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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: Happy New Year 5i and thanks for everything in 2015. Since it's not easily available can you please relate, perhaps from Bloomberg, the TSX composite yield for 2015? Around about 3.5% I would guess?

Thanks

Kim
Read Answer Asked by Kim on January 04, 2016
Q: I spoke to the head of IR at this company based in Calgary a few weeks ago because I am a long-time SH and was concerned about the dividend being cut going fwd. He was quite sure it would not be cut even though, as I pointed out, they carried a fair bit of debt. - build out Corrib in IRE - on stream soon - Dec. 30th started pumping - 30% increase in cash flow: pay down debt. As well reduced capital budget for 2016 which would support the dividend which he deemed quite sacred. Comments please?
Read Answer Asked by James on January 04, 2016
Q: I have some money to invest that I may need in 3-5 years as income but would like some up side other than the amount the bank pays. I have been thinking of putting it into a bond fund but with rising interest rates do you think that the potential capital loss will be offset by an overall gain in this time period. My overall holdings is mostly in equities and I would like to start to increase my bond holdings. Also do you think PH&N bond fund is a well run fund. What do you think a neutral interest rate for today is. Thanks
Read Answer Asked by Jerome on January 04, 2016
Q: Has anything happened to change your low opinion on this company?

Bill
Read Answer Asked by Bill on January 04, 2016
Q: If we are in the bottom of the 7th inning of a secular bear market and the financials, utilities, telco and other high dividend payers are starting a price reversion from high p/e's brought about by the abundance of cheap money, what sectors would you go to while this plays out. I am 70 and may not have enough years to stay invested in the yield play sectors and then wait for the recovery.

Assuming this process is in place would you care to venture a guess as to how severe the correction may be.

Thank you Peter.
Read Answer Asked by Richard on January 04, 2016
Q: Hi,

I am considering purchasing Telus as a long-term hold for a combination of rising dividends and capital gains. From the previous questions and the fact that it is in the balanced portfolio, I see that you like Telus. On BNN, some of the analysts are worried about Telus due to its Western exposure, given low oil prices as well as other factors that may cause a further slowdown in the economy of Western Canada (Such as Provincial and Federal carbon taxes, etc..). Do you think that this concern is exaggerated, or is it a serious concern that you may factored into your assessment of Telus? Also, for how long do you think that Telus can continue increasing dividends yearly, or twice a year?

Thanks,
IF
Read Answer Asked by ishay on January 04, 2016
Q: I am considering zwu for income with utility exposure - an area rather beat-up last year. Could you comment on the asset mix in the fund and if you consider the dividend sustainable? I can't find any payout ratio listed, and would appreciate this number if you can find/calculate it.

Thank-you
Read Answer Asked by grant on January 04, 2016
Q: We have done well with Enghouse - I company I would never have heard of without 5i. Thank you.
Our weighting in Enghouse has reached 8.3%. This is due to ESL's stock price increase plus the declines in Energy, Materials, Financial & Utility sectors. Is it time to reduce ESL's weighting to 7% or not sell and hope for a recovery in the other sectors? If I were to sell I would probably increase our weighting in MDA to 5% or open a 2% weighting in XTC or KXS.
Read Answer Asked by James on January 04, 2016
Q: I've been a member for over a year and have been super pleased with your service. Just wanted to thank you for your exceptional service.

I've noted that when answering members' questions about investments you quite often will finish the answer about an equity or etf by writing "it's one of our favorites". So, as we move into 2016, without any sector restrictions, what are your favorite equity/etf ideas for the new year? (hopefully ones that would be safer investments yet have good growth potential).
Read Answer Asked by Les on January 04, 2016
Q: Hi, I have room to move two additional growth stocks I currently hold in my non-registered to my TFSA. I have very small positions (1K to 2K) in these ones, as they are high risk. The choices are:

CXI
TNC
OTC
KXS
PTG

Which two would you move?

Best,

Carla

Read Answer Asked by Carla on January 04, 2016
Q: I am considering playing the US market both ways in 2016.
Could you please suggest two inverse US$ ETFs for the S&P
and Nasdaq respectively. Also for playing the US market in
Canadian$s, 2 ETFs each for the S&P & Nasdaq, one set hedged
and one unhedged.
Thank You
Tony
Read Answer Asked by Winston on January 04, 2016
Q: Happy New Year to the 5I Research Team for all your great advice and comment in 2015 . Wishing every one a healthy and prosperous 2016 .

Warmest Regards
Claudio
Read Answer Asked by claudio on January 03, 2016
Q: Happy New Year to all the team at 5i.

Just wondering if you have considered implementing some form of email notification when there is an update to one/any, or all of the 5i Forums? Similar to what you offer for the 5i Blogs.
I believe this would be very beneficial as adverse to having to
manually check each forum manually.

Feel free to publish if you wish.

Thanks,
Scot

Read Answer Asked by Scot on January 03, 2016
Q: Has the limit for TFSAs officially been reduced? If not I suppose we could transfer $10,000 over tomorrow, could we not? Could we be penalized? Thanks!
Read Answer Asked by Donald on December 31, 2015
Q: Hello,

Any idea what is happening with PIF, i cannot found any informations explaining the sudden drop.

Thank you
Read Answer Asked by Olivier on December 31, 2015
Q: Happy New Year to friends at 5i Reasearch. In a tough year my portfolio held its own with your help. I paid attention to the flow of information, dumped some of the losers early move a bit more to income from the 50/50 income equity split and came out ahead drawing some income at the same time. It would not have happened without significant input from you. So Happy New Year! And looking forward to 2016.
Read Answer Asked by Martin on December 31, 2015
Q: What was the special dividend. Cannot find any info. on it. When is it payable? Thanks
Read Answer Asked by michael on December 31, 2015
Q: I am down 18% on this fund, should I continue to hold or is there a better fund or ETF for income? If I hold Hex and continue to collect the dividend do you think the price will recover when oil and the economy eventually recovers?
Read Answer Asked by Cathleen on December 31, 2015
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