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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: I’m a little confused reference your answers to the two most recent questions on Enercare ECI dividend payout ratios

May 22, 2015 (asked by Grant)
The payout ratio is 68%, and dropped 4 points last quarter.

March 04, 2015 (asked by Eugene)
If we look at 2014 full year numbers, ECI generated $121 million in operating cash flow, and paid $46 million in dividends. Against cash flow, the payout ratio was 38%.

Am I missing something here, or has it really changed that much?
Read Answer Asked by John on May 22, 2015
Q: I have done well with eci, and as a result of the recent price decrease, I am considering adding more to bring my holdings from about 2.5% of total portfolio to 4%. I hold this for income, and am not looking for capital gains. Do you consider the dividend sustainable (payout %?) and see any dangers to the stock price?
Thank you
Read Answer Asked by grant on May 22, 2015
Q: Could you please tell me what you think of HEDJ.US for exposure to European stocks? I am ok with the US dollar exposure but do not want the risk of the EURO declining versus the US dollar.
Read Answer Asked by James on May 22, 2015
Q: What is you current view on HWD in conjunction with the U.S housing market? I see two analysts on TD Waterhouse call it a Strong Buy. HWD increased their quarterly dividend. Is there potentially more upside ?

Thank You for your help
Clarence
Read Answer Asked by Clarence on May 22, 2015
Q: Currently IGM comprises about 2.3% of my portfolio and is in an RSP. Total Financials are 27%. Dividend payback is about 4% but I think I should take my losses of 20% and utilize the proceeds in Communications (5%), Basic materials (1%) or Utilities (5%). What do you think? The other option is to add new money to the low sectors and hold IGM.
Thanks
Bob
Read Answer Asked by Bob on May 22, 2015
Q: Hi Peter, For a retirement portfolio needed after 5 to 7 years, can you please recommend a) a mix of equities versus bonds / fixed income, b) the percentage of Canadian vs us vs international equities c) a sector mix.

In the ideal situation, I am aiming for an average annual return of 8% with manageable risk.
Read Answer Asked by Vineet on May 22, 2015
Q: my question today is regarding Tree Island Steel (TSL). Their last quarter numbers seem quite impressive. Can i get your opinion on the latest developments of TSL. i have done very well with PHM and have to rebalance that position and was thinking of adding TSL. i realize they are two totally different companies . i first got into TSL several quarters ago at $1.70 and now it looks poised to breakout.some insider buying has also occurred very recently.I know the chinese could flood the market with very cheap fasteners which would hurt .could you also comment on the debt situation. thanx Norm
Read Answer Asked by NORM on May 22, 2015
Q: Hi Mr. Hodson, 5i.
In your answer to question by Claire May 21, did you say "If you have 10% or less of your portfolio in USD, we think owning it in US dollars is fine (assuming it doesn't bring USD exposure above 10%)." I am a little confused.
Are you saying one's total US $ exposure should be 10% only? Or, am I mis-reading you? Please clarify. Thanks for the service. sarah
Read Answer Asked by sarah on May 22, 2015
Q: Could I get your opinion of LUG (lundin gold) I seem to do well following the lundin family but ecuador seems rather risky. although the lindens seem to do well is risky political situations.
Thanks
Read Answer Asked by Doug on May 22, 2015
Q: I am building an income portfolio to live fully off the dividends and therefore am mainly interested in yield in quality companies and not capital gains. What are your thoughts on investing 10% each into ETO.US (Y8.72%) and EOI.US(Y7.52%) to make up up 20% USD of my income portfolio?
Read Answer Asked by Curtis on May 22, 2015
Q: Hello - bought some shares in the summer of 2014. The share price has since declined approximately 50% since then and the dividend practically all but eliminated. Would you recommend holding with a view for the long-term, or do you feel that the risks of continuing to hold this stock are too high?
Thank you.
Read Answer Asked by Tyler on May 22, 2015
Q: Insiders-Kingsett & Jon Love-have been buying INN in huge volumes the last 6 months or so(bought 1.047m shs on May 19 to 21).In Oct 21,the stock was $5,then increased to about $6.56 high on Jan 21/15,& since then been on a steady decline to close @ $5.49 on May 21/15.I am confused,so please explain.Is this a good time to average down as I have a small position @ $5.94.Appreciate your normal great services & opinions
Read Answer Asked by Peter on May 22, 2015
Q: Hi There
What are your thoughts on this for a small part of an income portfolio.
Resets seem trickier to evaluate that was first apparent.

Thanks
David
Read Answer Asked by David on May 22, 2015
Q: I am looking to add a large cap liquid dividend paying stock. Already own BNS, T and ENB. Need to add one more stock - perhaps CN or CP - your thoughts.
Read Answer Asked by David on May 22, 2015
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