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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: Peter, I am going to provide my daughters (18 & 19) with $5,000 to start their TFSA's. The amount is not large enough to have a portfolio and I have read your answers on this type of question. However, I am thinking of a EFT for the S&P 500 rather than the Canadian index which is too focused on Financials and Energy. As their expenses will be in Canadian $, I would like your recommendations for a hedged EFT. Should I add a small position in SHOP, etc?
Read Answer Asked by stephen on February 21, 2017
Q: Hello 5i
My wife has taken advantage of a company matching stock purchase plan for the last 10 years. It has grown to represent about 30% of our combined retirement accounts. I'd like to move half of it into the balanced portfolio for better diversification. I also really like Shopify Open Text and CRH medical. Would you substitute current B.E. holdings to fit these three in or simply add them. My thoughts are to eliminate Enghouse and Sylogist but am curious to hear your thoughts.
Thank you for your invaluable advice!!!
Dave
Read Answer Asked by Dave on February 21, 2017
Q: Hi. I have two companies in the consumer discretionary portion of my portfolio; Canadian Tire and Walmart, each comprising 5% of my total portfolio. My stock portfolio consists of 18 companies spread over most of the TSX sectors. I am contemplating gradually replacing Walmart with Amazon and would like your opinion. Thanks.

JR
Read Answer Asked by John on February 21, 2017
Q: Hello 5I Team,
I will be retiring within the next 2 years and plan to supplement my overall fixed income with dividend income to be drawn from my portfolio. I currently hold a mix of growth and income positions but will be transitioning to more of an income base. I have a good core of diversified Dividend stocks held through most of the sectors, but do not currently hold anything in REITs. I am familiar with your favourite REITS, but am looking to focus on higher yield, understanding the risks associated with this. Could I have your feedback on the following considerations, particularly towards the stability of dividend payout? As well, could you please share your thoughts towards the impact that upcoming interest rate increases may have to REITS in general? My considerations would be: Dream Global ( DRG.UN), Cominar ( CUF.UN) and Artis ( AX.UN). Thank you kindly,
Rick
Read Answer Asked by Rick on February 21, 2017
Q: Would you please clarify your answer to Chris. It looks like A&W is offering up new shares for sale. This dilutes the value of existing shares. But the money from the sale of those shares is going to 'indirect shareholders' (the people who own Food Services) rather than to something like reducing debt for A&W or doing something else that will eventually improve shareholder value.
Read Answer Asked by John on February 19, 2017
Q: A&W issued a release regarding a private placement this morning which itself isn't out of the ordinary.

However what caught my eye was what will happen with the proceeds. They will be given to 'certain indirect shareholders' for 'their personal financial planning requirements'. So the fund is selling units to Laurentian, and all of the money is being handed out to unknown shareholders. None of the funds will be distributed to other shareholders, nor will the Fund hold the cash.

I'm no expert but this doesn't pass the smell test. Am I missing something?
Read Answer Asked by Chris on February 17, 2017
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