Investment Q&A

Q: Hi,

I know you like the following: PPL.PR.M and ALA.PR., TransCanada (series 13), Canadian Utilities (series FF) and Brookfield Asset (series 5). With these type of minimum reset preferreds, where would you expect the prices to be in 3 or 4 years under the following scenarios:
1. Current govt of Canada rates 0.5 point lower than today
2. Current govt of Canada rate same as today
3. Current govt of Canda rate 3 or 4 points higher than today

Regards,

Robert

Q: Hi Peter
Today was a humbling experience for investors in all sectors .But as with all it cant keep going up other than a expected Fed rate hike what other factors caused this sell off.
Also will there be any 5i get togethers in the up coming year
Kind Regards
Stan

Q: I have a $300,000 lump sum to invest for a little more than 10 years before there will be a need to start to taking income. What would you suggest is a reasonable time frame over which to make the purchases? I was considering equal purchases over a 3 month time frame (as opposed to a doing it all right away) but with the US presidential elections, all the talk of interest rate increases and tax loss selling I am wondering if three months is too quick.

Appreciate your insight.

Paul F.

Q: Given the churning FED wordage and today's market reaction what are your thoughts on a September or October mini market correction? I'm looking for a decent entry point as I have a few nice picks researched and lined up. I currently am sitting on 35% cash position (mixed USD & CDN 60/40) awaiting opportunity of a market correction.

Cheers!

Q: Hello Peter and team,

ESL has a A minus rating so far. Do you still hold the rating after the recent quarterly results a and stock slide? I am holding ESL in my TSFA bought around $55 and would like your advice to hold or sell. Thanks

Q: If there is correction what would be your HIGHEST conviction names to watch closely?
Thanks guys

Q: Like most avid investors, I look forward to reading Mr. Buffett's annual shareholder letter he writes as Chairman of Berkshire Hathaway. While I admire the man and his philosophies, I've been pensive about being a shareholder. For someone with a 10+ year timeframe, is Berkshire Hathaway a good investment or is it risky now that Mr. Buffett is likely to be replaced by his successor?

Q: Hi Peter and Team,

Perhaps Wayne (and others) would be interested in Gordon Pape's article on binary trading/binary options. The article was written over six years ago, but the regulators haven't acted yet. Thank goodness that 5i "has our back"!

http://www.forbes.com/sites/investor/2010/07/27/dont-gamble-on-binary-options/#595c41961908

Q: you have mentioned that twenty to twenty five stocks in a well diversified account is optimal. With both US and Can trading accounts in my RRSP would that be 20/25 in each account or combined. Thanks for all you do Ross

Q: All things considered, which is the "better" buy at this point ENB or FTS. Does the share price rise in ENB make FTS the better opportunity? I realize there is integration risk with acquisitions for both.
Also, is Loblaw a pretty good "buy" with today's drop?
Thank you.

Q: I have owned UNS for a while in my TFSA, and could realize a nice profit. After reading the report on MG , which has a PE about half of UNS, and paying about twice the dividend, I am considering swapping. Holding for the long term in the TFSA . Good strategy or not?

Q: I have a Canadian dollar RRSP with a significant portion of US dividend paying stocks, to avoid dividend withholding tax. My RRSP is charged $10 per trade but otherwise there are no fees appearing on my statements. The dividend amounts from US stocks appear in Canadian dollars. Although my investment company has US and Canadian dollar accounts for non-registered investments, there are no US dollar RRSP's. I often wonder if, and how much, I am paying in exchange fees when my US dividends are converted to Canadian dollars. Will those currency fees be included in the new disclosure rules? Thanks!

Q: Hi, folks!
Just wondering what your thoughts are regarding Reitmans'recent report? A significant increase in e-commerce seems a positive development...

Q: Greetings Peter and 5I team:
I'm thinking of buying more Royal Nickel. Any suggestions of other small cap mining stocks. But I'm curious what your take is on Royal Nickel and buying now.
Thank you,
Hugh

Q: Good Morning,
Any thoughts on Eric Sprott taking at least a 10% equity interest in RNX? I know they have been diversifying away from nickel into gold, the market seems to like the news right now up 13%.
Thank-you.

Q: Greetings: In one of your recent answers you indicated that best current GIC rates are in the 2.75% range. The best rates I see in Vancouver (2% one year, 2.5% fiver year) are with Oaken Capital, part of the Home Capital Group (Home Trust, Home Bank). Is Oaken Capital a pretty good provider? Are those rates in line with what I should expect? I intend to set up a laddered series with about $100K
Thank you

Q: In 2016 I had significant realized capital gains as I sold off shares to re-balance my portfolio. Currently I am in a loss position with the above mentioned companies. I was thinking of selling shares in these six companies to help offset the realized capital gains. Which of these shares do you think I should buy back after 30 days to avoid the superficial capital loss? Normally I would not be selling them, but for tax purposes I am contemplating doing so. AAPL makes up a significant part of my Info Technology sector and GILD is my only exposure to the health care sector. If I do not buy back the other four companies it will not impact my asset mix in my portfolio significantly. Is this the right time of year to do tax loss selling for these companies?

Thank you

Q: Hi 5i team
A friend sent me a note on binary trading. I had never heard of it before but when I googled it I got mixed reactions. Is it a scam, are there questionable people involved or can you in fact make money. I am a little suspicious. Appreciate your thoughts.

Wayne

Q: my rrsp account is as follows IT 24% FINANCIALS 20% ENERGY 17% MATERIALS 7.5% INDUSTRIALS 7.3% CONS. DISC. 5.7% HEALTH CARE4.7 %TELCO 2.6% UTILITIES 2.5% OTHER 8.5 %. WHAT CHANGES WOULD YOU MAKE IF ANY PERCENTAGE WISE. THANK YOU

Q: Hi Peter and Team,
I was asked to resubmit due to name of company was dropped off.

My question was about Cambrex Corp in US which you recommended before, do you still like it, share price dropped after qtr earning report, pls give your update, is it buyable?
Thank you as always.