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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: Nearing retirement, I am searching for dividend yield of about 4% from stocks that have the potential for enough growth to increase dividends as interest rates increase. I own BNS and NA in this category. I would appreciate some suggestions to add additional stocks that will meet this need.

Great Service.

Thanks,
Hans
Read Answer Asked by Hans on May 05, 2015
Q: I bought some XSR for income, but also because earnings are forecast to rise in the coming years. As telecoms are focussing more on content, do you see any potential takeover interest in this stock ?
Read Answer Asked by Don on April 28, 2015
Q: Over the past 6 months this stock has traded in a range from $4.40 to $4.75 or so. Do you see the stock going back up to the 4.75 level ? Do you expect Rogers to see increased international sales due to the low Canadian dollar ?
Read Answer Asked by Don on April 28, 2015
Q: Hello 5i.
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?
Read Answer Asked by Paul on April 27, 2015
Q: Hi,i'am looking for your two or three top picks stocks, that pay monthly dividends and which you consider safe for longterm hold 5yrs plus. thanks.
Read Answer Asked by Dario on April 22, 2015
Q: Peter ... I have pretty well stuck with the two earlier portfolios (TY very much) but I wandered on this particular bond and am wondering if its weakness is attributed to low (er) interest rates. Can I expect this fund to eventually recover when the interest rates go up ?? TY.
Read Answer Asked by Alan on April 22, 2015
Q: Thank-you for your excellent article on preferred shares providing much needed perspective on a very complex and misunderstood asset class. The comment below however could be unintentionally misleading. Other than a default situation (which can occur in any asset class), an investors capital would never fall to essentially zero. While there could be a decrease in value of these securities in certain market environments (like we are in now) there will always be an open market for them and they can be sold relatively easily to raise capital. Thanks.

"In other words, the investor could deal with the invested capital declining to essentially zero, as long as the income is maintained to meet whatever the cash flow needs are. Preferred shares can make a lot of sense when you need cash flow, but do not need the capital."
Read Answer Asked by Gary on April 21, 2015
Q: I am looking for safety, income and some capital appreciation, like to have your choice, and or additional others.
Read Answer Asked by Joseph on April 20, 2015
Q: Just new to 5i. I am working my way out of mutual funds and own this one that has performed well but has a MER of 2.5%. What would you suggest ...a similar ETF with a lower MER or ?? Thx
Read Answer Asked by Kenneth on April 17, 2015
Q: I hold 500 shares of TA in aRRIF with a capital loss. Would you recommend selling TA and purchasing RNW? Or hold neither.
Thanks to all.

Read Answer Asked by Warren on April 17, 2015
Q: I plan to invest in GIC's through my self directed accounts. Second tier providers such as BTB and Equitable Banks offer significantly higher rates than the Schedule 1 banks. Assuming I keep within the $100,000 CDIC limit is there any additional risk, disadvantage or consideration investing in these smaller providers vs. the big banks. Thanks.
Read Answer Asked by Gary on April 16, 2015
Q: You would consider TCW to be a good buy now (to hold for 3 to 5 years)?
If not, what other stock would you recommend (regardless of the sector). Looking for growth with some dividend while I wait.
Thanks
Read Answer Asked by Jose on April 15, 2015
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