Investment Q&A

Q: would you compare interfor and western forest. Would you buy either at this time and do you favour one or the other or would you buy both? Thanks Darryl

Q: The stock gaped up yesterday. How is the valuation? Is the debt level a concern? Which CAD healthcare stocks would you rank ahead of VRX? Best, Don

Q: If you were to pick only one, which one for a 2 year time frame?

Q: Hi,
I currently have no healthcare exposure. I would to allocate 10% of my portfolio to healthcare. My question is would you put together your own mini etf of Canadian companies or purchase an etf like IBB? I was leaning towards my own. What companies would you suggest to construct my own. A mix of large and small companies would be great.
Thanks for the help,
Luke

Q: Is there an etf on the Toronto or US stock market to participate on the Shangai index?

What the difference between the Hang Seng an Shangai stock Market?

To wich of these markets are related xch and zch?

Regards

Q: I have 5% weighting in the Materials sector between Russell Metals, Teck, and Rio.
Do you think I should drop any of these and if so which one(s).
And if so, should I replace with Goldcorp or Silver Wheaton or Quantum or any other that you may suggest.

Q: This is the only question I'm going to ask since start of my membership. I need to start investment in two registered account: RRSP and RESP. Both of them are over 80% cash. RRSP is for someone in 30s. I wanted to use the names that you already provided in your model portfolios, but most of them are already increased in value enough to make me skeptic of their further growth. I'm not sure if they have more room to go. So question here: Please provide me then names, best of crop, for a diversified portfolio with a long term approach. I have some XMA and ZWB in them which I can sell and switch to those you will name. Thank you

Q: Brookfield has a number of listed equities(dividends in brackets): BAM(1.23) BOX.UN (4.4), BIP.UN(4.4),BPY.UN(4.1), BEP.UN(4.7). What is the relationship between the income/unit trusts and the 'mother' company? This group seems to provide a diversified range of options: office properties, infrastructure, property,renewable energy- What are your thoughts on this group? (or other family related listings?)Why is BAM dividend out of line with the others?

Q: Do you know what percentage of Wajax's revenues is from the oil and gas sector? And how do you feel about it now that it is at an all time low? Thanks, as always.

Q: Hello Everyone at 5i,

I am rebalancing my portforlio little by little and I'm looking at sector weightings.
Could you please check my notes on % holdings by sector, and let me know if you would make any changes to these numbers based on the markets today and in the near future, please.

In general I am a long term investor and can tolerate some loss/risk, and I frequently check market performance and make adjustments here and there.

Financials 15%
Energy 15%
Materials 5%
Health 5%
Tech 15%
Utilities 10%
Consumer Discretionary 10%
Consumer Staples 5%
Industrials 10%
Telecoms 10%

I have put Mg in Consumer Discretionary, and with a very good run, that sector has ballooned to 26%. I'd like to let Mg run. What is your opinion?

Your advice and opinions are extremely valuable to me. Thank you.

Gail

Q: What are your thoughts on this company? I have a small speculative position in a USD SDRSP account. Any better alternatives in the same space?
Thanks for all your help.

Q: Do you have any info on this company. I am thinking of buying into one these companies.

Q: What do you make of Cipher's recent aquisition of Canadian commercialization rights of Ozenoxacin for treatment of impetigo? Is it normal to buy the licensing rights to a drug that is still in clinical trials? Assuming the drug works and goes through regulatory hurtles, is the market big enough in Canada to have a material impact on earnings or is this just another secondary product? My worry is that Cipher is too reliant on its leading acne drug, but I guess this is a step in the right direction. Thanks.

Q: Hi 5i:

If you just received a fragment of this question, please ignore - finger problems.
My portfolio is reasonably well balanced, but I do have a collection of more speculative stocks that have small portfolio weights. I am planning to add to some of these and would appreciate your rankings of: CRH, CXI, TV, GUD, QST, DCI, INP. Many thanks.

Q: I am confused, are they paying an annual declared dividend or are they paying an annual special dividend- depending on how the year has unfolded. And what is your thoughts on the companies prospects going forward.

Q: What are your thoughts on PSG now? Is debt still a worry?

Q: I have been researching Ridley, and have noticed that they seem to have paid generous dividends (all by way of special dividends, annually) all (well, three years, anyway) in excess of per-share net income and very close to or sometimes exceeding per-share cash flow.
That doesn't appear to be sustainable -- or what am I missing or misinterpreting?
Have the last three years merely been a "catch-up" to investors for prior years without dividends?
I understand that dividends under a policy such as theirs (i.e. special dividends) is less certain than a regular quarterly or monthly stream, but how much comfort level can we take on future dividends from RCL?

Thanks for doing your part in distinguishing investors in quality companies from "investors" in the market!

Q: Your thoughts on Rba

Q: I have one healthcare stock at present (CXR), and would like to add a second. Would you favor one of the following or make a different selection: RX, CRH, PHM ? Thank you.

Q: Peter, can I please get your thoughts on MIC and Google as long-term holds? Thank you.