Investment Q&A

Q: Hello Peter & Co
I own FRU since 2009. Mason Granger of Sentry has recently mentioned that over 30% of the cash flow is likely to be taxed this year; this would increase the dividend payout ratio thus increasing the likelihood of a reduction in distribution.
Could you please verify this assertion?
Thanks
Tony

Q: AVO
I am underwater with Avigilion, it continues to slide and technically looks like it could go to #20. Should I sell and if so what could I replace it with. Thanks
Bruce

Q: What are your comments about purchasing shares for either Enbridge or Enbridge Holdings? We are looking for low volatity and good dividend yield as part of an income strategy. Are there any concerns with Enbridge holding all of the preferred shares of Enbridge Income Fund Holdings Inc. thereby having the capability of streaming income or higher dividends to the preferred share holders at the the expense of the common share holders?

Q: Morning,

Would you sell Marinrea (MRE) to buy Exco (XTC)?

If so, why?

Thanks
John

Q: OZM "Och-Ziff Capital Management Group" shares had an unusual drop today. There are an investigation related to this company and I wonder how serious the allegation are? Do you think I should be selling my holding in this Company? It is a small portion of my holdings and my loss will be minimal.

Q: Good morning, Peter.
Re: CPX
I own Capital Power for a little growth and a good dividend, and have seen both since I bought it last year. Latest quarter's results are not finding favor with the market but is this a situation where you just sit back and ignore the short-term noise or should the stock be a candidate for sale?
Thank you and kind regards,
Geoff

Q: Hello,
I am wondering what your latest thoughts are on Avigilon (AVO ). Is this stock still worth holding into the next earnings or would you take a loss and sell.

Thanks

Q: Please comment on recent news from Contrans CSS. Thank you.

Q: Hi guys. What do you think of Celgene (CELG)? It seems to be struggling this year, dropping from a high of $170 to $142. I'm thinking of taking my remaining profits and switching to American Waterworks (AWK). Clearly a very different company, but the stock seems very stable, with a decent 2% dividend. Do you think raising interest rates will impact it? Considering the combination of stock growth and dividends, which would you consider to be a better investment for 1 year or so? Thanks a lot!

Q: Could you tell me why utility and pipeline stocks don't like higher interest rate situations. Every thing I hear on BNN etc. seems to be under the impression that when higher interest rates start these stocks will do poorly. Why?

Thank you

Q: This is in response to Kyle's question.
Go to Financialpost.com and click on Market Data. Then on the left
click on Highs and Lows. Here you will see the list for the previous
business day.

Check the list of highs (noting volume) regularly. You will get a
feel of what is moving, especially on "up" days.

I note the ones that interest me, then check the iYr. charts on
Globeinvestor.com using 50 and 200day moving averages. (Check the
5Yr. charts also.)

I then go to 5i under "Member Questions" for their opinion.
Keep a list of your likes on the Globe's "Stockwatch".

Listening to MarketCall on BNN is also helpful, and over time you
will find which Manager's style of investing you like.

Please post this only if you agree.

Q: Good morning!
Re: CAR.UN (Canadian Apartment Properties)
In light of their purchase of the properties in Ireland, and their subsequent spinoff into a new Irish REIT (recent offering), can you comment as to this strategy(?) and the likely effect on future distributions? I believe their CEO commented (after the initial purchase) to the effect that their foray into Ireland would be short term. Is there an obvious exit strategy here, or are they looking at a more long term holding?
Thanks!

Q: Hi,

I currently own ATD.B, CGX, MFC, TD, HCG, CNQ, PEY, CPG, PPL, CCL.B, ESL and TCK.B (half position) in my RRSP. I'm thinking of selling ATD.B and TD going into the summer in the hopes of picking up SJ and CSU to increase exposure to industrials and technology. What do you think? Also, I noted that you no longer have exposure to pharma with the sale of Valeant. Is it a sector that you're avoiding since its had such a good run?

Thanks again,
Jason

Q: Hello 5i Team,
I have a few tobacco stocks and would like to sell one, currently I own, Vector Group (VGR), Lorillard (LO), Altria Group (MO) and Imperial Tobacco Group PLC. Which of these would you say good bye to, looking at the longer term.
Thanks

Q: Hello 5i,
I have the following holdings on my RSP and spousal RSP:
CDZ, CGX, T, DH, CBO, CF, ZRE,ECI, CEW and XCS (slightly overweight on CDZ, CGX,CEW and XCS): I have about 15k to invest on my RSP could you suggest some additions trimming..I love growth but also like dividents. This is for long term 20+ years. Thanks for your valuable service. cheers,

Shyam

Q: hi , els[ equity life style]on the ny exchange . it is a reit . do you have an opinion and how do i get an analyst report on this company? brian

Q: Hi Gang, I was hoping to find a site that gives clear, easily readable, information indicating which sectors of the market are seeing the biggest influx of money and, more importantly, which companies lead the way.
Thanks
Kyle

Q: Hello 5i Team,
Belgacom (BGAOY) looks like a good buy to my untrained eye, with a wonderful dividend, to purchase this I would probably sell China mobile. I’m looking for a good long term trade and do not want to flip flop between stocks for no reason. Also, can you give me your best two or three stocks outside Canada that have excellent long term potential with a great dividend, market cap is not my primary concern? Sorry about all the questions outside Canada, but I do follow your portfolios.
Many thanks

Q: In the past weeks our full position in HR.UN has dropped almost 2.5%. What would you tnink of selling it and dividing half of the money between REI.UN and AX.UN, in which we now have 1/2 posn's, and half into NFI in which we have a 1/4 position? We do depend on dividends for much of our income.

Q: What is your view on Concordia health care corp? CXR on Tsx. another valiant in the making? Thx