skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: REITS: I just read your report on MRC and, despite a low yield %, the B+ rating makes it tempting. Would it make sense for me to switch out of one or more of the following in order to then add MRC to my portfolio? Other REITS currently held include: CWT.un, GRT, DI.un, AAR.un, AP.un and HR.un.

Thank you again.
Read Answer Asked by Donald on June 24, 2014
Q: CVL continues to slide. Do you have any knew thoughts regarding this company since your last comments in early June?
Thank you
John
Read Answer Asked by John on June 24, 2014
Q: re: AYA & June 22 answer for Jeff re weighting

I see your comments for Jeff on portfolio weighting as being very wise and are comments we should all respect.

Originally my portfolio weighting for AYA was 2%. With the recent rise it is up to 4.6%. Should I be trimming this down?

You know that little voice inside my head wants me to just "let it ride."

Thanks for all you do

Gord



Read Answer Asked by Gord on June 23, 2014
Q: Peter and Team,

Any thought on Amaya's announcement this mornging that they are increasing the size of the preferred share offering? They are convertible at $24 so my first thought was that this is good and that there is demand from the group of pros investing here for stock at $24. However, I wonder why Amaya would do this... I thought they knew how much money they needed to do this deal when it was originally announced. What are the new funds to be used for?

Thoughts?
Read Answer Asked by Marc on June 23, 2014
Q: Hi you last commented on HNL about two months ago. What are your thoughts for a 1-3 year hold . I like that there was a dividend increase this year. Thank you. Bill Y.
Read Answer Asked by Bill on June 23, 2014
Q: Hi Peter (and Crew),

I am totally pleased with the service you offer.

I rarely ask questions as I find accessing the questions database almost always provides the information I need.

I am looking to add a retirement holding to my TSFA. The time frame is a minimum of a 10 year hold. I am looking for cap gain and yield and am considering Chartwell (CSH.UN). Would you recommend it and if not, could you recommend 1 or 2 names that you prefer in this space.

Thanks for the wonderful service.
Read Answer Asked by Jim on June 22, 2014
Q: With about a 7 year time frame before my grandchildren may need to start drawing money out of the RESP that I have for them, could you please suggest 4 or 5 stocks that don't necessarily need to "shoot the lights" out in performance but that are relatively safe and will provide an average plus return for this time period. Dividend payers/growers are fine with some added capital gains would be ideal.
Thank you.
Read Answer Asked by Alan on June 22, 2014
Q: Thanks for the report on BPF.UN. Is the distribution treated like dividend income income? (i.e. does it qualify for the dividend tax credit?
Read Answer Asked by Douglas on June 22, 2014
Q: Based on the price appreciation of Amaya this month the Model Portfolio weighting has likely gone from 5-6% to 10-11%, unless there's been a reallocation, as there was in May. I get the philosophy of not wanting a position to get too large in a portfolio but surely this idea might be counterbalanced sometimes by the idea of letting your profits run (and not adding to your losers) particularly on a stock that has such a great promise. If profits were taken on AYA on the way up, at what point was the decision made to do so, and what was the rationale behind it? Thanks, J.
Read Answer Asked by Jeff on June 22, 2014
Q: Highliner (HLF) had a 13% increase this past week. Are there takeover rumours or anything else going on at the company to explain this?
Read Answer Asked by ROB on June 22, 2014
Q: I have held on to Cominar REIT and Northland Power for a year and a half and 2 years respectively on the theory that there is no point in realizing my loss and putting the money to work elsewhere unless the outlook for CUF and NPI is dim. Is my reasoning right, and if it is, is the outlook OK for those two? CUF, sadly is in a TFSA. I'm trying to wrap my head around "selling your losers" versus needlessly trading. Thank you so much for this service. I am really enjoying the education I am receiving thanks to you.
Read Answer Asked by M.S. on June 20, 2014
Q: Good morning group...thanks for the great service...what do you think of nif.un ... \I like the div. and also the sector ...cheers
Read Answer Asked by gene on June 20, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!