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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: Hello Peter, being now within a few years of retirement, we are managing to put extra money into a non-registered account on top of our diversified RRSPs. The idea is that we will build a portfolio of full positions in a variety of solid companies for long-term income and growth. To date, we have ATD.B, ENB, L, FTS, CGX, T and CXI. I'd next like to add two tech stocks, as we currently have no representation from that sector. Can you please suggest two top picks. (While irrational, CSU would psychologically be a tough one for me to buy, as it came within pennies of my order price under $500 last summer! But if that's one of them, so be it.) I've also considered OTEX. Will appreciate your suggestion.
Read Answer Asked by James on June 09, 2017
Q: Hi Folks,
I'm looking to add a REIT or two to my income portfolio. I'm also aware of the possibility that rates may increase over the next year or so. I was thinking that "growthy" REITS would provide some protection from rising rates. Could you suggest two or three REITS with the potential for above average growth with a sustainable distribution. I'm OK with some riskier names.
Great work, as usual.
Dennis
Read Answer Asked by Dennis on June 09, 2017
Q: Good morning 5i
Please advise on the above and similar income related funds. I am trying to set up a retirement income. At 76 yrs old and I have about $100,000.00 to invest. Safety is important as well as income. Your previous advice has been taken.
Thank you
Terry
Read Answer Asked by TERRY on June 09, 2017
Q: Hi Peter/Ryan,
What do you think about Stella Jones and CGI group as stocks for long term and having maximum weight of 5% each? I have also noticed companies that have simple and understandable businesses (easy to understand products) can do quite well and do not seem to be attached by short sellers. For example, Boyd Income and CCL Industries, Richards Packaging, etc As a result, i was thinking of initiating a position in Storage Vault for a 3-5 year hold at current price of 2.70. Please comment on whether it is a good time and if i should start with 2% position as opposed to 3 or 4. Thank you
Read Answer Asked by umedali on June 09, 2017
Q: I am just getting started (complete newb). I listened to the Building wealth interview podcasts. I would like to invest ~$20k now, via TFSA, then perhaps invest a monthly sum (say $1k). With a commission fee of $10 per trade, how would you recommend approaching this? Would you buy 20 different holdings of one of your model portfolios at ~$1000 each? What would you do with the monthly sum? (I was thinking the income portfolio since I may need to redraw the funds in ~5 years to buyout a business partner).

I feel this question should already have an answer somewhere but I can't find it - perhaps you could link the answer?
Read Answer Asked by Helen on June 09, 2017
Q: I realize this is a subjective question. Amongst ENB,IPL,ALA, PPL.

Based on 10 / 10 being really good; Please give me a number for each based on "overall quality of company", past 10 year historical track record, safety of dividend and future growth.

thanks
Read Answer Asked by Ernest on June 09, 2017
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