Q: I am an investor in my mid seventies. In the past I have been able to purchase new issue convertible debentures for 5 yr, paying on average 5.5%. Unfortunately this market has dried up. Several of my debentures have come due and as a result I now hold a large amount of cash. Can you suggest 5 or 6 blue chip stocks that pay dividends in the 5% range? Should I hold my cash and wait for a correction or begin buying now? Thank you for your opinion.
Q: Peter, Your short and long term view for Direct Cash, DCI please. Is the dividend sustainable over the long run. Looking for buy and long term hold, Thanks Ken
Could you do a comparison of Altagas and Keyera in terms of valuation and future overall prospects. I currently hold Interpipe and Enbridge. All things being equal, would you add either ALA or KEY or would you see this as being duplication.
Could you give me your insight with regards to Morneau Shepell? The company reported recently and I felt good about their results. Is there anythingn in particular I should keep a close eye on when invested with a company like this?
Q: Would appreciate your thoughts on EIF Exchange income r2nd quarter report today. Westower margins and profitability appear to be improving. Will this be enough to blunt the short sellers? I sold half my position at a loss after the Globe and Mail printed Veritas' one-sided report without bothering to mention the positive opinions of most analysts. Thanks
Is there a reason the model income portfolio doesn't contain any of the Limited Parternships that are spun off of the major pipeline companies? Examples would be TransCanada Pipelines LP or the Enbridge Income Fund. These generally pay higher yield and have less volatility than the common shares of the associated pipeline company so I would think this would have been a great pick. Are there reasons to avoid these vehicles?
Q: At the suggestion of an acquaintance, we have held for a year now, HPR (Horizons Active Preferred Share ETF); HYI (HA High Yield Bond ETF) and XSB (iShares Canadian Short Term Bond). I know next to nothing about bonds and preferred shares. All I know is that they are all in the red! I am holding approx. 25K in each fund. We are close to retiring in the next two to three years. My question is, should we continue to hold them, or find something else? If the latter, your invaluable advice would be greatly appreciated.
Many thanks. And all the best on your upcoming ride.
Q: I'm curious as to the potential impact in Canada of Kinder Morgan consolidating into a huge energy company partly in order to better pursue acquisitions. According to Mr. Kinder: “I think virtually anything in the midstream energy area would fit us”. This may be U.S. focused but I am wondering if this potentially increases future Canadian midstream infrastructure consolidation. Names like Keyera, Altagas, Pembina, Veresen , InterPipe come to mind. Is this plausible?
Q: Concerning the short attack on EIF, it would appear that some of the comments by Veritas and repeated in the G&M article were misleading, if not bordering on dishonest. You mentioned the fact that everyone is entitled to their opinion, but if an ordinary joe tried such a scam, they would likely be fined by the regulators. So how do these people get away with it? My investor question is; do you think the secured debentures, more specifically the EIF.DB.D debs, are an ok buy. They are "on sale".
Q: Hi 5i,
Are all insiders created equal? Using JE Just Energy as an example, am I right in believing CEO's, CFO's, have more inside knowledge on company specifics than say a 10% holder?
Why I say this, would Jim Pattison have bought stock in JE, Just Energy, knowing the company was going to slash their dividend so soon after his purchases and take a 25% haircut on the stock price?
Also how do directors rate in insider knowledge ?
Thanks.
As of late I have been hearing and reading many pundit comments suggesting ALA has a very bright future - especially if/when LNG approvals starting coming in... if/when being the biggest component in that statement. With that in mind I have a few questions;
1) your thoughts on the 2nd 1/4 results released July 31?
2) is there a reason there doesn't seem to be much interest in ALA on a volume and 5i membership basis (last 5i question was June 10)
3) What do you think about ALA with and without the LNG approvals in place over the next year and beyond?