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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 there, thank you for a great year of service! In the new year I will be rebalancing my portfolio, shifting positions to 4% in each of the Balanced Equity names. This will leave me with 8% left in cash and room for 2 names to make a 25 name portfolio. Which 2 names would you add for balance and growth? I am in my early 30's and have a long term outlook. Thanks again!
Read Answer Asked by Michael on December 21, 2016
Q: I've both CCL.B and ITP and over the years, they have grown quite a bit. I am thinking to trim back to lower their %. Please let me know if both are in about the same business. Which has a better balance sheet (less debt) and more future growth? Which of the two should I trim back or should I sell equal portion of both? Thanks and a merry Xmas to the entire 5i team.
Read Answer Asked by Willie on December 21, 2016
Q: Hi Team,
You've just added CRH to your growth portfolio. I've been tracking it for a while based on your coverage and a friend's position in it. Can you please comment on its risk level? My thought is to possibly move out of Gilead Sciences (GILD) in the US and into CRH. But I am concerned about its valuation after a great year, especially when compared to GILD which has had a very bad year (and may now represent a value opportunity or dead money). I also own Knight (GUD) and iShares Biotech (IBB). Your thoughts would be appreciated. Thank you. Michael
Read Answer Asked by Michael on December 21, 2016
Q: I have 7% of my portfolio in AAR.UN,Pure Ind. REIT, my only exposure to the REIT sector.I'm up about 40%& have enjoyed a 9% div. based on my purchase price 5 years ago.Income is not a big factor for me.Does Pure have enough growth potential, particularly in the US, to offset the expected interest raises in 2017 & further out?Should I keep Pure or sell in favour of ZUB, the BMO Equal Weighted US Banks Hedged to the Cdn.Index ETF? Would unhedged be better at this stage? My only US exposure is indirectly through TD & SIS.
Thanks,
Dave
Read Answer Asked by Dave on December 20, 2016
Q: Hi Peter and gang,
EIF's EPS(TTM) is $1.82 and it pays a monthly dividend of $0.1750 which translates into an annual didvidend of $2.01. If my calculations are correction, EIF's payout ratio is then 110%. Would you please comment on the sustainability of EIF's current dividend payout. Also please provide comment on this company going forward.
As always, good works fellas. Regards!
Read Answer Asked by Harry on December 20, 2016