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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: Although the market has had a good run lately, many companies are simply beating reduced expectations. I saw an analyst on BNN this morning note that top line revenues will be down about 7%. The economy is coasting along and showing no signs of a big jump. My intuition tells me that this may be a good year to "sell in May and go away." Or at least lighten up. Since you rely on more than intuition, I would be interested in your opinion on this.
Read Answer Asked by Ken on April 26, 2016
Q: The week, Great-West declined to exercise their call option on their US$300mm fixed-to-floating hybrid bond securities, thus allowing this bond to not mature for another 30 years. Apparently the bond market was shook up a bit over this move and it was not expected. It is my understanding that it has been generally customary to exercise the call option at this point (10 years in this case), but GWL has broken with this tradition/practice. I have read that the market for these types of bonds is about C$45bln.
Do you think that this could real negative impact on the bond market?

Thanks,
Mike
Read Answer Asked by Michael on April 25, 2016
Q: Having built a cash position I am now looking at re-deploying into the market. S&P500 looks like a technical top but maybe on a long-term perspective it is ok. I own many of your names and would favour just increasing those positions as it would not result in over concentration on a name basis or a sector basis. No Oil & Gas due to long-term structural changes or mining due to too many operational and geopolitical challenges. So with this in mind, your top ten or so picks for long-term growth/income.
Read Answer Asked by Greg on April 25, 2016
Q: Please give opinion on financial and momentuum strength of West Jet and future outlook, or any intrinsic or extrinsic to Canadian airline stocks

Please compare WestJet to the other airline in Canada as well

I have purchased at the bottom (@ about 15.50) and am concerned profit taking may cause a Drop ... noting last 2 days pullbacks

is there any typical seasonality to Canadian airlines?

Thankyou
Read Answer Asked by lyle on April 25, 2016
Q: I have managed my own registered portfolio for the past few years(with valuable input from 5i). I have sold my GTA house and will have this house money during a 2 year relocation period and then will likely be buying real estate again. Any advice for managing registered vs. non-registered investments during that time. Also, any allocation ideas related to type of stocks, fixed income or other investments keeping in mind the two-three year time frame with the new money. I currently have a registered portfolio with a number of dividend payers. Am i better to switch the registered funds too a more growth oriented approach and buy some utilities/banks/telcos in the non-registered.
Also, are Canadian based ETF's that hold non-Canadian stocks eligible for the dividend tax credit?
Thanks team
Read Answer Asked by Robert on April 22, 2016
Q: I HOLD FIAT CHRYSLER (FCAU/US); FERRARI (RACE/US); VOYA FLTG RATE SR. LOAN FUND UNIT (ISL.U/CDN)IN MY U.S. FUNDS PORTFOLIO AND WOULD APPRECIATE YOUR VIEW AS TO WHETHER OR NOT ANY OR ALL OF THEM SHOULD BE SOLD AT THE PRESENT TIME. THANK YOU IN ADVANCE FOR YOUR CONTINUING SERVICE.
Read Answer Asked by Harold on April 22, 2016
Q: Just a follow-up to my previous question: Yes, I understand I have to click "daily" or "weekly", whatever my preferred option is. However, the question remains: are these questions actually sent to our inboxes, via email, or are they simply filtered into the "My Watchlist" section? If they are meant to be sent to us directly, I am not receiving them. Thanks.
Read Answer Asked by Sylvia on April 21, 2016
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