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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: Hi Peter and Team,

I am willing to build a portfolio comparable to 5i Balanced Equity Portfolio over the next year / year and a half. Can you please group holding into three or four groups so I will retain diversify throughout? Can you put them in order of which group should be owned first?

CCL and CSU are quite expensive. Can you suggest a substitute with equivalent merits?

Which is it better to have this portfolio in a registered or non-registered account?

Thanks for the great service.
Read Answer Asked by Yousef on November 28, 2016
Q: Your thoughts on recent Investor Day conference with PLI that they have 12 mos of cash and do you think this selling off of the stock is not just a retracement but due to shareholder dilution that a stock offering by PLI is probable. Is this correction and over reaction. I am I missing something such as the market expected more out of the company in this conference and not getting it, caused the sell off. Thank you
Read Answer Asked by Cameron on November 24, 2016
Q: Good Morning Peter, Ryan, and Team,
Do you still recommend ABT for income oriented accounts and, if so, is the recent price of near $6.00 a good entry point ??? Thank you, DL
Read Answer Asked by Dennis on November 24, 2016
Q: I would like to add a growth stock to my TFSA. Looking at your growth portfolio I narrowed it down to one of SHOP, KXS, DBO, PLI, TNC or ZCL. In today's environment which one of these six stocks would you add? I am relatively diversified across all sectors, so sector is not an issue at this time.

I was originally leaning towards either SHOP or KXS. If you didn't select one of these from the six stocks listed above, which one out of these two would you pick?

The funds to purchase the growth stock will come from the sale of IPL or WCP in my TFSA. Of these two which would you sell to get the funds for the growth stock? p.s. I also own IPL and WCP in a non-registered account and plan to keep those.

Paul
Read Answer Asked by Paul on November 24, 2016
Q: I own ZRE for my real estate exposure, and I note that you hold ZRE in your income portfolio. Would it not be preferable to hold 2-3 actual REITS and skip the MER of 0.61? Do you think this is significantly riskier than just holding ZRE? If I were to switch from ZRE to individual REITs, how many should I switch into, and which ones would you recommend? I am looking to hold longterm. Thank you.
Read Answer Asked by Walter on November 23, 2016