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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: Is there a good possibility that Western based companies are subject to a discount simply due to the fact they aren't high on the analysts (mainly in the centre of the universe) radar every day? The big discount is hard to justify but certainly AVO does not seem to grasp the significance of "selling" their story to investors. They diverted attention with the announcement of building purchase this quarter and mismanaged a personnel manner in a recent quarter.

Phil
Read Answer Asked by thomas philip on March 05, 2015
Q: Hello team, Just wondering what you think of this small cap. I believe the payout ratio is quite high and also a 9.2 % dividend Would it be safe for a small position in a TFSA? Thanks for your great work Herb
Read Answer Asked by Herbert on March 05, 2015
Q: Following Alan's q&a on Mar. 4, about the growth portfolio (which I have been waiting for quite sometime), I could not find it. The only 2 portfolios I have found were the Income & Model. Please guide me.
Thanks,
Morris
Read Answer Asked by Morris on March 05, 2015
Q: Have been a shareholder of Enercare for a while now and have been rewarded handsomely. While the thesis for buying this stock for the longer term is for the income, it's grown to be a bigger portion of my portfolio. Because of that, I've been devling into their financial statements for any risks to their income.

This is when I found this in their latest annual report -- ECI has said that the annual dividend is $0.72 and their EPS is $0.34, yet their payout ratio given is 80%. Shouldn't it instead be 200%+?
Read Answer Asked by Eugene on March 04, 2015
Q: Hi Peter and 5i team,

What do you think of the CI Financial fund called "Select Income Managed CC A". I want to park a large sum (in excess of 250k)? Is that a safe investment? What is the downside risk considering the possibility that interest rates will eventually start to go up?

Many thanks!

Michel
Read Answer Asked by Michel L on March 04, 2015
Q: I like each of the Brookfield group of companies but am unsure the "best way" to own them. Should I buy shares in all the companies - Property, Renewable, Infrastructure and BAM or is BAM the best way to participate in the group? Or is this more of a sector decision?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on March 04, 2015
Q: Let me add if I may, Liberty Media arguably has the best media managers in the world.
Read Answer Asked by Norman on March 04, 2015
Q: hello 5i,
Thanks for the quick response on my earlier question about Buffet's suggestion of 10 per cent fixed income. I neglected to ask in that question what would be the best choices for fixed income in the situation you described, i.e. having some money to take advantage of opportunities and in case of need. Anything that I can think of, except for cash, would seem to have 'a wait time' before you could get at it. GIC's for instance would be in possibly a 1-5 year ladder; a bond etf, although it could be sold, might be sold at a loss if you didn't wait long enough. I know that you can get GIC's that could be immediatly cashable, but you get less of a yield. High interest savings accounts don't give much these days, either.
any suggestions appreciated
thanks
Read Answer Asked by joseph on March 04, 2015
Q: These 3 appear to be more or less in the same type of business. Which do you see as being the better buy at this time and should I wait for overall improvement in the energy sector before buying?
Read Answer Asked by Charles on March 04, 2015
Q: Morning.I am confused (not unusual) I don't understand the strategy of another Portfolio. I have followed 5i's advice and invested in the two existing portfolios (thankyou) ... when you introduce another portfolio if I were to follow your direction, should I start trimming back on the Model Portfolio and try to come up with 100K to reinvest.From what I have read it may be riskier than the other two. Ryan/Peter could you just clarify why we are embarking on another portfolio ? what its goals are? and what account would best suit this new entity? Thanks as always.

Dumb Dumb
Read Answer Asked by Alan on March 04, 2015
Q: Hi - I have held positions in BTE,ERF,BNP and VET for a long time. In an earlier answer to a question on BTE you said that:

"We are mostly neutral on it: good potential offset by high risk. It would not be for everyone, certainly, and we would prefer less risk and less potential"

Would WCP be a better choice - or the other names I hold above?

Thanks
Read Answer Asked by Gary on March 04, 2015
Q: Can you give me some company names involved in the "Internet Of Things". There was a radio show talking about IOT and the numbers were staggering.

Thank You
Read Answer Asked by Craig on March 04, 2015
Q: Hi Peter and Team,

I'm curently looking for 1-2 more names to add to my TFSA. I currently hold RRX, BBI, CKE, CXI, AVO, GUD, XTC, SUM, ACB, DHX, and XOP, with RRX and CXI being my largest holdings. I was thinking of adding CCL.B as a diversification into something more consumer based, or KLS. Is that something you would recommend? Or are there any other names? I'm 25 years old and am looking for somewhat aggressive growth.

Thanks

Jordan
Read Answer Asked by Jordan on March 04, 2015
Q: Does it make sense from a tax point of view to put Preferred shares - rate reset in a RRIF to get a higher yield. My brokerage cash account has common shares and no additional cash available.
Thanks to all
Read Answer Asked by Warren on March 04, 2015
Q: With the recent drop in the Bank of Canada interest rate, a lot of rate reset preferreds have dropped in price. Those with reset dates coming up soon have been hit particularly hard. One example which I hold already is Canaccord Genuity series A (CF.PR.A) which resets Sept 2016 (BoC + 3.21%). It currently trades at a steep discount ($16.14) for a current yield of 8.5%. In my opinion given the credit quality and price discount, the selling of this one and a lot of other rate reset preferreds (coming due for reset) has been overdone and all things considered offer very attractive yields even with the low reset rate. I have room for more preferreds in my fixed income allocation. Do you have any recommendations for similar rate reset preferreds from companies with good credit quality that have fallen well below the $25 issue price and now look attractive?
Read Answer Asked by Steven on March 04, 2015
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