Investment Q&A

Q: Appreciate your thoughts on Corby, which I've owned for several years with a small price appreciation. Dividend is nice but stock won't go up. I already own Andrew Peller, would you recommend selling Corby and do you have any advice on replacement consumer discretionary.
Thank you.

Q: This is another US company question which I recognize is not your area of full coverage. The company is Southern - an electricity utility in the US. Four US analysts have it as a "sell" and many others as a hold. I'm wondering if this is largely because of the shift away from interest sensitive stocks or for some other reason. Wondering if you have an opinion on this company as a purchase for dividend yield and relative security (recognizing that the share price could drop further). I don't currently own it. Thanks and Happy New Year Don

Q: Please mention sectors you feel should be over weight in Canadian and US markets. Intuitively, in expanding economy I would pick Consumer Discretionary, Industrial and Technology. You may have different answer for Canada and US.

What proportion of portfolio should be in US stocks.

Thing you

Q: What is your opinion on pollard banknote?

Thanks,

Q: What are your views about marijuna co's. Are there any blue chip co's you would recommend. Thank you.

Q: Please comment on this mornings posting by Dividend Sensei inSeeking Alpha where he is very bearish on BEP.UN.
Thanks
Frank

Q: Hi 5i Team,

Which stocks pay their dividends monthly instead of quarterly?

Thanks,

Henry

Q: what is your opinion on this companies prospects for the next year?

Q: Outside of MG, TD and SLF (all of which I own) and their respective sectors, which companies in your coverage universe do you think fit traditional value metrics? Are there any companies in Canada that are outside of your coverage that you would both endorse and seem like value propositions? Thank-you.

Q: Hi, What would be your top three REITS to purchase at this time in order of preference please. I plan to hold for 10-12 years. Thanks

Q: I own ZMT but don't notice much upside. Are direct mining holdings, such as the ones mentioned or others, be a bettter investment? What about cyclical considerations?
Your input is appreciated!

Q: Greetings, Peter, Ryan & co.
While dividends are nice to have I do not require them from my portfolio. Reasonable safety is important to me. With that in mind would you please give me your top two or three picks (US or Canada) in each of the following: Healthcare/Pharma/Biotech, Technology, Energy, Precious Metals.
Please feel free to debit my account with as many questions as you deem appropriate.
With appreciation,
Ed

Q: The price of Platinium has come off the lows of about $900. Is it worth holding PTM right now or switch to another in the precious metals space? What do you think of platinium vs the other precious metals for 2017?

Q: Hi 5i team,

Are the dividends paid by this group qualify for the Dividend Tax Credit?

Thanks for your great service.

Henry

Q: Thoughts on this preferred that we have a 1+% position in as I am thinking of adding to it a % or 2. Any others as a better bet?
Thanks,
Ted

Q: In pursuing my goal to maintain a well-diversified portfolio, I am trying to decide how and even why to differentiate between pipelines and utilities. Both sectors operate in regulated sectors (at least in Canada), both sectors will be adversely affected by higher interest rates due to debt levels and both sectors generally pay reasonably attractive dividends. As for their differences, I see utilities potentially performing better as the economy improves and the pipelines more affected by politics.

Should these sectors be treated as different when composing a portfolio or can companies be "mixed and matched" under a more generic "regulated" or quasi "fixed income" part of the portfolio and thereby treated as almost the same?

If your answer is "yes" would you endorse a switch from IPL to AQN for better long term growth with less volatility? (taxes not an issue)

Appreciate your insight.

Paul F.

Q: I'm considering adding one of these three stocks to my portfolio. Kindly give me your ranking in terms of preference, based on a longer term growth and dividend yield prospect. Much appreciated.

Q: I wonder if you can give your 5 best recommendations at this time for investment in TFSA or RESP for long term hold, irrespective of sector or balance. I have greatly benefited from being a 5Iresearch subscriber for the last few years. Thank you for the great service.

Q: Any idea what's driving the huge volume and price run up in Flyht?

Q: Happy New Year Peter and Team,
For income, whats not to like about Dream ? Is the payout covered ? What are the pitfalls vs other reits ? Does it have any place in a TFSA ?
Thank you,
Paul