Investment Q&A

Q: Hi Gang, took a look at my portfolio and noticed CRH, ITC and ZCL have done nothing YTD, was wondering your thoughts on replacing them with ECN and CCL.B, keep up the great work.

Thanks
Anthony

Q: adding to the pile of questions on ENB that you have been getting lately :) I gather the stock is down almost 12% YTD excl dividends due to lower oil prices and also being a sort of bond proxy so as rates rise people look elsewhere for equivalent risk free yield. The current yield, based on a full year at the current quarterly payment rate, is close to 5% and the company has stated a clear path to raising the dividend in the future. While short term rates are rising it doesn't look like long term rates are moving in the same direction. Given the spread between ENB dividend and long term bond rates do you feel investors are getting enough of a premium to invest in ENB and would you be a buyer here for a 5-10 year hold?

Q: I am considering buying Rogers for my TFSA but I am worried about US carriers entering the Canadian market. I have lived in the UK and US and our cell phone costs are the highest I have experienced. Do you think this is something that should concern me?

Q: DR
HOW DO YOU ASSESS IN NUMERICAL VALUE (1-10 BEST ) :
1.management
2.div. safety
3.survival
4.share price to return to $ 15.00 with in 2 years

THERE IS SOME GUESS WORK HERE BUT IT WOULD BE USEFUL FOR ME
THANKS FOR ALL YOU ALL DO
YOSSI

Q: I have some cash to deploy in an income account (riff) and would like your opinion on where there maybe value given the recent pullback. I am also mindful of not chasing yield and risking capital unduly. I have a 3 percent position in Bgi that I could increase or start a new position in Dr if you think the dividend is fairly safe and given time the stock will rebound. I am fairly diversified and open to other suggestions of income bargains out there.
Thanks for your insight.
Maggie

Q: Update

Q: While sales were up for the Q, net income was about 50%. Management seems to attribute these shocking results to the acquisition of Roadtown Wholesale Trading. It stretches credulity to think that acquisition costs could be so material. Query what integration costs will be? What is your opinion of these results and the impact of Roadtown?

Q: Have held TMG for a number of years in the hope that it may one day take off this hope seems dimmer every day especially in the pro pollution world we now live in.

Q: Could you kindly give me an opinion on Century Link? I currently hold a small amount in CISCO, and I'm wondering if it's worth following for a while, while this all shakes down.

Thank you all for your questions and answers, I have found them very informative.

Susan

Q: Good morning good 5i people,
could I get your take on WIX.Com (WIX on the NASDAQ)?
How would you rate its level of risk as an investment?

Thx,
Mike

Q: Which stocks in your opinion are undervalue and which one you think are
very volatile for traders?Knowing that you don't encourage trading.

Q: Can we get your thoughts on TREK Mining Inc.?

Q: Is there any reason I should not buy this co. for yield and growth??

Q: Hi 5i,
My understanding is that if I buy units in a flow-through shares partnership, I can’t sell them until they are rolled over into a mutual fund, 1-2 years after the partnership is established. My question is: if I were to buy the flow-through shares themselves, direct from the issuing company, would there be any similar minimum holding period, during which the shares would not be tradeable, or at least not without transferring away the flow-through tax benefit? Thanks!

Q: now that Verizon has acquired yahoo, what are your thoughts re: increase in share price, since the shares are floating a little above the 52 week low.
thank you.

Q: Technically this stock is very broken. Just how bad is the debt load? Are they bleeding assets? Is a share consolidation the next step? Do you feel there is a floor value that another investment firm would buy them out making this a speculative buy?

Thanks!

Q: Hi Team: I've a US$ acct. I'm thinking of investing 2% of portfolio on either Baba or Amazon,or both 2% each or none at this time or anything similar you suggest, Your opinion please. Thanks.

Q: My wife and I are in the process of building our retirement income portfolios in each of our RRSP’s by following your Income Portfolio.
My question is would it be advisable for my wife to have a different mixture of equities than I have in my portfolio? We want to keep it a simple as possible but want to limit risk at the same time.
The same question pertains to RRSP VS TFSA. Should my RRSP hold a different mixture of stocks than my TFSA.
To begin accumulating my portfolios, I plan on using the same assets allocation in each account. 50% Equity 50% fixed income
Please answer this question as it pertains to diversification as I know there are many tax reasons why I might hold one equity vs another in these different accounts.

Q: Are to able to provide
a fully diluted book
Value per share
On Grande West
Transportation
Based on
Q1/2017
Earnings release
And what kind of growth do you see for the Company given their situation of 276 orders backlogged.
Thx
Barry F.

Q: Many of the preferred reset shares are trading at large discount. In the expectation of higher interest rate which of them do you see delivering higher returns when the reset dates approache?

Thanks