Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Any news today regarding Alaris to warrant the +5% pop?

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Read Answer Asked by Richard on April 17, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: hi,Peter ,my wife and I own AD in our TFSA accounts we bought them 25% cheaper than there present value would you hold or sell at this time,jim.

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Read Answer Asked by james on March 29, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Why are these two stocks dropping so much? The dividends are great. Thinking of half a position in each.

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Read Answer Asked by Carla on March 28, 2018

• Enbridge Inc. (ENB)
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• Element Fleet Management Corp. (EFN)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: Good morning. Looking to add a few stocks (services, financial, utilities) for 5+yr hold with growth and income. EFN, AD & ENB are my front runners, respectively. Could you suggest one other alternative to each of those three that you would recommend? especially interested in your opinion on EFN today with their earnings news. And what is EFN payout ratio? great service thx. I am 35 years of age with higher-risk tolerance.

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Read Answer Asked by Gordon on March 15, 2018

• BCE Inc. (BCE)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: Where would i put my money to get a more stable return

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Read Answer Asked by gabriel on March 12, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hi team,

The outstanding issues seem to be slowly be getting resolved any comments on the quarter and your general thoughts on the company?

Thanks

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Read Answer Asked by Keith on March 06, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Can you tell me your thoughts on Alaris' report today? They say that POR is 90% - is that true? They certainly minimize (spin?) the problem investments, and say that they have turned the corner - especially with the largest new investment in their history, plus increasing dividends (to them), etc. Are you confident they have turned the corner?

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Read Answer Asked by arnold on March 06, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hi Peter: What is your view on Alaris Royalty as it is being traded near its 52w low, with a P/B of 1.2 and a dividend of 8.3% . Should I take a position on this one with a focus on income, and a moderate growth. I'm 62 and in the process of building up a good income stream for retirement. Thank you as always.

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Read Answer Asked by DAVID on February 26, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Is there any royalty stock/ company which is in non-energy and non-resource sector non-restaurant sector?
I'm looking for a company similar to Diversified Royalty with diversified royalty streams. I've already looked at PZA, BPF, etc. I dont like EIF - any other ideas or picks?

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Read Answer Asked by Sridhar on February 26, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Im thinking about buying Alaris in my non-registered account for the dividend. Is this a good time to buy? It seems they have been slowly addressing their problems and improving the balance sheet. What are your thoughts and what risks should I be aware of?

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Read Answer Asked by Carla on February 12, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Impressions of recent announcement regarding transaction with their investment in Agility?

Regards,

Robert

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Read Answer Asked by Robert on February 08, 2018

• Enbridge Inc. (ENB)
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• Enbridge Income Fund Holdings Inc. (ENF)
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• Alaris Equity Partners Income Trust (AD.UN)
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• Chemtrade Logistics Income Fund (CHE.UN)
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• Gluskin Sheff + Associates Inc. (GS)
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Q: hi
Joe asked about your top ten juicy dividend payers. Some are barely in the 3% zone.
Are you preferring these because of safety? Growth?
Are the higher yields from the names I listed at risk of cuts? There are quite a few out there yielding 5% +
Thoughts on these higher yield names?
Thank you!!

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Read Answer Asked by Carlo on February 08, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Alaris just keeps dropping. Bought in my RRSP for dividend and growth.
Down 30%
Small part (1.5%) of portfolio getting smaller all the time.
Market doesn't like this company anymore
Dividend cut coming?
More competition?
More trouble with investments?
If you owned what would you do?
Thanks
Derek

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Read Answer Asked by Derek on January 19, 2018

• Enbridge Inc. (ENB)
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• Capital Power Corporation (CPX)
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• Cominar Real Estate Investment Trust (CUF.UN)
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• Alaris Equity Partners Income Trust (AD.UN)
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• iShares S&P/TSX Canadian Preferred Share Index ETF Advisor Class (CPD.A)
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• Killam Apartment Real Estate Investment Trust (KMP.UN)
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Q: I hold the above mentioned securities in my total portfolio. Some positively,some negatively affected by rising interest rates. Group one (5%)-cpx,Enb& AD. Group two (3.4%)-Reits cuf & kmp . Group three (7.4%)- zpr & Ecn.pr.a
My plan reduce positio in group one esp. Enb and use proceeds to buy cpd.a my concern with cpd.a is fees totaling 2%. Also when purchasing this security there appears to be a trailer fee attached as indicted when I attempted to make a trade. Your opinion please.

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Read Answer Asked by Roy on January 12, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Do you think the reduced tax rate in the US, and/or the faster write off rules, will make Alaris’ business model less attractive to the US companies it invests in?

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Read Answer Asked by Geoff on January 02, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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• Exchange Income Corporation (EIF)
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• Callidus Capital Corporation (CBL)
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Q: Hello, I sold my position to crystallize a tax loss. Would you recommend buying again? If not what other high yielding stock might you suggest? Thanks!

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Read Answer Asked by Bill on December 18, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hello 5i,
In response to Dale's question this morning about Alaris: when I read the press release I interpreted the comment about the $2 million in distributable cash to be some of the monies flowing from the partners to Alaris and not an increase in the distribution to shareholders. Perhaps their wording was a little ambiguous or perhaps I totally misinterpreted. Could you please confirm either way for me? I know they talked about their "run rate"? being under 90% now, but again, the wording left me a little confused as to whether that confirmed a shareholder distribution increase or not.
Thanks!!!
Cheers,
Mike
P.S. Merry Christmas and Happy New Year to all at 5i and the 5i community!!

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Read Answer Asked by Mike on December 18, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hi can you please give a detailed opinion on the news coming out of alaris today including what is happening with the dividend thanks

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Read Answer Asked by Dale on December 18, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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Q: how long must you wait until you can repurchase a company you sold as a tax loss without losing the tax loss benefit thanks Paul

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Read Answer Asked by Paul on November 27, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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Q: I hold Alaris in my RRSP and am down about 35 percent. I am contemplating selling at least half of my holding and replacing it with one or more of EIF, DOL, and KXS in an attempt to regain some capital value. What is your opinion of this scheme? Joe

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Read Answer Asked by Joseph on November 22, 2017