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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,
I'm 58 years old and recently transferred over my Mutual Fund RRSP's to a self directed RRSP. I now have a diversified portfolio except for fixed income - still have 50% in cash. I know I should have around 30% in bonds (fixed income) but having a difficult time justifying investing in bonds with such low interest rates. Can you explain to me if rates start going up won't the value of bonds go down? What bonds would you recommend CBO or CDV or.... Are there bond like equities that would be better at this time.
Question 2: If rates go up in the US will that effect Canadian Utilities, Telco's and interest sensitive stocks.

Thanks,
Luca
Read Answer Asked by Luca on August 30, 2016
Q: Good Morning 5I team, I have been building a cash position and would like your opinion on these stocks/etf to add to a mostly buy and hold dividend generating portfolio.
Read Answer Asked by STEVE on August 29, 2016
Q: PARK LAWN CORP have contracts with 2 companies namely Edgemark Developments and Nine To Seven Limited with both controlled by directors of Park Lawn. This seems like a conflict of interest to me since the Directors will be biased to use their companies and not shop around.
Secondly Park Lawn lends money to these 2 companies to buy PLC shares at a low interest rate payable on maturity far in the future. I think this practice is hurting share holders. Not only are they giving our money away but at the same time are diluting our shares.


I would appreciate your view on my objections.
Read Answer Asked by Robert on August 29, 2016
Q: I HAVE APT REITS AND ARTIS ALSO CSH.UN SENIOR HOUSING REITS SHOULD I SELL SOME AND ADD TO FSZ AND STOCKS THAT CAN BENEFIT FROM % rate hikes like some financials and low debt companies
Read Answer Asked by Cliff on August 29, 2016
Q: My wife and I each have 15000 in contribution room for our TFSAs. Thus far we have chosen more aggressive growth companies (such as KXS,GUD,SIS,NFI among others) based on your excellent recommendations. Can you suggest a few companies with potential growth but with a bit more size/stability than our existing choices. For example, we have considered FTS but are not sure if its growth profile is an appropriate fit for a TFSA. Thank you for your advice.
Read Answer Asked by Warren on August 26, 2016
Q: I own these 2 stocks in equal amounts in my TFSA which equate to 6% of my total portfolio-the rest in RSP which comprises of mainly banks, utilities ,REITs and infrastructure stocks along with AD,SPB,VSN,WEF and PKI. Am looking for a dividend paying small cap stock with 4% yield with growth prospects to add to TFSA. Any ideas? Thanks
Derek
Read Answer Asked by Derek on August 26, 2016
Q: I've read and heard a lot of pundits caution about the stretched valuations of Utilities, Consumer Staples and dividend payers as the market looks for yield. What I'm having a hard time understanding is that if that were true, then I would expect yields on those assets to be pushed down as price increases, but these assets still seem to be yielding higher than historical averages. Am I missing something?
Read Answer Asked by Brian on August 24, 2016
Q: I was allocated some subscription receipts with IPL's recent deal. I am looking to add another pipeline company with a strong and growing dividend that is fairly value or under valued if you can find one. What would you suggest? Also, do you believe that energy infrastructure should be included in our energy sector exposure or utility exposure or other?

Thanks,
Jason
Read Answer Asked by Jason on August 24, 2016
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