Investment Q&A

Q: I own ipl in 3 of my accounts representing around 5 percent of my portfolio. I note you have dropped it from your model portfolio and only one analyst now recommends it as a strong buy. Is the valuation getting stretched and are there better names to be in for growth.

Q: In the income portfolio CVD has a yield of 4.9% but on the ishares website the YTM is 2.29%. What would be the yield if I purchased this product today. Thank you Ron

Q: WHAT DO YOU THINK OF KP TISSUE AND TORSTAR? I APPRECIATE YOUR RESPONSE.EBRAHIM

Q: Could you please offer your views on PPL.TO? Thankyou.

Q: Could I please have your updated opinion on Bird Construction (BDT)? Thank You!

Q: Good evening 5i! I am considering selling my WCP shares and converting to NPI shares. I've held WCP for a couple of years and it seems to be doing very little in growth, (I also hold PEY, CPG and BTE in the energy sector). My broker has suggested I look at NPI for a good yield and decent long term growth, (I also hold CPX in the power sector). Can you provide me with your unbiased recommendation on this potential company switch looking at it over the next couple of years.

Thanks for your help and input.
Brian

Q: GVC - you were mildly bullish on GVC some months ago but the stock went down some more. This morning RBC issuedThanks!

Q: Good morning team; in view of this mornings announcement re Entwisle stepping down. what is your opinion of telus going forward.I am currently overweight and am planning on selling some in the near future.Should I pull the trigger now or place a covered call order? keep up the great work thanx for your answer

Q: Now that ATD.B has declared a 3 for 1 stock split would it be wise to buy before or after the split?
Look forward to your reply.

Q: I am interested in starting a position in WTE Westshore Terminals,I was wondering if in view of its recent correction,would this be a good entry point or not?

Q: Assessing my portfolio weightings: I have BAM.A as 10th largest which is OK but I also own BIP, BEP, BOX, and BRP in lesser quantities. If I think of them as one entity because they are all Brookfields, they would total twice my largest portfolio holding, so in sum would be #1 by far. Is uniting them because they are all intertwined with BAM the correct way to judge the holdings and would you advise scaling back, or are they separate businesses with different yields, growth rates and performance outlooks?

If reducing is advised, I could see substituting, say, HR for BOX and TCN for BRP, but I would have a difficult time finding replacements for BIP and BEP in a large cap utility with an international flavour and outstanding yield for RRSP. I consider BAM core and have held it for many years with good results; insiders own way more BAM than any of the spinoffs which speaks volumes to me. Would 5i have any differing ideas or options? Thanks, J.

Q: Is this a good entry point for Transalta? Tx

Q: Does your favourable opinion of MRG.UN still hold?

Q: Hello 5i,

I would like to drill down into VSN a bit further. I'm trying to figure out why this fairly sleepy dividend stock has been on fire since last September, up around 50%. ROE is only 5%. Forward PE is sky high. Are investors simply enamoured of their forthcoming new projects and the steady high div? Is the valuation not extremely rich?

Thank you!

Q: Sherritt
Today I am hearing that Cuba is going to change the laws to allow wholly owned companies to invest in Cuba.
Also they are going to gurantee that assetts will not be confiscated.
If this happens willit not be HUGE for Sherritt?
Thanks,Warren.

Q: On Torstar. Last night on BNN, Patrick Horan made Torstar a top pick. I have always considered the stock an avoid as it is in a dying industry--along the lines of your last answer on this in November.Agilith Capital has an extraordinary record so I was surprised. Has something changed, am I missing something or is this just the disagreement which makes markets?

Q: Thank you Peter, for your response concerning my TFSA portfolio. In keeping with my goal of creating growth, I have come up with the following ETFs and would ask your opinion on their value. If you differ with any of them could I ask you to recommend a substitute. I find it a challenge, with the resources available to me,to pin down ``dividend growth`` ETFs. I have selected the following based on their asset size, MER, and sector diversification. They are as follows:
CDZ, XRE, ZPR, XTR and CHB. They would make up the entire portfolio. Thanks for all you do for us.

Q: Hi Peter:
I am retired with a modest pension, and a huge believer in asset allocation focused on Cdn dividend income. I have recently trimmed several positions to raise a bit of cash (now at 7%) to take advantage of a possible summer pullback. In equities I own AD, AQN, ALA, BCE, BNS, BTE, BA, CFN, CGX, CSU, CPG, III, PBH, TCN, WEQ, as well as 2 dividend funds and 1 REIT fund.

Do you see any red flags? Caution flags for me are CFN and WEQ. Once purchased, I normally like to give the stock "time to perform".

Thanks for your help,
Steve

Q: Hi Peter
Can i have your opinion on HollyFrontier Corp HFC-N.
Is it time to take profits in the refiners?
Thanks Gord

Q: Hi Peter, I received US stocks; ARO, AMR, DF, & GES from a transfer in from a managed account. Would you keep any of these ? Thank you, Paul