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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: 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!
Read Answer Asked by Steven on April 28, 2015
Q: Good day to all. Not sure why agt dropped 5% today, any concerns you see, or buying opportunity?
Read Answer Asked by Tom on April 27, 2015
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
Read Answer Asked by Peter on April 27, 2015
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
Read Answer Asked by Matthew on April 27, 2015
Q: What are your thoughts on Dundee Acquisition Ltd. and INFOR Acquisition Corp? Are these types of vehicles worthwhile investments?

Thanks
Read Answer Asked by Robert on April 27, 2015
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
Read Answer Asked by susan on April 27, 2015
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
Read Answer Asked by Greg on April 27, 2015
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.
Read Answer Asked by Richard on April 24, 2015
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
Read Answer Asked by Stephen on April 24, 2015
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?
Read Answer Asked by Charles on April 24, 2015
Q: Hi Peter,
We know that you are positive on ATD.B, and would like to know your opinion on Metro (MRU) Scotia Mcleod upgraded the stock today. We are retired and are looking for safe stable company that we do not have to watch everyday (sleep at night stock)and also do you see Metro having growth and dividend increases over the years.

Thank you, Charlie
Read Answer Asked by CHARLES LA on April 24, 2015
Q: How risky is DRT? I recently trimmed a 6% position to a 3% position considering the recent gains I have made on the stock. What would you do in such a situation. Also, what was the reason for not selecting DRT as your top pick?
Read Answer Asked by Imtiaz on April 24, 2015
Q: Hello
cdv dropped a fair bit today after their meeting. Is there any correlation and were there any significant announcements.
Mike
Read Answer Asked by Mike on April 24, 2015
Q: I see an article expounding the tremendous opportunity of Sling tv and others like it from "how the market works". What's the intelligent perspective here? If it is a good opportunity - how does an average joe like myself gain understanding of this?

Dave
Read Answer Asked by David on April 24, 2015
Q: WIth the purchase by Alltech I suppose there is no hope of a special dividend being paid out in May? Is the best thing now just to sell the position at $40.75
Read Answer Asked by Warren on April 24, 2015
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