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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
This is a follow up to a reply on another members question about "intensive care" monitoring of portfolios.
I was a little surprised with the inclusion of VNR in this list - what specifically causes concern to the extent that you want to keep a closer eye on this one ?
Thanks
Mike
Read Answer Asked by mike on November 05, 2018
Q: I'm often sitting with ~$5K-$10K in cash reserves, which sit in my TFSA/RRSP account while I wait to decide how to invest that money. Usually the money sits for a Quarter or more. What are your thoughts on investing the money into XBB instead of letting it sit in cash? It pays a 2.95% Yield and historically has been fairly stable (thought it has dropped in value this year).
Given my time-frame, do you think its worth investing the money into XBB while I wait to decide how to invest, or better to simply have the money sit in cash?
Read Answer Asked by Michael on November 05, 2018
Q: good morning.i have a 25000 bank of canada rr bond dec1 2026.it is now at 194.41 premium. what happens to the premium in 2026,thanks b.w
Read Answer Asked by brian on November 05, 2018
Q: what are your favorite dividend growing stocks in each sector .thank you, I have csh.un ,wef, bpy.un,bep.un, bce, thinking about picking up fsz.
Read Answer Asked by cliff on November 05, 2018
Q: As of today, what is your best guess or guesses for companies that pay at least 4% dividend, that will have a chance at more than average capitol appreciation going forward. In my income account, among others, I own CGX, GS, TCL.A and VET. Size, sector and risk are not factors, I dont rely on the income and sleep very well during high volatility.
Read Answer Asked by Charles on November 05, 2018
Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.

I appreciate your response and thank you for the great service you offer.

Massimo
Read Answer Asked by Massimo on November 02, 2018
Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).

I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.

Thanks.

John
Read Answer Asked by john on November 02, 2018
Q: Good morning...we own gs and are down but this had a good dividend and we are long term investors but are looking to add fsz for both dividend appreciation and larger company. Would you have an equal allocation to these two or move out of gs which we are down on in a cash account and move that money into fsz...thanks for the great service...Gene
Read Answer Asked by gene on November 02, 2018
Q: In your answer to Dennis you indicated cash flow was 33 cents were 44 was expected. However normalized cash flow rose from 24 cents to 44. What is "normalized" and is that the 44 cents that was expected? Sounds like one of those "alternate truths" we hear about these days.
The sale of $1b in assets seems to have rattled stock holders however isn't that Brookfield's forte; sell fully valued assets and use the funds to buy the bargains they see in emerging markets and US public equity markets.
In summary I am wondering if I should buy shares at the current price to return the holding to 5%.
Your assistance is, as always , appreciated.
Mike
Read Answer Asked by michael on November 02, 2018
Q: So, this is a what am I missing question, and I have missed a lot over 30 plus years of investing. I have held this for INCOME for over 2 years and at a 2.5% weighting and a cost base of $8.25. An average yld of 8% more then suits my requirements for income. A part of my thoughts were this fund should actually do OK in a raising interest rate situation, however it seems to be dropping recently. Is this a simple market reaction, a negative view on Manulife as a parent, or am I wrong on my views for stable value here? I am thinking of adding to 3% and seek your views. Again this is for a Yield play and stable cost base. Thanks
Read Answer Asked by James on November 02, 2018
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