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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: I've owned this stock in a LIRA account for a few years and it's done reasonably well but seems to have leveled out over the past year or so. Any thoughts on further growth or should I dump it into something like VUG, Vanguard Growth, or?
Read Answer Asked by Robert on March 02, 2015
Q: A couple of recent BNN guests have brought the Swiss global giant consumer staples company to my attention. Their case seems to be a relative valuation one vs. Global peers Unilever and P&G. This, along with the fact my portfolio is too Canada-centric holding nothing comparable, has got me thinking this might be a good, long-term, defensive addition to my portfolio. Any thoughts you might add re.this company would be appreciated. Thank you.
Read Answer Asked by William on March 02, 2015
Q: Hi Team
Could you give me your assessment of CUS. Is there any hope of a recovery in the next year? I am down over 60% and am thinking it is time to move on. Yield?
Thanks for the great service.
Read Answer Asked by Gary on March 02, 2015
Q: Hi Peter:
Please give me your opinion on FAP ( Aberdeen Asia Pacific Income Investments)

Al
Read Answer Asked by Al on March 02, 2015
Q: Good afternoon 5i team. An insightful article in the Globe & Mail yesterday suggests that NPI may be using unusual accounting to calculate its dividend payout ratio. Got the gist of the article, which may be the reason for the stock price dropping over 2% today, though the accounting discussion is a wee bit technical for me.
Could you help with this? Does the point of the article seem valid, or are NPI's arguments against the third party opinion reasonable?
Thanks as always.
Read Answer Asked by Thomas on March 02, 2015
Q: Looking for exposure to emerging
& frontier Markets in Cad & US$
Like the thought
that cheaper energy & commodities will help
the world to grow
Read Answer Asked by Robert on March 02, 2015
Q: Do you favour the recent bought deal financing RE completed and would you buy it at this point? Thanks.
Read Answer Asked by Curtis on March 02, 2015
Q: I currently have no exposure to the US and am considering purchasing ETF's. What etf's would you recommend to do this and what percentage of a portfolio? Also, is it better to hold in an RRSP or a TFSA account. Thank you. Clare
Read Answer Asked by clara on March 02, 2015
Q: Can you give me any updates on this diamond company?
Read Answer Asked by david on March 02, 2015
Q: Hi team:
there is some positive technical trend for HBM
is there any news are fundamental reasons why HBM starts to go up ?
thanks
Read Answer Asked by Michael on March 02, 2015
Q: need help ; i am trying to manage 6 different portfolios .. my rrsp & lira, wife rrsp & lira, my / wife tfsa .. i am currently trying to place a good stock in each .. e.g. have CXR in my rrsp, wife rrsp, and mix / combo in all others ... had to track sometimes ... have heard that i should treat combined value of all portfolios as one, then hold one stock in one of the accounts and it would represent 5% of the total value of all accounts ... if not to confused by now your opinion please
Read Answer Asked by Bob on March 02, 2015
Q: Good morning,
I have reasonably balanced positions in the above stocks.(Following your advice. Thank you.) Long term horizon. Looking for growth/stability. Should I add to these? However, I am weak on U.S. Was thinking of some U.S. ETF"S. Rob Carrick mentioned many in G& M on Saturday. Which would you recommend?
Read Answer Asked by Paul on March 02, 2015
Q: Hi 5i Team,
I wondered if you could comment on why Peter has chosen EXCO as a buy at this time. He obviously feels that auto sales will continue to grow for a while yet, is this the main reason?
Thanks.
Read Answer Asked by Randy on March 02, 2015
Q: On Prefblog there's been an ongoing discussion of what the Govt. of Canada 5 year benchmark means to all the 5 year reset preferreds and which 5 year rate to use, with no clear agreement. Things are at a standstill presently because it seems no-one including blogger James Hymas (a former contributor to CMS) has access to a Bloomberg terminal where the answer may lie, or at least the discussion will continue. I see there have been a couple of questions on this issue on the 5i board also. Perhaps you could help out Mr. H. and pref investors like me too by sending him the Bloomberg screenshot he requests, if you can get past the Bloomberg rots brains comment (I'm certain said tongue in cheek).

I find it very difficult to believe that this problem has only surfaced now and not years ago. Here's the link (scroll to top):

http://prefblog.com/?p=27931#comment-193197
Read Answer Asked by Jeff on March 02, 2015
Q: Regarding the question of yesterday regarding owning a portfolio of 20 stocks vs at ETF that holds 500, thanks for the great response. I am curious, would your answer differ if the primary purpose of the portfolio was to generate income? i.e more holdings = less risk to the income stream? Thanks
Read Answer Asked by Mark on March 02, 2015
Q: Hello 5i
On may either 4 or 10 of 2014 you gave What you thought would be a good example of a portfolio for a middle aged investor. I thought it was good. A further question on that, though. You give the percentages each sector should comprise. But, my question is how many stocks in each sector should one hold?
Thanks
Read Answer Asked by joseph on March 02, 2015
Q: Hello Team Hope you can help me understand how to read the performance charts on the ishares website. If I take XIC for example and look at the performance chart it shows the following
YTD (%) 1y (%) 3y (%) 5y (%) 10y (%) Incept (%)
0.55 10.16 8.63 8.58 7.78 6.63 . Hopefully the chart lined up. So under the 5yr return it shows 8.58%. Is that an avg return per yr of 8.58 x 5=42.5% total return or is does it mean a total return of 8.58 for the last 5 yrs. And does that include the mgmnt fee?
Thank you for your hard work
Read Answer Asked by pietro on March 02, 2015
Q: Hello: I'm wondering what you can tell me about Emerson Electric. It's prospects for the next year or two? Thanks
Read Answer Asked by Donald on March 02, 2015
Q: Hi team:
this stock went up to $ 33, now pulled back to $ 30
Is there any reason (fundamental) for the pull-back ?
last time someone asked about cWT.un was in Oct last year
I made a 40% profit, buy, hold or sell ? I like the dividend
thanks!
Read Answer Asked by Michael on March 02, 2015