Investment Q&A

Q: With Savaria getting 64% of their revenue from the US, do you see a material change in EPS with the US tax being reduced to 20-25% for Savaria?

Thanks, Barry

Q: Hello 5i, Have you any information as to the financial problems at TD Waterhouse direct investing as I have sent emails with no response and tried to phone also with no answer after a long time on hold. There are financial errors in my accounts which is quite concerning. Thanks

Q: I own the above noted stocks relating to healthcare at roughly 1% weighting each. I am fine with hanging onto GUD and waiting but I was wondering if the other two are worth hanging onto or if I should move onto something else in the sector.
When adding more (approximately 5 to 10% of overall portfolio) to this sector would you recommend an etf or specific stocks?
Any recommendations (Canada, US or Int'l) would be greatly appreciated.
Thanks.
Brian

Q: Could you compare TNT.UN and Sot.un going forward ?

Q: Since I last asked about Drone Delivery Canada in September, the share price has increased quite significantly. I would appreciate an updated opinion as to whether they would make a promising (albeit higher risk) investment.
Thanks!

Q: With the recent news and big jump last week, do you find this company worth going to full position? I currently am in for half.

Q: What are your views on Newalta for a long term hold (5 years)?

Thanks

Q: What are your thoughts on CUV? They have raised some cash recently and are awaiting confirmation of DA’s that may hold promise moving forward. Just curious on your overall thoughts of this company both now and into the future. Thx.

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.