Investment Q&A

Q: Hi 5i,
For the 5i income portfolio, what would 5i suggest as suitable replacement for
FLOT, Loblaw, SLW, SGY, DH preferably with stocks or etf yielding at least 3.5%. Would VET be a good replacement for SGY?
For a $100,000 portfolio you have 19 stocks
How many more stocks would you add if the portfolio is $500,000 or $1,000,000
Thanks.

Q: If you had to pick one, which would it be and why?

Q: I'm looking at CanWel building materials to add in my dividend portfolio. It will pay a juicy dividend at the end of this month and with all the houses needed to be rebuild in Fort Mcmurray I think this might give a boost to there earnings this summer. What is your thought on my thinking?

Q: Hi Peter I was told yesterday that the short position on EIF3.4% of the outstanding shares .
What is normal for a bank ,energy co or a Telco.
Kind Regards Stan
PS were can I find this info

Q: Being retired I like the idea of funds that use covered calls to boost dividends. I have a limited amount of these funds because I do not want to miss the upside. However, if you assume that, in general, valuations are stretched right now, would the attractiveness of these funds not increase? In addition they are a natural source of diversification.
This question was prompted by a recent response to a question on DFN. My RBC website shows a monthly dividend yield of 10 cents or 11 % annually. Am I correct to assume that this is a calculation based on history and that if I bought this fund now, the actual distribution I will get will depend on a number of market factors and there is no way to actually predict it.
Thanks in advance and congratulations to Ryan.

Q: I like the cash flow from utilities and Transalta seems to be getting a handle on the new operating environment in Alberta. RNW is approx 60% owned by TA and that would mean the market is pricing TA only for it's share of RNW and assigning no value to the rest of TA business. Are my assumptions correct and if so do you have any idea why this would be so. Thanks
Kenn

Q: Hi: You previously made a comment on LFE in Nov 2016 about this Insurance company group. It has now paid a Dividend for 4 consecutive months. The effective yield is over 18%. Do you think this will last? What may cause this to stop paying a dividend, like it did a few years ago? Has your overall opinion changed. Thanks. Ken ....

Q: Hi, I'm looking to build a portfolio of only fixed income positions. Would you only use ETF's and, if so, what ETF's would you recommend?

Q: Hi, Could you please comment on the Cirus Energy Trust earnings release. Thanks

Q: I am a 69 year old investor. I am wondering about the suitability of XTR-T as a moderate term investment(3-5 years)? I am dripping the generous dividend and am looking for some capital growth as well. If this is considered risky(Especially the dividend) for that time frame could you suggest a better alternative? Many thanks/

Q: Gamehost just reported earnings would you commit on them please.

Q: Hello 5i team:
I understand that there are some issues regarding the lending practices of Home Trust and Equitable Trust. I understand that there some advisories to avoid adding new funds to these HISAs. Are their High Interest Savings Accounts-HISA-safe? I presume 100k CDIC safety net applies. Should one move the money anyway out of these HISA?
What are the other safer alternatives?
Many thanks.
Mano.

Q: Any idea why the 4% dip today - I don't see any news. Thanks

Q: Hi 5i,
I know you're not huge fans of Veresen as a stock pick. For fixed income, would you have any concerns with buying a 3.43% bond maturing Nov. 10/21 with the intention to hold it to maturity? I see it is rated BBB. Many thanks. Michael

Q: Would this be a good etf (ptb)to hold for bond exposure it has been showing weakness as of late and if not could you suggest another alterative.

Q: Can you please list in order your 5 favorite dividend-growth stocks that you like enough to buy now. Thank you.

Q: I have an equal position in aqn and rmw. Would you advise selling some rnw and investing it into aqn? What is your outlook for each of these companies for a 2 to 3 year hold? Is the debt a concern for either of these companies? Thanx for your excellent service.

Q: Hi I just watched this hedge fund manager short EIF I wonder what his credentials are I doubt reading a Finance Report are his forte .I believe any can and has the right to short a stock but when as a guest on BNN you do this it has a impact on the stock .
I believe that BNN should not allow exposure to these hedge Managers to help them advertise their short position .
As a shareholder of BCE I am going to be a pain in !@@&^
for the next while BNN should be held accountable
Kind Regards
Stan

Q: Good Morning
Today, on BNN, an analyst indicated that he is shorting both stocks. I will appreciate your views with respect to the above noted securities. I am ahead about 40% on both stocks.
Would you recommend selling TRI and EIF
Thank you

Q: Good morning Peter and Team,

On BNN, David Lloyd recently painted a very bleak picture for Exchange Income and recommends shorting this stock. I'd appreciate your opinion of the very negative comments he has on this company. The following is copied from the BNN website: