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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 Peter, In your interview with My Own Advisor you stated, "Also, there will be at least 10 times of complete panic in the markets in the next twenty years. Use these times to buy, not to panic."
Recognizing that there will be a different number for every individual and situation, what would be an acceptable range of cash to keep for the purpose of buying into panics, say 10 to 20%? Or would you recommend staying fully invested and pulling funds from the fixed income side of the portfolio, or tapping into margin, or perhaps a combination of the 3 areas? Thanks, J.
Read Answer Asked by Jeff on March 20, 2014
Q: Peter,

I am hoping that you may be able to clear up the confusion I have about what is the definition of a "dividend stock". In response to a question from Mark yesterday about obtaining a 5% dividend yield, you commented that outside of telecoms or utilities, it is difficult to get more than a 5% dividend (although you did note almost as an after thought that the REIT sector has higher payouts). However, there are a number of stocks that you support that do pay out higher dividends - many of them in the oil and gas sector - and there are several tech stocks and assorted others as well. (Morneau, Calian, Torstar)

Secondly, in the past you have referred to companies such as Boyd, Stantec, Cineplex etc as being good "dividend stocks" even though there dividend yield is somewhat low (not even sure why Boyd is called an Income Fund with a 1.9% yield).

So my question is, what is the definition of a dividend stock and do those stocks differ from stocks that pay a high dividend?

Thanks.

Paul F.
Read Answer Asked by Paul on March 20, 2014
Q: What is the consensus for Carfinco's Q4 adjusted revenue and eps?

Thanks,
Sandy
Read Answer Asked by sandy on March 20, 2014
Q: Re: FSZ.TO
I have been watching FSZ.TO for a while. What's your take on the quarterly results? Is it a buy?
Thanks a lot!
Read Answer Asked by Dong Sheng on March 20, 2014
Q: Last fall you felt NPK was dead money, however they recently announced government funding assistance to get their Brazilian Potash mine into development. They are close to a major farming area where most of the potash must currently be imported. Since the funding announcement the stock price has taken pretty wild swings. What would your current outlook for this company be?

Thanks
Read Answer Asked by Gary on March 20, 2014
Q: Would you please suggest a couple of ETFs for a very young 1 year old lady just beginning a RESP.Because of withholding taxes on foreign dividends in RESPs it seems those ETFs should be Canadian and also for a long term hold.Thanks for a great service. Don.
Read Answer Asked by Donald on March 19, 2014
Q: re: SUM question earlier, can you clarify ROE of 4-5%? how is that considered attractive?
Read Answer Asked by Scott on March 19, 2014
Q: What do you think of the latest quarterly reports for Painted Pony Petroleum (PPY-T)? A couple of analysts on BNN haven't been that enthused with PPY in general, one even indicating it should be a sell. I currently hold a 2.25% position and am wondering whether to keep holding in anticipation of it being sold! Thanks!
Read Answer Asked by John on March 19, 2014
Q: Hi Peter and Team, Connacher, CLL, just released their results. May I please have your thoughts and opinions on these results and whether CLL has a decent future ahead of it, or not! Thanks!
Read Answer Asked by Hussein on March 19, 2014
Q: Hello 5i,
I’m looking to raise some cash and diversify my holding, as it stands right now, which two companies in the list below would you sell.
Enterprise Group (PEG), PPL Corp ( PPL), Duke Energy Corp (DUK), Emera Inc (EMA), Fortis Inc (FTS), Southern Co (SO), Hawaiian Electric Industries Inc (HE), Consolidated Edison Inc (ED), TransAlta Corp (TA), FirstEnergy Corp (FE)
Currently I’m a little overweight with Utilities and am looking for good companies in other sectors with the exception of telecom with a dividend around 5%, any ideas?
Thanks for your help!!
Read Answer Asked by Mark on March 19, 2014
Q: Hi Peter & team, this is a general question. For any company, once in a while we hear or read "the stock is down today on heavy volume" or "the stock is down today on low volume"? Could you please explain the difference? In other words, is it "better" for a stock to be down (or up) on heavy or on low volume? Thanks, Gervais
Read Answer Asked by Gervais on March 19, 2014
Q: Would you consider NWH a safe dividend at 8% and a safe investment for the next year.
Read Answer Asked by Fred on March 19, 2014
Q: Hi Peter and 5i: I am looking at including a selection of convertible debentures in a reasonably diversified RESP that will likely not be used for education funding until at least 2022. I'd like to get the principal back, eventually, and to collect a decent interest rate within the tax-deferred RESP. I am more interested in using them to offset common equity risk from the stocks' side of the portfolio and less interested in their potential upside from the convertability aspect. Converts that seem unlikely to be converted sometimes appear to offer a decent deal on the yield side. But of course I don't want to enter any situations where there is a substantial chance of default by the issuer. With all that in mind, could you please give me your comments on Firm Capital's FC.DB.D? Thanks very much!
Read Answer Asked by Lance on March 19, 2014
Q: Hi 5i team, what is the risk , reward ratio and market cap before you recommend a stock? Any potential of CTH, small in a hot sector ?
Read Answer Asked by victor on March 19, 2014
Q: I would like to know which companies you really like for long term holds are presently richly valued and likely to tread water for a while barring radical market moves one way or the other. I am tempted to ask for a number of companies in this situation--say 5-- but am reluctant to force you to put a company in which really doesn't fit the parameters just to make up the number nor to limit you should there be more than 5.
Bryon in Elmira
Read Answer Asked by Bryon on March 19, 2014
Q: Hi Team, I have heard more than one commentary about a coming market correction. I own a wide spectrum of sectors, about 65% large cap, and 25% in mid-cap. and 10% small cap I have gains in all sectors (not all stocks) and I'm thinking about taking some gains to move into some cash for the next couple of months. What are your thoughts about the following sectors in small, mid and large cap , and how they might be affected if the market corrects. (all Canadian stocks)
Oil and gas
Pipelines
Financial
Industrial (eg. BGI.UN, WEF)
REITS
Tech
Consumer (DH)
Thanks so much.
Read Answer Asked by Kim on March 19, 2014
Q: Hi,
I am trying to understand currency hedging. This is from FFI.UN's description:
"Currency Hedge
The portfolio's US dollar exposure is hedged back to Canadian dollars to protect against currency risk."
Does this protect me against the CND dropping or USD dropping?
Thanks!
Read Answer Asked by Paul on March 19, 2014
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