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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 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
Q: The core business is not doing all that well but the student housing portion is quite interesting. This was the same reason i had previously invested in Loyalist Group but that turned into a disaster. I am curious what you think of the company and if you feel it could be added to a TFSA for an aggressive investor.
Read Answer Asked by justin on January 09, 2017
Q: Hi Guys,

When can we expect the December reports?

thanks,

Jim
Read Answer Asked by jim on January 09, 2017
Q: 5i Team:
thanks for all the help in 2016 !!.
The idea is to capture the electrification process of our society. It is a slow, but secure process/trend, in particular if use of electric cars increases, and robots and so on. This means more elect power will be required. Are Fortis (despite increase in interes rates) and Stella Jones good candidates ??. If not, are there other safe companies to capture the trend.
Also, if interest rates go up, would not ECI benefit more ?, as more people would preffer to rent than buy due to increase cost of capital.
thanks again ! Should I start buying now ?

Read Answer Asked by Alejandro (Alex) on January 06, 2017
Q: Hello 5i
My main question is similar to a previous one.
We have 2 RRSP, 2TFSA, 1 non-registered, 1 non-reg. corporate accounts. We are presently with a full service broker(approx. 140 positions), but will be transferring to a discount broker. We are now taking income, mostly from the corporate account.
1)Would you suggest treating them as one when we build our new portfolio?
2)Our intentions are to have 30-35 positions. Is there a point where spreading over too many different accounts can make the portfolio less effective?
Thank you in advance, Bill
Read Answer Asked by William on January 06, 2017
Q: I am interested in purchasing the above securities, but currently only have the capital for one. Without regards to sector exposure, can you please rank the three in terms of potential from current price levels ?

Thanks

KR
Read Answer Asked by Karim on January 05, 2017
Q: Income investments - preferred shares
On Jan 4, you posted an answer for an income investor, expressing approval of ZPR (BMO Laddered Preferred Share Index ETF). I am somewhat cynical about preferred shares, their being subject to the interest rate sensitivity of bonds, lacking the upside of common stock and generally lacking a fixed redemption date or any other assurance of capital preservation. I wonder whether, even on a reset date, they would necessarily trade at their face value. If I am right, I can't understand in what circumstances they would be suitable (without fixed redemption or as an interest-rate play with a high coupon). What am I missing?
Read Answer Asked by Carl on January 05, 2017
Q: Hi Peter, Can we request to please include top 5 buys in each portfolio along with monthly portfolio reports. This will help us in directing new money.
Also, do you think there is strong case of putting new money into stocks within coverage summary that have high ratings but has dropped over last 12 months . Like ABT, BOS, ENGH etc. Since they have a good rating ( B or over ) are these good candidates for rebound or would rating may be slashing once the review comes up.Thanks
Read Answer Asked by RUPINDER on January 04, 2017
Q: Hello,
Looking for a suggestion on a new name to add to RDSP portfolio. Prefer individual stocks over ETFs. Currently approximately equal weight: AAPL, BNS, CXI, GUD, KXS, NFI, PBH, SHOP, SIS, TOY, and cash. Looking for a portfolio addition to invest the cash in. Time frame is: 4 year old beneficiary withdrawing at age 50+. Current names reflect risk tolerance, and plan is to diversify with names as new money is added to the account
Any suggestions greatly appreciated.
Thanks
John
Read Answer Asked by John on January 04, 2017
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