Investment Q&A

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!!

Q: Hi Peter. I've held Chemtrade 5 years, and Gamehost 4 years. I add when they are down and trim when they are up and collect the dividend. Would you add to either now? Thanks.

Q: Greetings.
Just looking for an update on what is happening at Chemtrade. Down significantly. I own a very small position. Is it time to just move on?

Q: for additional income and some growth I am considering the four listed companies, or what would be your recommendations. may I have your comments.
thank you.

Q: I own AQN and Chemtrade. I have owned the latter for several years and reinvest the dividends: I am considering adding more of one of these two. Do you prefer AQN? Is one riskier than other? Thank you. Bill

Q: What is your opinion on this company, as an investment?

Q: HI, your last comment about this stock was somewhat tepid. I hold it for safety/yield and I reinvent the dividends. Would you prefer another stock that has a high dividend, is safe, but you think more highly of, and if so please provide name(s). Thank you. Bill.

Q: Could you please give your likes and concerns on CHE.UN as an investment for the next few years + your thoughts on the pros and cons of the quarterly report and what in the report drove the price drop today. Thanks.

Q: Hi,

I currently own CANEXUS CORPORATION CONV.UNSEC SUB SER V DEBS 12/31/20 6.0000. With the takeover of Canexus by Chemtrade I tendered my bonds to CHE and then time passed and nothing happened. When I contacted my broker iTrade they sent me the following from the CHE website:

The final report provided by the depositary at the expiration of the Offers indicated that an aggregate principal amount of
C$19,475,000 CEI Series V Debentures had been tendered to the Series V Offer and an aggregate principal amount of C$12,576,000
CEI Series VI Debentures had been tendered to the Series VI Offer. Accordingly, as the conditions to the Offers had not been
satisfied as of the expiration time of the Offers, Chemtrade will not accept any tendered CEI Debentures for payment. All CEI
Debentures tendered pursuant to the Offers will be returned to the tendering debentureholder.***

So, where does this leave me as a Canexus bond holder and is there anything I should do or do things just continue as before?

Please advise.

Thanks

Sheldon

Q: Team,
I hold both of these ( retired income investor) and wondered if you could add any comments with respect to each as a longer term hold for growth and dividend safety and are there any ther companies in this space that like better or just as well?
Peter

Q: Hi there,

Can you tell me what's up with the steady gains over the last little while? Has something changed at the company that has not been posted.

Cheers

Q: Hello, I see that CHE.UN is down by almost 10% since the beginning of the year. Is it something to worry about? Is it just normal volatility? Is the stock under attack by short sellers? Is Chemtrade’s high debt level still acceptable? Is the company a possible takeover candidate? Regards, Gervais

Q: I own AGU for income, but am concerned with the POT merger. Would either CHE>UN or RUS be a better replacement for income and if so which one do you prefer? Thanks

Q: What do you mean when you refer to a stock as a good/not-good "trading" stock (as for instance in your reply to Robert's May 19 question about CHE.UN)? Thank you.

Q: chemtrade has fallen to resistance, but I still have a small profit.
Would you recommend taking it, or waiting for an improvement?

Q: Please comment on the latest earnings...buying opportunity for an income account?

Q: Just to clarify, my question below is about CUS.DB.D

Just wondering what your thoughts are on the offer to redeem the 3 Canexus debentures. As an income seeking investor, should one accept the cash offer or keep the 6.5% debentures until the end of term? Pros and cons? I was also wondering if one doesn't accept the cash offer, will there be a secondary market for these debentures? Will the convertible feature remain in place? Thanks for all your help.

Q: Please give me your thoughts on this company.

Q: What is your analysis of the recent results? How is the company doing in terms of debt reduction?

Paul f.

Q: Hello, 5i team! Thinking about additional investment in material sector + dividend part. Already own about 500 shares of POT in RRSP, now thinking is it good time to add say 100 shares of AGU before merger? I consider potash as a reliable area of long-term investment but would be glad to think about the alternatives as well... Your comments are highly appreciated! Thank you!