Investment Q&A

Q: Hi guys
I am already deep into my second year being a member and I have yet to take any action. I own too many Utilities, stocks make up 40% of my holdings, in your opinion would you sell some of the names or cut back on all (each 4 %to 6%) Financials(Big 5)make up 22% . In all they provide $8000.00 in dividends or half my RIF payments. I find it extremely difficult to let them go. What sector or names of some companies that would provide the dividends that I am looking for. The 3 stocks that I will be buying are BEP.UN,SPB,AW.UN.

Q: It appears that there is sector rotation going on from tech to resource class. Has oil bottomed out and price of commodities stabilized? Is it due to reversal of US dollar trend or other factors? Will you pl provide detailed explanation of these trends and your recommendation for sector allocations and winning short term strategy?
Regards,

Q: For a long-term horizon, 20 years, what would be an appropriate percentage allocation to U.S. Equity for a pure equity portfolio? Is International equity also recommended? Thanks for the excellent service!

Q: What would be your thoughts on Thomson-Reuters as they have fallen back some recently. Good dividend source. Do you feel the dividend has room to increase?

Q: Do you feel CJT is still a good long term hold or do you think it is fully valued at this price?

Ken

Q: Hi Peter and team. I'm planning in selling Husky in my non registered account and transfer funds to by 2 stocks in my TFSA. Im looking for good solid companies that are regularly growing their dividends. I currently own in my TFSA, CSU, BAD, ACQ, CCL.B, HCG, STN.
In my non registered, I currently hold BCE, ENB, ESL, HSE, MG, MFC, PPL, POW, RY, SLF, T, TD

As always thanks for your feedback.
Kevin

Q: Assuming a pending predicted (!) correction/ downturn in the market soon,
1.which INDUSTRIES would be safest over the next 4 months
2.which might be the most likely to rise and
3.which 5 STOCKS could be most likely to be safe and even to rise
4. While which could be the most likely to fall

Thanks

Q: There seems to be significant concern/fear/terror regarding the rather sudden and substantial drop in share prices of so many of these stocks (VRX,CRX,CSU, ESL, PHM etc); and the possibility of a change of "sentiment" and sector rotation out of these areas. If I read your replies accurately it sounds like you are saying "we don't know" - which of course makes sense. I am wondering though if there is a way to get some sort of sense of whether or not we are at a tipping point in these sectors.

With that in mind, my thesis is that evidence or indicators of sentiment and sector rotation could take the form of large trading volumes, particularly the big hedge funds taking profits and unloading these stocks.

Us lemmings tend to play follow the leader - often too late, i.e. after waiting and subsequently incurring even larger losses - and sell our shares out of desperation or despair!

If there is any logic to the thesis of hedge fund or other large fund trading activity?

If there is, do you have a way to monitor unusually large trading volumes in these sectors?

So, bottom line: if there is evidence of sentiment change or rotation out .... I want out too and now in order to avoid further losses.

Thanks for your help and guidance with this perplexing issue; and decision making.

Q: Hi Team, I want to pay down some debt so I am looking to sell some shares to rise the cash. I know many things come into play but of the following stocks which ones would you recommend trimming. BAD, CNQ, CSW.A, DC.A, DRM, GH, IPL, PKI, SU. Are there any you would remove right away? Let me know your thoughts.
As always your advice is greatly appreciated.

Q: Just a follow up comment and question to my recent question on writing calls on Apple. Sorry, but I think I had the wrong ticker (I see that it's recorded as APPL rather than AAPL; I only realized this when I was trying to refer another 5i member to the answer and couldn't find it by searching the ticker). As a related question, your answer made me wonder if there are some obvious Canadian candidates for doing covered calls (I.e., high volatility, cash-rich, with a dividend)? Methanex? Magna? Thx!

Q: Good day to all. Not sure why agt dropped 5% today, any concerns you see, or buying opportunity?

Q: Hi Team,What are your thoughts on building a position in Emp.A in view of recent Sobey's news?

Q: Worry about "sell in May & return in Nov".Please provide 6 stocks, which normally do well in the above period,from your 3 portfolios plus 3 if any from outside your portfolios.Thanks a lot for your normal great services & views

Q: Good morning...I am currently a non resident CDN investing in CDN Equities off shore...I mainly stick with CDN stocks out of comfort/routine...I currently hold US dollars and trying to decide if it is better to change to CDN for exchage rate and invest further in CDN stocks...or invest in US...currently have no US exposure...consider my situation financial sound...I have followed your portfolio matching 75% of holdings...in one account and have done well over the past years...I currently have a timeline of 4 to 5 years for my offshore account before liquidating...what would be your top 5 picks for CDN and US...Growth and Income...no tax concerns..

Thanks

Q: What are your thoughts on Dundee Acquisition Ltd. and INFOR Acquisition Corp? Are these types of vehicles worthwhile investments?

Thanks

Q: Hello 5 I team,

What are your thoughts on these 2 companies.
Is Bin a good time to buy since its 10% correction.
Thank you

Susan

Q: Hi Peter and team,

I'm considering adding to either CSU or ESL which are current holdings or purchasing GIB.A as a new holding. All things being equal in terms of portfolio allocation, which would you recommend, or is there another name you see as a better purchase in the technology space at this time.

Thanks

Q: While researching WI-LAN as an addition to my portfolio for income purposes, I also looked at BIP-UN. Both have very decent yields but was wondering which would give me a bit of growth along with the yield. Understanding that these are two totally different companies which would you prefer on a total return (yield + CG) basis? Which would have a lower risk profile? All the Brookfield companies seem to be solid performers.

Q: I am a retired conservative dividend-income investor. My equity weightings include 24% financials, 18% utilities-telecom, 17% consumer, 6% health, 15% industrial, 5% tech, 11% energy and 4% materials. Names include, AD, AQN, ALA, BCE, BNS, CGX, CPG, RY, SLF, WEF, WSP, ZLB, XIT, RBC Equity Income, RBC O'Sh US Value, Sentry Cdn Income, Sentry REIT, TD Health.

Question 1 = your thoughts on my asset mix and the names. I think I need to top-up health, tech and materials. Do you agree?

Question 2 = In these sectors, can you provide conservative names that pay a dividend > 3%?

Question 3 = The closest I have to a pipeline is ALA. If I wanted to add another name that is a "purer" pipeline name, should I look at ENF or PPL or ??.

Thanks for your help,
Steve

Q: Torstar is trading at $ 6.80 about 60 % of BV and has about $ 3.1 in cash and a div of 7.6 %. The only upside I can see is if the family decides to take it private or they get bought out but the dividend is pretty attractive and safe and there's little downside from here, what's your comment?