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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: BCE has been one of my better holdings over 10 years. Today they announce a bought deal and the stock is already below the deal. My last experience with Mr. Market when this happened was with FM and I got killed. I thought I was being smart when I bought FM at 15 dollars because the market had a bought deal north of this around 16.50 I believe. Should I be concerned?
Read Answer Asked by blake on November 24, 2015
Q: Peter and team: I currently hold PHM in my TFSA and have additional funds to add more. My present holdings in this stock amounts to less than 2% of my entire investments (open, TFSA,RRSP ACCOUNTS). What are your thoughts of increasing my position in PHM



Read Answer Asked by John on November 24, 2015
Q: Hello, Further to my previous question on adding to to my positions in AYA, ATD.B, CCL.B, MDA and DSG, should I buy them now or wait until the end of December after tax loss selling? Do you think they will be victims of tax loss selling?

Also, if I have enough to add another two names would WSP and OTC (from growth portfolio) be a good decision at this time with the 5 I'm adding above?

Carla
Read Answer Asked by Carla on November 24, 2015
Q: would you have any small to midcap names that are in wind power that stand to gain with the increase in investment in this area from Alberta and rest of Canada ?
Read Answer Asked by Brad on November 24, 2015
Q: Hello Peter and Team.
I am about to buy EIF, ITP, TRP, DRG.UN and CRT.UN with the plan to buy and hold for income, dividend growth and growth in share value.
Do you have any cautions concerning these stocks?

Thank you.
Read Answer Asked by David on November 24, 2015
Q: peter;
had this issue since new at $10.00. Original plan was for it to
have modest growth. Hasn't happened. could you please review and comment? hold or sell.
Read Answer Asked by jim on November 24, 2015
Q: I am thinking of adding Potash Corp to my retirement portfolio I do not have a lot of faith in commodities How strong is this company financially What is their payout ratio and how strong is their cash flow Thanks
Paul
Read Answer Asked by Paul on November 24, 2015
Q: Hello 5i Team,

I hold BMY with a very nice dividend/gain, but notice that you seem to favour MRK. May I have your comparison of the two companies? I'm thinking of switching some money from BMY to MRK..... or maybe putting it all on NVO?

Thank you again for all your advice.

Thank you again for the advice.
Read Answer Asked by Molly on November 24, 2015
Q: nothwithstanding the valuation difficulties ....given the dominance of amazon ...marketplace,prime,AWS ......CAN YOU COMMENT HOW ANYONE ELSE CAN REASONABLY COMPETE??
Read Answer Asked by Kim on November 24, 2015
Q: Could you pls comment on PAH ...been fair bit of recnet insider buying
Read Answer Asked by Kim on November 24, 2015
Q: Hi Peter & Co.,
Can you please comment on the latest quarterly results for Rogers Sugar? I don't expect much from the stock in terms of capital appreciation, but do hold it from income. Thanks!
Brian
Read Answer Asked by Brian on November 24, 2015
Q: Hi, 5i team,
Just wondering what your thoughts are regarding investing in TIPS, Treasury Inflation Protected Securities in the USA?
Thank you
Read Answer Asked by Roderick Jay on November 24, 2015
Q: Hello Peter & Team,

I bought @ $36.48... Current price $30.63.

I have a concern regarding a reported long term debt of $1.5B and a fairly high cost on this debt at 4%. Also, it's business appears to be negatively effected by a strong U$ and from what I can tell, the U$ strength isn't going to change any time soon and in fact could get stronger.

I was wondering if you could comment on their debt scenario, what effect that could have moving forward and what you see long term (1 - 2 yrs) for the share price.

I am considering selling at a loss and moving on.

Thanks for all you do

Gord
Read Answer Asked by Gord on November 24, 2015
Q: I will likely be retiring within a year, and plan to regularly draw a small amount of income from my investments to supplement my needs. I am slowly transitioning my holdings from a mostly equity oriented portfolio to include a moderate income portion. I am looking for buy and forget type of investments that pay a safe 4% or so dividend with an important caveat – capital protection. I am of the view that a 5-7% dividend has little meaning if you lose 20-40% of the principal investment amount in a short year or two. I understand that with greater safety comes limited upside potential which I am willing to accept. What would be your 5 top picks that best fit this requirement. I am willing to consider whatever investment type you feel is best suited between common shares, preferreds, REITs, income funds and corporate bonds or debentures. I already own T, BNS, AW.UN, BEP.UN, HR.UN, CSU.DB, XHY, CVD, CPD in case you were considering naming any of these so please try to select a few others (from any sector).
Read Answer Asked by Steven on November 24, 2015