Q: Hi Peter and team. I trust you are getting better and better Peter. I own XTC, LNR and MG all around 2.6% to 3+% of a very well diversified PF thanks to you. Taxes are not a problem as I am in a low bracket for 2014. My XTC and LNR are down for me a bit. MG is up. I want to sell one of them and then buy more of AYA which I bought at $6.48 thanks to you - or SYZ which I own as well. Or I may buy new - QST, or CXR or PLI. I am doing this as an aggressive move for the next year or 2. Which should I sell? and then buy? I hope you are all having a very good summer and thanks for all you do!
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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: Enercare (ECI)?
I have a 25% gain would you sell or hold now and why?
thanks
I have a 25% gain would you sell or hold now and why?
thanks
Q: Hi 5. A pipes question:There is chirping about rotating out of pipelines when interest rates start to return to more normal levels. Pipes have been fantastic for anyone who's held them for the past 5 years. My take is that higher rates will raise cap costs no doubt but that higher interest expense is an expense like any other, and the pipes will pass the higher borrowing costs on to their clients, just as they do with any other expense, in order to maintain profitability. It wouldn't surprise me if interest fluctuations are covered long term contract pricing. So my question is what is your take on pipes in a raising rate environment? Thanks 5.
Q: hello 5i:
I recently began acquiring HWO, and have a small position. I've read your answers and opinions of it, and find its multiple to be "enticing", when I see very little debt, ROE of 23.2, good free cash flow, etc. Can you advise what % of shares is held by insiders (this is very important to me) and what grade it would get, back of the napkin, if it weren't so small. What percentage of the production is oil, what it gas? A lot of conjecture there, I realize.
thanks
Paul L
I recently began acquiring HWO, and have a small position. I've read your answers and opinions of it, and find its multiple to be "enticing", when I see very little debt, ROE of 23.2, good free cash flow, etc. Can you advise what % of shares is held by insiders (this is very important to me) and what grade it would get, back of the napkin, if it weren't so small. What percentage of the production is oil, what it gas? A lot of conjecture there, I realize.
thanks
Paul L
Q: I have owned GEI for 2 years and I am up %50 plus the dividend. I see that the payout ratio is at %127. Is this a concern? If so could you suggest another company in this sector. Thanks.
Q: What is your opinion of anglo-pacific (APY)?
Q: Hello 5i team,
To complement her RRSP portfolio, my wife has opened a TFSA; her time horizon is 5+ years. I chose for her stocks with some yield and some growth: BLX, DH, ET, FRU and WSP. Your income portfolio holds 3 of those; do you have any major issue with the other 2?
Thanks,
Tony
To complement her RRSP portfolio, my wife has opened a TFSA; her time horizon is 5+ years. I chose for her stocks with some yield and some growth: BLX, DH, ET, FRU and WSP. Your income portfolio holds 3 of those; do you have any major issue with the other 2?
Thanks,
Tony
Q: Do you see a considerable and favoyrable uptick in enbridge at this time--what might cause interest in pushing its price back up to its recent highs and is it worth it given low dividends
Thanks
Thanks
Q: What is your opinion on the following trades:
I have 800 IPL shares and no MTL in my RIF acct.
I sell 500 IPL and buy 400 MTL?
Thank you.
Albert
I have 800 IPL shares and no MTL in my RIF acct.
I sell 500 IPL and buy 400 MTL?
Thank you.
Albert
Q: We are retired with no company pension and depend heavily on dividends to augment our income. Our investments are Banks-22%, Industry-15%, Oil-20%, Pipelines-12% Utilities-15%, Telcom and Reits-9.5%, Cash-6.5%. I'm interested in adding another utility for stability and income. We now have positions in BEP.UN, EMA, NPI, VSN. Should we simply add to these, or add one of FTS, CPX, INE, CU, or do you have another suggestion?
Q: This question was too long to publish, but related to the fact that investors, according to some, should own NO bonds due to higher risk levels due to potentially rising rates.
Q: I have three questions:
Tricon (tcn)doesn't seem to excite investors these days despite being a regular top pick on BNN. Do you think it's flatlining after a good run and what do you see three years from now?
What do you think of Spartan Energy (spe) at the $3.85 level for a three year investment?
Finally, you selected Interpipeline (ipl) as your last pick from a group of four when replying to another question today. I had held this stock since March of 2009 and it seems to be growing steadily and raising it's dividends. May I ask why it ranks behind Enbridge (enb), Altagas (ala) and Pembina (ppl)?
Thanks.
Steven
Tricon (tcn)doesn't seem to excite investors these days despite being a regular top pick on BNN. Do you think it's flatlining after a good run and what do you see three years from now?
What do you think of Spartan Energy (spe) at the $3.85 level for a three year investment?
Finally, you selected Interpipeline (ipl) as your last pick from a group of four when replying to another question today. I had held this stock since March of 2009 and it seems to be growing steadily and raising it's dividends. May I ask why it ranks behind Enbridge (enb), Altagas (ala) and Pembina (ppl)?
Thanks.
Steven
Q: How do you figure out if a company is earning enough to pay its dividend? Is the earnings per share value after the dividend is paid out? I am not talking about a oil/gas stock but just a regular equity. STB specifically.
Q: Iwas wondering what you thought of Rogers RCI.B ,as it is near low for last 12 months,would you consider this a good buying opportunity?
Q: Hi
I was wondering if I should sell IPL in my rrsp to buy VNR.
IPL has done very well over the past year. VNR has a higher dividend but is actually down over the past year.
Which do you think would have the greatest upside over the next 3 years?
Thankyou!
I was wondering if I should sell IPL in my rrsp to buy VNR.
IPL has done very well over the past year. VNR has a higher dividend but is actually down over the past year.
Which do you think would have the greatest upside over the next 3 years?
Thankyou!
Q: PMO005....Pimco Monthly Income... I had this transferred in from my wife's "fired" advisor account. Is it worth keeping? and,if not, could you suggest an ETF. Very hard to find any info on this product. Thank You Ron
Q: This isn't a question, but a suggestion to those who are looking for much higher yield than treasury bills and government bonds with many of them trading at very low risk. The preferred side of split shares. There are several of them yielding anywhere from 4 to 6%. They are redeemable anywhere from one year to 6 years with a downside protection up to 100 % or more. Liquidity however is an issue with some of them. You just have to be selective.
Q: Good afternoon...I have $100,000 that I keep in cash and will not need to touch for 1 to 1.5 years...ideally would like make some interest/income....I would not want risk but will to take conservative risk....what options would you recommend...I have other investments full invested in the market...
Thanks
Matt
Thanks
Matt
Q: Hi 5i: Exchange Income Corp (EIF) – It is difficult for investors to size up these negative/”short’s” reports. Many people will remember Muddy Waters’ report on Sino Forest and the subsequent disintegration of that company.
About 2 years ago Prescience Group issued a report on Student Transportation (STB), claiming that the company was effectively a Ponzi scheme, that the dividend was unsustainable, and that the intrinsic value of the stock was about $2 per share. STB dropped from 7.38 to $5.71 (intraday levels) in a little more than a week, largely on the strength of the report. Since then $5.71 has become the 2.5-year low for STB, which has made its “unsustainable dividend” payments, without reduction or interruption, for 24 consecutive months. STB shares have spent most of the past year on an upward trend between $6 and $7, although they have popped above the $7 level on a couple of occasions. The dividend yield with STB at $7 is still nearly 8%. Not bad for a stock that was supposedly worth a toonie a share!
So back to EIF, here we go again. What are we to make of Veritas Research’s disembowelling of EIF? Does this put the company’s recent management “expansion” and reshuffling in a different light? Would you be significantly concerned about EIF’s convertible debentures (especially the G series, which you seemed positive on in a previous comment)? Thanks!
About 2 years ago Prescience Group issued a report on Student Transportation (STB), claiming that the company was effectively a Ponzi scheme, that the dividend was unsustainable, and that the intrinsic value of the stock was about $2 per share. STB dropped from 7.38 to $5.71 (intraday levels) in a little more than a week, largely on the strength of the report. Since then $5.71 has become the 2.5-year low for STB, which has made its “unsustainable dividend” payments, without reduction or interruption, for 24 consecutive months. STB shares have spent most of the past year on an upward trend between $6 and $7, although they have popped above the $7 level on a couple of occasions. The dividend yield with STB at $7 is still nearly 8%. Not bad for a stock that was supposedly worth a toonie a share!
So back to EIF, here we go again. What are we to make of Veritas Research’s disembowelling of EIF? Does this put the company’s recent management “expansion” and reshuffling in a different light? Would you be significantly concerned about EIF’s convertible debentures (especially the G series, which you seemed positive on in a previous comment)? Thanks!
Q: Exchange Income. New comments?