Investment Q&A

Q: I am in the process of rebalancing my portfolio to better match my target sector allocation. I am currently underweight in both healthcare and utilities. My only holding in healthcare is the US ETF (XLV), and my only utility holding is Brookfield Renewable (BEP.UN). Can you suggest one or two other names in each of these sectors that you would recommend for new buying at this time. In the Utility space I would prefer something other than a power producer since I already hold Brookfield. Could Telus (which I don’t own) be considered similar to a utility? My goal would be moderate growth with a long (several year) time horizon but in particular I like companies that are likely to hold up better than their peers in the event of a market downturn.
Steven

Q: I am interesting in your recommendations for a good dividend paying stock in the Canadian Bank sector and in the pipeline sector? I am looking for steady growth of the dividend.

Q: what is your view between CBO and VSC.Any preference?
I see you have CVD in income portfolio,why? Have 160K to allocate to fix income in my RRSP.loOking at CBO,VSC (REAL SHORT TERM),CVD,XHY.
US industrial really taking a hit!Just a correction?UTX,FLR,PCP,BA.

Q: Can you please let me know how you feel about Torc's fundamentals today. Thank you

Q: Hi Peter,

Congratulations on the money you raised this summer with your ride! I've been watching the pipelines correct over the last 3 weeks. I sold my pipeline holdings on the way since I thought they became quite expensive. I'm now looking at getting back into ALA, IPL, PPL AND KEY, but the P/E multiples are still around 30x forward earnings. How do we know what earnings multiple to attach to a particular sector of the market and is this a good time to re-enter the pipelines?

Thanks,
Jason

Q: I`m looking for some exposure to US stocks that offer a minimum of 4% div (US), with some room for growth. I was thinking of adding GE, understandably with a longer horizon, and two more stocks, preferably in small to mid-cap. If you differ with GE, could you suggest an alternative? thank you Peter and Team.
Rick.

Q: Hi team:
I owned XTR for a few years in my RRSP, it generates about 5% yield per month but compared to FIE, another ETF, it has underperformed, the later has alot of Cdn Banks in it, probably accounting for the better performances; as the interest rate might edged up slowly, it could put a negative return on XTR as it has more bonds and preferred shares in its holdings, as an investor in his early 60s, I wonder if I should switch XTR (about 50%) to FIE due to the impending interest rate increase which they have been talking for the last 3 years ? Thanks! have a good day and looking forward to hear from you

Q: What is your current opinion and would you be comfortable starting a position today?

Q: Could I have your current thoughts on this Company. It is down considerably after second quarter results. Thanks

Q: 12:29 PM 10/6/2014
Hello Peter
I am principally interested in stable low risk higher-yielding stocks for my income portfolio as I depend on the income. I am thinking about taking a small position in one of the smaller higher-yielding Renewable Energy Utilities and am considering Capstone Infrastructure [CSE], Transalta Renewables [RNW], Northland Power [NPI], and Innergex Renewable [INE].

I see you rate both Capstone and Northland as C+, However the other two are unrated. Could you please give provisional ratings for RNW, INE, ENF, EMA, and TA.

I already own large positions [2% to 5% in each, totalling 28% of my portfolio] in these "Utilities" : BIP.UN, BEP.UN, PKI, ENB, ENF, EMA, FTS, PPL, and TRP. Is 28% getting too big? The rest of the portfolio is well diversified in Banks, Gold, Consumer, Infotech, Telecom, Industrials, and Oil stocks.

So my question is should I be "reaching" for yield by buying one of the 4 small renewables which may be much higher risk or should I be content with a somewhat lower yield and just add to one of the strong companies I already own?
Just what would you recommend [large cap or small cap], which one, and why?
Many thanks...... Paul K

Q: In your response to Rajeev, you indicated that Superior now may not be able to increase it's divvy in the near future. Based on today's price decline, the current divvy looks pretty good for an income oriented investor. Do you consider the current dividend secure, and would you view Superior as a buy at the current price (with income being the primary objective)?

Q: Hi 5i Team;

I'm thinking of buying this because it has a high yield (6.86%). Would you recommend buying it or is there a better buy with this yield?

Thanks
Larry

Q: As a relative newcomer to this industry (fracing sand), and holding no stocks in this area, would now be a good time to step in given the recent pullback in share prices?

If the answer is "yes", would you have a preference for HCLP over EMES or SCLA, or would you advocate a basket approach and buy all 3?

Thanks for your guidance and help with this.

Q: which company and why?

Q: I have been under water with this fund since 09, it pays a good dividend but will there be an improvement now that Bill Gross is gone? Thanks, Jack

Q: hi , would you have a opinion on this company. thanks

Q: Hello team -

I am a dividend growth investor. Although Agrium's actual dividend growth has been almost non-existant over the years, recently their increases have been quite impressive.

Are you aware of change in their dividend policy going forward? With a payout ratio of about 53% do you believe their dividend is sustainable in a volatile environment (they seemed to do okay in 2008-09). For a cyclical company, are you comfortable with their debt load and current ratio - 37.5% and 1.3 respectively.

Feel free to advise if any of my figures above are not correct.

Thanks for your opinion.

Q: hi i would like your opinion on having dividend paying stocks in ones RRSP. Is this a good idea or not , thanks for the help.

Q: Good morning 5i, in April you liked the high yield sector; has your opinion changed or is this still a hold. Thank you

Q: Peter,I bought some at $13,then more at $19 as many analysts were predicting $22......Is there any worry on this stock in particular over next 3 years and how would you rank it versus Calfrac,PXH and Savannah in the energy service groupings