Investment Q&A

Q: Do you have a preference between the "new" FSV, the residential side of the "old" FSV vs. CIG, the commercial spin off?

Q: SPRYLOGICS 0.58 cents is down over 20% the past month. Do you think it will recover?

On my watchlist, PTS 18.21 up 30% in one month. URTHE CAST 3.17 up 40% in one month. FTP 4.15 up 84% in one month. Are some of the better performers on my watchlist. Do they all look like they've gotten farther upside?

Thank you very much,
Dennis

Q: Hi 5i:

I am in the process of boosting the fixed income portion of my portfolio (knowing full well that nothing interesting is really fixed). I hold a preferred share ETF, a convertible share ETF, some short term laddered bond ETFs, and a high yield bond ETF. I'd like to add an income fund, and I'm more concerned about not losing capital than getting a lot of growth. AW lost less than BPF during the recession, and though BPF has gained more since, AW has done better from pre to post recession. I'd appreciate your advice as to which (if any) of these two to pick. Given my goals, do you have a better suggestion? As always, thanks for your great advice.

Q: Hello,

I sat in on a presentation by Jeremy Siegel and his view was/is that demographics combined with supply and demand are playing a large part in interest rates staying lower for longer. With such a large segment of the population searching for yield, it has pushed interest rates down, and will keep them down while the boomers go through old age. Obviously there are many combined reasons for why interest rates are low, but I would like your thoughts on this view and his belief that interest rates will stay relatively low for an extended period of time.

Thanks

Robert

Q: 91 year old has business, pension, preferred share, dividend and bond income. Not dependant on additional cash flow to live, but could use some more. With $100k-500k of new money, please recommend some investments to create cash flow or additional wealth. We have a few subscriptions in our family, Thanks to everyone at 5i

Q: Re: Your response to Jason earlier today with specific reference to RBC offering 'Synthetic DRIP/s"...Just curious why you would single-out RBC ? ALL Brokers offer synthetic DRIPS as far as I know. (TDDI does for sure)

Q: Hello Peter and Co:
Great job on BNN yesterday. I have 2 questions so charge me for 2 no problem.

I own PEY in the Oil & Gas sector, total sector exposure (including sector exposure in my US ETFs) is 4.5%.

I own ALA, IPL and PPL also Oil & Gas but I consider them utilities, total sector exposure (including sector exposure in my US ETFs) is 7.2%.

Question 1: Is replacing PEY with WCP a good trade?

Question 2: Between ALA, IPL and PPL which one is worth keeping?

Thanks for everything, I've learned a ton of stuff from you over the last 2 years. cheers

Q: I am holding Transalta since long.I bought for dividend and now I am loosing a lot. on sherrite , thought about relations between US and Cuba will get better but here also I am wrong. and on RNW.to I am looking for your comments.
Your advise will be appreciated on above given stocks.

Q: Is che.un considered 'materials' or 'industrials'? I'm thinking of selling it to buy some HLF? Does HLF have better growth potential? It's for a registered account, so growth is key.

Thanks in advance!

Q: I just started to buy walmart via a drip I have over 33% in U.S. stocks. I am low with consumer cyclical (only have AYA). That's why Wmt interested me. Should I refocus purchases on Cdn consumer cyclical since I've got enough U.S. stocks? If so which stock would you recommend? Hopefully one with a share purchase plan that allows me to buy over time.

Q: Please provide you expert opinion on this stock. I noticed a sizable stock buyback was just announced.

Q: Hi Peter, I have been "dabbling" in the stock market with equities and options over the last 20 years. While I have gained some knowledge, I would like to develop the ability to manage my own portfolio over the next couple of years as I approach retirement (in 5 years). Can you recommend some readings and courses / seminars / etc I can take to enhance my knowledge of equities, derivatives and portfolio management.

Thank you

Q: Is there any reason you know of that has caused the upward move of this stock today. Thanks.

Q: I have an account where Intel has grown to over 5% weighting. I also hold Stantec, but its weighting is under 3%.
I am considering selling some Intel to buy some more Stantec to get them both around 4%. Since STN also trades on the NYSE, I thought I would avoid the currency exchange and just purchase it in the US.

Does this seem like a reasonable move?

Thanks.

Q: Wondering if you know why such a large increase in Veresen's volume on Friday?

Q: Good Morning Peter, Ryan, and Team,
My wife's retirement account is managed to look very similar to the 5i Income Portfolio. Telus has been a holding for quite awhile. She will start taking income from her account within 3 years. Telus grows a bit faster than BCE but the dividend yield is lower. Based upon the above information should I sell her Telus shares and replace them with BCE ??? Thank you. DL

Q: Hi Peter and Team!! I was wondering what you think of FRU (Freehold Royalties Ltd) for future growth and dividends? Regards, Tamara

Q: 5I Team,

I'd like to get your views on the public offering by Infor Acquisition Corp. It seems to me to be a very unique risk/return dynamic given the special purpose acquisition company structure and, given the people behind it, seems quite compelling. It makes me wonder if there is something I might be missing so I'd appreciate hearing your analysis and comments on the shares.

Thanks

Q: After analysis of my portfolio, and finally realizing that building a diversified portfolio is key to limiting risk as much as possible I've discovered that I need to add to the following sectors. Would you please suggest 2-3 companies that I could add to these sectors to help my diversification. Since I'm retired some yield and a company's ability to sustain and increase it would be helpful.
1. Utilities (currently 5% of portfolio) Already own BEP.UN
2. Industrials (currently 7% of portfolio) Already own BIN and WSP
3. Info Tech (currently 5% of portfolio) Already own ESL and XLK.US
4. Energy (currently 4% of portfolio)Already own HSE
5. Materials (currently 0% of portfolio) I own no companies
Thanks again for your guidance.

Q: Hi Peter, I'm just starting out with a view to manage the bulk of my portfolio myself. I would like to take advantage of the stronger returns in the US market, and thought I would allocate about a third to this market. What are your thoughts?With a 3-5 year view, I am wondering whether the loonie will be stronger by then and as a result, I could realize a currency loss - the loonie couldn't get much weaker it seems, and will surely rebound by then, or is this the new "normal"? I'm guessing most people believe the potential of the US economy vs the Cdn, more than outweighs the possibility for future currency losses, correct? I also would like to know whether most people put in stops, or not - what is the general strategy bebind doing this, putting them in near purchase price or well beneath it. Do stop positions have priority in the queue ahead of on the day sellers? Thanks, Kristine.