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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: Hello 5i
Thanks for the service.

Checking in on a 5i current viewpoint for Timbercreek Financial.
I hold it after the merger of their two entities and really like the current 7.8% yield as income flow to Portfolio.
There has been lots going on related to interest rates and new entrants to potentially compete against TF.
Would you please offer you comments about continuing to hold this security and whether you consider any risk growing; price level and ongoing distribution?


Thanks
Dave
Read Answer Asked by Dave on January 12, 2017
Q: Hello Peter and gang.

I read your year end review and suggestions about investing in healthcare as a theme for 2017. I'm very much an income oriented investor. I'm interested in Medical Facilities Corp. Would you say this company falls under the category of healthcare? Also what's your overall view of this company.

Thanks

Nicholas
Read Answer Asked by nicholas on January 12, 2017
Q: Good Morning,

Since interest rate are moving higher ,I am looking in investing into Lifecos. My research into ETF has given me FLI. This etf invest in US and Canadian Lifeco and pays a dividend higher than the the individual companies pays. I assume there is a call option in this ETF. Would you recommend this ETF? Is call option good when an ETF is moving higher? As for LCS is this high risk and how can they pay a 12% plus dividend?

Thank you,

Paul
Read Answer Asked by Paul on January 12, 2017
Q: Since your last comment on this company, they have updated their capital deployment and instituted a quarterly dividend. Don't you have a favorable bias to companies which implement a divi? If one looks at the presentation put up on their website - projections for capital, revenues and net profits they are quiet impressive. I have owned this for awhile and am very tempted to buy more. Would you play devils advocate and tell me why this company is not proving they are in-fact scaling their model. They are presenting at an investor conference today and I am expecting the stock to reflect the analysts view.
Read Answer Asked by Harry on January 12, 2017
Q: Canadian restaurant income trusts were marvelous investments last year. A&W was up over 40% in the last year in addition to a healthy dividend. The others were up between 26%-33%. Do you expect this kind of growth to continue in 2017? If not, what would be more reasonable to expect?
Read Answer Asked by John on January 12, 2017
Q: Hi,

Can you provide your opinion on this close ended fund. Based on the investments within the fund I can't wrap my head around how they get the +8% yield. It appears they use some leverage and possibly part of the yield is return of capital but even if that is correct it seems high. I currently own XTR and it has met my objective of steady income. If you think this will perform similarly I'd be happy. Will invest in this inside an RRSP. Thanks
Read Answer Asked by Clinton on January 11, 2017
Q: Given the most recent pullback HBC has come on my radar list as a value play. I'm going to be looking into it today. What are your thoughts? Do you think the decline in share price will force management to create value through their real estate holdings are possibly take the Company private?

Thanks,
Jason
Read Answer Asked by Jason on January 10, 2017
Q: Outside of MG, TD and SLF (all of which I own) and their respective sectors, which companies in your coverage universe do you think fit traditional value metrics? Are there any companies in Canada that are outside of your coverage that you would both endorse and seem like value propositions? Thank-you.
Read Answer Asked by Alex on January 10, 2017
Q: Hi 5i team,

Are the dividends paid by this group qualify for the Dividend Tax Credit?

Thanks for your great service.

Henry
Read Answer Asked by Henry on January 09, 2017
Q: In pursuing my goal to maintain a well-diversified portfolio, I am trying to decide how and even why to differentiate between pipelines and utilities. Both sectors operate in regulated sectors (at least in Canada), both sectors will be adversely affected by higher interest rates due to debt levels and both sectors generally pay reasonably attractive dividends. As for their differences, I see utilities potentially performing better as the economy improves and the pipelines more affected by politics.

Should these sectors be treated as different when composing a portfolio or can companies be "mixed and matched" under a more generic "regulated" or quasi "fixed income" part of the portfolio and thereby treated as almost the same?

If your answer is "yes" would you endorse a switch from IPL to AQN for better long term growth with less volatility? (taxes not an issue)

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on January 09, 2017
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