Investment Q&A

Q: I notice sometimes that when you are analyzing a stock that you will warn the person asking a question to note it has missed 7 of the last 8 quarters, or that the company has missed X % in the past 2 years. On this note, how has PEY performed in the last 2 years? Would this not be a strong indication PEY will cut its dividend? Thanks....lionel

Q: What books/web sites/resources do you recommend that deals with Estate planning for Canadians, ON resident. Something that is easy to decipher with the emphasis on transition of wealth to adult children in a tax advantaged manner?
Unfortunately most of the advisors/banks seem to interested in selling Universal/Whole Life insurance or asking to make their organisations be the Trustee/co-executor. Prefer that is something conflict free like 5i !!
Thanks in advance.

Q: For a retired investor with 2/3 of his portfolio in an diversified dividend equity portfolio and with 500 k to invest in safer income producing investments and just purchased 73k of CPD, 60k of ZPR, 40k of XHY, leaving 327k still to invest, would you add to these positions or could you suggest other places to invest for income. Would you wait till after NAFTA is decided and then invest. Thanks for your opinion.

w

Q: What is your opinion of ZST as a fixed income asset? Would it be a good ETF in a market downturn? What are your favorite fixed income ETFs?
Thanks

Q: After reading your article about Dividend Growth Stocks, the first question that came to mind was "Is there a Canadian ETF that covers dividend growth stock for Canadian stocks and one for US stocks and would you recommend them based on past experience? With thanks, Bill

Q: What sectors would you consider to be undervalued at this time? Or at least undervalued in relation to the rest of the market? Thanks.

Q: Good Morning team, the only thing that’s more of a mystery is the weather

I am thinking of starting my ETF income portfolio with a 5% position in PMIF. With all the interest rate forecasts for 2018, do you think waiting for later in the year is advisable or strike now?

Thanks team and a prosperous New Year to all.

Q: Recently I read an article in my local paper written by Peter and he warned about Split corps and inferred that people are "sucked by the high dividend and went on to say how much better slow steady growing dividend payers are. What I have found about these investments are that they get no love in the investment community but are growing in number and every over night offering is fully filled, and have (if purchased in the right context to your individual needs) preform well. For me a 3% weighting in ftn, 2500 shares, purchased in Feb of 2015 at $8.90 has a cost base of $22250, current price is $10.50 ish =2500 x 10.50= $26250 ( a $4000 gain) BUT the sole purpose for holding this was to add to my living income in retirement. At 2500 x .1258 I am receiving $ 315 a month that I either reinvest in growth stocks or use to spoil my grand kids. I went into this eyes wide open knowing they can suspend payouts as CAN any dividend paying company (ie energy) You say they do not grow dividend well a 4% paying company is probably never going to give me the same payout in my lifetime left. In short I certainly see the pro and cons of these but do not consider myself a sucker for being in one.

Q: I hold ZEB. The banks have been good since 2009 raising dividends. Would those individual dividend increases be passed on and benefit holders of this etf? Thanks, Bill

Q: Could you please rank the three Balanced Portfolio consumer non-cyc names along with Dollarama separately for growth potential, value and risk?

Q: Many of my friends upgraded to the $60 - 10GB holiday promotion plan offered by both and it seemed to be brought up at every party I went to. This would have increased my bill by 50% so I didn't do so. I'm thinking that this promotion should move the needle on spend per client and move the margins - as 10GB is nice, but most will not be able to use it. Telus recently bought Alarm Force, adding 30,000 subscribers (which won't hit the Feb 8th quarter). Do the Feb 8th upcoming earnings for both include Christmas sales? With the recent dip in BCE I'm thinking of adding to both. Your thoughts?

Q: Since its recent high of $57.85 reported on 12/27, BIP.UN has been stumbling to today's close of $53.80 - a drop of 7% in just 9 trading days. Can you attribute this fall to anything in particular?

I may be fantasizing here but is there such a thing as a "post tax loss selling" exit (since 12/27 was the last day of tax loss selling)?

Q: With rising interest rates should I buy sell,or,hold RUF.UN please?

Q: Klondike Gold has been halted base on the release of drilling results. Can I please get your opinion. Thanks

Dave

Q: As a retired person, I want to invest $500,000 in some kind of guaranteed income investment portfolio for a long term . What kind of returns can I expect and what will be the best places to invest?.

Q: On balance, do you think that if the US 'cancels' NAFTA, it will have an immediate negative hit on the TSX? Do you think that dividend stocks like REITs will take a bigger or smaller hit (if any) and do you think that dividends may be reduced?

Q: Hi 5i:

Recently, Eric Nuttall suggested on BNN that TOU should be sold as its share price was going nowhere for a couple of years, due to excess supply and the lack of pipelines. Would you agree?

Q: What exactly is this agreement with Mr Hao intended to do for the company and the remaining shareholders?

Q: When does Sylogist report? I recall reading that they were to report yesterday but I can't find anything further. Can you clarify this for me.

Q: I am looking for dividend income that's less interest sensitive then reits and utilities do you have a few suggestions thanks Barry