Q: What do you think about Strathbridge funds? As a retired income investor I like covered call funds as I do not mind missing the big upside for stead and reliable income. Their finds seem small and their 1.1% fee seems high for investing in blue chip TSX stocks but the &+% return is attractive.They say they us a propriety method of doing covered calls.
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don
Q: Can I please get your thoughts on Dream Hard Asset as a long term income holding. It looks to have a pretty nice dividend (sustainability?). I wonder how you view it relative to either BIP.UN (which I already own) or MIC south of the border (which would not benefit from the dividend tax credit).
Q: Good Morning 5i
NMX announcement yesterday for purchase of Shawinigan facility and today's announcement of signed off-take agreement with Johnson Matthey are milestones. What effect do you see it having with institutional and other retail investors?
Thanks.
Q: Hello Peter,
With the recent gains, i reduced my chartwell residences to 4% from 8% weighting. I was thinking of reducing it to 2% and using the proceeds to buy Sienna Senior Living. Do you think this is a good switch or the risk reward is better by simply keeping chartwell and collect the dividends. I am thinking of doing this as chartwell has gone up quite a bit this year. Thanks
Q: Hello 5i
Would you please comment on what is going on with TCN these days. Seems to be weak and not participating with market up swings. It has been in a downtrend since Aug2015 a recent purchase has me underwater and the stock price appears to be heading back to the 2016 lows.
Has something happened to this stock from the viewpoint of major investors - making it a sell?
Thanks
Dave
I am looking to get some exposure in emerging markets. I currently own only Canadian and US equity. I am looking into ETFs, more specifically; XAW, XEF, VEE, amongst others. I'm looking to invest moderate to long term.
Doing you have a preference amongst those, or other suggestions? Secondly, do you think the timing is right, especially with respects to China? And finally, which countries/continents would you have a preference for?
Q: 5I and team you are greatly appreciated. I still have 200 shares of BIN,would you sell or hold today? Also I hold 250 shares of KHC and am up 95% in CDN $ sell all or 50% or hold?
Looks like 2 questions to me.
Thanks M
I bought some PIH shares a few days ago and was delighted with the bump on very positive earnings report two days ago. The only issue I had with this stock is that it does not have much liquidity. With a good balance sheet, great earnings and an excellent market niche going forward, is it likely to get more attention from analysts and greater liquidity? Also, are you considering it for the 5i growth portfolio?
Would you please comment on ITP's latest earnings and what are your thoughts on this company going forward.
Even with today's drop of about 7% in early trading, I am still up by about 12% on this stock. If I liquidate my position, is there something you can recommend to replace ITP?
Q: Good morning Team. It is 9:44 Tues morn and both POW and SLF are climbing. I would have thought the opposite. I own approx 1.75% of each. Both are under for me but should I shave or sell one before they begin ???? to drop as I suspect they will??? Also ..may I suggest that all of us and 5i put the day and approx time in the Q and A as often we dont know when a question was asked and sometimes timing is important. Just a thought..Much thanks as always
Q: Can you give me a your opinion on making a switch in the financial part of my portfolio from POW to FSZ. Increased risk, dividend stability etc. I currently hold POW, SLF, BNS, HCG, and TD all in 2.4% to 4.3% range.
Thank you 5i!
Q: Peter, I'm looking to invest in one of the three companies above. I won't need to touch the investment for 5 - 10 years, and I would be content with an average annual return of 6 percent (including dividends). Please rank these three in order, based on the combined criteria of capital preservation and the goal of achieving the hoped-for 6% or better. (My portfolio is otherwise diversified.) Thank you.
Q: Further to Cheryls question about canadian companies that pay us dividends. If you move those shares to a us acount, will withholding tax of 15 percent be applied? Or not, as they are canadian companies.