Investment Q&A

Q: Hello 5i, Could you recommend 2 ETF's, one for corporate bonds and the other for preferred shares. Also would these ETF's be good as income for a persons retirement by being more secure as a buy and hold. Thanks

Q: Hi 5i team. It would seem that you don't have one of the main telecom Co's under coverage. I, too, do not have a telecom in my portfolio, even though, as a retired, income invester, that is against the majority of advices. My main reason is that there are two things that affect profit negatively; competition and regulation. They have got both. It wasn't always the case. I owned BCE in the 90's and sold when Nortel (which they owned) got to over 80$ and achieved a ten-bagger. I'd very much like to know what your reasons are for not including the sector. The reason is that I'm thinking of going back in. The companies in the sector seem to have settle down and have exchange the golden goose of land-line for the golden eagle of internet/media. Even though there isn't going to be big catalysts like NT for jumps in growth, they yield a goodish dividend and give you a bit of growth. They might even end up like the banks,i.e. become a government sponsored oliopoly. Your thoughts would be much appreciated. Thanks as always. Henry

Q: I 've read that you are recommending CDZ and XDV for dividend paying ETFs. The yield on XEI exceeds the yields of CDZ and XDV. As well, fees charged for XEI are less. Would you also recommend XEI ?

Q: Hi Peter -New and loving it - I thought you had 2 portfolios with weighting shown - now I see a long list of stocks in a portfolio. With no weighting?
Dennis

Q: Reported earnings for the quarter of.13/share. Has cash of almost $400 million or close to $2.00/share. Full year earnings estimate of .48 cents per share. Therefore can one say that it trades at less than 4 times earnings which seems to be very cheap. Has very low all in costs of about $1.07 per pounds. Has a good dividend for a metal company. What is holding this back, is it future copper prices?

Q: Hi Peter and team, I have some unallocated USD in an unregistered account, TFSA and RRSP. I have quite a bit USD tech so would like your recommendation on some solid growth stocks, dividend payer for the rrsp would be good. I'm OK with a Risker stock in the TFSA.
Thank you

Q: Peter, Since sin stocks, amaya, great canadian gaming, gamehost are all doing well, I own a position in century casinos on new york exchange. I am underwater for now but like the growth prospects and they keep winning awards for best run casino as well as running casinos on cruise ships and they are building in calgary which will include racehorsing. Can you tell me how much insiders own of this company. Because it is not followed very well, I feel that if all things go well this is a company that could surprise on the upside and start to be followed more closely.

Q: Morning folks: HWO is listed in Toronto but does the bulk of it's business in New Guinea where the energy industry is still
going strong. The numbers look good and it has a 4.5 percent yield. Appreciate your comments on this company.

Q: Hello Peter and Team,
I have available cash in a non-registered account which I will not need to access for several years. My goal is long-term capital gains WITHOUT any other income along the way. Currently, I hold non-dividend payers TOU, AVO and GUD in the account. Which one or two of these would you feel best about for a solid long-term gain? Also, if I were to add two other non-dividend paying shares for the long-term, can you please suggest two? PS. Any explanation for the wild (10%) ride on DHX today? Thanks for the terrific service!

Q: Fortis is having a very good week when looking at a daily chart. How is the valuation? Would you add to an existing position at this level?

Best, Don

Q: Hi,
The equity portion of my Income Portfolio contains the following with % weightings shown. Any names you would remove or add to? Any sectors you would trim or add to? Any names from your Income Portfolio you would strongly suggest I include? My average yield is 4.3%.

Consumer 1% (CTC.A)
Banks 20% (BMO,BNS,NA,RY,TD,TMC)
Insurance 11% (MFC,POW,SLF)
Utilities 8% (EMA,FTS,TRP)
Telecom 15% (BCE,MBT,RCI.B,T)
Precious Metals 6% (AEM,TCK.B,SLW)
Energy 19% (CNQ,COS,CVE,CPG,FRU,IMO,SU)
REIT 17% (CAR.UN,CHP.UN,D.UN,DIR.UN,HR.UN,REI.UN,TCN)
Technology 2% (ET)

Looking forward to your Portfolio Analysis feature/service.

Thanks for this,
Carlo

Q: Hello Peter, IGM has corrected back to the $45.00 range. Is this a good entity point for the dividend yield and a 1 or 2 year time frame back into the $52.00 range. Is this a stock worth holding?

Q: Please recommend several fixed income etf's. Thank you for your advice. MR

Q: Hi Peter and team,

What do you think of Canadian Energy Services and Techonology? Is it worth investing in this company at this time? I am a long term investor looking mainly for growth, but I am not against companies that also pay as nice dividend.

Thanks in advance for your insights.

Michel

Q: I have a position in three oil and gas infastructure stocks for a few years.Dividends are good. Occupy 15% of the portfolio now. Wondering
if its time to trim given the current oil and gas world prices, Do you have a preference within this group ? thankyou,

Q: Do you agree that earnings multiples can be higher in a low interest rate environment due to a lower discount rate on future earnings? Hhow do today's P/Es in Canada and the US compare with P/Es in a more normal interest rate environment? How substantial is the risk of lower multiples when interest rates normalize?
Thanks,
Hans

Q: Peter,
If there were 12 important items you reviewed of a company before buying a stock, where would ROE rank in this list as its level of importance? What might influence your decision to buy a company despite having a sub-par ROE?

Q: I have this stock in my TFSA, can't imagine why. Down over 40%. Should I just throw in the towel, and hopefully purchase another company having the potential to recoup some of this loss. Suggestions? Doesn't have to be this sector, don't care. Or is there some remote chance of recovery for TGL within a year or so.
Thanks

Q: Is it a buy?

Q: I have a significant position in this stock Can you give me your outlook given that lumber prices stay relatively stable. As a general comment I recently became a member of 5I and I am getting tremendous value. I like that. Excellent format.