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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: Are you a fan of the frequently expressed strategy of having your per cent of fixed income match your age? I suspect this is a personal decision based on one's risk tolerance, but as a general rule does it make sense? For myself, 50+ in fixed income seems like a lot.
Read Answer Asked by Alan on September 01, 2015
Q: Hello Peter, Ryan & team, "Manag. Incentive Plan"...what are you expecting out of this? And, how would it affect the stock price?
Thank you!!

TORONTO, ONTARIO--(Marketwired - Aug 31, 2015) - The Intertain Group Limited (IT.TO) today announced it will host a conference call with members of the investment community to discuss its Management Incentive Plan on Tuesday, September 1, 2015 at 8:00am ET.
Read Answer Asked by Silvia on August 31, 2015
Q: I'm looking to increase my exposure to the materials sector and invest in either ADN or WEF. Could you provide your analysis of each and which is the better investment.
Read Answer Asked by Rob on August 31, 2015
Q: Hi peter - I recently sold BYD.UN - LNR (did very well) - I want to buy a Canadian company and then have my broker switch to a US account. I believe that @10% I am underweight in the US. The Canadian dollar is still falling /not showing any sign of - The struggle I am having is I really still like the auto sector. LNR has really dropped from its $89 Cad high. Do you believe that (a) the Cad $ is headed lower. (b) MG has still got room to grow compared to LNR. (c) I am better off buying AGU and get out of the Auto sector? Any other suggestion would be welcome I am a moderate investor who likes stability/growth ...Thanks for your advise
Read Answer Asked by Terence on August 31, 2015
Q: Hi 5i team. Thanks for the great service. BAM recently invested in infrastructure in India. Does that in any way affect Brookfield Infrastructure? It seems, to me that sometimes the assets are passed on or are sold to the subsidiary. Can you comment please if this might have long-term impact on Brookfield infrastructure?. I have been focusing on building positions in Brookfield Infrastructure and Brookfield Energy Partners
Read Answer Asked by Tulio on August 31, 2015
Q: Dear Gentlemen,
I want to re-balance by adding in Industrial sector 6.%. from 10 to 16%
I hold these stocks in different PF: BDI 1,1% (-50% in value) MDA 1.6%, STN 3.3%, & WSP 4%.
For a balanced medium aggressive PF, your suggestions, adding new stocks or increasing actual stocks?

Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: Could you comment on their latest results? This is a painful long term holding, down 10% over several years in a stock that should provide stability in a choppy market. Perhaps the market does not like their expansion plans? The chart trend is terrible and shows no attempt at stabilizing. Time to get out?
Thank You Ron
Read Answer Asked by Ronald on August 31, 2015
Q: Dear Gentlemen,
I want to reduce my % in Consumer Staple by 4%. From 9 to 5%
I hold these stocks in different PF: ATD.b 5%, L 3%, VDC: US 1%,
Your suggestions to reduce/eliminate for a balanced medium aggressive PF
Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: I believe that 5i puts more faith in Point and Figure charts than just about any other technical indicator; when the Diamonds - DIA - were at $165 last week the bearish price objective was $151, which was met last Monday. Currently stockcharts.com has a bearish target of $123 which would imply a further downside from here of over 4000 points on the Dow Jones Industrial Average. The SPY target is $153, almost as bad in % terms. Any comment on these observations? Also how much use are P&F targets on indexes vs. individual securities? Thanks, J.
Read Answer Asked by Jeff on August 31, 2015
Q: Dear Gentlemen,
I want to re-balance PF by adding in Tech sector, 6 %. From 12 to 18%
I hold these stocks in different PF: AVO 3%, GIB.a 1%, CSU 4.2%, DSG 2%, OTC 1.5%,
For a balanced medium aggressive PF, your suggestions, adding new stocks or increasing actual stocks?
Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: Hello Peter & team,
The interest sensitive RE/Telcos/utilities sector represents 9.2% of my portfolio; it comprises BCE,BEP.UN,CIG,FSV,TCN. The last 3 have contributed to a healthy 24.7% total return so far this year.
As I also own BAM.A and BIP.UN (in other sectors), I'm thinking of adding BPY.UN to this sector and thus adding 1.4% to the sector weighting.
Your opinion is most valuable.
Thanks,
Antoine
Read Answer Asked by Antoine on August 31, 2015
Q: Dear Gentlemen,
I want to reduce my % Consumer Cyclical by half from 26% to 13%.
I hold these stocks in different PF: AW.un 3%, CCL 4.2%, CGX 3%, GIL 2.8%, LNR 1%, MG 4%, NFI 2%, WPK 4%, DHX 2%
Your suggestions to reduce/eliminate for a balanced medium aggressive PF

Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: My friend is coming into $150,000. She has 75k credit card debt and is asking for my opinion on how to manage the money. She doesn't need income from the money and plans to put it away for 20 years. She has no other investments. I said pay off the credit card debt first, max out the TFSA, and put the rest into an RSP. I recommended Vanguard funds covering approximately 30% Canada, 50% the U.S., and 20% the rest of the world, with about 80% of that in stocks and 20% fixed income. It's enough to make a nice etf portfolio consisting of VCN, VXC, VSP for the equity portion, and VAB, VBU, VBG for the fixed income portion. Does my advice sound pretty good? Am I in the ballpark? Thank you.
Read Answer Asked by Jerry on August 28, 2015
Q: Any thoughts on the Exchange Income (EIF) financing? The press release says the financing is to "to pay down debt and for general corporate purposes". Do you think this signals EIF is on the lookout for another acquisition?

Lastly, any idea why the one analyst who has come out with EIF's estimated earnings for 2017 is expecting minus 44 cents per share?

Thanks, again, and looking forward to renewing my subscription soon.

John
Read Answer Asked by john on August 28, 2015
Q: What are your thoughts on below 6 ETFs for 3 to 5 yrs at today price. I can buy 1/2 postion now and another 1/2 by Oct. Please advise and if you prefer another ETF.

Any update when your team is planning to launch mobile app

15% -- ZUB or ZBK
20% -- ZUH
15% -- ZQQ
15% - VUN
15% - XSU
20% -- XSP (S&P 500)
Read Answer Asked by Hector on August 28, 2015
Q: Hi, I am wondering your thoughts on LND.V. They have about 0.08 a share in cash . I loan book of $40million presently. would you consider I a buy at these prices?
Read Answer Asked by George on August 28, 2015
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