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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 hold WMB in my RRSP.

Please advise which option to elect in the merger of The Williams Companies Inc (WMB) with Energy Transfer Equity LP (ETE). The three choices are:

1 - 1.8716 share of ETE for 1 share WMB
2 - $43.50 cash for 1 share WMB
3 - $8.00 cash and 1.5274 share of ETE for 1 share WMB

Thank you
Read Answer Asked by Stephen on June 20, 2016
Q: It looks as if the Williams Cos mess is coming to a close, but which option to choose? I have 200 WMB in my RIF. I am thinking the cash option would be best and then to buy a U.S. stock with potential. You thoughts please and suggestions?
Read Answer Asked by Elaine or Gerry on June 16, 2016
Q: Hi 5i team,

My interest is first time dividends as a trigger for an initial purchase. This based on Peters article in Moneysaver magazine many years ago.

I follow the 5i Twitter Feed to watch for dividend news (raises and reductions), but especially for news of first time dividends.

Womder if you have considered providing a summary of first time dividend stocks (an ever-increasing list, or by quarter, year, whatever) ? I would really value that.

Thanks for the great service.
Read Answer Asked by Jim on June 16, 2016
Q: Hello,

To further your last response on the company:

"Markets did not like the May quarterly release and since that time the stock has fallen roughly 18%. So we are not huge fans of the momentum here and would prefer to wait for a sign of strength but at 12 times earnings, the stock is likely getting close to a fair level."

Revenue was up 37%, net income +68.6%. What's not to like? Did they have 1 time items that bloated results?

"The current platform for VCM is reaching maturity and the company now needs to transition to a new platform, the uncertainty around this is likely what has caused the weakness but the outlook remains positive."

Could you elaborate, the company says "Sales of Terrace Family products this quarter reached the highest level ever for the product line as deployment of the MPEG4 capable TC600E continued"...are some of their other products being replaced by newer technologies, or...?
Read Answer Asked by Adam on June 15, 2016
Q: My question is companies that will benefit from rising interest rates. I was wondering if you could give me a top three that trades in Canada and a top three that trades in the US...May one ETF too if possible. I understand that rates wont go up over night. I just want to start accumulating now for a 5-7 year hold to wait for rates to rise. I would prefer it if they paid a dividend as well.

Thanks so much
Jimmy
Read Answer Asked by Jimmy on June 13, 2016
Q: I have some money that I will be putting into an RESP for my children: while it is roughly 0.5%-0.75% of my actual total investment portfolio, I would prefer to avoid more volatile companies in this particular account. I do have a long time horizon (about 6 years before I start to have any demand for the money), but have been burnt before in this particular portfolio by trying to "hit a home run" with an investment play, and am looking for slow, steady growth.

I have listed three companies above, with ATD.B as my first pick as I only have roughly a 2% overall exposure (between all of my collective accounts) to the Consumer Staples group (I assume that ATD.B would be under Staples rather than Discretionary). If you would recommend something else in this space, or another sector, rather than the companies I have mentioned, I would be most grateful for the suggestion. In any event, I look forward to your thoughts. Thanks so much!
Read Answer Asked by Domenic on June 10, 2016
Q: Let's start with the past! Going nowhere for several years except for numerous lawsuits, litigation, high settlement costs & legal fees - BUT, the worm turns and, I believe, there maybe light at the end of the tunnel! At least, that's my current position since I still own a chunk at close to 6 dollars! While I completely agree with your cutting the cord about 2 years ago, I would appreciate a revisit & up to date opinion.
Thank you.
Read Answer Asked by Robert on June 10, 2016
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