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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: Lawrence Solomon's column in the Friday edition of the Financial Post clearly implies that solar and wind energy production in Germany is dying rapidly and he warns Canada about the dangers of this type of renewable power. May I please have your assessment of these sources of energy as they relate to Canada? What implications would this have for Brookfield renewable and Algonquin?
With appreciation,
Ed
Read Answer Asked by Ed on April 30, 2018
Q: Ian Harnett of Absolute Strategy has talked about Canada being one of the countries most likely to experience severe financial crisis, due to the (high) house price to income ratios. We've been hearing about a decline in housing prices for years but it doesn't happen. But assuming a collapse in house prices WERE to occur, what sectors of the Canadian economy (if any) would be least affected ?
Read Answer Asked by Don on April 30, 2018
Q: Could you please provide name of five companies in each OIL, Gas and Mines sectors (globally including Canada and the USA) which have:
a) High Torque and
b) Medium Safety.
Should I buy them now or after the June 2018 earnings reports?
Thank you,
Kam
Read Answer Asked by KAM on April 30, 2018
Q: Morning 5I Team,
I was curious to ask what your opinions were about Cascades. The company is currently undervalued P/B, however the only issue is it's debt load. I really like how they own a majority stake in an Italian packaging company, which could grow significantly with the rise of online shopping in Europe.
If not, could you give any recommendations in this similar industry? (Boring and under the radar)
Thank you,
Read Answer Asked by Massimo on April 30, 2018
Q: I am holding these 4 B’s...some up, some down...seems like a good time to hold energy stocks. What is your take on these companies?
Read Answer Asked by Scott on April 30, 2018
Q: I hold ENF for income. I was thinking of switching to ENB for a better growth component now the yield gap has closed, but I read that funding of capex could become a problem for ENB. You recently said ENB was safer than ENF. I am wondering why since ENF has essentially no debt and no capex beyond funding the ENB dropdowns.
Read Answer Asked by David on April 30, 2018
Q: Hi Guys,

I own an Enbridge preferred share (ENB.PR.Y) which currently has a dividend rate of 5.285%. I am considering selling this preferred and buying the Enbridge common which has a current dividend rate of 7.055%. My motive for doing this is additional income and possibly higher capital gains in the future. I have no other investments in Enbridge and my stock allocation in pipelines can handle the change. I plan on purchasing a different company’s preferred share to make up for the loss of the Enbridge pref.

My questions are as follows:
1-From a safety of capital point of view, how much more risk do you think I will take on?
2-From a safety of income point of view, how much more risk do you think I will take on?
3-Do you see a downside to this move?

Thanks for the help.
John
Read Answer Asked by John on April 30, 2018
Q: I own this oil company for exposure outside canada with the weaker european outlook compared to north america do you think it makes sense to move or leave as is, your thoughts on the growth,safety and any recommended action would be appreciated.
Read Answer Asked by dennis on April 30, 2018
Q: May I please get your opinion on Lassonde Industries (LAS.A) with the recently announced acquisition, as well as Constellation Software (CSU).

Thank you,
Read Answer Asked by George on April 30, 2018
Q: Hello Peter and 5i team,
What is your view of the wine industry in general and Andrew Peller in particular? A news article says that wine prices are set to rise as bad weather brings the worst harvest in 50 years to the industry leaders in France, Spain, and Italy. California was hit by wild fires and climate change is hurting other countries. Is this a positive or a negative for the Canadian wine industry?

I hold ADW.A in myTFSA and it has risen to an 18 % weighting. If I trim some ADW.A, which of the following would be your top pick for growth: BBU.UN, ENB, SYZ, Or GUD

Thank you very much for your opinion
Read Answer Asked by john on April 30, 2018
Q: I have a question about portfolio composition. Am 3 years away from converting RSP to RRIF. Live comfortably from dividends, CPP etc.. RSP and cash accounts are equal size , concentrated,and hold banks, REITS, pipelines, utilities ( whose decline does not worry me as long as dividends remain, actually good buying opportunity). My TFSA is 3% of total portfolio and is my ' fun money" trading around many of your growth portfolio stocks.
I have cash available in both RSP and cash accounts and wish to buy smaller cap high dividend paying stocks for more return (and risk) potential. Targeting 10% allocation total cash/RSP value. So, where should I hold these stocks.....RSP or cash or both? RSP will give me 3 years tax deferral on gains ( which will be then taxed at high rate on withdrawal) or cash account with more immediate (but lower) taxes.
Any other advice would be appreciated.
DEREK

Read Answer Asked by Derek on April 30, 2018
Q: In my never ending quest to understand all things market related, could your team briefly explain "MARKET EFFECTIVENESS" ratings, and what constitutes a good % rate for a company management group. There are 3 groupings 1) equity usually the 7 to 15 % range. 2) asset usually the lowest % of the group and 3) capital. Never do the % seem all that high. Is one more useful then the others, and are these a good tools for evaluation? Thank you as always very happy with your service
Read Answer Asked by James on April 30, 2018
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