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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 have a non-registered account that DRIPs all my holdings, some of them for the past 10 years. I am retiring this year and the plan is to stop the DRIPs and start withdrawing monthly dividend income. The account is expected to provide about 1/3 of our income, with the rest coming from pensions, OAS, CPP and RRSP draw downs. I am interested in any comments or changes you would suggest to this portfolio: arx, sgy, wcp, cpg, tog, hr.un, rei.un, d.un, ax.un, ipl, key, ppl, bce, spb, pki and stb. Thanks.
Read Answer Asked by Stephen on March 05, 2015
Q: would appreciate your current opinion on this company. Listed TSX with 3 mines in Australia, cash flow positive. Thanks
Read Answer Asked by george on March 05, 2015
Q: Good morning: I have owned Mullen a couple times in the past, bought for income but sold after decent capital gains. It is starting to look like it might have that potential again. What percentage of their business is oil-related, and do you think their other businesses are growing and could offset loses on the oil side? Is it oversold? What is their payout percentage and how sustainable is the dividend? I am looking for income, about a 2.5% position, and am prepared to hold for the long term.

Thank-you
Read Answer Asked by grant on March 05, 2015
Q: Is there a good possibility that Western based companies are subject to a discount simply due to the fact they aren't high on the analysts (mainly in the centre of the universe) radar every day? The big discount is hard to justify but certainly AVO does not seem to grasp the significance of "selling" their story to investors. They diverted attention with the announcement of building purchase this quarter and mismanaged a personnel manner in a recent quarter.

Phil
Read Answer Asked by thomas philip on March 05, 2015
Q: Hello team, Just wondering what you think of this small cap. I believe the payout ratio is quite high and also a 9.2 % dividend Would it be safe for a small position in a TFSA? Thanks for your great work Herb
Read Answer Asked by Herbert on March 05, 2015
Q: Following Alan's q&a on Mar. 4, about the growth portfolio (which I have been waiting for quite sometime), I could not find it. The only 2 portfolios I have found were the Income & Model. Please guide me.
Thanks,
Morris
Read Answer Asked by Morris on March 05, 2015
Q: Have been a shareholder of Enercare for a while now and have been rewarded handsomely. While the thesis for buying this stock for the longer term is for the income, it's grown to be a bigger portion of my portfolio. Because of that, I've been devling into their financial statements for any risks to their income.

This is when I found this in their latest annual report -- ECI has said that the annual dividend is $0.72 and their EPS is $0.34, yet their payout ratio given is 80%. Shouldn't it instead be 200%+?
Read Answer Asked by Eugene on March 04, 2015
Q: Hi Peter and 5i team,

What do you think of the CI Financial fund called "Select Income Managed CC A". I want to park a large sum (in excess of 250k)? Is that a safe investment? What is the downside risk considering the possibility that interest rates will eventually start to go up?

Many thanks!

Michel
Read Answer Asked by Michel L on March 04, 2015
Q: I like each of the Brookfield group of companies but am unsure the "best way" to own them. Should I buy shares in all the companies - Property, Renewable, Infrastructure and BAM or is BAM the best way to participate in the group? Or is this more of a sector decision?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on March 04, 2015
Q: Let me add if I may, Liberty Media arguably has the best media managers in the world.
Read Answer Asked by Norman on March 04, 2015
Q: hello 5i,
Thanks for the quick response on my earlier question about Buffet's suggestion of 10 per cent fixed income. I neglected to ask in that question what would be the best choices for fixed income in the situation you described, i.e. having some money to take advantage of opportunities and in case of need. Anything that I can think of, except for cash, would seem to have 'a wait time' before you could get at it. GIC's for instance would be in possibly a 1-5 year ladder; a bond etf, although it could be sold, might be sold at a loss if you didn't wait long enough. I know that you can get GIC's that could be immediatly cashable, but you get less of a yield. High interest savings accounts don't give much these days, either.
any suggestions appreciated
thanks
Read Answer Asked by joseph on March 04, 2015
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