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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: Hey Guys,
I follow the Income model , I see that Crius was removed recently , I decided to keep it for the time being and got a bit lucky with the takeover and jump in the price. Now that it will be stuck in the $7.50 range I'm considering selling it now. If I do sell it and want to replace it with something what do you think of Algonquin Power ( AQN)? Or is this to similar to BEP.un, H and VNR already in the model? If you still held KWH.un in the model and moved it out now what would it be replaced with?
Thanks
Read Answer Asked by Chris on February 14, 2019
Q: I have been with NMX since 2015 and have made a lot of money. Bought at .33 sold at 1.85. Bought at 1.09, sold at 2.25. Bought again at 1.09 and still have 50,000 shares. I believe the stock will go to $5.00 once the mine is finished in 2020. The price has been solid lately but the fist sniff of bad news people panic and sell at a ridiculously low price. They are close to finishing the project. The product is in high demand. Batteries are the future. I feel very confident in the company. Should I buy more?!
Read Answer Asked by Bryan on February 14, 2019
Q: Noticed the special dividend of $20/share and read the companies brief comment that while still seeing an attractive acquisition pipeline they have excess capital requirements for 2019 hence the dividend. Managements track record is pretty impeccable and their reputation as capital allocators is second to none but is this a small cause for concern going forward, especially as they rely on acquisitions for most of their growth? I'll gladly take the $20/share but would have thought there were more acquisitions out there or maybe even some debt could have been paid down? Maybe I'll pose this question to CSU on their Q&A site as well but what are your thoughts?
Read Answer Asked by Richard on February 14, 2019
Q: Hi 5i team,

I have 817k in a LIRA to invest. This is a portion of my retirement money that I will rely on for income. I still however would like some growth too. I was thinking 50% in VFV and the balance in a high yield dividend paying etf. Your thoughts and could you please recommend a high yield dividend paying etf. Thanks for your amazing insight!

Glen
Read Answer Asked by glen on February 14, 2019
Q: Thinking of buying a cyber security company or ETF representing the group. Which do you like? Are there any in Canada?
Thank you.
Read Answer Asked by Steven on February 14, 2019
Q: What do you think of DVYE the Ishare emerging market dividend ETF. Well rated by morningstar in its categorie. I know you recommend VEE / VWO in US version which is what i want. Any red flags, should i stick with VWO for market cap exposure ? May i have your analysis and comments.
Thanks !
Do you think you're going to do some buying in the income portfolio which I was kind of waiting for to get new prospects ?
Read Answer Asked by Denis on February 14, 2019
Q: Please comment on CSU's Q4, including your thoughts on the normalized accounting effects of the bargain puchase gain.
Also, the $20 special dividend, about $400 million total, is 5 years of the usual regular quarterly dividend.
Do you see this as a sign their acquisition plans are slowing down or are they just reaping some rewards?


Read Answer Asked by sandy on February 14, 2019
Q: Hello 5i...The preferred share space took a real hit from which it has not recovered. I am thinking of adding one of the above as part of my fixed income allocation but to my non registered account. All of my fixed income and GIC's are in my RSP. I am conservative age 68 and need 4-5% long term. The recent volatility however does concern me. I value your opinion ..thank you Gary
Read Answer Asked by Gary on February 13, 2019
Q: My sons who are in their 20's currently hold TXF in their TFSA's. Do you think OTEX would be a better fit in a TFSA as they will not need these funds for a very long period.

Thanks.
Read Answer Asked by Brian on February 13, 2019
Q: Could I get your opinion on the potential for VIGI. I am looking for safety with modest growth in my RIF. Is it dependent on Brexit or mainly just the European economy? I also hold MAW102 and VIG which have both performed better than VIGI. I have considered selling VIGI and investing the proceeds 50/50 in the other two. Comment and suggestions appreciated
Read Answer Asked by Doug on February 13, 2019
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