Investment Q&A

Q: Good morning,
Could you please comment on BEP.UN Q3 earnings report.
Thanks

Q: Hi, Peter
I want to replace COS to CNQ and PWF to TD or CIX ,could I
please have your thoughts about these. Thanks
Selina

Q: I need an infrastructure stock in my portfolio. Can you rate WSP, Aecon Stantec or SNC. Which one in your opinion has the best growth rate and are there others you would favour.Thanks.

Q: Hi 5i team:
What are your thoughts on an Alta Gas purchase @ the $45 level.
Thanks: Jerry

Q: Your opinion of Andrew Peller please.Thank you.

Q: Hello Peter & Co.
My RRIF portfolio contains most of your equity holdings and many of Jason Donville's top 10; I thank you for your contribution.
My problem is that energy producers make up 10% of my portfolio; I should reduce it to 5%.
I hold BTE, CPG, TOU, VET and WCP; how would you rank them?
Thanks again
Tony

Q: Peter; Do you think PD.TO is a good investment at 9:30 for a 3-5 yr. investment, or are there better drillings or do you think the service companies like Canyon are a better investment. Thanks for all you do. Rene

Q: What is your take on CLR's 3rd quarter earnings? Apparently the market didn't like them.

Q: I hold CU on the income side of my portfolio. It's longer term performance is solid, but its recent quarter wasn't well received, and in recent months other utilities are outperforming it. Tax considerations aside, would you sell CU and switch to EMA, FTS, BEP.UN or one of the other utilities? I heard Peter say recently that he's a "big believer in momentum" and lately CU hasn't had much of it.

Q: Could I get your thoughts on SHAW cable? I hear everybody recommending Telus or BCE but never recommending SHAW. They have been hitting their numbers and pay a decent div of about 4% and the stock has risen about25% over 1 yr? somebody is obviously buying the stock. thanks.

Q: Hello 5i, Could you recommend 2 ETF's, one for corporate bonds and the other for preferred shares. Also would these ETF's be good as income for a persons retirement by being more secure as a buy and hold. Thanks

Q: Hi 5i team. It would seem that you don't have one of the main telecom Co's under coverage. I, too, do not have a telecom in my portfolio, even though, as a retired, income invester, that is against the majority of advices. My main reason is that there are two things that affect profit negatively; competition and regulation. They have got both. It wasn't always the case. I owned BCE in the 90's and sold when Nortel (which they owned) got to over 80$ and achieved a ten-bagger. I'd very much like to know what your reasons are for not including the sector. The reason is that I'm thinking of going back in. The companies in the sector seem to have settle down and have exchange the golden goose of land-line for the golden eagle of internet/media. Even though there isn't going to be big catalysts like NT for jumps in growth, they yield a goodish dividend and give you a bit of growth. They might even end up like the banks,i.e. become a government sponsored oliopoly. Your thoughts would be much appreciated. Thanks as always. Henry

Q: I 've read that you are recommending CDZ and XDV for dividend paying ETFs. The yield on XEI exceeds the yields of CDZ and XDV. As well, fees charged for XEI are less. Would you also recommend XEI ?

Q: Fortis is having a very good week when looking at a daily chart. How is the valuation? Would you add to an existing position at this level?

Best, Don

Q: Please recommend several fixed income etf's. Thank you for your advice. MR

Q: I have a position in three oil and gas infastructure stocks for a few years.Dividends are good. Occupy 15% of the portfolio now. Wondering
if its time to trim given the current oil and gas world prices, Do you have a preference within this group ? thankyou,

Q: I have a 4percent weighting in diversified income portfolio in keyera.
What are your thoughts on adding to this position to bring it to 5 percent?

Thanks in advance

Q: With BEP.UN today closes at $35.67 near its all time high of $35.84, do you still advise an investor to take an initial position at this level?

Also, how safe is the dividends and can the 28%+ gain YTD be continued into 2015?

Thanks.

Q: TransAlta reported yesterday. I read the report but see nothing about the dividend whether it has been cut or they are maintaining it. Thank you for assisting small investors.

Q: Hi: Nice raise in the dividend for Prism, looking good for the future?

Thanks, John.