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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: Good morning: purchased Nal a few weeks ago and it has dropped about $4 per share recently. What is the reason and what do you see for the future. Thanks.
Read Answer Asked by Michael on January 13, 2015
Q: Happy New Year Team!!
I am looking at putting together a new TFSA portfolio of ETFs with the following considerations:
-$36500 to invest.
-time horizon 10 years +.
-target 10% growth per year.
-goal of a diversified mix with exposure in and outside of Canada.

Question: Which ETF's in which categories would you recommend? (ie. Canadian, US, International, Sectors, Bonds, Dividends, etc.)
Thank you, I look forward to your reply.
Read Answer Asked by Eric on January 12, 2015
Q: Good morning,
I have 16% of my portfolio in telecom's (Telus, AT&T & Verizon) and wanting to trim it back to 10%. Do you think I should shave some off each,or sell one of them and if so which one? Also,in your opinion what telecom out there is the best to hold? I am looking 5 year time frame, medium risk.
Thank-you
Deborah
Read Answer Asked by Deborah on January 12, 2015
Q: Please rank these companies as a medium to long term hold (two to five years) on security of capital, growth of capital, and security and potential growth of dividend. Thanks for your advice.

Duncan
Read Answer Asked by Duncan on January 12, 2015
Q: Hi Team

I am trying to decide about buying in the utility sector and am considering

PPL, ALTA, KEY, BEP,ENB, EMA AND VNR

please help me out with the following fundamentals metrics in this sector

I was looking at the P/E ratio (but is that the right metric ???)

what range is cheap, average and expensive for this sector

please rank them in order of "best buy" at this point based on value and safety moving forward > 5 yr hold.

if P/E is not the best metric please let me know what is (dividend payout ratio etc.)

also as a side note, would BEP or any of them pay out the dividend in US dollars / currency

thanks

Ernie
Read Answer Asked by Ernest on January 12, 2015
Q: I am in the process of rebalancing our portfolio and I want to sell about 1000 shares of ALA. As I will be at work when the market is open I am thinking of placing the order on the weekend. I assume the trade will happen when the market opens. Is it OK to do the order at market or should I sell at the bid price? Does it make sense to sell all 1000 shares at once or should I break it down into 2 lots of 500 shares each? You have cautioned in the past about "weird" trades at market opening.
Thanks
Read Answer Asked by James on January 12, 2015
Q: Good morning Peter and the 5i Team,

Just a suggestion to Peter who recently asked a question about parking some cash for 6 months plus. He quoted an interest rate of 1.25% for "a high interest (LOL) investment account". Oaken Financial (a division of Home Capital (HCG) which is in 5i's Model Portfolio is offering 1.75% on their savings account. I have found dealing with Oaken to be very pleasant and they are certainly efficient.



Read Answer Asked by Jerry on January 09, 2015
Q: Thank you for today's updated report; and of course for drawing my attention to BEP in your original model portfolio.

I intend to add more BEP to my holdings now and would like to know if there is any benefit to buying the US version (BEP-N)? And if the dividend in the US would likely be return of capital, as you pointed out that it is here in Canada?

Thank you.
Read Answer Asked by Donald on January 08, 2015
Q: For some cash to park for 6 months plus, would you stay with a high interest (LOL) investment account at 1.25% or would you have another suggestion for somewhere to park this cash?
Not necessarily low risk but better than 1.25%.

Read Answer Asked by Peter on January 08, 2015
Q: As a clarification to my previous question concerning an investment in VSC would you please explain the difference between an indicated yield of 2.6% and the yield to maturity of 2% for this ETF. What actually ends up in my pocket?

Thanks Team
Read Answer Asked by Warren on January 08, 2015
Q: Hello Peter,
I have read your responses to the questions relating to the two companies and appreciate the detailed responses. I have done very well with both and now am wondering if it is worth adding to my positions or should i wait. BAM represents 5 % of weight and BIP represents 3 %. I know it is in a different industry but I was thinking of reducing CGI group which has 6% weight to 4% and adding the proceeds to BAM or BIP. I have more in BAM as it is more diversified. Rather than adding more stocks, i just want let my winners run and add to them. Thanks again for your unbiased advice.
Read Answer Asked by umedali on January 08, 2015
Q: I constantly keep approx. 150k in cash equal to 3-4 years of withdrawals (1.25% interest) to fund annual cash requirements in addition to gov't pensions. Would you recommend buying VSC to raise my interest received to (currently) 2%?
Thanks to All
Read Answer Asked by Warren on January 08, 2015
Q: I like the theme of seniors' care for the long term. I have a small position (<3%) of CSH.UN in my TFSA and it has done well over the last couple of years. Would you add to this or sell it and replace it with a different name in the same space. (I also have a bit of KMP and some D.Un in non-registered accounts, in case other REIT holdings might influence your comments.)

Thanks for your help - I've been with you since almost the beginning and I love your service!
Read Answer Asked by David on January 06, 2015
Q: td has been slapped pretty hard in the last few days, is this an entry point? I am looking to generate long term income. I am very interested in any suggestions you might have for stable income generation....THANKS
Read Answer Asked by Joseph on January 06, 2015
Q: How will increasing rates affect the distribution of this fund? I recognize that the stock price will likely get hit further, but shouldn't the dividend be safe or even have potential to increase as they roll over loans at higher rates? I have held for about 18 months, and am just up slightly taking into account dividends. Would you continue to hold, if holding for income only? Do you view this stock as more equity or more fixed income?

Thanks
Read Answer Asked by grant on January 06, 2015
Q: Yesterday I asked a question about three sectors.You recommended Enbridge and Pembina for the utilities sector.Tmx show both companies as being in the energy sector which I am overweight already.Could you clarify this for me. Publish if you think it is necessary.
Read Answer Asked by James Robertson on January 06, 2015
Q: Hi team:
I made a small profit by investing in the above thanks to your advice
With the drop in crude oil prices, will it decrease the value of Bep.un ? thinking of taking some of the money off the table
like to hear your opinion, thanks
Read Answer Asked by Michael on January 06, 2015
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