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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'm interested in income with growth if it happens, but not a major consideration. For the 10% utilities holdings I'm looking at equal amounts of VNR and ZUT. What would you suggest if you don't see this as a good idea. Thanks.....
Read Answer Asked by Tim on October 20, 2014
Q: Hi, What do you think about Noranda Income Fund?
Read Answer Asked by Jeff on October 20, 2014
Q: hello, for fixed income portion of portfolio do you consider bonds as a better bet or stable low beta low risk utility/toll collector type stocks - ie BEP.UN, BCE etc. if bonds then which you recommend in current environment - XHY or cbo or chb or cab. if other category, then which ones you rec. thanks.
Read Answer Asked by RUPINDER on October 19, 2014
Q: The oil sands are in a rough context. Do you foresee a reduction in dividend for COS ? If so, is this likely to lower further the stock price ? As far as I can see, only Imperial Oil(IMO) has declined less than others in the oil patch. Is all this something transient ? Would you advise awaiting the passing of the storm, and not change anything ?
Read Answer Asked by Serge on October 16, 2014
Q: I have some money set aside and would like to take advantage of the pullback and buy 2 industrial stocks and 2 consumer stocks. I already own BGI.UN and DH, and the rest of my portfolio is well balanced in other sectors. I am looking at a long term hold with a view of overall return combining growth and div.
I'm looking at the following stocks in Consumer: SJR.B, BCE, T, PJC.A and ATB.B
And the following in Industrial: WTE, CAE, CNR, MG and AC.B
Could you suggest 2 in each sector (or suggest another stock that may be preferable to my choices) and let me know the basics of the choice?
Thanks so much, Kim
Read Answer Asked by Kim on October 16, 2014
Q: Can I please have your opinion on this company especially with it's dividend stability and it's business and stock outlook. Thank you.
Read Answer Asked by Francis on October 16, 2014
Q: I'm short on consumer staples. Does ECI fit? I told myself I wouldn't buy anything you ranked lower than B+, but I am a dividend investor and retired.
To whoever asked; yes, I supported Peter. another great thing about 5i
Donating stocks to charity, aside from the direct benefits to me and the charity, seems like a sensible way to rebalance, given that I'd be making the donation anyway.
Your overblown corrections post is excellent. Thank you!
Read Answer Asked by M.S. on October 15, 2014
Q: Pipeline stocks have been hammered with the rest of the energy space. Is their business model threatened by lower commodity prices or do they remain the steady cash-flow generators they have always been. I thought this would be a great place to hide but, apparently, not.
IPL has gone down the most but they recently cut the discount on their DRIP and discontinued their premium DRIP. Doesn't that indicate they don't need the money and are in solid shape. Finally, is it their European division that is giving investors more to worry about?
Thanks.
Steven
Read Answer Asked by Steven on October 15, 2014
Q: Hi Peter, After the recent market weakness I am looking to deploy some funds in some non-energy sector small caps.
I noticed from your report on TMA the following "Trimac transports products for many industries including forest products, food processing, mining, oil and gas, manufacturing, automotive and chemicals. Trimac has enjoyed a long-term relationship with the majority of its major customers. In 2013, its 20 largest custom- ers accounted for 67% of revenue. One customer accounts for 9.7% of revenue".
You also state that lower fuel costs should be a positive for TMA.
With the recent downdraft in oil I am considering TMA. My question is,approximately how much of their revenue is from the oil/gas sector and who is their largest customer and is that customer from the oil/gas segment.
Thanks for your valuable advice.
Rob
Read Answer Asked by Robert on October 15, 2014
Q: May I have your opinion on this fund. I realize the fees are higher that you like. It pays a good dividend, has a book value of $ 6.24 It has always paid its distribution even during the 2008 - 09 market decline.
If there is a better stock with a similar dividend in the oil sector please advise.
Read Answer Asked by Pete on October 14, 2014
Q: I've been following 5i for a while now and am very grateful for your unbiased advice and responses. I couldn't afford to buy ALL of the stocks in the Model Portfolio when I first joined so started out with 6. I now have BNS, FSV, MG, STN, SYZ and TOU as these seemed a fair "micro model" group. Although they've taken a hit of late, I'm holding long and am still pleased with gains so far this year. I'll soon have a bit more cash to buy - should I stick with these 6 and do some re-balancing and adding, or would you suggest a few more from the Model, and if so, which ones. I'm in for the long haul.
Read Answer Asked by Chris on October 14, 2014
Q: I am looking at ensuring that I have diversification in my portfolio, which hasn't always been the case. I am still heavy in energy. I would like to add a health care position. I have gone through most of your recommendations and I don't see anyone stock that is obvious. I know that KBRO is indirectly related, but it is considered an industrial. What would be your recommendation for healthcare. I really appreciate your service, and I find that I learn something everyday. Cheers.
Read Answer Asked by Colin on October 14, 2014
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