Q: Good morning. I would appreciate your assessment of KEY Keyera's earnings which came out yesterday. Earnings were up but cash flow was down and debt also up considerably. Any concerns?
Q: To preserve capital and to have a bond component in one's portfolio would you recommend buying 5 laddered bonds with successive 5 year maturities, held to maturity OR ETFs?
If laddered which bonds: municipal, provincial, federal or corporate?
If ETFs what 3 names would you recommend?
Thanks kindly.
Q: Good webinar today. Lots of great tips and information. Much appreciated.
One of many points I picked up was the comment on dividend ETFs, which included CDZ, iShares Canadian dividend growers. I've owned it for a few months on 5i's recommendation and it's up 8% in that time not including dividends, which seems fine to me. But I noted the comment today about dividend ETFs needing to own high dividend payers. CDZ was mentioned, specifically it including AGF Management in the fund. When I checked the current top fund holdings, the top 3 are AGF, EIF and BDT.
CDZ's profile states:
"The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million."
Do AGF, EIF and BDT fit the profile? Or are they in the ETF solely for their high dividends? Thanks.
p.s. Would a webinar on ETFs some time in the future be useful for 5i and CMS members????
Q: Hello 5i, Could you comment on Veresen as a company as well do you think it is a buy, sell or hold. Also they just announced there 1st quarter could you comment on that also.
Thanks
Could you please comment on Rifco? Would you see it as a buy as it approaches it's 52 week low? Although, I would agree it's better to buy into strength, it's still a solid company with consistent execution and growth. It seems like it's being hit by the fear of interest rates rising (eventually), loan charges and a general shift away from growth stocks.
Also, if you had to choose between Rifco and Carfinco, which one would you buy? Or would you recommend waiting until there's momentum in these stocks before buying?
Q: Wajax (WJX) I am guessing from the drop in stock price that their latest results are not stellar. Is this the case and how secure so you think the payout is the payout at this point?
Thanks for your valued assessment.
Q: As part of my fixed income investments, I am looking at BMO's Floating Rate High Yield etf ZFH. I am trying to beat the one or two-year GIC rates but still retain a high degree of security in my investment. The etf ZFH is new and has very low volume. What would you suggest as a comparable etf? Or should I stay with the GIC approach in a 1-5 year laddered setup?
Q: Hi Team, What are your thoughts on Chesswood (CHW) results and how do you see the market reacting...Keep up the great work, best investment I've ever made! You give me the confidence I needed in companies (going forward with my investments. Great job!
I am trying to decide between Valener (VNR) and Brookfield RP (BEP) for a diversified portfolio of income and growth equities. Income (primarily) and moderate growth is the objective for this investment. Do you have a preference between the two currently? Valener has a nice dividend but it has not increased since inception that I can see. Do you anticipate that distributions will at least keep pace with inflation going forward?
Thank you.
Q: Hi
I want to invest $100,000 in 5 Canadian dividend paying stocks. I want each company to have a solid history of paying dividends. I would like the portfolio to be well diversified. Would you please recommend 5 stocks to accomplish this. Or if you think there is a better way to do the same thing, I would like your opinion.
thanks
Q: HellO,
I read in the May Canadian MoneySaver (pg 30) about Fixed Invstment Certificates. A little research tells me they are basically 2nd or 3rd mortgages. The return of 12% is appealing. Your comments on safety of the investment? What would be a maximum portion of a portfolio to invest in FICs
I do like the new cover designs.
Q: Hello Peter and team,
I have been following the Utility Sector with interest.(Both in the stock market and my monthly bill). I see in your model income portfolio you have BEP.UN and SPB. Within the sector, could you rank the top four stocks to consider and the bottom four to ignore for now. A very short explanation would help. I am looking for long term stability and reasonable yield in a non registered account. I also see various high numbers for BEP.UN's PE Ratio. What does your research show it to be? Many thanks Paul
Q: Good day! I am looking at the cash flow for RSI (Rogers Sugar) on SEDAR for yesterdays results, and am trying to work out the payout ratio. Could you tell me what of the items would need to be adjusted from the earnings to give a "realistic" payout ratio. What do you calculate as the payout ratio? Thanks!
Q: what is the outlook for EIF, Exchange Income Fund. Pays over 9 % dividend. Stock has been dropping, is there a problem? Is it a buy, hold or sell? Thank you very much.
Q: Hi Peter and Team, regarding Surge, SGY, in addition to your reply today, would you please provide which insiders having been purchasing shares recently and what individual management/board share ownership is currently? Thanks!