Investment Q&A

Q: This is just a share. There is a short TED talk that 5 I members and staff might enjoy. It is titled "Psychopaths in the C-suite" by Fred Kiel.
I wonder if 5-I could rate some management of 5-I covered companies that fit the: Empathy, Others First and I Screwed Up habits of virtuoso CEO's . I'm sure they are a rare breed. Perhaps a new valuation metric may come of this.

Q: I have a question about 1213 ..

With the dividend yield now over 8%, is this a danger signal for ZCL?
I know it has been on and off your favourites list and you had indicated a couple of months ago that you are not expecting a big turnaround.

But the yield is tempting....

What is ZCL's free cash flow and payout %.?
Is the balance sheet in good shape by your standards.?

I can be patient with a stock offering an 8% yield .... as long as it is not likely to be another ALA.

Thanks for your help.

Q: I've been trying to understand these markets and failing. Much of the wild swings of volatility seem to be associated with fears of China and trade woes. I understand why companies which do a lot of business with China, or source products from there would plunge on such fears. But I haven't been able to figure out why trade fears would cause grocers, REITs and utilities to plunge 2%-3%, as they did today. I mean, how is China or trade going to affect the profits of Chartwell Retirement Residences, or Loblaw, or Algonquin Power? The TSX is down around 1% but these are all down 2%-3%, as are most of the utilities and REITs. Are people just panicking and selling everything in sight?

Q: What are the tax and admin implications of holding BPY, the U.S. limited partnership, versus BRP, the U.S. REIT?

Q: I have asked before about slf but really don’t understand the reason for the big drop. Can you explain, should I. Buy a us insurer, and if so which one. Thank you

Q: What is the consensus estimate for Q4 revenue and eps please.

Q: Hi 5i, Greetings . I am holding CPD etf and some BIP.Pr.D and BEP.Pr.K as part of fixed income allocation. I always considered these to be held forever, but times seem to be changing and interest rate outlook is uncertain., Should these be held and wait it out or bail now and assess later? Thanks for the service. Ted

Q: Hi 5i Team

I'm primarily an income oriented investor. I'm uncertain about where interest rates will go over the next year. I think we're close to a plateau but who knows. I don't currently own any fixed rate preferreds but am thinking of buying some (maybe up to 10% made up of 5 holdings with different reset dates). I like the dividends and see them as a kind of interest rate hedge against the dividend paying commons. My thinking is that, all else being equal, resets are supposed to increase in price with rising interest rates while dividend payers tend to decline (subject to their ability to increase their dividend).

I understand that other company/market influences may move both preferreds and common in the same direction, I'm just thinking of the interest rate issue at this point. Your thoughts?

Thanks, as always
Peter

Q: Hi 5i,

Is there risk that the financing won't go through? Why would someone pay 154 a share at this point? Are the brokers who participated in the deal obligated to purchase the shares at 154?

Thanks!

Q: Hi 5i,
I have a full position with SRU.UN in my income portfolio.
I'm planning on selling half and buying another reit for more diversification. Could you provide a reit suggestion that would work with SRU.UN?
Or 2 reits suggestions and sell SRU.UN?

Thanks Steve

Q: PLEASE RATE THE BELOW IN ORDER :
A; AS PER DIVIDEND SAFETY
B; AS PER VALUE COMPARED TO CURRENT SHARE PRICE
KWH.UN (Crius Energy Trust)
VET (Vermilion Energy)
ALA (Altagas)
HOT.UN (American Hotel Income Properties REIT)
BEP.UN (Brookfield Renewable Energy Partners)
CJ (Cardinal Energy Ltd.)
DRG.UN (Dream Global Real Estate Investment)
IPL (Inter Pipeline Fund)
PPL (Pembina Pipeline)
DR (Medical Facilities Corp)

THANKS YOU
yossi

Q: Is this a good time to build a long term position in Largo Resources?

Q: Thinking of buying IIPR. May I have an updated opinion.

Q: Would you provide me with your view on LADR, the space/sector, and whether or not you have alternate suggestions that you would prefer.
Best of the Season,
Terry

Q: CGI Group has been a fantastic long-term investment even holding up really well this year. Would you take profits and reallocate to a different Cdn tech stock or continue to hold? I also have CSU , OTEX and KXS.

Q: Hello,
As I feel to be using more and more your company profiles, I am interested to know how quickly all the metrics are changed (share count, P/E, balance sheet etc...) after a new metric is published from the companies that I am looking at.
Thank you
CDJ

Q: I just signed up for Money Saver then noticed the Mutual Fund/ETF offer. I had assumed that Money Saver would provide the mutual fund and etf information I was looking for including 'best of' tables. Can you explain the difference please.
Thanks Peter.

Q: Who knows, with the recent news on Costco and JNJ which one would be better going forward today for the short-term?

Q: I believe JPM is your preferred US bank based on a prior question. I'm wondering if you can compare and contrast it to Wells Fargo and make the case for one over the other? I'm curious as P/E difference seems insignificant between the two. The Buffet backing of Wells Fargo is interesting as well. Can you comment on why he prefers it? Take 2-3 credits as needed! Thanks

Q: Investor moving from funds to ETF this tel's me that this stock will struggle to recuperate,we are now close to 2008 bottom at this point we to navigate under water and wander for how long the divi will keep us going till we sink.I'm 75 with and with few ecceptions i match the 5I Income Portfolio.
Thank You
Daniel