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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 own IPL and I was reviewing their Q3 release on Friday. I am having trouble reconciling their net debt to total capitalization ratio of 54.5%.

Based on their MD&A, total debt is $5,596.6, shareholder's equity is $3,269.9 and cash and cash equivalents is $70.4 and restricted cash if $105. This gives me a net debt to total capitalization ratio of 62.3% without including the restricted cash and 61.1% including the restricted cash. IPL Q3 reports 54.5% net debt to capitalization. Not sure where the error is. I inquired with the Company, but I haven't received an answer. I was wondering if you could provide one?

Thanks,
Jason
Read Answer Asked by Jason on November 09, 2016
Q: I have an income portfolio that is patterned after your model income portfolio with a few differences. My portfolio currently has 21 positions with a 5% holding in each of BEP.un and BIP.un. Do have any thoughts on the merits of holding both these companies in the portfolio? Should one be sold? If so, which one and why? Thanks
Read Answer Asked by John on November 09, 2016
Q: Looking towards an isolationist, anti-trade Trump presidency, which sectors in Canada do you think would suffer most? I'm thinking of autos and lumber, as a start. Are there any names on the balanced portfolio which would be particularly hard hit if NAFTA disappeared and their US exports were threatened? Ie, Magna, SJ.
Read Answer Asked by John on November 09, 2016
Q: Hello 5i
With news of Teslas' further expansion into Europe, could I have your general view on the lithium sector? Any specific points to consider investigating for smaller caps with off-take agreements would be greatly appreciated. Finally, over what time frame would you think is a reasonable expectation for their maturing in this sector (for those that survive that is!).

Thank you in advance.

Read Answer Asked by mike on November 09, 2016
Q: Greetings Peter et all,
I am in need of your astute assistance.
Scenario:
A 58 year old with failing health. (10-15 years?)
With approx 600K to deploy...I require approx 4K tax free from dividend and stock appreciation to maintain a life.
Need appropriately safe investments to achieve above.

Small, safe, manageable, tax friendly.

Two example vehicles would be very much appreciated thank-you

Be well my friends
Read Answer Asked by Alex on November 09, 2016
Q: I only hold a 2% position and took it up in Feb at $5.90, are the concerns you have (I have read your views on this firm)changed given their quarterly results. I am very under weight the sector as a whole and am wondering if the results are good enough to add perhaps another 1%.They quote "We expect that if there is transparency to an oil price above $50 WTI (USA) that we will be able to present guidance showing double digit growth for 2017" Probable, possible or not likely? thanks
Read Answer Asked by James on November 09, 2016
Q: I have cash to add 3 new positions to my registered investment accounts. The current holdings are listed above. This is 15% of my portfolio. The other 85% is professional managed and well diversified in mutual funds. Can you recommend some Canadian stocks (that you have reports on) and ETFs that are the best purchases today that I should look into? Thanks, Matthew.
Read Answer Asked by Matthew on November 09, 2016
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