Q: Happy New Year to friends at 5i Reasearch. In a tough year my portfolio held its own with your help. I paid attention to the flow of information, dumped some of the losers early move a bit more to income from the 50/50 income equity split and came out ahead drawing some income at the same time. It would not have happened without significant input from you. So Happy New Year! And looking forward to 2016.
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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: What was the special dividend. Cannot find any info. on it. When is it payable? Thanks
Q: I am down 18% on this fund, should I continue to hold or is there a better fund or ETF for income? If I hold Hex and continue to collect the dividend do you think the price will recover when oil and the economy eventually recovers?
Q: XEU-T is about 3% of my portfolio, other Europe equities about 2%. I am looking to add 1 or 2% to the sector.
RWE.B seems to screen well. Would you take a position in RWE.B or simply add to XEU?
I'm okay with unhedged currency for now.
Thank You, and all the Best for 2016.
Tim
RWE.B seems to screen well. Would you take a position in RWE.B or simply add to XEU?
I'm okay with unhedged currency for now.
Thank You, and all the Best for 2016.
Tim
Q: Hello,
Where can I find:
1) Historical information on shares a company has issued or bought back since inception
2) Insider ownership and who the insiders are
Thank you and wish you all a very happy new year.
Where can I find:
1) Historical information on shares a company has issued or bought back since inception
2) Insider ownership and who the insiders are
Thank you and wish you all a very happy new year.
Q: Peter and Team,
This is a follow up to my previous question regarding RQD and RQE. Is the value per unit paid out at Maturity the Par value (for RQD, this is indicated as $18.50)?
If so, and if holding to maturity, one would then want to consider current price versus Par value, correct?
This is a follow up to my previous question regarding RQD and RQE. Is the value per unit paid out at Maturity the Par value (for RQD, this is indicated as $18.50)?
If so, and if holding to maturity, one would then want to consider current price versus Par value, correct?
Q: I have no investment in any of these three companies, KXS; DSG and ESL (Kinaxis, enghouse and descartes). In your opinion, which of these three is cheaper or has the greatest potential for a three year holding?
Q: Hello Peter, for someone with an RRSP, a TFSA and a non-registered account, and who wants to invest in some higher risk stocks, I believe the TFSA is the place to do it. I trust you agree?
Last year, my higher risk pick for my TFSA was, sadly, Guestlogix. I'd like to improve my batting average and am considering CXI. Would you support this stock, at its current price, for a long-term TFSA hold? And could you please add a second choice.
Secondly, I'm trying to build a 'blue chip' portfolio in my non-registered account. So far, it holds TELUS and Enbridge. Can you suggest another two good choices for long-term holds?
Thanks always, and please dock me whatever number of questions is warranted. James
Last year, my higher risk pick for my TFSA was, sadly, Guestlogix. I'd like to improve my batting average and am considering CXI. Would you support this stock, at its current price, for a long-term TFSA hold? And could you please add a second choice.
Secondly, I'm trying to build a 'blue chip' portfolio in my non-registered account. So far, it holds TELUS and Enbridge. Can you suggest another two good choices for long-term holds?
Thanks always, and please dock me whatever number of questions is warranted. James
Q: Happy new year to everyone. Can you give me your two best silver investments for 3-5 year hold. thanx Cliff
Q: Hi Team
Thanks for great support and happy New Year.
I am 72 years old and dependant on income from my investment. This year a loss on energy stocks. Last week I sold DOL and even ENB, to keep the profit. Now I have about 50% in cash and need to reinvest. I am thinking of selling Magna (already lost 16%) Loblaws and EFN, as they don't seem to get anywhere. Do you have any suggestions for growth stocks with dividend?
Thanks
Margita
Thanks for great support and happy New Year.
I am 72 years old and dependant on income from my investment. This year a loss on energy stocks. Last week I sold DOL and even ENB, to keep the profit. Now I have about 50% in cash and need to reinvest. I am thinking of selling Magna (already lost 16%) Loblaws and EFN, as they don't seem to get anywhere. Do you have any suggestions for growth stocks with dividend?
Thanks
Margita
Q: I currently hold both MG and LNR.While LNR has performed well MG has been disappointing.I am considering a switch from MG to UNS with the expectation of a better return.Does this make sense or should I just hold my ground and be patient? Joe
Q: Hi Gang - can you compare SBUX to ATD, given expected growth rates, valuation, and impact of currency. Which would you choose today? Best wishes for 2016.
Q: I have a locked in RSP that I want to soon access. Can I still hold stocks if I transfer it to a LIF or a LIRA? I live in Nova Scotia.
Thanks
Thanks
Q: Can you recommend two solid growth stocks with dividends for 2016? Thanks as ever
Q: Hello,
If already owned, at this point would you suggest adding more to the ENB position or add some (sector) diversification with other names?
If other name what are your top 2-3 preferences?
Thanks
Marios
If already owned, at this point would you suggest adding more to the ENB position or add some (sector) diversification with other names?
If other name what are your top 2-3 preferences?
Thanks
Marios
Q: Last question to 5iR for 2015…and it is about 2016. I would like your comments on the target weights for portfolio asset allocation. (Details include a portfolio made up of a 20% income segment, 10 % growth and the balance of 70% balanced……and the dollar denomination, 80% CD$ an 20% US$)
CS 10%
Retail 5%
CD 10%
F 10%
Real Estate 5%
E 5%
Pipelines and services 5%
Health Care 10% (CD$ and US$ 50/50 split)
IT 20% (CD$ and US$ 50/50 split)
Industrial 15%
Material/Mining 1%…the plug figure
Transport 2%
Utilities 2% other than pipelines.
……thanks for keeping on the investment rails in 2015
May all at 5iR party well to ring in 2016!…..Tom
CS 10%
Retail 5%
CD 10%
F 10%
Real Estate 5%
E 5%
Pipelines and services 5%
Health Care 10% (CD$ and US$ 50/50 split)
IT 20% (CD$ and US$ 50/50 split)
Industrial 15%
Material/Mining 1%…the plug figure
Transport 2%
Utilities 2% other than pipelines.
……thanks for keeping on the investment rails in 2015
May all at 5iR party well to ring in 2016!…..Tom
Q: Temple Hotels announced on Dec 23 that Morguard had purchased another 7 million shares of Temple Hotels at an average cost of $1.07 thru a private share purchase agreement and this was completed with less than 5 vendors. Who would sell that quantity of stock at these prices?
Morguard now owns 39.45% after taking into account the convertible debentures.
They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.
It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Morguard now owns 39.45% after taking into account the convertible debentures.
They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.
It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Q: would appreciate an update on orvana...
and what is your short term (1-2 years) on gold??
and what is your short term (1-2 years) on gold??
Q: was going to purchase zeb but am concerned about fees!!
which two bank stocks do you prefer for the greatest long term
return?
several BNN analysts suggest waiting until the Feb/Mar. to invest in the banks... what are your thoughts??
which two bank stocks do you prefer for the greatest long term
return?
several BNN analysts suggest waiting until the Feb/Mar. to invest in the banks... what are your thoughts??
Q: Hi Peter and Staff
A recent guest on BNN touted this stock saying it was priced so low that the stock price was covered with working capital, you are getting the mine for nothing and it has cash and no debt -All sounds good but Globeinvest says trailing P/E is 12.39 and forward P/E is 138.90.- how can this be ? Why would anyone recommend it if that forward P/E is correct? How do you view safety of dividend and how do you feel about initiating a small position. Thanks for all you do and Happy Nee Year
A recent guest on BNN touted this stock saying it was priced so low that the stock price was covered with working capital, you are getting the mine for nothing and it has cash and no debt -All sounds good but Globeinvest says trailing P/E is 12.39 and forward P/E is 138.90.- how can this be ? Why would anyone recommend it if that forward P/E is correct? How do you view safety of dividend and how do you feel about initiating a small position. Thanks for all you do and Happy Nee Year