Investment Q&A

Q: Hi 5i! It has been a long time since anybody asked about Celestica. Don't even hear it talked about on bnn these days. Any new thoughts? Is this one to consider for some tech exposure? Thank you.

Q: I would like to hold PFF in my US$ portfolio for at least one to two years in my RRSP. Do envision any serious risks by way of interest rates over this term?

Q: I'm interested in buying into the utility sector through an ETF. ZUT holds Canadian stocks and has a yield of 4.98%. 99% of the distribution are eligible dividends.

ZWU holds a mix of Canadian and US stocks with about 45% each of eligible dividends and ROC along with 10% foreign income. The yield is 6.64%.

If we factor in the DTC, there's not a lot of yield difference. What are the reasons for your choice of ETFs? Thanks

Q: Happy New Year. I have a small position in this company, and I am up nicely. I am aware of the risks associated with this type of investment, however, I feel it is worth a small position (1%. Your thought on catalysts that would move this stock. If they succeed I am hoping for a double from here.

Q: Hello Gentlemen,

What is your opinion of MID.UN and XTR at this time !

Thank you

Q: What do you think of CTL as an income play in a well diversified portfolio, assuming the Level 3 merger goes ahead?

Q: I read your 29 Aug 16 comments on HBI. There SP may have found some level of support. I would appreciate your quick analysis of their fundamentals.

Thanks in advance.

Q: Can you please describe the key differences between these two seafood companies aswell as identify your preference for growth with a bit of income. I am interested in the sector in general and both stocks have pulled back of late.
Do you think either is attractive at these levels? I have very little overall exposure to the food/consumer sector as is.

Thanks!

Q: CSU not very strong lately. Any reason it might not be as strong as usual ? Any unforeseen weakness ?

Q: Please enlighten me on how bought deals work, using the most recent EIF bought deal as an example.

EIF floated new common shares at $42.45 per share recently and it was a bought deal so the underwriters bought the entire issue (plus the over subscription shares) for $42.45 per share. Thereby EIF received $42.45 per share (less the underwriter fees), while the underwriters assumed the risk in case if they cannot sell those shares at $42.45 or more. Am I correct so far?

In that case, with the EIF SP lingering under $42 a share, can I assume the underwriters will suffer a loss? After all why would you buy the new shares from the underwriter at $42.45 if I can get them cheaper in the open market?

Also if I were the underwriter, would I not be trying to drive up the EIF SP to over $42.25 to protect my deal?

Kindly shed some light on this type of transactions. Much appreciated.

Q: I am interested in purchasing the above securities, but currently only have the capital for one. Without regards to sector exposure, can you please rank the three in terms of potential from current price levels ?

Thanks

KR

Q: Hello

I am going to re-balance my family portfolio (by sector/industry mix and bond / stock mix) once the Dec 2016 statements come in.


In my family we have 2 RRSPs, 2 TFSA, and 2 RESP accounts.


In the past I would add up all the portfolios together and make a pie chart in Excel to find out our bond & stock mix and our sector/industry mix.


Before I start this exercise this year I wanted to have your opinion.

How do you recommend balancing? Each account separately or other???

Should I even consider BONDS inside my kids RESP since they are just 2 and 4 years of age?

Thank you for your help.
Regards
Stephane

Q: Do you plan to invest your 4.6% cash in the Balanced Portfolio soon?

Q: Can you comment on their pr regarding sales for December? Thanks.

Q: Good afternoon,
Happy New Year to all. Peyto has been on a downward path since Aug 22 of 2016. It is still recommended by 5i regularly as a natural gas energy holding. What am I missing here? A profitable position has now become a small loss.
Regards, Ted

Q: Why there is always big difference on percentage in trading SHOP on TSX and trading SHOP on NYSE.
Is it better to buy SHOP on NYSE or TSX and why? I have US$ acct. and CAD $ acct.
Thanks Andrew

Q: Do I get the 2 to 1 split if I buy today as the record date is Jan 9 Appreciate u normal great services & views.

Q: The sector took a big hit today is it best to avoid or do think HBC is undervalued at these levels (currently $12.40)

Thanks David

Q: Peter; Hate to waste my dwindling question box but any news on HBC to account for the big drop on big volume. I searched all the places available - nothing from the TSX- Thanks. Rod

Q: Hi Peter.
I do not have any tec or health care stocks in my Tsfa. What 3 stocks would you recommend for each sector. Looking for a 3 year hold as a minimum.
Thanks
Marc.