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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 Peter and Team,
On the strength of your recommendation to consider Absolute Software (see Ryan`s blog of Sept. 06),I took a 4% position on ABT; of course as always seems to be the case when I buy any stock, the SP immediately started a decline and continued to a downslide of almost 15%+. What caught my attention was the reference to growth, coupled with a healthy and sustainable dividend. As well, this was a good fit in that I did not previously own any Tech stocks. Since the blog, I have read your response to other members, that ABT should definitely be considered a good candidate for an Income portfolio. Is there any change to the thesis that, although not a near horizon event, the growth profile is still a consideration?
Thank you,
Rick.
Read Answer Asked by Rick on December 01, 2016
Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.
Read Answer Asked by Stephen on December 01, 2016
Q: Please help me understand the growing professional advice that we avoid 'defensive' dividend payers ( REITS, Utilities, Telcos etc).
I understand there might be downward pressure on share prices if investors switch to debt instruments. But we buy 'defensive' payers because they have sustainable, and usually
growing dividends...right? If there is downward pressure on the share prices we buy more.
What is it that I am not getting?
Read Answer Asked by Frank on December 01, 2016
Q: In terms of valuation,which of the aforementioned 4 companies is the best buy.Please list your preference in order of 1 to 4 with 1 being the best.Appreciate your normal great services & views
Read Answer Asked by Peter on December 01, 2016
Q: Good afternoon. I trust everyone is well. I purchased a partial position in this stock after the consolidation and dividend announcement. It seems to be stabilizing here and I am considering purchasing the remainder of my position. Have your opinions changed since September? An update would be appreciated. Thank you, and my best wishes to all.
Read Answer Asked by william on November 30, 2016
Q: Can I have your thoughts on ZDI or an alternative you suggest. Yield and holdings look good. Also, what do you suggest as a foreign stock holding percentage for a portfolio not including US stocks. Looking to add foreign dividends and exposure with existing incoming Canadian dividends from portfolio. Does ZDI hold the stocks directly or through another ETF, I want to get as close as I can to the ownership of the stocks through the ETF avoiding any unnecessary extra fees.
Read Answer Asked by Nino on November 30, 2016
Q: I'm planning to replace Power Corp in my RRSP with a combination of BIP.UN and BEP.UN. Would you recommend an equal split between both Brookfield stocks at this time, or lean more towards one vs the other?
Read Answer Asked by Ron on November 30, 2016
Q: Comments on Emera's bought deal. Seemed like a really small discount to the previous closing price and the stock is trading below that today. $300 million dollar proceeds are going to be used for general corporate purposes. I don't generally like when companies dilute shareholders for no specific purpose. Is this to reduce debt or just to cover themselves in case their share price decreases substantially in the current environment?

Thanks,
Jason
Read Answer Asked by Jason on November 29, 2016
Q: Hi 5i: I have two questions - please charge as appropriate.
(1) I have been holding CU in a dividend reinvestment account for about three years. The account focusses on stocks that provide a good dividend that is increased regularly (the usual Canadian suspects). CU has consistently underperformed the other stocks, and I'm wondering what the future holds, in particular given the changes in Alberta's approach to coal-based electricity generation.
(2) Could you give me data on dividend growth rates for EMA and BEP.UN?
Many thanks for your great advice and service.
Read Answer Asked by Roland on November 28, 2016
Q: Hello 5i:
looking for "best" ideas for an income stock or stocks, to stay away from bonds. Growth is not a factor; I'm looking for real stability, both of price and dividend. I hold some ET, AD and could add to them. Have no preferreds and have thought about this space. Your take and ideas please
thanks
Paul L
Read Answer Asked by Paul on November 28, 2016
Q: TA-tsx is popping the last few days. Up ~13% today.

They announce today the signing of a deal with the Albert gov't.
+ The earlier this week's announcement of the government's change to the way electricity producers will be paid (via how much the can provide, not by how much they deliver).

Both appear good for TA.

Insiders per usual must have know this and started buying it upward a few days ago, per usual. Legal or not. LOL.

Have a great day!
Read Answer Asked by Stan (1) on November 28, 2016