Investment Q&A

Q: Not a good year for Cardinal! Your thoughts please on whether the 10% dividend safe and overall is this stock worth continuing to hold. Thanks so much. Lorraine

Q: Greetings team 5i,

Beside my core portfolio, I invest about 5% of my money in a “fun” portfolio. It has not been much fun recently. I bought ABBV (at the top) in order to write covered calls and cash-secured uncovered puts.

These calls, written just out-of-the-money and puts written just in-the-money on Mondays with the expiry date on the Friday of the same week, have produced premiums ranging from $US0.81 to $US2.73 which happened this week.

Why is there such a wide range of premium prices and what do the higher premiums suggest?

Thank you.

Milan

Q: I currently own a small position in WCP. Would you consider adding to this position assuming the dividend is safe from the decline in oil prices ? I think the decline in Canadian oil is pretty much done given the already very low price.

Or would you recommend another producer ? If so, which one ?

Q: Regarding each of the above,please advise if you consider each of these dividends is safe and also if the dividend tax credit applies. Thank you.

Q: The stock price of EMA has fallen from $50 to below $40 over the past 12 months. What do you think is the reason for that?
Secondly, as an income investor, the current yield of 5.84% dividend is very enticing. Or, is such a high dividend a red flag in this case? Is it sustainable?
What is your advice on purchasing this stock at the present time?

Q: Hi, The listed companies have been where I have taken a big hit. As a novice investor the lesson I've learned is that it makes sense to average into a position, especially in an uncertain market. Losses in these stocks have taken over 5% of my portfolio. Can you comment please that all of these companies show promise for the long term, and there is good reason to say they will bounce back when the markets do recover? I know that MFC has a litigation issue, and TCL.A has an acquisition that is somewhat off the rails. I don't need this money for at least 15 years, but also want to feel sure I'm setting up my RSP for an increase within a few years. Thanks.

Q: Is there a risk of bankrupcy for altagas , considering the various uncertities ,and the constant downward evolution of the stock ?

Q: What is your prognosis on Ford in the near term

Q: What do you see at the risks to Russel Metals? The company tends to ride the market up and down. Do you see this changing? Do you see risk to their dividend?

Q: Peter et al I am looking at QYLD for enhanced yield in the US and came across EOS. Without regard to the fees attached what is your opinion on these two generally. Secondly which would you buy for income if you had to buy one from a capital preservation perspective. Thanks so much for your insights as always. Ken

Q: P/E is low for this year but do you have the annual earnings forecast for 2019 and 2020?
Thanks

Q: Hello 5i,
I am up $3000 to $4000 on JPM, MMM, PEP and others. I am down $3000 on KWH, RME, TCL.A. and others. I do not need money and can stay invested in all. I am retired, 72, with good pensions. I am inclined to just stay put and collect dividends. Should I sell and apply the losses to the gains or just stay put as I am inclined to do?
Thanx,
Stanley

Q: I have been investing in the market for 45 years now, many wonderful gains and some 100% loses, example Worldcom(fraud), ask Bernie to confirm. From all my major loses i try to learn something that will help me in the future. I was surprised that you bought into the stock when it was already up a lot and was really pumped by a couple of guests on BNN. My concern with this company was that it was doing nothing new and was competing with major health companies in the US that had market caps in the billions. If this was not some new major new mousetrap, the headwinds for this tiny company were just too risky. Did 5i get caught up in this hype on BNN and the canadian market rise so fast, and in the end, what did 5i learn from this type of investing in the future?

Q: The price for BEP has been dropping for the last 6 weeks and is now approaching its 52 week low. Are you aware of any news causing this decline or is it just due to rising interest rates?

Q: I am a current holder of Altagas The manament is spinning out Canadian operations
Could you please explain how existing shareholders are affected Will they get any shares in the Canadian operations

Thank you

Paul

Q: With the tide running out and lowering almost all "boats", the yields on the examples listed above are becoming compelling for a retired, income oriented investor.

Part of the thought process here is that inflation at least at this point appears to be muted. The yields on the above range from 4.2% to 6.8%. I see these as income producers with a good risk return profile given the size of the share price drops.

1. Do you agree with my reasoning?
2. Would these types of ETF's make sense?

Thanks for your help here.

Q: Is PXT a buy at this level?

Q: Csu missed expected EPS & REV,but still doing well even in downmarket .Any reason(s).Is this a sign to start a position? Thanks for u usual great services & views

Q: Peter,

I am intrigued by the mutual funds in the EDG series for global exposure. ie EDG 100 etc. I see the MER is 2.13 and minimum investment is$20,000. What is your take on this company as an investment for global equities.

Thank you

Paul

Q: Hi,

Does your answer to a previous question on the sector weightings applies to US stocks also and will 5i Portfolios also need to be adjusted ?

Thanks
Ninad