Investment Q&A

Q: Good Morning, Would you see BE.un recovering if the pipeline goes through to B.C.? Thank you. Anne

Q: Not sure what is happening but my last 2 questions have been marked private although this was not my intention. The first time (BUS question) I don’t think I hit the private button but the last question (BLN&RHT) I definitely didn’t choose private. Can you make this last question public (I have 2 friends who are also 5i members who want to see the response). Also have you any thoughts as to what is happening with my questions - composed on an ipad air and this didn’t happen on the old site. (It’s possibly a coincidence or clumsy fingers but I’d appreciate you looking into this). Btw, this is definitely sent as a public question for test purposes. Thanks

Q: Can I get your opinion on these please. Which would you choose for a long term hold and why?

Q: I would like to spend a credit to ask you to expand on your Nortel reference in an answer to a question asked on Feb 22nd. You said Nortel was a 'revenue scam'. Being a former Nortel employee & investor, with many under water shares, I am always interested in hearing & learning aspects as to why Nortel is no longer. So my question is what did you mean when you wrote Nortel was a 'revenue scam' for lack of a better phrase. Thanks … Cal

Q: Hi Peter: What is your view on Alaris Royalty as it is being traded near its 52w low, with a P/B of 1.2 and a dividend of 8.3% . Should I take a position on this one with a focus on income, and a moderate growth. I'm 62 and in the process of building up a good income stream for retirement. Thank you as always.

Q: Could you please give me your thoughts on investing in the etf MFT. Looking for some stability and downside protection while grabbing some yield.
Cheers everyone (:

Q: Which of these two represents a more compelling buy at this time ?
Thanks
Karlm

Q: What is your assessment of the latest developments at PLI?

Q: After another drop, High Liner seems like it would be good value down around $11, trading around 10X next years earnings. It's momentum is negative and debt is a little high, but what do you think?

Thanks,

Alex

Q: I am sure you are getting tired answering questions about ENB. Well, here’s one more. For the past month, as ENB has dropped from $48 to $43, every analyst on the planet rates it a screaming buy. So, what is Mr. Market seeing that us mortals do not?
Thank you for your patience.
Frank

Q: I hold both of these companies and was wondering if there was any reason other than the recent market that they are still going down.
Thanks for your help.

Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!

Q: Am thinking of purchasing the newly launched bristol gates etf for us exposure. Any comments? Thank you

Q: Can you please comment on yesterday's earnings. The team pulled out a small profit for the year. 2017 vs 2016 looks better than comparing 4th quarters. On the call, management suggested there will be a reduction in operational costs of 6M annually or 1.5M a quarter that should begin in Q2.

Cheers,

Q: I am a member of 5i research and want to know would I get the 50% discount if I renew
the ETF FUND UPDATE or is it for first time members only?

Q: Why are rate reset preferreds falling. In a rising rate environment , in my view, value should be increasing. Why is this not the case here

Q: In terms of positioning I present a scenario. You are 68 years old. You have currently 1M invested. You are 20% Fixed Income. You are 10% cash and 70% equities. You somewhat depend on Dividends so you have slanted the 70% equity portfolio to dividend stocks. (90%) Blue chip BCE, ENB, MFC etc. Is this a mistake? Should you perhaps even out the portfolio to growth stocks that pay no dividend but offer you upside. i.e. CCl.B, SJ, ATD.B. You get the gist. Now supposing you have been diagnosed with a medical condition that tells you will be dead in 5 years. When you kick the bucket (which in end we all do) and want to leave the maximum amount of money to your dysfunctional family how to you structure this now? I have no concerns about running out of money but at the same time I want to leave the maximum money on the table when I die. What do you recommend as a strategy? That’s the there, there!

Q: More of an educational question. Wondering about the royalty streaming model.
Seems the income stream should provide a steady dividend but this doesn't always seem to be the case, e.g. Sandstrom Gold (SSL). What can go wrong.
Thanks.

Q: Hi,
I have a sizeable (for me) amount of cash that I would like to make some safe earnings on for the next 5 weeks until it is invested in a commercial property. Obviously short term and the investment needs to reflect that. What are the best/highest yielding cash like products around right now? Ideally exchange traded, I don't want to bother moving cash out of my bank (RBC).

Q: I am hoping you may have some suggestions for dealing with this problem. One I might add your stellar advice has contributed to. Currently CSU is nudging over 10% of my portfolio and SHOP is edging over 6%. Clearly there is single company risk but were do I go to find similar excellent management and growth potential while reducing the risk.
Your assistance is as always very much appreciated.
Mike