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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: 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
Q: Hi,
I hold potash and I'm down about $5/share at current price. I'm fine to hold pot long term given the yield (assuming it's safe) and outlook for the Agri space. I am considering adding to my position to lower my cost and add more yield to my portfolio. Pot is about 3.0% of my portfolio. What do you think about adding at this level or would you advise waiting until the bid for K+S is determined given the stock price could fall with shareholder acceptance of their 41 EURO bid. On a side note, what do you think about buying some K +S?
Thank you
Read Answer Asked by Douglas on September 21, 2015
Q: Regarding iFabric….2 questions. First they were just listed on the TSX and secondly the insiders own 77% of the share structure. I understand that these are both positive conditions. However could I have your comments. Thanks
Read Answer Asked by Dennis on September 21, 2015
Q: I am thinking of increasing my positioning in NFI. It has held up well in the current market, pays a reasonable dividend and I think, should have some growth in a positive U.S economy, even if interest rates increase by 25 basis points. How significant are insider holdings? Institutional holdings? and has the increase above $1 billion mkt. cap.already been priced in. Another sentence ending in a preposition. thanks for all you do.
Read Answer Asked by Bill on September 21, 2015
Q: BMO have ETF's that have "covered calls"
Could you explain what a covered call is, and are there any tax implications with these products?
Read Answer Asked by Peter on September 20, 2015
Q: Hi team! I have some money that I want to park and not think about too much for about 5 years, but, I do need some income from these funds. I’m thinking of a diversified ETF portfolio. Could you suggest 5-8 varied ETF’s that pay a decent dividend? Thanks very much. So appreciate 5i.
Read Answer Asked by Kim on September 18, 2015
Q: As a recent IPO, dividend paying, growth by acquisition, relatively high ownership by CEO, in a high profile industry, would you consider RAY.A to be a reasonable, risky or speculative buy at this point? Has it caught your attention and what insight and opinion can you give, please?
Read Answer Asked by Gayle on September 18, 2015
Q: This question was asked by Curtis on September 16th.
Your answer: We would opt for a more balanced portfolio, adding some tech, industrials, consumer products (which should be OK in a downturn) and other sectors.
Could you elaborate with one or two company names you would be comfortable with that would fit Curtis's vacation portfolio?
Would you keep REITS at 20% weight?
Thank you.
Read Answer Asked by Serge on September 18, 2015
Q: your comments now that they've "coupled" with amazon. thanks
Read Answer Asked by Diane on September 18, 2015
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