Q: Hello Peter and 5i team.... We are selling our Cenovus holding and are looking for a smaller cap replacement as we have other large cap oil and gas. What is your view on pif [polaris infrastructure] or would it be better to replace with pki [Parkand fuel] or gei {Gibson energy].
These names came up on our TD screen as similar companies?
thank you for your opinion
If you could only pick one of these two companies for an investment, what are the pros and cons of each and which would you choose? Please assume an already well-diversified portfolio and a long-term horizon (e.g., 10 years).
Q: In light of the expected infrastructure spending in the upcoming federal budget, which of Aecon, SNC Lavelin, or WSP Global is best positioned to benefit? Are there other companies that you would prefer?
Q: I have held this for a while, and regrettably let it slide to the point where I am barely even, including dividends (all ROC). My initial thought was that as rates rise and their loans mature, they will roll over at higher rates, thus protecting or even enhancing the dividend. Now, rates don't appear ready to move by any substantial amount any time soon. Is there a danger that they will issue new loans at lower rates and reduce the dividend? Do you know what their current payout percentage is? This is held solely for income - would you hold for now or sell?
Thank-you
Q: An RRSP portfolio has been designed with some ETFs and high yield/dvd payers/growers based on some of your recommendations I've picked up over time. The yield is required for withholdings so its a delicate balance between high yield for a safe distribution and increasing yield potential. Holdings listed below.
Do any of these concern you as too high risk? Considering switching the weakest 1-2 to ECI which should have more short term growth potential given the accretive acquisition value that is not being reflected at this time. Many of these are under water but some have had some good short term momentum.
Q: Happy St. Patrick's Day
For yield and safety would you recommend a holding in Superior? Is the dividend safe? If yes, would you choose the common or convertable preferred?
Q: Hello everyone;
I need to have fixed (Bond) portion in my portfolio, which currently resides in hi interest savings account. This is primarily because I do not understand effect on bonds by market forces such as interest rates, etc and what optimum term should be. iShare core ETFs seem to make sense. They are as follows: XQB (75% of fixed portion, 8.6 yr avg term), XSQ (15% of fixed portion, 3 yr avg term), XSH (10% of fixed portion, 3 yr avg term). I intend to keep it for long term. Please comment on suitability and timing.
Q: I own some of each of these Pfd's...one has the symbol BM in it's name, the other BK...would you be kind enough to make the distinction for me , please and thank you...also if you would comment on their credit quality ...and whether the reset rates in 5 yrs time is the minimum rate or whether the rate is reduced if we have negative interest rates...many thanks ...cheers
Q: Have targeted the following as having good balance sheet and higher than average dividend for my TFSA/RRSP: EIF,FN,PKI,ECI RPI.UN.
Any standouts or duds? Your comments on these would be appreciated.
Derek
Q: Hi,
I am looking at my bonds portion of my portfolio and would like to make some investment ($30K)into etfs. Can you recommend a few of the funds at this time. Thanks
Q: Along with picking individual stocks. I wanted to started buying ETFs that would cover US and international markets. I was thinking VSP for the US (S&P500), VXC for international and VAB for a bit of exposure to canadian bonds.
What do you think of these choices? Are there better choices out there?
Q: Please comment on recent quarterly and annual results and compare to First National.
Based on current valuations and future potential would you take profits on FN and buy SCB.
Thanks,
Hugh
Q: The company just released its YE and Q4 results this morning and things look stellar to me. Why would share price took such a beating (down 6%)? Kindly provide your expert review of the results and its future prospects. Much appreciated.