Investment Q&A

Q: Hello Peter and team, Considering the tax changes going on in the US, in general terms, what kind of impact would you anticipate for above Utility sector stocks

Q: Hi 5i: Thanks for the recommendations regarding US insurance companies. Unfortunately, your recommendation of Aflac came just before news that some employees were accusing Aflac of some malfeasance, with lawyers now investigating. Such events cannot of course be foreseen. I guess it would be wise to hold off any investment until more info is available. Do you have any updates on this issue yet? Many thanks.

Q: Hi,
I am a big believer in the benefits of holding shares of solid companies with DRIP and SPP plans. As such, for part of our investment portfolio, we currently hold BNS, BMO, FTS, and SU in these direct registered plans. I would like to add other companies to these, with a 10-15 year holding period. Looking for your thoughts on the following that offer both DRIP and SPP plans.
CAE- Seem financially solid and long term returns have been good
ALA/EMA- Does it make sense to add one of these since I hold FTS already? If so which would you recommend?
ENB/TRP- Best option for security and rising dividends in a rising rate environment?
T/BCE- Best choice for growth and dividends?
IAG/SLF/MFC- Over the long term, (I think my screener went back to 2000), IAG has dramatically outperformed in share price appreciation, but dividend is lower. Your choice here?
Deduct credits as required.
Kind Regards

Q: Please your take on its 2% increase in distribution for the 1st 3mos of 2018.Thanks for u normal great services & views

Q: Hi Team 5i - Happy New Year (It's still January so I can say that)
Question - Will NTR be setting their new dividend soon or is that now gone? Thx!

Q: Is there a web site that lists Canadian corporate bonds that are available for purchase and their rating? What minimum rating would you recommend for purchase of Canadian corporate bonds?

Thanks

Q: 5i has not been too constructive on Airboss of late, and Ryan suggested on BNN that the management didn't really have their act together. What would you suggest as a switch for better growth potential. Does not need to be in the same sector or same level of risk. What do you feel has long term growth potential.
Thanks

Q: I have sold Pure Industrial AAR.UN due to pending take-over. What would you recommend as a replacement for industrial?

Q: Update please

Q: Good Evening
I am an income investor.
I own SO for several years. They have never cut their dividend and to the contrary increase their dividend every year.
I am perplexed as to why Goldman Sachs recommends that investors sell Southern.
Is there something we are not aware of.
Thanks

Q: Hello, what do you think of VersaBank ? Can you comment on the valuation and growth prospect over the next few years. Thank you.

Q: While I know BEP is a larger company, could you please compare these two in terms of debt, safety of dividend and stock price and potential problems?

What would be the effect of a 1% rise in interest rates for these and other utility companies?
Thanks for your thoughts.

Q: New offering. Can I get your opinion on the safety, cost and construction of this fund. Is there anything similar or better in your opinion? Thanks, JAMES

Q: Pls provide your assessment on PHM compared to its current price.

Q: Hi team

Curious about falcon oil, It did well a short while ago, but has been trailing down. Do you see any upside. I have a small position which I acquired many years ago. Wondering if I should stay or cut my losses. Thanks

Q: I am interested in buying GWO but wonder if I should be buying PWF instead? PWF has a holding company discount of over 15% which seems to imply that I am getting IGM “for free”. But then there is a discount on POW too and I don’t understand the two-level holding company structure -can you explain this? Why does POW not issue POW shares to PWF holders to eliminate one of the levels? Out of GWO, PWF and POW, which one would you buy?

Q: Appreciate an update on Seagate as it appears to be getting some attention and some trading activity.



w

Q: chorus has gotten hammered last few days, any reason other than the labor contract .
and brp you had as a top pick, they announced new products and it also went down. anything i am missing.
dave

Q: Pls provide your assessment of AGT at its current price. Do you see any growth potential within next 6 months. FYI Yesterday Motley fool has added it to their recommendations list. Thanks.

Q: We noticed that Enercare is down over 7 percent in the last three months. As bond yields go up and Enercare dividends are not increasing at the same rate, do you have any concerns over their valuation for the next one to three years?