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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: Can you please provide an opinion on this stock? Their web site says their objective is to "(i) pay monthly distributions to unitholders on a tax-advantaged basis and (ii) maximize total after-tax returns for unitholders over the life of the Fund.", but all the income is flagged as a 100% return of capital. How is this done?
Read Answer Asked by Elizabeth on March 05, 2015
Q: Hello Team, Can I get your thoughts on this ETF. Seems to be a fund of funds. Looks pretty stable, not volatile and pays a decent dividend. I am looking for something in my income portfolio that is somewhat low risk and yet still pays a decent dividend. Others I have considered are cbo and vsc. If you have any others that you would consider.
thanks
Read Answer Asked by pietro on March 05, 2015
Q: I own both in a tfsa. about 2k together. would you fold for better opportunities or hang on. I don't need the money there. Just, is it a sensible bet?
Thanks
Read Answer Asked by francois on March 05, 2015
Q: I have a non-registered account that DRIPs all my holdings, some of them for the past 10 years. I am retiring this year and the plan is to stop the DRIPs and start withdrawing monthly dividend income. The account is expected to provide about 1/3 of our income, with the rest coming from pensions, OAS, CPP and RRSP draw downs. I am interested in any comments or changes you would suggest to this portfolio: arx, sgy, wcp, cpg, tog, hr.un, rei.un, d.un, ax.un, ipl, key, ppl, bce, spb, pki and stb. Thanks.
Read Answer Asked by Stephen on March 05, 2015
Q: would appreciate your current opinion on this company. Listed TSX with 3 mines in Australia, cash flow positive. Thanks
Read Answer Asked by george on March 05, 2015
Q: Good morning: I have owned Mullen a couple times in the past, bought for income but sold after decent capital gains. It is starting to look like it might have that potential again. What percentage of their business is oil-related, and do you think their other businesses are growing and could offset loses on the oil side? Is it oversold? What is their payout percentage and how sustainable is the dividend? I am looking for income, about a 2.5% position, and am prepared to hold for the long term.

Thank-you
Read Answer Asked by grant on March 05, 2015
Q: Is there a good possibility that Western based companies are subject to a discount simply due to the fact they aren't high on the analysts (mainly in the centre of the universe) radar every day? The big discount is hard to justify but certainly AVO does not seem to grasp the significance of "selling" their story to investors. They diverted attention with the announcement of building purchase this quarter and mismanaged a personnel manner in a recent quarter.

Phil
Read Answer Asked by thomas philip on March 05, 2015
Q: Hello team, Just wondering what you think of this small cap. I believe the payout ratio is quite high and also a 9.2 % dividend Would it be safe for a small position in a TFSA? Thanks for your great work Herb
Read Answer Asked by Herbert on March 05, 2015
Q: Following Alan's q&a on Mar. 4, about the growth portfolio (which I have been waiting for quite sometime), I could not find it. The only 2 portfolios I have found were the Income & Model. Please guide me.
Thanks,
Morris
Read Answer Asked by Morris on March 05, 2015
Q: Have been a shareholder of Enercare for a while now and have been rewarded handsomely. While the thesis for buying this stock for the longer term is for the income, it's grown to be a bigger portion of my portfolio. Because of that, I've been devling into their financial statements for any risks to their income.

This is when I found this in their latest annual report -- ECI has said that the annual dividend is $0.72 and their EPS is $0.34, yet their payout ratio given is 80%. Shouldn't it instead be 200%+?
Read Answer Asked by Eugene on March 04, 2015
Q: Hi Peter and 5i team,

What do you think of the CI Financial fund called "Select Income Managed CC A". I want to park a large sum (in excess of 250k)? Is that a safe investment? What is the downside risk considering the possibility that interest rates will eventually start to go up?

Many thanks!

Michel
Read Answer Asked by Michel L on March 04, 2015
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