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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: Hello Peter,

Per today's the Globe and Mail, one third of the global government bond market is now trading at subzero rates. Under this negative rates environment, what kind of impact will it impose to prefer shares in general? Does it make sense for companies issued prefer shares to call them back, then reissue them at much lower rates. If the prefer share's rate resets in next couple of months, will the new rate be set to much lower rate than before (other than lower prime rate)? Thanks.

Lin
Read Answer Asked by Lin on February 21, 2016
Q: What do you think of their latest results. Is this a good stock for income and some growth.
Read Answer Asked by don on February 20, 2016
Q: Good Morning, just raised some US cash selling index ETF's on the bounce. Am income oriented looking at pfizer with a yield at 4.1% forward p/e of 12.9 according to reuters have 7.5% in healthcare JNJ,GILD,GUD and ZUH.Could also add to cyclicals(only AW.UN in Portfolio.)or industrials if you have any good dividend stocks in mind. Can add 2 positions.
Thanks. Don't ask many questions but 5i is in my morning ritual.
Read Answer Asked by Denis on February 20, 2016
Q: 2:35 PM 2/19/2016
Hello Peter & Staff
I need to diversify away from Financials, Energy, Pipes, and Utilities as I am overweight in these sectors.
I have 5% available cash to invest. I am considering buying or adding to 3 of these :

Pizza Pizza PZA, [I have a 2% position]
A&W Royalties AW.UN [I have a 2% position]
BMO REITS ZRE,
Sienna SIA,
Extendicare EXE,
Richards Packaging RPI.UN, [I have a 1% position]
Chartwell CSH.UN, [I have a 3% position]
Corbys CSW.A, [I have a 3% position]
Evertz ET [I have a 2% position]
Prism Medical PM.

I need steady reliable income from safe dividends but would like some growth too. Could you please advise me which three are the best to buy or to add to at this time, and please explain why you make your choices.
I would also welcome your suggestions on other 4-6% yield dividend stocks I may have not considered yet.
Thank you......... Paul K
Read Answer Asked by Paul on February 20, 2016
Q: Hi Peter & Team,
The AQN.PR.A prefer is it a perpetual prefer or Reset prefer? If it is perpetual based on 4.5%/$25.00 issue price. That looks very good buy at today's price $13.50 ?
I have 600 @22.89 should I add more or cut my loss?
Thank you and learned a lot and appreciate from 5i .
Read Answer Asked by Tak on February 20, 2016
Q: Hi Peter and Team,
BCE is hitting an all-time high today. I own a small position and have been watching over the last 6 months or so for an exit point, for two reasons: 1) it is held in an RESP which we need to take some $$ out of, and 2) I chose BCE to sell because we expected little in the way of growth. Perhaps I am wrong...?
What are your thoughts on the near/mid term outlook for BCE? We could instead consider selling a couple of other holdings: ESL, GRC, AVO, CNQ, AW-UN, GUD, HWO, TII, MIC, WIN, and Sprott Small Cap Equity Fund.
What would you suggest selling?
Thanks again for your excellent service!
Read Answer Asked by Ed on February 19, 2016
Q:
Would you buy Valener at today price?
In your opinion ,is the dividend sfe?
Read Answer Asked by Monique on February 19, 2016
Q: Hi Everyone! Thank you again for the great service you provide to us!! I have been watching BU for a while, last couple days the price and volume has gone up. Is there any particular reason
Read Answer Asked by George on February 19, 2016
Q: In an almost zero percent interest rate environment what sense does this new direction make? I agree with eliminating the DRIP as it made no sense to issue new equity at the current unit price but the distribution cut and selling properties seems to be misguided. Payout was below 100% prior to this cut. Your thoughts please.
Read Answer Asked by Chad on February 19, 2016
Q: I use the RBC Direct Investing "Analyze my holdings by asset mix" option to re-balance my portfolio. Currently it is telling me that my Energy weighting is 22%. But I believe that some of the stocks they consider "energy" are really "utilities".

1. Specifically the stocks I consider to be Utilities are: ALA-ENB-IPL-TRP-PPL. Am I correct?
2. Similarly, the holdings that I consider "Energy" are : ARX-FRU-VET-WCP-SPB-ENF. Would you agree with these as well?

Thanks for your help in working through this very important process.
Read Answer Asked by Donald on February 19, 2016
Q: Hello Peter and Team,

Doing a portfolio review for my 30 year old son. He has a Defined-Benefit pension so doesn't need any fixed income. With only growth in mind and a 20 plus year timeframe, roughly what allocation would you do for:

Canada/USA/Europe/Emerging Markets/Any Other?

Thanks for all your hard work,

Wes
Read Answer Asked by Wes on February 19, 2016
Q: Sandvine stock price dropped on report of a patent troll filing against the company. How successful are these troll companies, I am thinking this drop is a buying opportunity but is the street worried about expensive legal costs to fight this patent infringement.
Read Answer Asked by Geoff on February 19, 2016
Q: Good morning Peter and Team,

In my RRIF, I have a half position in BCE and a half position in T. BCE has done better for me than T, althogh both are up. Going forward, should I keep it as is, or sell T to get a full position in BCE? I ask this because of the headwinds T might encounter due to their Alberta exposure. Thanks.
Read Answer Asked by Jerry on February 19, 2016
Q: Your report on Savaria mentions that only 9% of the revenue for the Accessibility segment comes from outside North America. Does the company have plans to generate more revenue growth outside North America and have they indicated what that potential growth is?
Read Answer Asked by Marc on February 19, 2016
Q: offer from chemchina..looks fairly friendly..cash..I have a decent gain
but is there more by being patient for the close?..don
Read Answer Asked by don on February 19, 2016
Q: Did you get a chance to listen to today's conference call? If so, your opinion please . It seemed that analysts were ganging up on management .
Read Answer Asked by sandy on February 19, 2016
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