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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: Thanks for the recommendation on XIC. As with many ETFs linked to the Cdn market, it appears to be weighted to financials, energy and materials (~ 65%). If you were to want to cover the Canadian market in a more balanced way (sector-wise) by owning XIC and a few stocks, what stocks would you add on? Please prefer BE stocks. This is for an RRSP with a 30-year horizon. Thanks very much.
Read Answer Asked by Chris on February 20, 2018
Q: I think most investing houses recognize the US is going down a path of debt destruction. What is your assessment and thoughts of the the opinions expressed by Peter Schiff as it relates to the US. He has some very compelling arguments but many think the economy is actually in great shape..?
Read Answer Asked by Stefan on February 20, 2018
Q: Hello, I'm curious about the ex dividend date provided by my investment company. Is that the date - if you own stock on that date - that you earn the dividend dollars? Could i for instance a company with a dividend day of Feb 20, buy 100,000.00 of it on Feb 18, get the dividend and then sell on Feb 22? Not really a strategy I have in mind but I'd love clarification on how it works. I have some stocks I want to sell, some for tax loss purposes and some because they've gotten so high and am looking at this ex dividend date as something to consider.
Many thanks.
Dave
Read Answer Asked by David on February 20, 2018
Q: Oaken has some very attractive GIC rates. I could possibly put in well over $100K.

With that in mind can Oaken be considered to be as safe as a RY or TD to meet both annual obligations and full repayment at the end of the term, be it 1, 3 or 5 years?

Thanks.

Read Answer Asked by Donald on February 20, 2018
Q: I've logged in twice now, after restarting my computer, and there are no new questions since yesterdays question from the 85 year old, is something wrong at your end?
Thanks
Read Answer Asked by Greg on February 20, 2018
Q: I'm considering the risk/rewards of these two stocks you've suggested buying. Teck strikes me as much higher risk, but analysts don't forecast much more than a 10% upside during 2018. With A&Ws nearly 5% dividend, isn't it likely to return as much or more for far less risk?
Read Answer Asked by John on February 19, 2018
Q: I'm getting the feeling some income stocks have been punished too heavily as the fear of interest rates increasing has chased investors away from companies that are well run and offer exceptional prospects for the future. I would like to buy some of these companies now that they have pulled back. Do you fell my thesis is correct, and, if so, please give me the names of your top 5 companies that you would suggest as strong value plays. Also, please accept my sincere thanks for your invaluable guidance.
Read Answer Asked by Les on February 19, 2018
Q: Good morning 5i,

Disclosure first: Sorry for another ENB, and also, I've owned ENB for 20 years now, and it's done me very well! However, I have been really thinking about the last several years, more importantly the coming years.

I read the Q&A daily, great service, and have a question about the ratios (P/E, P/CF, P/B, etc) you provide in answers to other ENB questions. Am I correct in assuming they are from Bloomberg ... What numbers / earnings would these be based on ... Adjusted? GAAP? DCF?

Also, from ENB's press release:
•Earnings of $207 million or $0.13 per common share for the fourth quarter and earnings of $2,529 million or $1.66 per common share for the full year, both including the impact of a number of unusual, non-recurring or non-operating factors.

The "number of unusual, non-recurring or non-operating factors."
I'm pretty sure I remember these exact same words in an Enron press release.

From Globe Investor:
Enbridge said it took a $4.55-billion charge in the latest quarter to write down assets in the gas transmission and midstream business.

I can't find 'What' assets, worth $4.55B that they wrote down with no apparent explanation. Hopefully, I'm not looking hard enough.
Did 5i see anything that further explains this?
(for comparison, the Line 3 replacement is $5.3B, so $4.55B must be substantial)

As mentioned, I read this forum daily, and do know that while you endorse the company, you also state it is not without some risk.
(both TRP(~20 yrs ago) and KMI have cut their dividends before)

Appreciate your answer to the ratios question, and comments on the write downs.
Thank you, I do enjoy the service, and have a great weekend.

Rod

(deduct accordingly)
Read Answer Asked by Rod on February 19, 2018
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