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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: Hello, my question is about Westernone. I hold this company in a LIF account and am thinking of transferring it at the current low valuation to avoid paying higher taxes later in the event it recovers (hopefully). I planned to withdraw from this account later in the year anyway. What do you think of the idea and if the idea is sound should it be transferred into a cash account or my TFSA.
Thanks so much for the guidance.
Brian
Read Answer Asked by Brian on February 03, 2015
Q: For dividend income with some growth, which of these two, ALA, AFN, would you prefer, and why? Also, I note that in your growth portfolio you list WCP, Whitecap as having 0 dividend. I checked with TMX stock quotes and they indicate that it has about 6% dividend.
Read Answer Asked by Edward on February 03, 2015
Q: I started contributing to a TFSA in 2012 and have contributed the maximum since then. Can I make contributions for the years I missed ?
Read Answer Asked by Marion on February 03, 2015
Q: Hi 5i Team!

I'm looking for some information on Cipher Pharma. Specifically these metrics:

1. Net Margin %, 2. Return on assets %, 3. financial leverage, 4. Return on equity %, 5. P/E multiple.

Also if you can give me any other thoughts and information on the stock that you may see as relevant.

Thank you, Shane
Read Answer Asked by SHANE on February 03, 2015
Q: I follow and am invested in the Cdn Moneysaver ETF portfolio. I just read the February update in the magazine on this portfolio and wondered why you did not top up XEG back to the 10,000 level of the original investment and possibly sell some that had gone up like XIU and SPY. Wouldn't it be good to top up on XEG now that is down? Thanks for all your help.
Read Answer Asked by joanne on February 03, 2015
Q: The sector still looks volatile, but with some recent gains on these target buys (RE,WCP,RMP and RRX)it's tempting to jump in. You've mentioned that there is still no true signs of recovery in the sector (Jan 28), what exactly should I be looking for as a true sign of recovery?
Read Answer Asked by Robert on February 03, 2015
Q: Thank you very much for the excellent webinar yesterday. It was very informative. If 5i had to pick just one dividend payer based on yesterday's webinar which one would it be & why.

Thank you.
Being a 5i member these past years and learning so much from you has saved my financial future.
Read Answer Asked by Craig on February 03, 2015
Q: Hey guys,

I was looking for monthly paying dividend stock, can you suggest 5ish? Sorry, I should have been clearer!

Thanks,

Richard

Question: Hi guys, My dad is 62 years old and would like to build a small portfolio of monthly paying dividend stock for income. 30% of the portfolio in XSP for US exposure, 10% in CBO & XHY. Can you please suggest 5 possible CND stocks? We already selected WCP for energy and CHS for financials. Thanks!
Answer:
We owuld look at the income portfolio for some good options. Names such as Evertz (ET), BCE and/or Telus, BNS, Brookfield Renewable (BEP.UN), A&W (AW.UN) and WSP Global (WSP).

Read Answer Asked by Richard on February 03, 2015
Q: Hi 5i
Down 50 to 75 % on these guys. They were less than 10% now around 6% of portfolio. I held on thinking they might recover more than any other place I could put the money. Your opinion please buy , sell, or hold.
I did just buy some Vermillion in the sector.
Tks Stan
Read Answer Asked by stan on February 03, 2015
Q: Hello Folks:
We have owned CSX for a number of years and satisfied with it's performance, however indications are their star is dimming somewhat. Would you consider a trade into Union Pacific (UNP) worthwhile, or should one just sit tight?
Thanks again for your wonderful service!
brian
Read Answer Asked by Brian on February 03, 2015
Q: I would appreciate your thoughts on MDI. It has been just over six months since it did a major takeover. As a bit of a contrarian I am always leaning towards positions when others are heading the other way. Thanks in advance, Mike
Read Answer Asked by Mike on February 03, 2015
Q: Hi - can you please give me your opinion on imax? It was delisted from the tsx and now only trades on the new York exchange. Is this a good thing? Thanks very much
Read Answer Asked by Lois on February 03, 2015