Investment Q&A

Q: Still hunting for income without taking on too much risk.

Both BIF.UN and PEG have yields in the 8% range.

I would appreciate your comments regarding adding these to a portfolio that contains most of all three of the 5i Portfolios, and is reasonably well balanced despite being underweight in utilities.

Thank you.

Q: Good afternoon,
I hold a combination of stocks from your BE and Growth portfolio. To date I have not purchased either of your energy picks. At current prices both have had a pull back. Which one do you recommend purchasing at this time? I plan to hold long term and dividend is not needed.
Thank you,
Kerri

Q: I'm building a non-registered account with companies that pay out a fairly high dividend (tax efficient for the dividend tax credit) and with an emphasis on growers. In particular companies that have indicated their intention of growing the dividend 5-10% annually and in some cases provided timelines as well. Looking for steady increasing income from this account but also hoping the increasing dividend will provide a floor for the stock prices against increasing interest rates expected over the next while. Time line 5-10 years.

For example, ENB who have indicated 10-12% dividend increases through 2024 (choose this over ENF who has indicated 10% increases through 2019). This should take ENB's dividend payout up to around 9%+ based on the current stock price. I've also included ECI in the account so far.

BEP/BIP don't fit the bill due to the distributions not being tax effective.

Looking for more ideas, perhaps 5-10 that I could consider adding to gain some diversification as well.

Thanks!

Q: I'm aware of the interest rate and housing market sensitivity, but I'm still intrigued by the yield. Are the payouts of such MIC's classified as true dividend income (eligible for the dividend tax credit)?
If you aren't a big fan of these MICs, what would be your top 3 picks for companies with high (as safe as possible) yields (north of 6%)?
Thank you

Q: I am 75 years old, have a portfolio strong in Financials,Oil, Telecomunications and Reits. I need to add fixed income, low risk with good dividend. Have looked at ZDV,CDZ,ZWH, VEE and others but hard to determine risk levels. Need to add 1 full position. Appreciate your thoughts and guidance.A dividend at 4% or higher would be ideal.

W

Q: I would appreciate your updated opinion on Questor Technology. Thanks!

Q: Per your portfolio adjustments you are selling ADW.A. You mention that it has a low yield and is shown as 1.39%. Is this 1.39% of original purchase price or current market price. I always look at my yield return based on original price paid and not on current price. Is this the proper way of doing it.Thanks

Q: I have no exposure to healthcare but I would like to have some exposure. Can you recommend some investments to this sector and it does not have to be Canadian companies?

Q: It has been a while since you have provided an opinion on this company.Technically the stock has been performing very well lately.Can you please provide your updated fundamental analysis.Do the current fundamentals support the latest positive price action.Would you recommend for an investor looking primarily for income with some future growth in both dividend and equity price?
Thanks very much.

Q: Hi, I have a very small position in each of these 2 bank stocks that I am looking to consolidate into just 1. It is for a long term hold within a USD$ RRSP...which of these 2 would you recommend? (even thou I understand you focus less on US stocks) Thanks, Stephane

Q: Peter and His Wonder Team
As you can see MND just reported its Production and Sales Report for 4thQ. The stock fell today 2.2% while the whole sector had a very good day. Does this mean that there 4thQ financial report will probably not meet expectation? So the investors are disappointed and there may be a reasonable price dip? If so would that present a buying opportunity? Please give your current assessment of MND in light of this report.
Thanks for your superb service...
Dr. Ernest Rivait

Q: How sustained do you think the uptrend will be with respect to Callidus Capital Corp? (CBL)

Q: Appreciate your thoughts on a company called AcuityAds.

Wayne

Q: I've owned Amaya since it was under $10. I have a well diversified portfolio. What would you do with AYA? keep it, sell or replace it with something else?

Thank You.

Q: Any comments on the stock price increase ? Thank you

Q: Did you ever hear about what percentage of the Hatchimals were defective? The share price seems to have stabilized and is on an apparent upward trend.

Q: Which do you prefer at this time- STN or WSP ?

Q: Hello,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan

Q: How is CEF.A valued? Is it just the number of ounces of metals times the current price of gold or silver to arrive at a NAV? Today CEF.A trades at 7.2% discount to NAV and I'm trying to determine if this is a good buy....or not. How can it pay a divvy, as tiny as it is? Any chance of your expert advice in blog form? The root of these questions is that I would like to hold some physical gold, this fund seems a easy way to do that but I do not understand the "under the hood" part. Their website is vague also. Thanks for your insight. Ron

Q: Best wishes to the team for 2017. Your independence and objectivity are always refreshing and welcome.

BTW. How do you estimate US or International exposure for nominally Canadian companies as diverse as TD Bank and Enbridge? Apologies if you have already addressed this.