Investment Q&A

Q: Hello Peter and Staff
My TD app says I can expect a dividend of .1318 a share in August 2019. Is that an error?

Thanks and have a great day
Dennis

Q: Hi 5i,
Where do I find the Q&A section? Thank you.

Q: What is the next report date for VET ? What are they expected to make if anything? Is the dividend safe? What is their cash flow & their debt as a %age? Is their payout ratio too high or fairly safe?
Thanks as always for your great information.

Q: Hello I notice that Brookfield office properties prefs have been rallying. Does 5i know why? Could it be due to Artis reit etfs recently being called at $21? Also, does bpo have a common stock listing?

Q: the recent increase in stock price up 118.00 in one day do you feel it is good to hold I only have a small number of shares ie10 buti purchased at 780.00?

Q: A friend and I were comparing our TFSA results. He is a passive index type and I am a stock picker. His balance is 107K and mine is 101K. At the moment it looks like he is winning. We have both contributed the max 63,500. But our book cost or cost basis raised a question. His cost shows as 77,500 and mine at 66,092. It looks like we have both over contributed but I know I haven't and he says he hasn't ...there must be something about cost basis that I don't understand. Can you explain?

Q: Came across ZFC - BMO SIA Focused Canadian Equity Fund ETF Series in doing ETF research. Holdings are 100% Canadian ... Top 10 holdings account for about 67% of the fund (AC, QBR.B, CAE, WCN, BAD, GIB.A, CSU, CAR.UN, EFN). MER is on the high side .75 What is the 5i opinion on this for a more aggressive ETF for Canadian holdings ? Thanks as always for your advice, Steve.

Q: What are your thoughts about this water ETF ? Thanks.

Q: Does the 50% investment in X-ELIO have an accretive affect on earnings?
Thanks
Bob Rose

Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara

Q: This seems to be a relatively new US REIT. Have you had a chance to form any opinions on this REIT? Do you have any info on the payout ratio and how safe the divi might be??

Q: Hello 5i,
This is not a question, merely a comment from my perspective. I hold VET in two separate account and it is held for dividend income as opposed to looking for any significant capital gains.
On paper, my "losses" are substantial. However, in reality, unlike others who have sold, I have actually lost absolutely nothing - and I fully expect that by keeping this holding for the dividend (cut or not), should the time arrive when I do choose to sell, it will likely be because I am back in the black on it and will realize a gain. Meanwhile the dividend helps keep me "in the lifestyle to which I have become accustomed".
While it could happen that VET will go to Zero, be de-listed and cease to exist as a viable company, I am betting against it.
In a sector decline such as we are seeing in the Canadian energy space, I am not sure selling out at a significant loss is necessarily the only solution unless one can really benefit from the tax benefit on the loss - and in the case of VET, they have a great deal of exposure outside of Canada as well.
Anyway, I am happy to hold, collect the dividend and wait until the tide turns, which I am convinced it will do over some unknown period of time.
Just my perspective, nothing more.....
Cheers,
Mike

Q: whta's going on with VET, you seem to defend against dumping it
why this sudden price drop, i lost already a bundle since you argued a week ago for common sense/patience and against selling it,
pls no offense is meant,
your insight if possible
Art

Q: Peter and His Wonder Team
DSX just tendered shares at a higher price than current market. It was over subscribed. Is this good or bad news? Does it mean that new buys want in or current owns are happy to get out?
Thanks!

Q: Good day team do you see this company getting shorted ,it keeps going down like a rocket ,i do not want to lose much more capital what alternatives do i have i know the sector is unlike here thanks Norm

Q: Apparently, by way of a Dutch auction, Encana will be buying back stock at a minimum price of USD $4.70; if so, why would anyone be selling at today's price of USD $4.16?

Q: Hi guys! In regards to energy stocks, the stage after 'fearful' I call the 'vomit stage' and thats where energy stocks are now. So shouldn't one buy when everyone is running for the hills? i.e encana and vermillion
thanks!

Q: Please comment on what results are expected in PKI's upcoming Q2 report.

Q: It's been said that this name has the best balance sheet in the producer business - would you agree and if so, would that make a dividend cut less likely, come what may?

Q: I currently have no investments in the REIT sector and have about 10% cash. Would you say this would be a good time to step into WPT Industrial or Canadian Apt Properties for income and some growth? Please provide your insight on a comparison. On the US side how do you view XLRE? I am retired and looking for some stability and wouldn't mind allocating to 2 properties. Thanks.