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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: If I was to invest $400,000.00 into an all bond portfolio, could you suggest what bond securities you would invest the money? Thanks, Bill
Read Answer Asked by William J on October 07, 2019
Q: I own both of these companies. Looking to increase my exposure to renewable energy companies. Looking to the future, do you see any greater upside in share price for either one or should I just increase my investment in each one? Do you know of any other Canadian companies that are comparable or may even have more chance of increasing in value as we move forward. Both of these companies are held in my RRIF account. Thanks for your much respected advice.
Read Answer Asked by Les on October 07, 2019
Q: I owned both of these names in the past and lately BEP.UN is acting like a runaway train and BPY.UN is like stuck in the mud. If I want to re-enter either one of these two names at very this moment, which one would you recommend for a combined return package (i.e., growth and yield)? Thanks.

Read Answer Asked by Victor on October 07, 2019
Q: Hi Peter & 5i team, is there any overlap in these ETF's, if so any alternatives that you could suggest.
Thanks kindly,
Ivan
Read Answer Asked by Ivan on October 07, 2019
Q: Google is trading close to January 2018 levels. Amazon is above March 2018 values but not dramatically. How much better are these companies then 20 and 17 months ago respectively on key metrics?
Are they as good a bet as you are going to get to beat the S&P 500 over the next 5 to 10 years? (I know a lot can happen over that time frame, but that is the same with every company)
Read Answer Asked by Steve on October 07, 2019
Q: Can you explain a bit more about what is going to happen with the upcoming stock split? This is what I've seen so far: "Currently, unitholders are expected to receive 0.11 BIPC shares for each unit held of Brookfield Infrastructure (i.e., one BIPC class A share for every nine Brookfield Infrastructure units held) in the form of a special distribution." Also do you know when this will take place? Thanks!
Read Answer Asked by Paul on October 07, 2019
Q: In January '19 I pivoted my portfolio to a defensive strategy which has let me sleep at night while returning 8.1% YTD through the end of September. But I also have kept about 30% cash in reserve. I am now doing a deep dive with a view to deploying that cash but all my defensive standbys all have sky high valuations. Thus, two questions:

1. Can you recommend any solid defensive, dividend paying stocks whose valuations are not through the roof? - I have the banks covered.

2. On a contrarian level can you recommend any energy stocks best poised to profit if/when that sector ever turns? A dividend payer is appreciated.

Thank you

Kim
Read Answer Asked by Kim on October 07, 2019
Q: Hi. I have 200 shares of TSGI in a TD RRSP account and 200 shares of TSGI in an Interactive Brokers margin cash account (account that can hold shares traded globally)

Unfortunately,the share offer by Fllutter is still below my purchase price.
Questions:
1) What should I do with the shares? Do you think I should hold or sell?
2) What do you think is the potential of the share after both giants merge?
Read Answer Asked by Esther on October 07, 2019
Q: Each of these stocks make up between 2% and 2.5% of our portfolio. I have some cash to deploy and am thinking of adding to one of these. Which one, if any, would you see as a good choice at this time, and why?
Thanks once again for your valuable input. RAM
Read Answer Asked by Ray on October 07, 2019
Q: I would welcome your thoughts on Brookfield Global Infrastructure BGI.UN. I am considering it purely as an income play. Safety and consistency (or potential for increase) in the dividend are my only concerns with this investment. If it isn't deemed to be too risky, I might consider taking as much as a 5% position in it. If the statistics indicated on the TMX website may be relied upon, it appears to be trading at a very reasonable P/E multiple of 8 times and its price to book value of 1.018 also seems to me to indicate that one isn't paying a particularly high premium for it. I however, have no idea how someone should properly assess the value of such an investment and so I am seeking your thoughts and guidance. Thank you!
Read Answer Asked by Richard on October 07, 2019
Q: Hello,

I've recently acquired a half position (2.5% of my portfolio) in NFI Group. The company has announced several, large new orders since the beginning of August, is trading at a quite reasonable 12 times P/E ratio and is paying a very healthy dividend of approximately 6%. I have several questions however that I'm hoping 5i might be able to assist me with.

When NFI "sells" a bus do you know if they actually get paid whatever price has been agreed upon and are then free and clear of that transaction OR do they actually, typically either lease the vehicle to it's new "owner" or finance the sale price themselves in any way?

Are you able to please provide me with NFI's current dividend payout ratio, as well as with any information about what their dividend payout ratio may have been, on average, over the past 5 - 10 years? Have they ever cut or eliminated their dividend?

Do you believe that their recent acquisition of Alexander Denis Ltd. (ADL) might be exposed to any risks from Brexit?

Thank you!
Read Answer Asked by Richard on October 07, 2019
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