Investment Q&A

Q: Hi guys,

Could I have your view on Eagle Energy Trust (EGL.UN) and how safe the insanely high dividend is. Lots of insiders buy in September with a 10 year low stock price so what is your general view on the stock. It would be for a div buy and hold strategy.

Thank you,

Richard

Q: ACO.X
Any reason why the stock dropped 10$ since May 2014 ?
Thank you !

Q: Dundee REIT appears to be significantly undervalued with an 8% yield. Their debt is financed at low interest rates for several years and occupancy levels are high. Am I missing something?
Phil

Q: ECI - EnerCare I have a half position and looking for dividends. With a soft offer, my thinking is the stock should have a $13.00 floor. What are the pit falls of adding some shares here. What are the chances of the offer turning into a real offer? What are the chances of a better offer?

Q: AFN - Ag Growth seems to be struggling here and I am wondering why. I thought their last report was good and they seem to be bulking up internationally. Any thoughts?

Q: Hi Peter,
Awesome job on your cycling journey. I enjoy reading your blogs and have financially supported this cause.
Do you have any insight as to why Horizons North Logistics is losing ground today?
Also, do you think this is a good time/price to pick it up to include in a balance portfolio?
Thanks!

Q: I've noticed HR.UN has dropped for several days but can't find any news that it might be reacting to. Can you help?
Edgar

Q: May I please have your thoughts on yahoo is it a buy ahead of alibaba ipo

Q: Can you provide a selection from either the model portfolio or the income portfolio to replace Brookfield Infrastructure Partners (BIP.UN) or should I continue to hold it?

Q: Hello 5i team,
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). But I'm not too happy with CPG for their endless acquisitions by raising more equity, I'm switching it to WCP and I thank you for your concurrence.
All these holdings are more or less equal weighted; so, I'm thinking of adding to TOU my only gas-based holding and what better time than now. Unless you know of another gas-based stock of equal quality.
Thanks as always,
Tony

Q: Could I get your opinion on purchasing yahoo as a way to play alibaba ipl?

Q: I'm trying to overcome by "home country bias" for my RSP with a 15-20 yr time horizon (I have a DB pension so I'm not afraid of some risk). Can you suggest 3-5 stocks for US and Int'l exposure and/or other ways of participating in equity markets outside Canada.

Q: Aside from cash, money market and buying bonds and holding the bonds until maturity where do u suggest one puts cash/profits?
1) an ETF for 3 to 6 months
2) ETF for 6 to 12 months
3) ETF for 12 months and longer
4) Any other things u might recommend - preferred shares?

Thank you.

Q: I am a new sudscriber.
Re your model portfolio: I don't see the initial amount of money invested in each stock, the number of shares bought and the total at the start of the portfolio.
Given that the portfolio has had an 8.7% performance rate to date, how would one emulate this portfolio without coming in at a high level?
I look forward to being a subscriber to your excellent site that I have been aware of for some time now.

Q: Parkland (PKI)
Would you recommend adding to an existing position in light of the Pioneer acquisition, as part of a long term hold strategy for PKI?
Thank you.

Q: Good morning 5i, may I have your opinion on investing in SAN, Banco Santander, for income and growth after the Scottish referendum. How risky is it now compared to the times of the first two questions in 2012 and 2013. Is it too risky for a RRIF? Thank you

Q: I am looking to add to my small, initial $10,000, TFSA. It presently has 4 stocks in it BDT (32%), BEP.UN (12%), CF (45%)and ESN (10%). The portfolio is up 20%.
I am looking to add $5-10,000 between now and the end of the year and would appreciate suggestions on what to add to the mix?
Thanks for the help!
Ken

Q: Hello Peter and Team,

Quick thoughts on Capstone Turbine Corporation, CPST.US

Q: CSS/TFI What do you think of the TFI extension announced today. I found it notable that Contrans approached TransForce about the selling of the Co.

Q: Hi 5i,
This is in response to Tony's query re: the "old", or "basic" Globeinvestor portfolio tracker. I use this free service and as I receive confirmation of my DRIP I go to the Portfolio Menu, Stocks, Record Buy/Sell and record the DRIP as a stock buy. Globeinvestor will have already added the cash value of the dividend to my cash balance. It is moderately cumbersome but does work; the biggest caveat is that often/frequently the cash balances shown becomes hugely inaccurate. I have seen my cash balance in a portfolio change by as much as $1500 after processing a single share purchase from a DRIP. I'm not too sure what their issue is beyond trying to goad me into buying the premium service, but it is annoying. Nonetheless, I can track all of my accounts easily and reasonably accurately using the free Globeinvestor service. I guess my question would be: is the Globeinvestor Premium service worth the money and/or is Morningstar a better, more functional option? I, too, would like to hear other members' thoughts.....
Cheers,
Mike