash? More CPD? Or an international REIT? Or a bond ETF, Canadian or International? Or something else?
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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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Inter Pipeline Ltd. (IPL)
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AltaGas Ltd. (ALA)
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Keyera Corp. (KEY)
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Enbridge Income Fund Holdings Inc. (ENF)
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Veresen Inc. (VSN)
Q: Want to refine my pipeline/processor holdings consisting of ALA,ENB,ENF,IPL,KEY,PPL,VSN.
Looking for yield plus growth of ~7%. Have held all for over three years and some seem range bound,Not sure which have the most castalyst for growth.
Your thoughts on best to own and which to drop. Would likely convert the proceeds of disposed ones into more of the holds to maintain same total $ position in the group.
Looking for yield plus growth of ~7%. Have held all for over three years and some seem range bound,Not sure which have the most castalyst for growth.
Your thoughts on best to own and which to drop. Would likely convert the proceeds of disposed ones into more of the holds to maintain same total $ position in the group.
Q: Thinking about buying both. Your thoughts
Q: Gibson has been on a downward tear lately. Do you think this is company specific issues such as a possible dividend cut, or just general negative energy issues.
Q: I am currently up 28% on VSN. I am not sure when & what will happen when it is taken over by PPL. Should I cash out with profit or wait for the PPL stock.My gut says sell & buy back in to PPL later.
Thank You
Craig
Thank You
Craig
Q: Good morning.
I'm not a fan of short sellers but, with EIF, they may have a point on the cash flow. Looking back at the last 5 years (Morningstar.ca), it does seem that they are consistently showing negative free cash flow and this seems to be primarily due to investing in PP&E rather than acquisitions. If it was for acquisitions, I would view it more positively but for PP&E, every year, not so much. What is your opinion?
I'm not a fan of short sellers but, with EIF, they may have a point on the cash flow. Looking back at the last 5 years (Morningstar.ca), it does seem that they are consistently showing negative free cash flow and this seems to be primarily due to investing in PP&E rather than acquisitions. If it was for acquisitions, I would view it more positively but for PP&E, every year, not so much. What is your opinion?
Q: More of a comment than a question.
I sold half of my EIF holdings several years ago when there was a similar short attack which proved to be unfounded and also demonstrated that EIF management is actually very capable. The stock more than doubled after that, but is tumbling again not because it is a badly-run company but because it is small enough to be vulnerable to a short. I've come to the conclusion that these short attacks set up an irresistable negative psychology and a well-funded and clever shorter is probably unstoppable at least in the near to medium term. As a general rule it seems to me better to sell very early in this situation. Appreciate your thoughts
I sold half of my EIF holdings several years ago when there was a similar short attack which proved to be unfounded and also demonstrated that EIF management is actually very capable. The stock more than doubled after that, but is tumbling again not because it is a badly-run company but because it is small enough to be vulnerable to a short. I've come to the conclusion that these short attacks set up an irresistable negative psychology and a well-funded and clever shorter is probably unstoppable at least in the near to medium term. As a general rule it seems to me better to sell very early in this situation. Appreciate your thoughts
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Valener Inc. (VNR)
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Crius Energy Trust (KWH.UN)
Q: Greetings guys.
Question: If you had to split a 5% position among the names above, using strength of balance sheet, dividend growth, eps growth and valuation as determining factors, which name or names would you select and what percentage would you allocate to them.
Do you think the utility / alternative energy sector is a decent place to invest in against the backdrop of a rising rate environment. Theoretically, what weighting in a portfolio would you make this sector.
Thanks.
John
Question: If you had to split a 5% position among the names above, using strength of balance sheet, dividend growth, eps growth and valuation as determining factors, which name or names would you select and what percentage would you allocate to them.
Do you think the utility / alternative energy sector is a decent place to invest in against the backdrop of a rising rate environment. Theoretically, what weighting in a portfolio would you make this sector.
Thanks.
John
Q: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.
Q: Hello Peter & team. I have a full position in EIF, as of today would you sell this stock or not? In the answer to Richard you say that Prescience Point piled on to the short attack, with a tweet indicating EIF is a "terminal short". What is a "terminal short"? Best regards, Gervais
Q: I have a small ($35k) car account - bought a new car and financed most on basis of keeping my capital, hopefully offsetting the low interest cost with dividends. Portfolio: AD,AX,CWX,DFN & PZA. ax represents 37% and has given me a 12% capital gain in addition to the 8% dividends. It now seems range bound at $13. Thinking of taking that capital gain and replacing AX with a combination of ALA and IPL both of which seem to have some upside potential, while still paying 6-7% div. What do you think? Thanks, continue to love your service.
Q: The market reaction this morning to EIF was rather negative in the face of apparently good quarterly results. I missed the 10 am phone call. Was there anything said during the call to support this market reaction?
Q: Hi 5iResearch Team,
Over the past 12 months, IPL is down by about 10% while PPL was up slightly (2%). Currently, IPL has a PE ratio of 17.8X and a P/cash flow of 12.4X while PPL's ratios are 35x (PE) and 21X (cash flow).
Would you please comment on why IPL is lagging behind PPL over the last 12 months and based on the above ratios, wouldn't IPL be a better buy than PPL?
Cheers,
Harry
Over the past 12 months, IPL is down by about 10% while PPL was up slightly (2%). Currently, IPL has a PE ratio of 17.8X and a P/cash flow of 12.4X while PPL's ratios are 35x (PE) and 21X (cash flow).
Would you please comment on why IPL is lagging behind PPL over the last 12 months and based on the above ratios, wouldn't IPL be a better buy than PPL?
Cheers,
Harry
Q: Hello!
Haven't seen a question on their earnings from yesterday yet, so I will put it out there. What did you think of their quarterly report?
Regards,
Robert
Haven't seen a question on their earnings from yesterday yet, so I will put it out there. What did you think of their quarterly report?
Regards,
Robert
Q: Please may I have your opinion of this company for a long term hold , thanks
Rick
Rick
Q: Which is a better buy ?
Q: I bought FHH as downside protection for my portfolio. Now it appears the downside hedge has been removed. Is my assessment correct? If so can you recommend a better allocation if I sell FFH?