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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: I hold Chartwell Retirement (CSH.UN) and have trimmed my holdings earlier this year due to overweight and the expected interest rate hike. My plan was to repurchase CSH.UN back to full weighting once the interest rate has been announced. With the US Fed announcement of a possible 3 interest rate hike in 2017, maybe I should defer this purchase until later on the year. Then again in Dec 2015, US Fed expected to raise interest rate hikes four times in 2016 but there was only one interest rate hike. Currently, the dividends are DRIP since dividend income is not required for many years. CSH.UN has increased its dividend twice since 2011. Therefore I wonder if the increase of interest rates will exceed the future potential dividend increases? What do you think of the plan to add to CSH.UN holdings or should I hold off since income is not required at this time and the DRIP over time will increase my holdings or is there another idea to consider? Thank you.

Wishing everybody at 5i and its members, best wishes for the holiday season.
Read Answer Asked by Karen on December 16, 2016
Q: I assume hedging is a two way street - you get protection back to Can$ if the US $ falls but lose the gain associated with a US$ rise, and there is a cost to provide this?? So if the US$ looks strong going forward relative to the Looney is this the best strategy and are there other US banking sector ETF choices. What do you think?
Read Answer Asked by Mike on December 16, 2016
Q: Hi everyone,

Happy Holidays! I have small exposure to the materials sector through a 4% position in Stella-Jones. With the decrease in gold, I am looking at adding some gold exposure with Agnico Eagle. Do you favour adding exposure to gold or other sub sectors of materials. I know you've recommended Methanex recently.

Thanks,
Jason
Read Answer Asked by Jason on December 15, 2016
Q: Hello 5i Team,
I've been building a portfolio matching the Balanced Equity Portfolio.
So far I invested in all recommended companies with the exception of
CSU, ENGH, CCL.B, KXS, CXI, T and WCP. Out of these 7, which 2 would you
recommend to invest on right now based on price and diversification?
Please recommend half or full position. Thanks.
Read Answer Asked by Luis on December 15, 2016
Q: I am thinking of investing in U.S. large cap companies more specifically an ETF. Are you better off to invest in a fund like SPY (U.S. dollars) or in the other canadian fund base companies like HXS,VUN or XUS. I noticed that the ytd. return is approx. 14% for SPY versus the others at %7% for this current year.
Read Answer Asked by serge on December 15, 2016
Q: Hi, have been thinking of selling Csh bought at 11.60,because of poor showing,and has been lowered from buy to hold.I also have Sia,Gud,Crh for a 8% sector weight.
Would you be fine with selling or keep holding,I do need the dividend.
Also if I sell could you give me 2 or 3 dividend replacements,don't worry about sector.
Thanks for your advice


Read Answer Asked by Brad on December 15, 2016
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