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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: I currently have HCG and WCP in the "explore" portion of a LIRA and they are both nearing break-even after holding for a relatively long period. 85% of the account is in a "core" mix of low-cost CDN, US, and Global EFTs. The remaining 15% is split evenly between HCG, WCP, and SIS. Wondering if I should sell these two positions now that they are back to my ACB and if so, what two alternatives would you recommend from a growth perspective over the next 3-5 years?
Read Answer Asked by Chris on January 12, 2017
Q: thank you for reading my email - and for your assistance.
I have these above stocks in an rrsp, - can you suggest - how I can diversify
Read Answer Asked by Marla on January 11, 2017
Q: Hello 5i team,
From all the Q's & A's, we seem to agree that the sectors with the highest potential in the foreseeable future are Consumer cyclicals, Industrials, Tech, Health and Materials
My holdings are
Consumer (20% weight) ATD,BYD,CCL,CGX,DHX,DOL,LNR and MG
Industrials (11%) BIP,CNR,MDA,MSI,NFI,PBH,SIS,STN and WSP
Technology (17%) CSU,DSG,ENGH,GIB,KXS,OTC + think to add SHOP
Materials (4%) CHE,MX,SJ + think to add ZMT
Health (4% CRH,GUD,PLI + think to add ZMT,ZJG
Please comment,
Antoine
Read Answer Asked by Antoine on January 11, 2017
Q: I was thinking of buying these three stocks for my wife's portfolio (non-registered) - each would be a small position vs the overall size of her portfolio & represent diversification from the big blue chips she owns that pay & increase dividends on a regular basis. As well, they represent industries she currently is not in. All rated a B - so, wonder about risk? Long -term holds.
Read Answer Asked by James on January 11, 2017
Q: I've held IGM on DRIP for 25 years (in an RRSP). It comprises 15% of my total market value across all accounts. I also hold CIX and the two comprise 16.6% of my portfolio of 35 stocks. Since IGM's price has firmed up recently with upswing in the market, I'm wondering if now might be the time to trim my exposure a bit. I like the IGM dividend and don't know what I'd replace it with. Your thoughts would be appreciated.
Read Answer Asked by Chris on January 11, 2017
Q: I saw a report today that the Republican GOP is planning to introduce a bill to reform (lower) US corporate taxes that includes a so called "border tax" on all imports. Some talking heads have commented that if it becomes law as currently written the US dollar will see a big increase (as much as 25%). Have you heard about this and do you have any comments? Is it time to overweight US holdings to hedge against a currency increase?
Read Answer Asked by Steven on January 11, 2017
Q: Hello 5i team,
I own a full position of CHE since 2012 and my total return of over 10% compound annual is mostly yield. As of recently, I also own half a position in MX. The other player in the field is SPB which I do not own.
(1) If you had to select only one, would it be MX?
(2) Is there a case to be made owning a position in all 3?
Thanks,
Antoine
Read Answer Asked by Antoine on January 10, 2017
Q: 1) I am in the process of making a few changes in my portfolios and was wondering if you expect to be making any adjustments in the 5i portfolios in the next month or so ?

2) Is 5i still doing portfolio reviews ?

Thanks to the whole team for an outstanding service !

Read Answer Asked by Alexandra on January 10, 2017
Q: Greetings, Peter, Ryan & co.
While dividends are nice to have I do not require them from my portfolio. Reasonable safety is important to me. With that in mind would you please give me your top two or three picks (US or Canada) in each of the following: Healthcare/Pharma/Biotech, Technology, Energy, Precious Metals.
Please feel free to debit my account with as many questions as you deem appropriate.
With appreciation,
Ed
Read Answer Asked by Ed on January 09, 2017
Q: Hi 5i team,

Are the dividends paid by this group qualify for the Dividend Tax Credit?

Thanks for your great service.

Henry
Read Answer Asked by Henry on January 09, 2017
Q: I'm considering adding one of these three stocks to my portfolio. Kindly give me your ranking in terms of preference, based on a longer term growth and dividend yield prospect. Much appreciated.
Read Answer Asked by Victor on January 09, 2017
Q: Hi Peter
I am reviewing my so called balanced portfolio.as we head into 2017
Right now this is where its at.
NON STAPLES 10%--STAPLES 9%--FINANCIALS 18%--HEALTH 9%--ENERGY 9%
INDUSTRIALS 11%--TECHNOLOGY 10%--MATERIALS 14%--UTILITIES 4%
TELECOMMUNICATIONS 2%--
AS YOU SEE IT IS OUT OF WHACK--COULD I PLEASE HAVE YOUR COMMENTS ON ANY
SECTOR YOU THINK I SHOULD REDUCE EXPOSURE AND ALSO ANY I SHOULD ADD TO-
IF YOU WANT ME TO ADD ANY STOCKS TO SAY UTILITIES OR TELCOM--WHAT WOULD YOU SUGGEST---I CURRENTLY HAVE AQN-BEP.UN-FTS AND T--I GUESS I COULD ALSO TOP THESE UP----IN THE OTHER SEGMENTS I HAVE AT LEAST 4 OR 5 STOCKS.
THANKS --HAVE A GOOD 2017

PETER
Read Answer Asked by peter on January 09, 2017
Q: I need help with my TFSA. I should be at $51,000 as I added this year's amount. I am sitting at $39,500 with the following stocks - FCF, HCG, NA and STB. Could you make any recommendations to help this account get back on it's feet? To other investors, my biggest loss was from ABX, where I lost $8000. Be careful with Gold products.
Read Answer Asked by Ken on January 09, 2017
Q: Hi Peter

Iam in a situation that i have about 300k divided amonst 2 tfsa and 2 rrsp account. I would like to invest these funds for income and safety. I also have about another 200k in these accounts divided between pwf bns and gwo. Could you recommend maybe 3 to 5 stocks to achieve my goals. I think it would be too much to try to replicate the income portfolio. i was was thinking equal weights of wsp T Bip cu fts or enb.

Thanks
Mike
Read Answer Asked by Michael on January 09, 2017
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