Investment Q&A

Q: Just wondering what your thoughts are between purchasing ALA or the receipts (ALA.r). The receipts always trade at a slight discount to the regular shares. Thanks for any info you can provide.

Q: Hi 5i team,
I currently have the above ETFs. I find that the dividend are a bit low (~2%). I was wondering if there are alternatives to the above in the 4-5% dividend range for income?

Andrew

Q: Would you recommend I switch from IPL to ENB in my portfolio?

Appreciate your insight.

Paul F.

Q: Good Evening 5i,
I need to add a "communications" company to my dividend fund. I would appreciate it if you could rank T, BCE, RCI.B and SJR.B for me. I'm planning on a 5 year hold and hoping for reasonable/modest annual increases in both the dividend and share price. Would you recommend 1 full position or 2 half positions?
Thanks for your great work as usual.
Dennis

Q: adding to the pile of questions on ENB that you have been getting lately :) I gather the stock is down almost 12% YTD excl dividends due to lower oil prices and also being a sort of bond proxy so as rates rise people look elsewhere for equivalent risk free yield. The current yield, based on a full year at the current quarterly payment rate, is close to 5% and the company has stated a clear path to raising the dividend in the future. While short term rates are rising it doesn't look like long term rates are moving in the same direction. Given the spread between ENB dividend and long term bond rates do you feel investors are getting enough of a premium to invest in ENB and would you be a buyer here for a 5-10 year hold?

Q: I am considering buying Rogers for my TFSA but I am worried about US carriers entering the Canadian market. I have lived in the UK and US and our cell phone costs are the highest I have experienced. Do you think this is something that should concern me?

Q: DR
HOW DO YOU ASSESS IN NUMERICAL VALUE (1-10 BEST ) :
1.management
2.div. safety
3.survival
4.share price to return to $ 15.00 with in 2 years

THERE IS SOME GUESS WORK HERE BUT IT WOULD BE USEFUL FOR ME
THANKS FOR ALL YOU ALL DO
YOSSI

Q: I have some cash to deploy in an income account (riff) and would like your opinion on where there maybe value given the recent pullback. I am also mindful of not chasing yield and risking capital unduly. I have a 3 percent position in Bgi that I could increase or start a new position in Dr if you think the dividend is fairly safe and given time the stock will rebound. I am fairly diversified and open to other suggestions of income bargains out there.
Thanks for your insight.
Maggie

Q: Update

Q: Good Morning: I have been raising my cash holdings somewhat in light of a prolonged bull market with high equity valuations and increasing geopolitical risk. I have some of this cash in HISA's with an average yield of about 1.7% or so. However, I am considering putting some of it into a bond etf since I don't feel I have the know how to successfully put together a ladder of actual bonds. What I would like your opinion on is what would be the best 2 or 3 options in Cdn. bond etfs for preservation of capital combined with optimal yield (recognizing that the two are almost always working in opposite directions.) Of course, if you have another option for parking cash, that would also be appreciated. (I do have some preferred share holdings but past experience has taught me that they are not immune to market corrections.) Many thanks.

Q: Since beginning of June EIF has been buying back shares as well as insiders buying according to TD website. Does 5i sources verify this.I would like to increase my position to 5% as being from MB I am familar with the company. I bought HCG when the company did the Dutch Auction but when the CEO was selling around the same time this should have been a red flag for me.

Q: Please rank ENB, TRP, PPL, IPL & Key as to their dividend rate, safety of the dividend and the volatility of the share price from best to last. I want to add one of these companies to a RIF. Thanks

Q: How will a rise in interest rates affect a company like Enbridge? Thanks

Q: Good morning, Please comment on Evertz results from yesterday. Seems to me they have done quite well over the past two years but the stock does not move much, why is that the case?
Regards Rob

Q: Hi Team,
Do you have any thoughts about why Fairfax Financial's share price has been declining in the last few months? Thank you. Michael

Q: Peter and His Wonder Team
Today they signed a licence agreement with Amazon. Please explain...what is a "licence agreement"? The stock jumped...what implication does this agreement have for QTRH.
As always...thanks for your information!
Dr.Ernest Rivait

Q: I have American money sitting in a US margin account and not earning any interest. Do you have a suggestion for a safe use for it that could earn us some income?

Q: Hi Team, would you have any concerns about the credit quality of Artis for a 2 year bond? The rating is BBB(low). Thank you. Michael

Q: would you consider this a buy for tax free account
recent analysts seem positive, good dividend but i have some concern about payout ratio
i have a 5 year outlook and no problem with some risk; most of my portfolio is growth oriented so looking at this for some balance
thanks

Q: What is a good alternative to BEP.UN? Due to the late reporting of tax information from BEP I have chosen to sell my units as I just received two $100 penalties from CRA.