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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: I have been considering a purchase of AD, and am not sure if today's drop makes it more attractive or less so - are you aware of any news/actions that would result in the 4%+ price decrease? I am looking at AD more for income than growth, but obviously capital preservation is important. Would you buy AD today, why (or why not) and could you comment on the dividend sustainability.
Thank-you
Read Answer Asked by grant on January 13, 2017
Q: Your response to Brian on Dec 15 included the following comment: "if you own 85% of your portfolio in high dividend stocks, then this is more of a concern".

I am a retired, conservative, dividend-income investor, with a pension, CPP, annuities, the above listed stocks and 3 income producing MFs (RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT).

I fit the 85% easily. I believe my portfolio is diversified by sector and by security. I also believe the securities have, for the most part, sustainable and growing dividends. I am a "buy-and-hold investor with reasonable tolerance for volatility.

Your comments and concerns please, along with any recommended improvements. Thanks...Steve
Read Answer Asked by Stephen on December 16, 2016
Q: I would like your thoughts on whether it is a good time to buy REITs given the pull back in some recently. I am looking at AD, HOT and HR so could I get you opinion on these or others that would be a good buy now.
Thanks.
Read Answer Asked by Dan on December 06, 2016
Q: I own both companies, mainly for the dividend; but am down about the same in both (25%).

Question is: do I dump AD and buy more of BDT?

Do I dump both?

If I sell both , what would you suggest as a replacement for a comparable, but more secure dividend? Sector is not a consideration here.

Thanks.
Read Answer Asked by Donald on November 21, 2016
Q: Hello,

I have a diversified portfolio across all sectors. I recently sold most of my big losers like CXR and PHM etc. I'm now left with the following three losers: MG, ECN/EFN and AD.

I just don't know what to do with these. I'm down about 25% in each. I regret not selling CXR once it was down 25% and instead took a 75% loss and don't want to be in that position again. Should I sell any of these? MG seems to be the best company of the three, but it hasn't recovered this year like other stocks (at least not from where I bought) and now with Trump in there are a lot of fears about the auto sector, and I'm worried it will keep going downhill as NAFTA discussions begin. Anyways, I'm interested in what you think I should do with these three companies.
Read Answer Asked by Carla on November 14, 2016
Q: Hello 5i Team, I am down signifigantly in each of these 6 holdings. I'm prepared to hold for the next few quarters if any will make turnarounds in 2017. I'd appreciate your opinion. All are in a non registered account.
Thanks
Read Answer Asked by Gary on November 04, 2016
Q: I have a 5% position in Alaris and am significantly under water. Earlier this year I sold CJT at a nice profit so I am sitting with a nice capital gain. I am thinking of selling Alaris for the loss and to offset some of the capital gain with Cargojet, As I like Alaris and it's dividend I would most likely buy it back after 30 days. My question is do you like this strategy and if yes would you execute it before or after Alaris reports next week ?

Thanks Ken
Read Answer Asked by Ken on November 03, 2016
Q: Hi,

I need to prune my financials and I am down to looking at DIV and AD. In looking at DIV, the question I ask is, "Would they have sold Franworks if they weren't confident that they had something in line to redeploy the cash into?" With AD, it is "When will they be able to get some resolution with troubled partners?"

In any otherwise balanced portfolio, which of the two companies would you choose to keep at this time?

Regards,

Robert
Read Answer Asked by Robert on October 18, 2016