Q: In this morning's Globe FN is touted as being a future "dividend aristocrat".
The article went on to state: "It is dominant among mortgage brokers, of which about one-third of Canadians seeking mortgages utilize. The company has close to a 20-per-cent market share there.
First National has shown good capital gains and strong dividend growth. “The company has been a solid, under-the-radar executor of a simple business strategy: become the most trusted and efficient operator in the mortgage broker channel.”
Would you agree with these comments?
Do you consider FN to be a "buy" at this time?
Q: I submitted this question last Thursday and received the auto response that my question had been submitted but since I haven't received a response I will try again.
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie
Q: 5-I team
What recommendations do you have regarding investing in the agricultural sector? This can be in the form of any individual stocks I could do research on, ETFs or any other type of vehicle you could recommend for a conservative investor who wants diversification. This could be in Canada, the USA or elsewhere.
Q: Can you suggest an investment vehicle(s) (eg. ETFs) that invest in U.S. dividend paying stocks and will pay out a Canadian eligible dividend? Is this type of investment available?
Q: Hi team, I'm just starting up my portfolio, and am looking for exposure in the Mining & Metals industry. As my account is still small, I'm trying to avoid transaction fees. Can you suggest one or two ETF's that target this industry, which you like for a 3-5 year hold. While I'm looking for growth potential, a decent dividend never hurt!
Q: Hi: good news on CXI- can you comment on the TAM for this business? pretty small at $30m rev. How big are they able to grow - and who are their competition? What is the likely exit- sale to bigger player? Thanks
I used to follow Parkit about 3 years ago and always thought the story was good. I have noticed in almost every city I have been in a lack of parking and an increase of price. Now that the board disagreements seem to be settled and a few new exec`s have been hired - could you offer comment here? Looks like the new CEO is a heavy hitter in the space. Given it's size (sub 10mln mkt cap) I understand all the risks, more just looking for your take.
Q: You mentioned that there is a daily digest e-mail, is that something you send to all members or only to those who ask for it? I would be interested in receiving it.
Q: Thank you for your insight on RCL and PHM (Pulte Group).
Just as a follow up on the 5i data bank in case it is an issue elsewhere: When I put RCL in the symbol search and click on the green magnifying glass (5i should try it!) Royal Caribbean does indeed show up. Click on RCL. The answers/results one receives mostly address Ridley - my question and one in 2014 under RCL actually address for Royal Caribbean. Is it possible for 5i to separate the two companies?
Q: Hello 5i experts
Given that a Trump victory is looking more and more likely, can you give me some advice on what effect it will have on the stock market (both short and longer term) and what evasive action retired investors like us should be taking.
Great service...couldn't be without it. Thanks as always
Joanne
Q: An article in the Globe w.r.t Segregated Fund.
Can you help me to understand how can Segregated fund guarantee to retain principle of invested money? Can you suggest such funds to invest in. Also, I am considering to increase my investment in healthcare stocks, I have EXE, HIG.un, considering NWH.un, CSH.un and NHC. Would appreciate your help to select, perhaps others you can suggest.
Regards, J.A.P. Burlington
Q: I would like your opinion on my current mix of assets that are heavily invested in hedge funds.
25% Donneville Kent North American Fund
25% Barometer Global Macro Pool
25% JC Clark Preservation and Adaly Fund
25% 5i research stocks
my total invested is 700k and i hope to retire in 10-12 years
Q: Would like your comment on Suncoke Energy Partners. (SXCP US Stock) I realize you may not follow this U.S. stock but my question is this. Cash flow is strong as well as the balance sheet and yet the dividends they are paying is 16%. Wondering what is going on here. Or may it just be the Oil sector. Thanks for your response.