Investment Q&A

Q: 5i Research Group
When I compared BBU.un with other cos. in the same sector. I found out the P/E ratio is too HI 107 X , profit margin and ROE is low. I nedd your advice before I purchase it
Thank You

Q: I use an advisor and pay 1% annually on my assets under management. My mandate is for income and they have me in about 35 equities, a corporate bond ladder and a Govt. bond ladder.

A friend says I should use a basket of mutual funds and self manage. I'm considering switching to your income portfolio along with a few other holdings, but my question pertains to my current situation. What's better, a diversified basket of equities or a basket of mutual funds? I think I know you'll say a diversified basket of equities, but where do I see these statistics for myself? I would really like to be able to tell my friend (respectfully) that they are wrong...historically, a basket of mutual funds doesn't outperform a basket of stocks.

Q: Please give me your assessment of ARC Resources, ARX it is near a 10 year low.
Thanks

Q: Will you have more input from Dwight Galusha (Set your stop) on a regular basis?

Thank you,

Tom

Q: Today in a question from John he asked about spreadsheets, I too was looking but in fact Action Direct can provide the info he is looking for. Under the My Portfolio tab, click on Analyze and Rebalance, in there you can create a group of all your accounts. Once you have a Group, sector weightings and position size is one click of the mouse. I wouldnt waste my time or yours with this submission except for the fact this knowledge has been a bit of a game changer managing my portfolio - keeping sector weights and position size in line.

Q: I would like to setup a spreadsheet to track our stocks. I would like it to be easy to update and be able to track my sector weighting’s and gains and losses. I use the Royal Bank Direct Investing to keep track of our holdings.
Are there any templates for setting this up?
We have separate accounts for 2 TFSAs, one RIF and one Cash account. Some equities are in several accounts. Should they be consolidated into one account when setting up a spreadsheet so that I can determine our sector allocations?

Your direction and suggestions would be greatly appreciated. I realized that this is more than one question. Thanks.

John

Q: Hi All,
I have been receiving a pending approval status on my Investorline account, most recently on a buy order for BYL this morning. For the 5i team what is happening and should I have to wait for approval on a do it yourself platform. For 5i readers have you experienced this as well. Given the quick price movements such as this morning it is difficult to buy at the lows when this happens, can anyone recommend a platform where this does not happen.

Thank you,
Mike

Q: Are there any reliable websites or software programs that will record and show records of dividend payments over time? Any suggestions from readers would be much appreciated as well.

Thank you
Paul

Q: Some perspective.
Today the is TSX down 1.6%. S&P 500 down 2.12%.
My portfolio made up primarily of stocks across the 3 5i Portfolios down 1% and the dividends are still flowing in.
Thanks 5i for your guidance.

Q: Peter; After AVO today I think you should have a new category “TAKEOVER SCORE BOX”. I’ve been a member since 2012 and I’ve lost track of the number of ones I’ve been fortunate enough to participate in. Thank you again.
Post if you wish.
Rod

Q: I'm interested in taking a position in the forestry sector as this high flying sector is seemingly under the radar. Of the following main stocks in forestry: WEF, CFP, CAS, IFP WFT, OSB, kindly rank them in the order of which ones should have the highest growth potential in the next year or so. Thanks.

Q: I currently hold hold the 3 stocks and would like to combine them into one. Which one of the three has the best outlook longer term (4-5 years).

Q: Financial planners management fees of 1% are taken within my TFSA, RRIF accounts. This diminishes the balance in these accounts. Is it possible to have them paid outside of the TFSA and RRIF?

Q: We're now $1900 underwater on 800 shares of KEY. Any hope for the future? Sell, hold buy? These are troubled times ! Many thanks - Ted

Q: Good day 5i team. Has the Short interest in these companies declined at all? I am even on both and no rush to sell, however ... Shorts tend to also have a long time horizon

Q: Can you help with secor allocation for 2018. Realise that the allocation will vary depending on factors such as risk tolerance, age etc. Just seeking your thoughts on reasonable ranges for allocation with a view to tweaking our investments. Thank you as always for your much appreciated assistance.

Q: The news talks about sub prim loans for auto, consumer debth, and car sharing. In your opinion is time up for these 2 cyicular stocks?

Q: Is this the time to take the profit or should be hold on to.

Q: Just wondering about what to expect with TRI's price now with the announcement. Is it likely to go up more on this news or fall back again?

Q: Just a comment about the site www.dividendhistory.org, members should probably be reminded that any 3rd party source providing information about a particular company should be taken with a a grain of salt and verified against other sources (such as the company's website itself). For instance I noticed that the referenced site showed a whopping dividend decrease for Savaria in 2017 and knew that wasn't right so when I checked further I note that although they supposedly adjust for splits, their system apparently didn't handled the switch to monthly versus quarterly dividends very well!