Investment Q&A

Q: I am a long retired (10 years plus) conservative investor with a portfolio largely based on your income portfolio with a few holdings from the balanced portfolio.
The somewhat unexpected capital gain in this security (CAR.UN) of about 30% in just less than 2 years and the consequent relatively low (for a REIT) yield of about 3.4%, has given me some concern that this security is over bought and due a significant correction. To-day, there is an article in the Globe and Mail that questions the validity of the AFFO calculations used by this company and in particular how capex and maintenance expenses are applied to the AFFO.

What are your views in this area and do my concerns that this security may be over bought have any validity?

Thanks

Q: Good morning 5i
Thank you for the new website. Its great.
I bought VXUS... thank you. I am well diversified with equities and will have some Canadian dollars to spend after I shave some of my winners (which there are many..thank you) in my RRIF. What would you suggest in the form of an ETF? Europe? Japan UK Australia??? etc??? VXUS being international may cause an overlap but perhaps there is one area that you are particularily in favour of?? Do you expect more growth in the near to medium term (3 to 5 years) in any of these areas? Or should I plan this as a long term (5 to 10 year) investment. Thank you for your timely and priceless answers.

Q: Can you clarify one of your comment?
In inflationary times Canadian markets outperform
the USA market ! Why

Q: Both of us retired in our mid 80s, the market has been good for us, so far. We are looking for investment that will preserve our capital, and give us some income, perhaps little capital growth or the least amount of damage in case of interest rate increases. Would segregated founds or JICs, be the right area to look to?
We would greatly appreciate your suggestions, it's been very useful in the past. Regards, J A P, Burlington

Q: I know you do not endorse buying cannibis stocks at this point in time, but I fear that I may be missing the boat. What is your opinion on buying a cannibis ETF? And which one would you prefer? Thanks for your help!

Q: What are the impacts of todays news ?

Q: Kudos to your new website, it’s very user friendly and a good tool for the small DIY investor!
My inquiry is on a Canadian Healthcare ETF (HHL) which I find interesting in that it includes US companies such as Novartis, Stryker, Medtronic, Johnson & Johnson and Anthem in the top 10 holdings, indicated dividend is north of 8.00%!
Also, if one is to hold it in a TFSA would the dividends be subject to the 15% foreign withholding tax?
Thnx for your great service!!

Q: I hold Alaris in my RRSP and am down about 35 percent. I am contemplating selling at least half of my holding and replacing it with one or more of EIF, DOL, and KXS in an attempt to regain some capital value. What is your opinion of this scheme? Joe

Q: Hi Peter, Ryan & Crew,
Is there an ETF in Canada that covers Tech companies in the US, and another one for Health Care also.
Thanks. Love your new website.
Ivan

Q: Thoughts on their acquisition and the offering at $37.35?

Thanks,

Robert

Q: I hear Cormark Securities started research coverage on Sangoma Technologies today with a Buy $1.50 target. Beacon Securities already covers the Company with a Buy $1.55 target. Do you think the addition of Cormark will get more attention to the stock given the stellar results and a very cheap current stock valuation? In other words does 2 analysts make a difference now?

Q: Does Lundin Mining produce zinc. Zinc appears to be moving up and I am wondering if this is the company to invest in. Or Teck Resources? or some other company. Thanks.

Q: Hi 5i team,
I do not have exporsure to gold at the moment. Is AEM still your go to stock for gold? Is it a good time to enter?
Andrew

Q: I am overweight energy & wish to reduce to 5%.
For a conservative investor what weight would you apply to each
of Enbridge & ZEO or would you go 5% in one or the other?

Q: Peter & co., greetings,

Respected studies show that most investors, pros included, cannot beat a broad market index. Adjusted for inflation, the Toronto Stock Exchange composite index lost money over the last decade while the S&P500 composite index more than doubled.

Why would future returns be much different? Wouldn't investors be better off holding the S&P500 index via say, VOO or SPY or QQQ and sitting in their rocking chairs?

And more questions - what can I do when I run out of my 24 questions? Are you considering a way of allowing subscribers to ask more than 24 questions (for a fee, of course)?

Thank you for your good work.

Milan

Q: You mentioned today that RBN distributions last year was 77% return of capital.

Can you list some other high yielding tickers with a high return of capital, I know there are some REIT's in that category.

Q: Hello Peter. Can you look and advise on this company. Looks good on most metrics. Do you suggest buying it here for potential or any alternate suggestions?\\thnanks

Q: Hi guys, I'm looking at your response to 'who's likely to suffer when NAFTA gets torn up' (which seems increasingly likely)... I have held these for a long time and been VERY happy with all of them, but is it time to trim them down? Do you think the NAFTA threat is sufficiently priced in? I'd love to get your thoughts on each one. Thanks! PS -- you can ding me for 5 questions :-)

Q: Hello,

Over the next 3-5 years, which commodity would you prefer, oil or natural gas? Why?

Regards,

Robert

Q:

I am down 40% and 21% for WCP and VET respectively in a RRIF account. Do you see any upside potential for these companies?
Would you sell or hold them hoping that oil prices will recover?

You can deduct two credits
Thank you