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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'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?
Read Answer Asked by Brenda on July 24, 2017
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.
Read Answer Asked by Peter on July 24, 2017
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?
Read Answer Asked by Peter on July 24, 2017
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
Read Answer Asked by richard on July 24, 2017
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
Read Answer Asked by john on July 21, 2017
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.
Read Answer Asked by Alan on July 21, 2017
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.
Read Answer Asked by Mark on July 20, 2017
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
Read Answer Asked by Harry on July 20, 2017
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?
Read Answer Asked by Greg on July 19, 2017
Q: Hi 5i: Early this year I recommended AW.un for my wife's account. It went up nicely but has since dropped significantly. Her investment horizon is medium to long term so holding it is not a problem unless the fundamentals have gone bad. I realize same store growth has not been good recently, which is not a surprise. Is there anything else going on that would make it advisable to cut losses now?
Read Answer Asked by Roland on July 19, 2017
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