Investment Q&A

Q: Starting another trading acct. without any banks. Your opinion would be appreciated on the selections above. Thank you.

Q: Greetings 5i team: Could you please comment on the above stocks with respect to their current versus historical valuations? I guess I am trying to gauge the extent(if at all)their share price is being "propped up" by their yield. I think I know the sectors that are considered most vulnerable to interest rate increases, but do any companies jump to mind that could be more negatively affected than their peers, particularly if rates rose faster than the market anticipates or for the wrong reasons, i.e. inflation versus economic growth? Thank you and best wishes,

Q: Hello, in which sector of the economy do you consider TRI? TMX Money put it in the industrials sector, does that make sense? I am underweight in both the consumer discretionary and industrials sector, could you suggest two names(with dividends)for each of these two sectors? Thank you, Gervais

Q: There has been a sharp sell-off in this stock since Jul 28 when they announced latest results. Were the figures that bad?
Thanks

Q: Hi
I have a half position in the above 3 Rogers B, Thomson R, and high liner, all are on the uptrend
I am a conservative investor holding stocks that pay me a dividend while I wait
how would you rank the above 3 stocks in terms of value and safety
and which one would you like to see me adding to ?
I have BCE in my portfolio as income as well.
thanks

Michael

Q: Hi Guys. Can you provide info on the purchase of TRI that was announced this morning? I believe ONE is involved and others.

Q: Hello am looking for your recommendation on two or three Canadian stocks you like that are consistent dividend growers. Intend to hold for long term. Thanks for great service. Bill

Q: Hi Peter
I own this floating Rate Preferred share issue which pays out a dividend which is based on 70% of the prime rate, it has taken a significant hit to say the least.
Recently it was downgraded to pfd-3 (high) i imagine because of debt risk,i hope this doesn't translate into Junk.
Could you comment on this Preferred share rating and the risk associated with it.
Thanks Gord

Q: Is TRI a good buy at current levels($53)?

Q: Hi Peter and Staff
I got out at $39 and missed a nice ride up. TD projects close to $50.lpng term hold if I consider price. Jump and dividends should I replace ABT, SYZ or ET or stand pat and why?
Thanks for all you do
Dennis

Q: 3:37 PM 5/3/2015

Hello 5i

The Thomson Reuters website says : "Notice for Canada Revenue Agency purposes: all dividends paid by Thomson Reuters Corporation are eligible dividends unless indicated otherwise".

Is Thomson Reuters a "Canadian" Company or is owning shares considered to be a "Foreign Property" and would a T1135 declaration be required?

Many thanks.... Paul K

Q: What would be your thoughts on Thomson-Reuters as they have fallen back some recently. Good dividend source. Do you feel the dividend has room to increase?

Q: Hi team:
the last time some members enquire about TRI was in Nov
it has a nice run since then
it pays a dividend as well, what is your fundamental assessment of TRI
as a dividend stock with some potential to growth ? would you rank it as B or higher ? thanks!

Q: Why is this stock breaking out to a new high on big volume? Is it still a good buy? Thank you.

Q: Your latest thoughts on TRI please

Q: Hi Peter and Team,

I have a full position in Thomson Reuters (TRI) which has surprisingly grown significantly in the last ~18 months (although it has pulled back somewhat lately). It is also paying about a 3.85% dividend.

On more than one occasion you’ve said you're not overly keen on TRI. Most recently, on Feb. 12/14 you said TRI “…still faces some challenges, but remains a viable blue-chip stock in the sector, with OK long term potential. Much of its fortunes depend on capital markets employment levels, which should improve with the markets.”

I am thinking of selling it and would like to replace it with one of the 5i A- or B+ rated companies that I don't already own. I have an otherwise well-balanced and diversified portfolio based entirely on the top rated and unrated companies in the 5i portfolio and other recommendations you’ve made in the past (e.g., IWO, IBB, VIG, VXUS, SLW, FNV).

Ideally I'd like to replace TRI with something that has better than “OK” prospects for growth and dividends going forward. It does not have to be in the same sector.

Would you be able to suggest which of the following top-rated 5i companies you would recommend as a replacement for TRI at this point in the market cycle?

Badger Daylighting Ltd. BAD A-
MacDonald Dettwiler MDA A-
A&W Royalties Income Fund AW.UN B+
Black Diamond BDI B+
Boston Pizza Royalties Fund BPF.UN B+
Boyd Group Income Fund BYD.UN B+
Capital Power Corp CPX B+
Davis and Henderson DH B+
Equity Financial Holdings EQI B+
First Capital Realty FCR B+
Fiera Capital Corp. FSZ B+
H & R Reit HR.UN B+
Leon's Furniture LNF B+
Mediagrif Interactive MDF B+
Tim Hortons THI B+

Thank you for your perspective.

Michael

Q: Hi Peter,

What is your opinion on TRI after the drop in the share price today? Is the dividend eligible for the Canadian dividend tax credit?

Mitch

Q: A recent guest on Market Call was touting the benefits of Eikon, which he said did amazing stuff and was half the cost of the Bloomberg Terminal, like the one you use. He implied that TRI, Thomson Reuters, has finally worked out the bugs with this business service and that the stock was a buy. Would you agree and are you familiar with Eikon? TRI apparently sold 100,000 of the desktop units (and subscriptions?) in the last quarter, which sounds like a lot to me, but maybe it isn't in comparison to the Bloomberg terminals already in place. Thanks, J.

Q: Hi Team,
How do you rate tri?
Many thanks for your excellent recommendations.

Q: TRI has had a good run this year, so is it time to take some profits? What do you expect it to do from here?