Q: There seems a fanatical feeling that Reits and Utlities will be impacted by a higher interest rate moves by USA.How does that affect Canadian companies if Canada doesn't follow suit or by very little interest moves.Which Reits do you feel won;t be impacted ?
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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 a scenario when the market goes down significantly how does a dividend etf with a covered call component react as opposed to a straight forward dividend etf.
Q: Question asked re: DBO was not answered in mine of 12/5/16. Thank you.
Q: I'm down 26% in D.UN and down 88% in ALL, a tungsten co. D.UN has been moving up somewhat lately. Either will provide a tax loss of about $2,500. If I sell D.UN I recoup about $7,000 to allocate anew. A sell of ALL recoups only $300. I'm concerned a US interest rate will knock D.UN & REITS back a bit and a 2nd rate hike spring/summer will really push them down. ALL finally has the Korean tungsten mining play going forward it seems, so maybe some hope for price increase in 2017. Sell one? Sell both? Thanks 5i.
Q: Which of these 2 stocks would you recommend for an initial position? Could you comment on each of their growth prospects,debt levels dividend growth/stability and their prospects with regards to their forays into markets outside of Canada? Also, what might be an attractive entry level for each. Thanx.
Q: Is SOY a good investment at this time...what catalyst besides earnings can drive the SP.
Thanks
Thanks
Q: As a retired investor, I have a small defensive position in Goldcorp (which is underwater)and was wondering if Detour Gold would offer better upside potential going forward. I could use the capital loss to reduce this year's capital gains.
Also I'd like to know if you feel gold has lost its defensive nature and is no longer a "must own" in portfolios. Thank you
Also I'd like to know if you feel gold has lost its defensive nature and is no longer a "must own" in portfolios. Thank you
Q: I've been delighted holding BYD.UN for the past 2 years (up 50%).
I'm tempted to sell and capture the gains as it seems to be losing ground steadily since Nov 16th (and down 2.25% today). (per the old adage "No one ever went broke by taking a profit"). What are your thoughts?
I'm tempted to sell and capture the gains as it seems to be losing ground steadily since Nov 16th (and down 2.25% today). (per the old adage "No one ever went broke by taking a profit"). What are your thoughts?
Q: I have had my eye on these 2 stocks for a while and the current prices look reasonable for a long term entry point. Both have been very acquisitive. From what I can glean from the annual and quarterly presentations CGI is in the process of delevering from their last acquisition and could be setting up for another. ATD is in the process of digesting their latest acquisition too. My question is has either company issued equity to fund some or all of their prior acquisitions? Or have they all used cash/debt?
Q: Hi 5i: I am in the process of aligning my equity portfolio more closely with the 5i Balanced Equity portfolio. Re the tech sector, I have KXS and SYZ as does 5i. However, instead of CSU and ENGH I have GIB.A and DSG. Would you recommend that I sell the latter two and pick up CSU and ENGH, or is there some intermediate step that you would recommend? Both GIB and DSG have done well for me so far. Thanks for your always valuable advice.
Q: NOT TO HAPPY WITH THIS FUND. SHOULD I SELL ALL NOW OR WAIT FOR DISTRIBUTIONS TO BE PAID THIS MONTH? WOULD YOU PLEASE ADVISE A BETTER PLAY FOR FIXED PORTION OF PORTFOLIO. WE ARE IN OUR EARLY 70'S AND RETIRED WITH 60% EQUITIES, 25% CASH, 15% IN GGF31222. WOULD LIKE TO BEGIN DEPLOYING CASH IN THE NEXT FEW WEEKS FOR SANTA RALLY. YOUR THOUGHTS PLEASE.
Q: THE REAL ESTATE AND UTILITY SECTION OF MY PORTFOLIO INCLUDES THE ABOVE. I AM A LONG TERM HOLDER AND AM CONSIDERING REDUCING THIS EXPOSURE BECAUSE OF THE IMPENDING POSSIBLE RATE INCREASE, AND REPURCHASING SOME AFTER A SUBSEQUENT DECLINE. ALSO INCREASING MY INFRASTRUCTURE EXPOSURE WITH BIP.UN. WHICH OF THE FOREGOING WOULD YOU RECOMMEND SELLING AT THIS TIME REGARDLESS OF WHETHER OR NOT THEY ARE REPURCHASED LATER? WHAT IS YOUR OPINION OF A SWITCH TO BIP.UN FROM H? THANK YOU FOR YOUR CONTINUED ADVICE.
Q: Hi Peter and Team,
In your answer to Helen, you said: Generally, we prefer to sell the stocks that have underperformed, preferring to keep strength rather than hope for a recovery."
Since we're down substantially with XTC, and it's held in a margin account where I could claim a tax loss, would this one be in the same category as your answer? Is XTC a case of "good company, bad stock"?
Thanks in advance.
In your answer to Helen, you said: Generally, we prefer to sell the stocks that have underperformed, preferring to keep strength rather than hope for a recovery."
Since we're down substantially with XTC, and it's held in a margin account where I could claim a tax loss, would this one be in the same category as your answer? Is XTC a case of "good company, bad stock"?
Thanks in advance.
Q: NBZ has announced a decrease in their dividend and has also announced a "substantial issuer bid" for $4.00. What does this mean for a small shareholder such as myself?
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Canadian National Railway Company (CNR)
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Methanex Corporation (MX)
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Stella-Jones Inc. (SJ)
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TFI International Inc. (TFII)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Russel Metals Inc. (RUS)
Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.
Q: I have ACQ with a big loss and am thinking that I should sell and buy either KBL or NWC (keeping in the consumer space). Thinking 2 yrs out, would this be a good idea? If yes, would there be a better replacement than KBL or NWC
Q: Hi Peter and Ryan,
If you could only own shares of one company, which would you choose Savaria (SIS) or CRH Medical (CRH). Why ?
As always keep up the great work !!
Dave
If you could only own shares of one company, which would you choose Savaria (SIS) or CRH Medical (CRH). Why ?
As always keep up the great work !!
Dave
Q: AGT has dropped in the past 2 weeks...can't seem to find reason for sudden drop...any thing i' m missing that your aware of???
Q: I am currently trying to diversify my portfolio with US and international exposure.I know you or i do not like fees but i have no experience in this area and you do not provide a US model so i am asking your opinion on investing in a hedge fund or looking at funds like Cambridge in particular provides but at a 2.45 mer.Please help me in my goal to diversify my RRSP
Q: Hello 5i team,
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine