Q: I see that you like QCOM a fair bit. I have considerable cap. gains in NXPI which I am waiting for the year rollover to trigger. First, what percentage would NXPI earnings be adding to QCOM if it were to go thorough today? Would QCOM be good choice as a replacement? Also, would this be the way to play this or should I wait for the deal go through? In comparison I am thinking QCOM will be a fair bit less volatile. Is this a fair assessment?
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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.
- Cenovus Energy Inc. (CVE)
- Parkland Corporation (PKI)
- Superior Plus Corp. (SPB)
- Veresen Inc. (VSN)
- Surge Energy Inc. (SGY)
Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
mike
Q: Hi guys, a new member here. I have owned and sold both BIP.un and BEP.un as I do not understand their accounting methodology. Your report on BEP.un reflects the growing asset base, FFO, and distributions yet when I look at their profit picture they seldom show any. Quarterly reports show erratic misses to expected earnings. I like their business and distribution history as well as stated goal of future payouts but they seem to have an unpredictable annual profit. Could you comment on my reservations as your report currently gives then an A. Thanks.
Q: Peter; Which pipeline manufacturing Canadian companies should benefit from the two approvals announced today- or other associated industries? Thanks. Rod
Q: Hi 5i
In my rrsp account I have 4 mutual funds
Rbc u.s. - rbf557 (11%)
Pimco cl adv - pmo006 (21%)
Ci bond - cig 837 (10%)
Sig hgh - cig686 (57%)
I haven't been very happy with the returns and looking at some adjustments
What do you think of selling 2/3 of sig686 and adding some to Rbc u.s.
And adding edg 3801 mutual fund,
Selling the bond portion and looking to your thoughts some suggestions for a replacement
Thank for the help
Sam
In my rrsp account I have 4 mutual funds
Rbc u.s. - rbf557 (11%)
Pimco cl adv - pmo006 (21%)
Ci bond - cig 837 (10%)
Sig hgh - cig686 (57%)
I haven't been very happy with the returns and looking at some adjustments
What do you think of selling 2/3 of sig686 and adding some to Rbc u.s.
And adding edg 3801 mutual fund,
Selling the bond portion and looking to your thoughts some suggestions for a replacement
Thank for the help
Sam
Q: AthenaHealth has been trending lower recently. Should I sell and buy FB facebook? Thanks as allways
Q: Although I appreciate that you do not focus on the US, could you name some companies that are likely to benefit the most from the dismantling of obamacare. Thankyou.
Q: I will appreciate your comments on IYJ ETF as a long term hold.
Thanks
Thanks
- BP p.l.c. (BP)
- Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
Q: I'm looking for a long term high dividend paying company. Which do you prefer at this time? Thanks!
Q: with opec talking cuts to oil could this be a catalyst for cdn oil stocks to the upside if opec follows thru on cuts .when there was no cut in nov. of 2014 it was a catalyst to the downside for most junior oil stocks in canada.
Thx
Thx
Q: Not a question, but a suggestion for an enhancement to the 5i site. I was pleased when the forums were introduced, but I think they are more lightly used than I had expected. I was hoping that they would become an active focal point for the collective knowledge of the 5i community. I wonder if the following technical update could be considered, possibly just for those questions that pertain to a single company. Add a "go to forum" button next to the company name in the question, or if there is no existing forum, substitute a "create new forum" button. If a forum thread already exists, include the date of the most recent comment next to the button. I think this might encourage people, including me, to easily "toggle" back and forth between questions, which I read every day, and the forums, which I check much less often. Thanks for everything you do and the consistently level-headed advice that is of such benefit to us all.
Q: Can I have your thoughts on ZDI or an alternative you suggest. Yield and holdings look good. Also, what do you suggest as a foreign stock holding percentage for a portfolio not including US stocks. Looking to add foreign dividends and exposure with existing incoming Canadian dividends from portfolio. Does ZDI hold the stocks directly or through another ETF, I want to get as close as I can to the ownership of the stocks through the ETF avoiding any unnecessary extra fees.
Q: can you account for the weakness OVER THE PAST FEW DAYS in SLF, when MFC (MANULiFE) IS UP A SLIGHTLY.
A buying opportunity?
A buying opportunity?
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: I'm planning to replace Power Corp in my RRSP with a combination of BIP.UN and BEP.UN. Would you recommend an equal split between both Brookfield stocks at this time, or lean more towards one vs the other?
Q: I have positions in all 3 of the 5I Portfolios. Income(70%) Ballanced/Model (20%) and Growth (10%)portfolios. My Question is on the DRIP strategy and whether I should use it as part of my reinvestment or take the Dividends and utilize them as part of my annual Re-balancing Exercise. My outlook is on a long hold of 10-15 years, minus any sells you suggest on the portfolios themselves.
Also when publishing your Summary of Stocks Covered, I wonder if you can add which stocks offer a DRIP plan. Thanks again for your advice and knowledge. Ben
Also when publishing your Summary of Stocks Covered, I wonder if you can add which stocks offer a DRIP plan. Thanks again for your advice and knowledge. Ben
Q: Now that there are 11 sectors in the Toronto TSX what would be your Sector allocations for a Conservative dividend and some growth oriented 45 year old investor.
Thank you.... Paul K.
I was wondering if you would advise the same weighting as you recently advised Paul K below* for a 63 old man's dividend growth portfolio in Canadian stocks. I would like to add that I like to avoid real estate related investment stock since I own rental properties and of course my home and therfore consider myself over weight in real estate. And what is your general perspective for investors with a lot of personnel real estate. Is this a good reason to avoid real estate related stocks. Thank you for your great service.
mike
*As a 'general' guideline:
Financials 15%, utilities 10%, telecom 10%, info tech 10%, materials 5%, energy 5%, real estate 5%, consumer staples 10%, consumer discretionary 15%, industrials 10%, health care 5%.
Thank you.... Paul K.
I was wondering if you would advise the same weighting as you recently advised Paul K below* for a 63 old man's dividend growth portfolio in Canadian stocks. I would like to add that I like to avoid real estate related investment stock since I own rental properties and of course my home and therfore consider myself over weight in real estate. And what is your general perspective for investors with a lot of personnel real estate. Is this a good reason to avoid real estate related stocks. Thank you for your great service.
mike
*As a 'general' guideline:
Financials 15%, utilities 10%, telecom 10%, info tech 10%, materials 5%, energy 5%, real estate 5%, consumer staples 10%, consumer discretionary 15%, industrials 10%, health care 5%.
- Cisco Systems Inc. (CSCO)
- Johnson Controls International plc (JCI)
- Novo Nordisk A/S (NVO)
- iShares Biotechnology ETF (IBB)
Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.
Thanks for your help.
Q: Hi Folks:
Which of Caterpillar or Cummins Diesel would you choose for a portfolio?
Thanks so much
brian
Which of Caterpillar or Cummins Diesel would you choose for a portfolio?
Thanks so much
brian
Q: Hi 5i,
What are you top picks for companies to purchase due to tax loss selling?
Thanks, Shane
What are you top picks for companies to purchase due to tax loss selling?
Thanks, Shane
Q: How sensitive is BEP.UN to rising interest rates?