skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would you be able to give your forecast on the state of the US debt and what might happen in December when they will be deciding to raise the debt ceiling. How much will it affect the currency exchange rate and also the Feds decision to probably raise rates will be around the same time. Or in other words do I hold tight on my US holdings or take my profits over the next month or so and reinvest after their decision?
Thank You
Jeremy
Read Answer Asked by Jeremy on September 28, 2015
Q: I need to shift more of my Canadian equities into US equities for proper diversification. Based on your many years of investing experience, how long do you think it will take for the US/Canadian dollar spread to narrow? Thanks!
Read Answer Asked by Linda on September 28, 2015
Q: Hello Team
I just recently read a report (thomson reuters)dated sept.25.They have given Intertain a score 3 out of 10.Not a glowing report which may account for some of the weakness.Do you have any comment on this report? Thank You
Read Answer Asked by glenn on September 27, 2015
Q: Any thoughts on whether this stock is a buy ? Is the 6+% dividend safe or is the stock selling off because the dividend is at risk ? Thanks
Read Answer Asked by Filip on September 25, 2015
Q: Given the tight Federal election race, in the event of a NDP or Liberal win, are you aware of any major changes they are proposing to the taxation of dividend or capital gains income? Thanks.
Read Answer Asked by Gary on September 25, 2015
Q: What are your feeling regarding POT's debt levels and any other "survival" metrics. I have no issue holding it thru volatility with this dividend, I
just want to feel comfortable that it will make it to the other side of the storm. What grade would you give it?
Read Answer Asked by Tom on September 24, 2015
Q: I'm now in the process of identifying my positions as income, balanced or growth and then tracking these three groups, in addition to the whole portfolio. For Boyd, I think it would be earmarked 'balanced' and so would Stantec, rather than 'income' without getting into the reasons for this. How do you see it?......thanks, again.........tom
Read Answer Asked by Tom on September 24, 2015
Q: This question is about the fixed income allocation in my portfolio. Most of it is invested in a 10 year ladder of provincial and corporate bonds. Given today's low interest rate environment and the slim prospects of rising rates in the foreseeable future, do you think it is wise to stick with this strategy?
Read Answer Asked by Ron on September 24, 2015
Q: I asked a question last week and have not recieved an answer. Was the question too involved?
Read Answer Asked by David on September 23, 2015
Q: I have a half position in Agrium my sole agriculture stock should I add to it with the recent drop or go with afn. I am retired, conservative income stocks primarily. Thanks for your incite.
Read Answer Asked by Tom on September 23, 2015
Q: Hi Peter and associates, Considering the market downturn I am planning to deploy 25% of my portfolio(which is in cash) during next month. Can you please give me your top 3 Canadian(does CXR qualify?) and top 2 US name(does PCLN qualify?) considering a 10 year hold? I own all the stocks from your growth portfolio and can tolerate high investment risk.
Read Answer Asked by Sridip on September 23, 2015
Q: Hi Peter and team,

Can you get me an overview on the company. Is the dividend is safe. Is the revenue growing and is it a good time to buy. I am looking for income for long term like 5-10 years. Thanks

Norwood
Read Answer Asked by Norwood on September 23, 2015
Q: Despite the news today regarding reduced outlook, can these stocks be held for the long term . Will they recover?
Thank you.
Read Answer Asked by Francis on September 22, 2015
Q: After selling my business I have a large sum of money to invest - this money is the main part of my retirement savings. I plan to retire in 10 years, so my main objective here is safety of principal with moderate growth to surpass inflation. Inflation is my main concern - with anticipated US growth and CDN stagnation I see it picking up in Canada quite soon. By this very reason I am concerned about investing in bonds (incl. real return ones) or TIPS. What kind of allocation (sector, country, stocks vs. bonds) would you suggest in my case? Any creative solutions to hedge against inflation?
Thanks.
Read Answer Asked by Michael on September 22, 2015
Q: Putting the finishing touches on my porfolio review and trying to decide between Loblaws and Metro. I am a long term investor and don't need income yet but I do appreciate the value a growing dividend payor provides.

As well as MRU has done recently, I am thinking that the Shoppers addition might ultimately provide more growth and profitability for Loblaws. I am thinking of buying only one of them (5% of a balanced, 25 stock portfolio) to avoid having too much diversification but is this a case where a half holding in each is better?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on September 21, 2015
Q: Hi 5i - just wondering about sector weightings - your answers generally indicate that one shouldn't invest more than 15% in one sector, however it appears as though the model portfolios have large weightings in technology and financials? Which sectors would you feel comfortable right now in "over weighting", if any? Thanks!
Read Answer Asked by Neil on September 21, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!