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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: Hi 5i - my kids will start University in 6 and 8 years. In general, when do you start building cash and getting more conservative in anticipation of withdrawing funds? Thanks, Neil
Read Answer Asked by Neil on August 02, 2018
Q: Hi. I am new to your group and have a question about currency, in particular about $US to $CDN. I currently have $59000 US that I set aside to buy land in Costa Rica. I changed the money over from CDN to US last year at a rate of 0.7957. I have changed my plans and won't be buying land there, so I want to change most of the money back in to Canadian funds so I can invest in long term stocks. Is it a good idea to keep some of the money in US funds so I can invest in American companies as well as Canadian companies? Also, what do you think the Canadian dollar will do in the next 3 months in relation to the Us dollar?

Thanks
Rob
Read Answer Asked by Robert on August 02, 2018
Q: Hello 5i,
We too have ECI stock. Thank you. Tendering is new to me. After a Google search we have enough information to be dangerous. Our portfolio is with RB. We only see an option to sell. Can you help by explaining how we tender our stocks? Is it easier just to sell? With FTS and AQN at 5% weighting we are not sure converting to 100% BIP shares is the best plan for our portfolios. Any help is appreciated.
Thank you
Debbie and Jerry
Read Answer Asked by Jerry on August 02, 2018
Q: Hello, like many other investors I have an happy problem today, thank you. I have read all the questions on ECI today. Let's say I have 1000 ECI shares and I choose to tender my shares, does this mean that 750 ECI shares (75%) will be sold for a cash deposit in my account and that 250 ECI shares (25%) will be rollover in BIP shares at takeover date? The ECI price on TMX Money is $28.88 right now, do you think this price can fluctuate significantly in the meantime of deal completion? Thanks, Gervais
Read Answer Asked by Gervais on August 02, 2018
Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Read Answer Asked by Stephen on August 02, 2018
Q: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.

thank you,
Read Answer Asked by g on August 02, 2018
Q: Good morning Peter n your wonderful team,
I sold my J&J shares recently due to the outstanding lawsuits against the company, I think of replacing it with Pfizer. What is your opinion on future of Pfizer’s earnings, growth n dividends, cash flow, pipelines of drugs, balance sheet etc. Or can you please suggest one or two drug companies that will provide some growth plus dividend income?

Thank again for your insight! Asked by Rossana.
Read Answer Asked by Rossana on August 02, 2018
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