Investment Q&A

Q: This is a follow up to a question I submitted a few weeks back that I should have been more specific about. I had asked about transferring our investments from the financial advisor we have been dealing with to a discount brokerage so that we can manage the funds ourselves and the relative pros/cons of transferring the investments "in kind" versus in cash. The transfer will involve a couple of RRSP accounts, a couple of LIRA accounts, a family RESP and a non-registered "in trust for" account. Any benefits/drawbacks of in kind versus cash transfer based on the type of account being transferred? We do plan to sell the bulk of our current holdings and start from scratch, but is that best done at the start or end of the transfer process - or does it really matter one way or the other? Thanks.

Q: I own both these IT companies and both are below my full position of 4%. Which one would you choose to add to at this time. I am a long term investor, to be perfectly honest I tend to marry my stocks and am reluctant to give up hope. I still own MCR Macro Enterprises. Could you also advise me on if there is any hope for this stock if there is an energy recovery. Thank you for your service.

Q: Analyst estimates do not look favorable on this company. Is it a sell or given that I am down significantly should I hold and hope they can do something with their latest deal.

Q: With the recent price surge of these 3 stocks would you recommend starting a position.
Your advice is very much appreciated.

Q: Gentlemen,
Portfolio question on repeat selections,

In the 5i Portfolios there are some equities that are found in several of the portfolios, eg KXS, ENB, GUD, BNS etc.

Instead of repeat are there no other stocks in Canada that you can add that you like as much/more.

Surely another bank might add more variety on North American economy than the international as Scotia does. Is there no other healthcare opportunity than GUD who seems to be a little slow in deploying its capital?
Are there no other utilities that could diversify ENB? You always mention FTS very favorably.

Why repeat and not diversify with unique selections?

Thanks

Sheldon

Q: Hi Guys!

I have a question about how to wait. I bought BIP in November 2016 and sold it after I made 4%. Looking at the chart now, I could have made much more than that (20% actually).

I've learned how to buy right and sell right. But how do you just "wait" right. What is a good waiting/monitoring strategy.

Thanks so much!

Dave

Q: Which is a good place to find sector a particular stocks belong to. Please indicate for Canadian & US stocks.

Thanks

Q: So I am down 21% as of right now with PUR, is it time to take the loss and move on or is it worth holding?
Thanks

Q: Large multinational oil and gas firms, including COP and RDS.B, are greatly reducing or eliminating their holdings in the Athabasca Tar sands. Canadian firms such as CVE and SU have been major purchasers of those assets. It seems that the important questions is to why the multinationals are selling.It is an important question for me. I own CVE @ $30. If I put a similar amount of money into CVE at present I could reduce my cost to $20. I know you generally do not recommend averaging down, but is CVE an exception or would it just be dead money both short-term and long-term? ?

Q: Re Zinc play. You suggest TV which I just purchased. What about TK as well. TK seems like a thin trader. A package of the two companies. What do you think ?
bob

Q: Hello there,

Recently I had asked about your top 2 favourite growth ideas outside of your Balanced Equity Portfolio/Shopify and GUD and GSY were suggested along with OTEX (however you had mentioned this might give too much weighting towards technology). I presume GSY would still be one of your favourite ideas - but what would replace GUD as your second favourite idea, now that GUD is part of the BE Portfolio (which I have purchased along with CLS on Friday). Thanks so much!

Q: Hello Peter, Ryan and 5i team. I am a long time holder of Mawer New Canada Fund. I purchased a substantial (for me) position in the fund for my RRSP many years ago before it closed to new investors. While I understand you are not fans of mutual funds in part due to the fees they charge - the fee on MAW107 is 1.4%) - this fund has consistently performed extremely well. This single fund currently makes up 14% of my self-managed RRSP portfolio, a 50/50 mix split between no-load low MER funds and individual North American small and large cap stocks. Is the 14% that this single fund occupies in my RRSP excessive in your opinions, or should I stay the course?

Q: Hi Peter and Staff,
What do you think about the turnaround story at FireEye. Could this stock get back to the $20-$25 level within the next year or two? According to their inventor presentation released Feb 2/17 "Q4 2016 Financial Results" they have made some progress towards trimming their sale and marketing expenses year over year. Any perspective you have would be appreciated!
Thanks Steve.

Q: Would you continue to RSG if already owned? What other Canadian stocks would you prefer in this sector over RSG?

Q: Would you list CLS under the industrial sector?

Q: I have both of these in my portfolios and have done well. Should I be concerned about the changes at Extendicare? Big drop in price. ECI is it a take-over? Is tis good or bad? should I sell?
Many thanks, J.A.P. Burlington

Q: Would like to add to my India position. Would you recommend my current position or suggest another INDIA ETF? Or perhaps broader based emerging market ETF. THANKS

Q: Can you comment on Nwh. Is the dividend sustainable and would it be a good addition to an income portfolio.

Q: Hi Folks,

I am gradually building up a dividend producing portfolio. At this time I have positions in EIF, VET, BCE and AQN. I'm hoping to achieve a 4 - 5% dividend yield plus 4 - 5% appreciation. Do you think my return expectations are reasonable? What are your thoughts on my current holdings? Could you give me your 5 - 6 favorite dividend stocks for me to add at this time? Please deduct whatever number of credits my multi pronged question merits.

Thanks for the great service.

Dennis

Q: New etf report will have a suggestion like model portfolio of etf for passive investors?.