Investment Q&A

Q: I have about 20% of my total portfolio in U.S. equities. Do you see that amount as reasonable or in lieu of stronger growth predicted in the US should I consider putting any new money into the US instead of Canada.
Would you have any favourite ways to play, for example much is being said about regional us banks, have things gone too far too fast to get in now. Your valuable opinion would be much appreciated.

Q: Could you please provide about 10 fundamental parameters to search out a potential US stock for me to buy in healthcare sector. I am looking at ABC and CVS, but want to be sure I am looking at the right things to judge them. I would purchase these in a non-registered US dollar account so no currency conversion issues. Many thanks always,
Marilyn

Q: Many analysts are predicting a turnaround in the oil services industry. The stocks seem to be anticipating this. You have recommended CEU. Has it moved to high for an investment at this time? Also, what do you think of ESI? It has an attractive dividend.

Q: I am considering the purchase of this security. Could I have your thoughts. Thanks

Q: I depend on dividends for much of our income and would like to have your opinion on one or two these stocks for a 1/2-3/4 position, about $15-20,000 or so. hot.un, car.un, aar.un, wir.u - Thanks, Ted

Q: For health care stocks I look outside Canada. Is there anything in particular one should look for in these? I view them differently due to the long process to bring a drug to market and potential law suits etc.

Any thoughts on whey a recent downturn in this sector?

I am considering purchasing Cardinal Health.

Many Thanks

Paul

Q: Do you think Capstone Mining at .98 is a good risk reward. I sold this in the high $2.00 but thinking of getting back in.
Thanks.

Q: Further to Edward's Q about reits with US holdings, I might suggest MRG.UN. It may be a tad pricey at the moment (I just sold mine, moving into the commercial side with HOT,UN and HR.UN) but I think the dividend is safe.

Q: Could I please have your opinion on Aston Hill Financial going forward.It seems to be picking up speed. Thank You.
Garry

Q: I plan to build a small aggressive high growth portfolio within my TFSA. This will represent a very small part of my overall investments.

Can you give me 5 or 6 names of companies that could have great growth potential over the next year or so that I could buy today? Risk is not really a factor as this is a small part of my overall plan and I am quite prepared for volatility and even loss.

Q: I am interested in knowing your updated views on this company. Thanks.

Q: In response to a recent question, you mentioned BIP.UN as one of your favourite companies for both income and growth. Can you list a few others, please, with reasons?

Ted

Q: Please give me your opinion of Agjunction. I am considering a purchase.

John

Q: Solium, had a major news release last week, and the stock jumped accordingly. What are your current views on this Company, and what do you see going forward?

Q: Hi, I would be interested in reading your current opinion on Molson Coors B, in terms of growth, income, and safety/stability prospects relative to peers; as well as its suitability as a long term hold (>5 years). Thanks in advance, and keep up the great work!

Q: are these stocks okay to hold as dividend income with possible capital appreciation or which ones would you recommend selling and what would you replace them with?

Q: A request to Santa and his band of merry elves at 5i. On Sept 9, 2015 you answered a request by Eugene for a list of stocks trading below "tangible book value" (your phrase) but considered profitable. You did not recommend them. They were all trading on the Venture and many were/are illiquid. Nevertheless, they have performed tolerably well, and 3 of those stocks: BVO,EIL,CDN have done exceptionally well. The only stinker in the group was CFL picked by Eugene. So on my Christmas wish list is a request to 5i to do it again, only this time my only restriction is to keep it any Canadian exchange. I don't write in very often, so I would like to take this opportunity to wish everyone at 5i a very Merry Christmas...........Lionel

Q: which are the best Brookfield holdings for long term dividend yield and capital appreciation?

Q: Although I typically look at some ratios when purchasing stocks, I never have used the Relative Stock Index (RSI). Although I understand roughly how it is calculated and understand that an RSI above 70 is an indicator of an overbought situation, I was interested to know if you use this tool as part of any of your recommendations or when you are answering Member's question and why or why not.
Also, if I am asking a question that has already been asked in the past, how can I search the history of questions asked to find questions related to a specific issue. The only place I can find anything seems to be in "MISC" however there does not to be any means to search this specific area to determine if a specific question has already been asked.
A specific company I was looking at in regard to RSI was Manulife. In the last month the RSI of this company has risen from about 50 to the current level of about 85 as the share price has increased from about $20 to $23. Obviously, if I look at RSI, I should not buy until the RSI drops to below 70.
I appreciate very much your thoughts on RSI and what if any value you would assign to it.

Q: With FTS exiting SOT.UN at such a substantial discount rate, is it a good opportunity for us small retails to do an average down? I'm currently down about 10%, but if the company is operationally sound, it may be the chance to add more. Your advice?