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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: Hi Peter and Staff
I realize no one can predict this volatile commodity pricing . I have rode oil down for its highs waiting to capture "some " of my losses back before getting my oil weighting down to a more reasonable level than it was then or is now ( currently about 10 percent) . I sometimes think oil is the same as farming - no pricing power - no limitations on supply. Eric Nuttall was preaching optimism again on BNN on Friday. Then again he said Baytex at $9 as it touched a couple months back was already pricing I oil at $60. So do you think that for a patient investor (willing to wait 2-3 years for some decent gains) , there is a decent upside coming in that timeframe?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 02, 2016
Q: Good Morning Peter, Ryan, and Team,
One of my accounts mirrors the Balanced Equity Portfolio very closely and has nicely chugged higher over time. (Thank you for that) I took a half position in NFI after it was added to the Balanced Equity Portfolio. The only company missing completely from my account is Magna (MG-TSX). My question is
because I have limited cash (just at present) should I add to New Flyer to make it a full position or initiate a position in
Magna ??? Magna looks very cheap after coming way down post Brexit but New Flyer looks very good from a momentum prospective. Thank you as always for your sage advice. DL
Read Answer Asked by Dennis on August 02, 2016
Q: I am just curious about a lawsuit against becker about one of their properties in Listowel, Ontario. They are mentioned as co-defendant. Becker completed a very expensive environmental assessment of all their properties a few years ago and nothing significant was found. Becker has been for sale for a few years and do you see any roadblocks to a sale based on this lawsuit and how significant this lawsuit to any potential buyers? Thanks.
Read Answer Asked by David on August 02, 2016
Q: Hello Peter and 5i team,
My YTD numbers are nothing to write home about; the main reason being that I have no exposure to gold, silver and base metals. However I'd like your opinion on the quality of my holdings within the specified market segment shares:
Consumer 10.9% (ATD,BYD,CGX,DHX,DOL)
Cyclicals 2.4% (LNR,MG)
Energy 4.1% (TOU,VET,WCP)
Energy Infra 3.7% (ENB,KEY)
Financials 10.3% (BAM,BNS,CXI,DH,EFN,SLF,TD)
Health/Pharma 4.4% (CRH,CXR,GUD,PLI)
Industrials 9.8% (BIP,BOS,CNR,KBL,MDA,MSI,STN,WSP)
Materials 7.4% (CCL,CHE,SJ)
Technology 15.1% (CSU,DSG,ESL,GIB,KXS,OTC)
Util/Telco/RE 11.8% (AQN,BCE,BEP,CIG,FSV,TCN)
Cash 20.9% (one third of which is set aside for my 2017 income)
Thanks,
Antoine
Read Answer Asked by Antoine on August 02, 2016
Q: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?

I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT

Registered (RRIF):
PGX:US – Preferred.

Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.

Again, your thoughts.

Thank you for considering my questions

Gail
Read Answer Asked by Gail on August 02, 2016
Q: I am thinking of adding US financial services to my diversified rsp portfolio. I am ideally looking for a CDN dollar etf that invests in/takes advantage of value priced US financials at close to book. Bank of America, Citigroup are examples. Time frame is 7 to 10 years. Thanks as always
Read Answer Asked by Harry on August 02, 2016
Q: Hi, I have been comparing low-volatility developed ETF options traded in Canada with the options (to my knowledge) being ZLI and XMI. My analysis has sided with ZLI and I want to layout the logic here to hear your thoughts. Positives for ZLI: Smaller market cap while not too small offers better opportunity for alpha, Fewer holdings so more opportunity for alpha, Not based on major index (MSCI) so less opportunity to be front-run, BMO has a good track record for other similar funds (e.g. ZLU). Positives XMI: Longer operating history , Slightly lower MER, more resources for investment research(?). Thanks as always.
Read Answer Asked by JONAS on August 02, 2016
Q: Have some monies sitting on sidelines. Can you name me a cheap (excluding energy) sector if any and a couple of recommendations? Thank you. Bill
Read Answer Asked by Bill on August 02, 2016
Q: I am looking for general advice on the fixed income side of a portfolio. Where should I go to find fixed income that has a decent return? Or should I not worry about that, and concentrate on dividends from stable companies.

I have about 10% cash, and 10% altogether in ZPR, CVD, CSU.DB (all three obviously not fixed income). BTW, retirement in ten years or so.
Read Answer Asked by Richard on August 02, 2016
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