Investment Q&A

Q: I have the following in my TFSA:
ALA;BEP.UN;BHX.B;ET;FTG;HCG;MRT.UN;PHM;PUR;&TNC
I have about 12K contribution room left to top up my total limit and Im looking for 2 or 3 names to add which would fit in and will make it a appox.50k portfolio.Suggestions?

Q: Hi,

I am looking to balance out my portfolio with some dividend paying companies that will do well in a slowly rising interest rate environment. Something to balance off my utilities and reit's. No financials please. Ideally a dividend of 2% or more.

Regards,

Robert

Q: Wanted to say I liked the Article about Dividend Payout Ratio. It also happens to be what I have learned to use.

I liked Peter's "Sell Everything! Just Kidding!" presentation at the recent Toronto MoneyShow.

Have a great day!

Q: ON Sept22 you answered my question re what agricultural investments were worth looking at. You mentioned a stock AGE. Is that the correct call letter as I can't find it.

Thanks

Paul

Q: I am having difficulty investing new money into the market in the current environment because of perceived high valuations. If a stock is rated as a strong buy on the TMX web site, would you be comfortable starting a new position? Thank you.

Q: Can you suggest an investment vehicle(s) (eg. ETFs) that invest in U.S. dividend paying stocks and will pay out a Canadian eligible dividend? Is this type of investment available?

Q: You mentioned that there is a daily digest e-mail, is that something you send to all members or only to those who ask for it? I would be interested in receiving it.

Thanks

Q: Hello 5i experts
Given that a Trump victory is looking more and more likely, can you give me some advice on what effect it will have on the stock market (both short and longer term) and what evasive action retired investors like us should be taking.
Great service...couldn't be without it. Thanks as always
Joanne

Q: An article in the Globe w.r.t Segregated Fund.
Can you help me to understand how can Segregated fund guarantee to retain principle of invested money? Can you suggest such funds to invest in. Also, I am considering to increase my investment in healthcare stocks, I have EXE, HIG.un, considering NWH.un, CSH.un and NHC. Would appreciate your help to select, perhaps others you can suggest.
Regards, J.A.P. Burlington

Q: I would like your opinion on my current mix of assets that are heavily invested in hedge funds.
25% Donneville Kent North American Fund
25% Barometer Global Macro Pool
25% JC Clark Preservation and Adaly Fund
25% 5i research stocks
my total invested is 700k and i hope to retire in 10-12 years

Q: Hi I've done well this year: up almost 17% year to date. Thanks to mostly your BE stocks. I'm thinking maybe I should hedge my portfolio somewhat to protect the gains. What do you think of the us etf HDGE. It doesn't seem to have the difficulties of other bear etfs with their daily decay rate.
Or would you just ride the portfolio through the inevitable cycles of downs and ups?

Q: Are there any new site improvements being planned?

Q: With the uptick in Natural gas ,which stocks or etfs would you recommend ?

Q: Ryan
Thank you for the blog posts regarding dividend payout ratios. It's a tremendous follow-up on my question (including using DIV as an example).
Thanks Cameron

Q: Hi Peter, I have $8k of Advantex Senior SEC non-convertible debentures RSTD 05/01/2014 Coupon 12% maturing 30 Sep 2016 left over from my former advisor. I've tried calling but can't find out what will happen 30 Sep. Is there anything your sources indicate ? Thank you, and pls post if there's value to anyone else.

Q: I have learned a lot and benefited greatly from 5i advice, and take particular benefit from your diversified portfolio approach. Would you say it is fair to identify any market analyst, including the 5i group, as having a particular specialization being an area of strength and certain market segments being areas of weakness or minimal depth? For example, analysts who are good at identifying software companies but less aware of details required to be successful in healthcare field. If you agree, which areas would you claim are 5i's areas of strength and which are the segments of less depth of knowledge.
In view of constructing a diversified portfolio, I am looking to draw information from a variety of sources. Your comments would help guide the relative importance to assign to difference sources.
Clearly track record is a primary guide to use, but I would also take your self-assessment as very valuable. I don't mean to be hard on you or anyone for identifying strengths vs weaknesses.
Thank you kindly,
Gary

Q: I have rate reset preferred shares (bought at $25 / share) which are presently 25% in value underwater because of the Banks of Canada’s unexpected prime interest rate decrease. At the time of purchase their interest rate was 4 to 4.5% & they will be subject to a rate increase in 2019 & 2020. I your opinion what is the chance of their value returning to near $25 in the next 3 years? I am wondering if I should sell the preferred now or hope that their value will appreciate sometime before their rate reset date . Thanks … Cal

Q: I was listening to Charles Nenner (Research) on BNN, who you are probably familiar with, although it was a first time for me. Unfortunately while he was talking tops and bottoms I am not really sure I understood his future predictions. It did not help that the BNN reporter was really unable to bring out the issues he was talking about. It seems to me that he was saying TSX,S&P etc would undergo a down cycle in the coming quarter but when that was over we could expect a rise going thru to the end of of 2017. Are you familiar Charles Nenner cyclical philosophy and what can you tell me about it and do you give it credibility. Thank you.

Q: Hello Peter & Co.
In my TFSA, I hold a mini portfolio consisting of BAM.A (fin), DH (fin tech), DHX (cons discr), KXS (tech), MSI (ind/bus serv), NFI (indust) and PLI (health) in more or less equal weights.
I am frustrated with DH (significantly down) and wish to replace it with something else; could you make 2 or 3 suggestions? I'll select one that I do not hold in my RRIF.
Thanks,
Antoine

Q: When they say have Reits with a high valuation,do you look at cash flow,pe ratio ,debt or all of the above.Could you give examples of some high and low Reit valuations ?