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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: Hi, could you please tell me what you think about XEI as quick place to add funds during a market sell off? It's for my income portfolio (40% fixed income, 60% equities)
I like the 4+ % yield and the holdings. I believe iShares lowered the MER on it as well.
My equity portion is made up of the following:
XEI Index 2%
Consumer 3% CTC.A , L
Banks 19% BMO , BNS , NA , RY , TD , TMC , MTG
Insurance 11% MFC , POW , SLF
Utilities 8% EMA , FTS , TRP
Telecom 13% BCE , MBT , RCI.B , T
Prec Metals 6% AEM , TCK.B , SLW
Energy 14% CNQ , CVE , CPG , FRU , SU , ERF
REIT 13% CAR.UN , CHP.UN , HR.UN , REI.UN , TCN
Tech/Industrial 10% ET , MG , MDA , RUS , WSP, MRE

Thanks as always
Read Answer Asked by Carlo on November 24, 2014
Q: Hi, I have held ATCO in my RRSP for about 3 years and have done well. I am now approaching retirement and am looking for higher income in my portfolio. I have a strong tilt towards the dividend growth and income strategy I am considering switching the ATCO to CU or EMA or FTS for better yield. Despite the lower dividend I feel CU will do better than EMA or FTS because they are primarily in Alberta. CU also has had better dividend growth than EMA and FTS in recent years. What are your thoughts on this plan.
Thanks, Manfred
Read Answer Asked by MANFRED on November 24, 2014
Q: hello 5i:
please give me your opinion on this company. Interested primarily in dividend growth and safety.
thanks
Paul
Read Answer Asked by Paul on November 24, 2014
Q: This has limited partnership after it.Does it or others with LP have tax implications
Read Answer Asked by terrance on November 24, 2014
Q: Hi team:
Is there a seasonal trade for the utilities stocks like FTS, EMA and CU?
Does it peak in the winter months like Dec and Jan ? my 2nd question is that CU trades at a lower P/E (16) as compared to Fortis (23) and EMA (19), the return of CU is lower, is there a fundamental reason for CU for the relative poor performance ? Thanks for educating us
Read Answer Asked by Michael on November 21, 2014
Q: Hi Peter,
Down about 20%+ on BTE,thinking of selling and replace it with WCP(better growth and safer dividend) or ARX.What do u think?
Also,is HNL at these level a buy?
Many Thanks
Read Answer Asked by Sergio on November 20, 2014
Q: Further to 5i's response re: David's question on Nov. 19th about Potash Corp. It might be useful to note that the world's largest Potash producer, Russia's OAO Uralkali had a shutdown at one of it's mines within the last few days that seems to coincide with POT's pop(as well as Mosaic's in the US). Though preliminary, it appears as if the mine closure will be an extended one. The mine in question supplies roughly 20% of Uralkali's total production. This could be viewed positively for the potash market as this drop in supply may help keep near term supplies tighter.
Read Answer Asked by Simon on November 20, 2014
Q: Good morning ,
I have owned BCE for several years now and I have always been happy and comfortable holding it and have done well with a "2 bagger". Lately I have heard several guests on BNN and a few analyst reports that would rate Telus ahead of BCE. Should I perhaps diversify within the sector and sell half of my position in favour of Telus or just continue on with BCE alone, or jump entirely to Telus?
You guys Rock! Many thanks,
John
Read Answer Asked by John on November 20, 2014
Q: What do you think of the recent bought-deal by Chemtrade, which appears to be mainly for debt repayment? Good thing or bad? I hold about a 2.5% position, for income and am considering bumping this up to 3%.

Thanks
Read Answer Asked by grant on November 18, 2014
Q: With a diversified fixed income portfolio, which would you prefer:
Arits REIT AX.DB.U 5.75% 30-JUN-2018 Price:104.75, YTM:4.3%
Parland Fuel Bond 5.5% 28-May-2001 Price: 102.50, YTM: 5.2%
Also, an RRSP has to be converted to a RRIF in the year someone turns 71, do you have to withdraw that year, or is it the year in which you turn 72 that you have to start withdrawing?
Read Answer Asked by Ian on November 18, 2014
Q: Hi,

I own TD, T, Sun, MLF, PBH, CNR, CPR, ZLB, ZUH, GC, and BCI as well as higher growth US names like FB, DIS, SBUX. I'm looking for another canadian dividend payer with some growth (10%? Annually) and wonder if you feel the pipelines are reasonably priced and which you'd recommend?

Or another area/choice? I tend to avoid resources as they are too volatile for me.

Thanks
Read Answer Asked by Graeme on November 18, 2014
Q: Hi Team,

Would you please recommend a couple of US funds ETF'S geared towards income and growth, and one which is strickly income? safety of principal is a priority. I need a US dollar income stream, with a $100,000 to invest.

Thanks for your help

Stephen
Read Answer Asked by Stephen on November 17, 2014
Q: Hi Team

Can I get your opinion on Enbridge Income Fund Holdings Inc ENF-T versus Brookfield BEP.UN-T for a non-registered account with both objectives of longterm growth and safe yield. (for long term hold.)

they seem to have similar yields yet different P/E ; P/book ratios and payout ratios ?

please tell me if

1. are they in similar sectors (? utility)

2. are they subject to similar or different economic pressures.

3. are yields more secure one or the other

4. is growth better on or the other.

5. is the yield on one more tax advantageous versus the other

6. subjective , but is one "bluer" chip than the other

thanks

Ernie
Read Answer Asked by Ernest on November 17, 2014
Q: I recently saw a list of Div Stocks with Discounts via a DRIP. How do I avail of the Discounts? e.g. BTE with a Div of 6.4% + a 3% Disc.

Thanks, Austin
Read Answer Asked by Austin on November 16, 2014
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