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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: Hi
Do you know when ENB plans to buy ENF? And, please advise your favorite Canadian dividend grower that yields over 4.5 %. I, like others, will be overweight ENB when this deal consumates. So I will need a replacement. Thanks Frank
Read Answer Asked by Frank on July 23, 2018
Q: I recently saw Phil Davis suggest that the stock market reacted very negatively during Nixon's presidency when members of his inner circle were indited and that this was a good time to go to mostly cash. Can you please comment on whether you think this is good advice for investors and if it is historically accurate. Any other opinions you have with regard to Trump's presidency affecting the market would also be appreciated. Use as many credits as you think appropriate.
Read Answer Asked by Ian on July 23, 2018
Q: I follow your growth portfolio (with a long term horizon) and own some RRX shares (very small position). So obviously we are both down on this one. Unless there is another offer, am I correct in assuming that you will wait for the best price you feel you can get for RRX to minimize overall impact to the growth portfolio? If so, I'm thinking that selling my RRX shares when you do (i.e. after you issue a change to the growth portfolio) is probably the best course of action. Essentially, I'm looking for clarification on how to use 5i's service effectively now and in the future. Thank you.
Read Answer Asked by LARRY on July 20, 2018
Q: Hi a comment for Edgar.for a person who has as good as he did managing his own bucks to go to the hands off approach he would find frustrating .No one his going to have as much interest in his money thanEdgar to be successful at this game you trquire two key ingredients one is time and the other is interest .if you lack either let some else do it .i am approach 80 and I still do ok and love it.
Just my comments they are free so treat it as such
Stan.
Read Answer Asked by Stan on July 20, 2018
Q: I would like to start accumulating the stocks in your Balanced Equity Portfolio. I own BNS and SLF in DRIPs as well as TSGI and RHT in my RRSP. I am overweight in financials with DRIPs for NA and BMO. I have small investments in Telus, TRP, SU, and BCE. These are all also DRIPs.
I am quite torn as to where to start. I don't like many of the valuations including that of CSU. If the valuations were lower, I would not be posing this question. I have lots of cash in my TFSA, RRSP, and spousal RRSP. I realize this is not great as the money is not being put to good use. Any suggestion would help.
Read Answer Asked by Lynn on July 20, 2018
Q: Would you support buying CU for income at this time? Is the price likely to decline further? As of today, the stock price is close to it's 52 week low of $30.80. I'm attracted to the 4.73% yield and the 10% dividend increases. If not CU, what else looks like an attractive buy for a longterm dividend income portfolio. (No banks please. I have plenty of bank stocks.)
Read Answer Asked by Helen on July 20, 2018
Q: Hi Peter, Ryan, and Team,

In your answer to Michael, you said: "We think XTR is a good option in either account, considering its income focus and very low fees."

According to the Blackrock website, XTR has a M.E.R. of 0.62%. Because it's an ETF of other ETFs, is 0.62% considered to be "very low fees"?

Thanks in advance. I'm continuing to learn so much from 5i.
Read Answer Asked by Jerry on July 20, 2018
Q: hi, what is your opinion of MSCI?
It has a very enviable ROE (90+%) and the Profitability Ratios (all taken from your site) look very respectable.
PE might be a little high.
The ROE is generally the starting point for me to be interested in a stock (right or wrong :)).
Would you consider them the leaders in their respective space/sector? It seems like it might be a stock for good times and bad times.
(I stumbled upon this from a recent BNN suggestion/recommendation).

Cheers,
Steve
Read Answer Asked by Stephen on July 20, 2018
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