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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 team

I own shares in IBG, WSP, and STN in different accounts. I like the global nature of WSP, its growth potential and dividend. Stantec is probably the safest way to play the sector, pays a dividend and seems to have predictable growth as it seems to be able to integrate acquisitions quite successfully. IBG seems to be recovering and probably has the most upside.

If you had to pick one of these Companies, which would you choose and why?

As always, thank you for your thoughtful analysis.

Don
Read Answer Asked by Donald on May 24, 2016
Q: With the U.S. FED increased potential of raising rates in June and the resulting strength of the USD, can you suggest from the stocks covered by 5i that have an increased potential for capital appreciation?

As always, thanks for the excellent insights,
Angelo
Read Answer Asked by Angelo on May 24, 2016
Q: Could you name some companies that will benefit from Transmountain pipeline
Read Answer Asked by terrance on May 24, 2016
Q: CXI is pretty quiet these days. Have they ever given any indication regarding the status of their bank application? Have they indicated any type of time frame for such a process? Is a change in government typically an obstruction to these types of applications? I never viewed it as a politically sensitive issue.
Thanks for your valued advice
Clarence
Read Answer Asked by Clarence on May 24, 2016
Q: Hi Peter and Crew,

So enjoy your objectve answers. So valuable. Keep up the great work.

For better or worse, I am a patient investor. I also buy on all time highs. Sometimes I sell on mental stops. I was able to catch the wave on PHM through 2014 and 2015 adding at new highs and sold most of my position sometime into the decline. Did "awesome."

I have consulted your database of questions on PHM. Based on the answers I am considering adding to my small position, based on the likelyhod of a recovery (although I would expect years for this to happen). The 10 year chart also gives me confidence. My strategy would be to add incrementally in small amounts and only add more if the equity proves itself by heading up.

Do you think the time is "close to right" to start to pull the triger ?

Thanks so much !!!
Read Answer Asked by Jim on May 24, 2016
Q: Would like to add one safe stock with good divi to my portfolio. Have sector room for finance and telecom. Trying to choose between BCE & BNS. BCE has a negative with the CRTC regulators forthcoming ruling on the MTB takeover and also encouraging competition. BNS will no doubt be affected by the Alberta problem. Maybe I should be looking elsewhere? Would really appreciate your insight on this as always.
Read Answer Asked by Arthur on May 24, 2016
Q: Hi Guys, Am I correct in assuming that if the Fed raises the interest rate in June that the US bank stocks will go up,the US dollar up and gold/gold stocks down in conjunction with that move?
On a personal note when I renew I understand that my unused question credits will be carried forward. Correct? Thanks as always
Mike
Read Answer Asked by Michael on May 24, 2016
Q: In a question asked earlier regarding getting a small amount of shares from the upcoming stock dividend it was mentioned that selling bam.a before the xdate would avoid the tax mess in an unregistered account. Can you explain why accepting the stock dividend and selling the shares would be a tax headache. Thankd
Read Answer Asked by Luca on May 24, 2016
Q: Good morning,

I understand that AMLP.US ETF that tracks the performance of a basket of energy infrastructure - oriented master LPs. Assuming that the oil prices will be up from here in 5 years and given that this etf currently pays out approximately 9% dividend, I would be interested to hear your view regarding the suitability of this etf in a RRSP in terms of downside risk and dividend sustainability. Thank you.
Read Answer Asked by Francesco on May 24, 2016
Q: I hold 'IBG.DB' debentures maturing 2019 June 30 in my TFSA.

If the shares appreciate above the conversion price, then the debentures become a kind of option on the shares, with interest income while you wait. In this case, it seems to make the most sense to sell or convert just prior to maturity (as holding to maturity would mean receiving back only face-value.)

On the other hand, IBI might at some point call the debenture away at face value, in which case the option value disappears. How do I make a judgement on the likelihood of the latter event? Am I missing something as concerns incentives not to hold to maturity?
Read Answer Asked by John on May 24, 2016
Q: Hello, I am a new member and have some questions. I am almost 30 years old and have a new, manageable mortgage. My TFSA stock account values at appox $20,000 with additions of $250/ month. I'm needing to build up my emergency fund and currently own 500 shares of AYA, 220 shares of IT and 200 shares of SLF. I'm hoping for some guidance. Thank you, Katherine
Read Answer Asked by Katherine on May 23, 2016
Q: The recent 5i Globe & Mail article referred to a method of transferring Cdn to US dollars by means of using Interlisted stocks. Where on your site can I find more information on this.
Read Answer Asked by Barbara on May 23, 2016