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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: In the income portfolio CVD has a yield of 4.9% but on the ishares website the YTM is 2.29%. What would be the yield if I purchased this product today. Thank you Ron
Read Answer Asked by Ronald on April 02, 2014
Q: re: CVL Cervus Equip

I am down 8% thus far this year which is no big deal. Long term investor rather than short term. But reviewing CVL Volume shows only 175 shares. Is this something I should be concerned about?

Thank Peter & Family

Gord
Read Answer Asked by Gord on April 02, 2014
Q: AET.UN ( argent ) has dropped repeatedly in the past few weeks and continues to fall despite reassurance by management that all is well. Is there a reason for concern here? I would have thought situation would have stabilized by now.
Read Answer Asked by david on April 02, 2014
Q: Peter, are capstone mining and capstone infrastructure affiliated at all. Do you still like not former but not the latter. Thanks
Read Answer Asked by David on April 02, 2014
Q: Hi Peter. I have been following SDRL the last couple of months. It is a top pick of some analysts. My question is I have a concern for its high debt (Not convinced they can cover it). Is the high dividend sustainable and will the stock go up over the next few years. Thanks. Rene
Read Answer Asked by Rene on April 02, 2014
Q: In one of your answers today, you indicated that large portfolios should consider hedge products and real estate, in addition to a diversified stock portfolio. I assume that the real estate you are referring to excludes a personal residence. Could you elaborate further and indicate how an individual investor can access hedge funds and real estate opportunities? Thanks!
Read Answer Asked by Linda on April 02, 2014
Q: WHAT DO YOU THINK OF KP TISSUE AND TORSTAR? I APPRECIATE YOUR RESPONSE.EBRAHIM
Read Answer Asked by ebrahim on April 02, 2014
Q: Hello Peter and team;
I keep reading about the the next big thing: The internet of everything i.e. embedded wireless modules--I think also referred to as M2M and how it will connect the world just like the internet did. I would like to invest early for the future of this trend. What company would be at the forefront of this technology? Would it be Sierra Wireless (SW) OR PCN Technology (PCN) or even CSCO. Thanks you for your insight. First thing I turn on every morning is 5i research questions and answers.
Read Answer Asked by Helen on April 02, 2014
Q: Hi, as a follow up to your recent response for larger portfolios on using hedged products, real estate and large caps, can you please provide some further recommendations for these ? I have set up 3 seperate portfolios - eft portfolio recommendations from the moneyletter , your equity portfolio , and the new fixed income portfolio with an investment ratio of 2:2:1.

Thank you
Read Answer Asked by Vineet on April 02, 2014
Q: Can you advise why you removed K-Bro from your model portfolio? Thank you. Bill Y.
Read Answer Asked by Bill on April 02, 2014
Q: Good Afternoon 5i,

Your thoughts on Brookfield real estate (BRE)?

Thanks
Read Answer Asked by Paul on April 01, 2014
Q: Hi 5i team,
Please give some background in building your income portfolio with regard to
a) WSP....an interesting choice considering your favorite is STN
b) SGY selection over so many good oil companies
c) FLOT with 0.4% yield as oppose to GIC

SPB, VNR and ET are excellent surprises we do not read regularly

I will gradually adopt to your income portfolio. Great work as usual, thanks
Read Answer Asked by Karl on April 01, 2014
Q: I know you believe a portfolio should not hold more than 20 names, at least i think you believe that.
But if your managing 2 or 3 million dollars in one portfolio, do you still only hold 20 names. In other words my question is no matter the size of the portfolio do you always hold only 20 names.dave
Read Answer Asked by david on April 01, 2014