Investment Q&A

Q: Hi Peter:
Season greetings to you and your team.
I would like your opinion on the trade(s) I was thinking about.
1) Sell full positions in POW and NFI.
I've had POW for 5 years and it has done nothing during that time except go down about 20%. However, I also think that at $24.00 it has potentially hit a bottom support number. I would be happy collecting the nice dividend it pays.
I also think based on your recent answers to questions that NFI has potential going forward.
2) If I sold POW and NFI, I would add to the positions that I already have of the other companies that are mentioned.
I'm well diversified and this would not interfere with my sector or geographical weightings or the amount of dividends I am receiving.
I think both scenarios have their positive attributes and would appreciate your thoughts. Do the trade or remain the course.
Thank you very much for your valued opinion.

Q: Could I get your opinion on POW? On any length of chart this blue-chip dividend (growth??) company looks poor. Why? Perhaps this Europe exposure? I have had a position for 10+ years and and am back to the starting line. Like the dividend but wonder about future growth of both the company and the dividend.

Q: What are your thoughts on buying POW at this time. It is near the 52week low and is trading at below cost with a 5.67% yield. We are interested in the income and some growth. Do you have any concerns on the future of this company? Many thanks, Len

Q: Based on current prices which co. is a better buy POW or PWF and please explain why.

Q: Thinking of selling my PWF for tax loss reasons and replacing with a similar co. POW. will CRA allow ?

Q: Is there any reason for the selloff in the Power Company stocks? Any negative prognostications by analysts? They seem to be getting sold off pretty hard for cheap dividend payers.
Thanks

Q: I have had for years. If I sell, can you recommend a replacement? Thoughts?

Q: Getting tired of all this sideways movement, time to trim from my position? I have a full position in my rrsp and don't require the dividend income. Thank You.

Q: As part of the financial sector of an income portfolio of a retiree would prefer POW or LB for "reliable" income with some (inflation) growth? Thanks.

Q: Looking to exit this name and add a better suited financial name for the next 5 years. What is your top choices in order of preference? (3+ year time frame)

Q: I know that these 3 are intimately linked. I am wondering the advantages and disadvantages of each. As far as dividends and dividend growth, they rank PWF, POW, GWO (decreasing).

I am trying to chose one, but unsure which is better. Could you please outline the pros and cons of each?

Q: Interested in a longer term (3-5 years), relatively safe stock (low Beta) with a good dividend and perhaps a little growth.
What is your opinion of POW and PWF at this time? Which would you prefer?
Or is there another similar stock you would recommend?

Q: Can you comment on their recent earnings release. Thank you. Joe

Q: Any thoughts on this company, would you continue to hold?

Q: Good Day Please rate in order for dividend safety, dividend growth and stock growth. I have no life insurers in my portfolio. Looking for an 8 year hold

Q: Hi Team,

What is your opinion on POW? It appears to be globally diversified and a decent bet in a higher interest rate / potential NAFTA changing environment . What is your midterm outlook for this company as compared to a standard insurance company?

Thanks!

Q: I am fairly new at this and of the companies mentioned above I want to set up a Dividend portfolio using 3 to 4 of them. Suggestions would be very much appreciated as I am not well schooled in this area.
Thank you

Q: I am interested in buying GWO but wonder if I should be buying PWF instead? PWF has a holding company discount of over 15% which seems to imply that I am getting IGM “for free”. But then there is a discount on POW too and I don’t understand the two-level holding company structure -can you explain this? Why does POW not issue POW shares to PWF holders to eliminate one of the levels? Out of GWO, PWF and POW, which one would you buy?

Q: can you please give me your opinion about POW, is it a sell or hold?

Q: Hello 5i team, My wife and I, retirees, hold a fairly conservative portfolio, including the listed stocks above in our TFSA's. Our overall asset mix is 5/45/50 cash/fixed income/equities. If (in view of the buoyant markets) we chose to increase our cash position, which 1 or 2 of the listed stocks would you suggest we sell? Thank you.
Edward