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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: My 25 year old Son started a new job with a group retirement or savings plan, the plan suggests for an aggressive investor; 60% Canadian, 25% foreign and 15% specialty equities. They offer asset Allocation Funds, for instance the Aggressive Growth has a 10 year return of 6.24% with an MER of 2.018, also several individual Funds like the True North Fund (Fidelity) with a 10 year return of 8.3% with a MER of 2.313% The other managers of individual funds are; GWLIM, Mackenzie, Beutel Goodman Montrusco. I,'d appreciate 5i's opinion on what advice to give a young investor on how to pick from the limited options all of which have 2% + MER fees.
Read Answer Asked by Charles on November 07, 2016
Q: Hello I5, my cash position is over 25% and would like to reinvest some of it. I would like to have your help to choose the ones with the least downside effect in case of interest rate increases, safest with some growth. Also, would appreciate your assessment of the Manulife (MFR and MBK)ones. Many thanks, J.A. P., Burlington
Read Answer Asked by Joseph on November 07, 2016
Q: I do not own any stocks in this line of business. Which one(s) would you recommend and should I go for a full or half position?

Thank you
Read Answer Asked by Vee on November 07, 2016
Q: Westshore Terminals, in the recent report, increased its guidance for full year 2016 coal shipments to 26 mm tonnes, towards the high end of 25.5-26 mm tonnes. Also US producers of thermal coal like Cloud Peak and Light House resources have recently announced resumption or additional volumes of coal shipments starting in Nov, 2016.Cash Flow has been strong. It is also public that Jim Pattison has been aggressively increasing its stake in the company as recent as Oct/2016.
It is also known that Westshore Terminal owns this remarkable long life asset which is very hard to replace or replicate.
I know that stock has seen a meteoric comeback from its lows. But, if I wish to own a company in material sector with lower volatility and decent income, with some growth potential, would WTE meet your criterion, Today? Thanks a lot for your valued advice.
Read Answer Asked by rajeev on November 07, 2016
Q: Hello Peter, you've recently answered some questions as to current investment options for growth-oriented TFSAs, including the above companies. My TFSA has funds to permit three "growthy but not OVERLY risky" new investments. Whether from among the above choices or not, can you , considering the recent changes in market prices, please suggest your top 3 current choices to add to a TFSA (on top of my fairly balanced overall portfolio). Thank you!
Read Answer Asked by James on November 07, 2016
Q: These three stocks are held in registered portfolios representing 6% of total investments and are down significantly. Is it "time to cut bait " and if so, can you suggest two or three promising investments we can have a look at.
Read Answer Asked by John on November 04, 2016
Q: I watch a lot of BNN Market Call and enjoy listening to the different guests speak about stocks and different styles of investing. Some more then others.(you guys are great by the way) I always wondered if some guys have more respect on Bay Street then others? Also who would you pick to do your investing? I understand if you don't want to give out names but I am just curious!
Read Answer Asked by sean on November 04, 2016
Q: A number of the food retailers are down 15ish percent from recent highs and I've been wanting to add another consumer staples stock for a while. Time to bite? Given your comments that sometimes we should look at stocks that are setting new highs, would you favour SAP today? My inclination is to go with L (which you seem to like) because they have both food and pharmacies. Any thoughts on potential dividend growth would also be appreciated.

Thanks for the support you provide to the average retail investor. Your CSU pick has easily paid for my lifetime subscription!
Read Answer Asked by David on November 04, 2016
Q: Is Linamar a better buy than Magna today? Both companies did well for the quarter with LNR showing a better revenue growth over the last 4-6 quarters. The valuation is cheaper and while Magna is much larger, LNR is large on an absolute basis as well. Does npot the upside from here look better for Linamar?
Read Answer Asked by Rajiv on November 04, 2016
Q: Hi Peter, I'm looking to restructure and consolidate my investments. Assuming I choose to follow the Balanced Portfolio as a guide with a few growth stocks, US equities & fixed income included for diversity, how should one split this mix among RRSP, TFSA, & cash trading accts? Based on a 25 stock maximum + 30% fixed income, are stocks best disbursed equally between the 3 accounts, or is there a better formula? (bonds & foreign dividend payers would probably go into my RRSP). Many thx.
Read Answer Asked by Ron on November 04, 2016
Q: Hello 5i Team, I am down signifigantly in each of these 6 holdings. I'm prepared to hold for the next few quarters if any will make turnarounds in 2017. I'd appreciate your opinion. All are in a non registered account.
Thanks
Read Answer Asked by Gary on November 04, 2016
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