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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: You have mentioned in previous answers that stock allocation in an RESP should be independent from other account holdings due to the defined time frame when the money will be used. I have an RESP for my 8 year-old that consists of $10,000 BNS and 10,000 SLF and $6500 cash. I plan to deploy the cash in March. Do you have any recommendations on a single additional stock OR might I be better off to sell BNS and SLF and buy a few ETF's to sufficiently diversify? I still have 9 years until she heads to post-secondary.
Thanks.
Read Answer Asked by Robert on February 24, 2015
Q: I have an otherwise well diversified portfolio, but am currently underweight in healthcare with only CPH held with about a 5% position. Could you recommend an ETF that would give me good exposure to this sector? And what percentage of portfolio would you suggest should be in healthcare?
Read Answer Asked by Duayne on February 24, 2015
Q: in my opinion this stock is underpriced or mis priced,what other stocks you think are miss priced?Thanks a lot.
Read Answer Asked by nizar on February 24, 2015
Q: Hello Peter & Co,
I'm 72 years old and view the TFSA as a regular savings account. About half is invested in short-term notes that are cashable at the snap of the fingers; as for the other half, I'm seeking to invest in slow and steady companies (some growth/some yield) in a business with some kind of a "moat" around it. Could you give me a few names that fit the bill? Would KBRO Linen & Morneau Sheppell fit into that category?
Thanks
Antoine
Read Answer Asked by Antoine on February 24, 2015
Q: I have no gold in my portfolio and am planning to buy some XGD. A friend suggested buying several small gold bars as an alternative. What are the pros and cons of each?
Read Answer Asked by Blanche on February 24, 2015
Q: I considered buying CRH Medical at 1.70 when Doneville recommended it on BNN in December, but it was already up from 70 cents two months prior, so I was wary. Now it is at 4 dollars and I am kicking myself. Should I still buy it, or is it too late to get in? Maybe this should just be one I missed out on? FYI, I own Concordia, Gilead, PHM and GUD already in this sector.

Thanks.
Read Answer Asked by Carla on February 24, 2015
Q: May I please have your opinion on Bristol-Myers. I'm looking for Income with a 2-3 year timeframe. Thank-you.
Read Answer Asked by Deborah on February 24, 2015
Q: I bought this stock back in Jan. 2013 @ .64 and it is now down to .6…….is there any reason to keep it …..hoping it may come back. Would appreciate any input on this company. Thanks
Read Answer Asked by Dennis on February 24, 2015
Q: Hello 5i,

I am considering a change in my telecom stocks, specifically selling Windstream (WIN) and buying Consolidated Communications Holding (CNSL). I am looking for stability and the long term potential. The stock chart of CNSL looks much better.

Thanks,
Read Answer Asked by Mark on February 24, 2015
Q: What is your opinion of (a) Yangarra Resources ltd and
(ii) Ikkuma Resources Corp?
Are they high risk? Good growth potential? Would you consider tem a 'strong buy'? OR would rather buy SPE.to?
Thanks
Read Answer Asked by Jose on February 24, 2015
Q: I'd appreciate your updated opinion on CRP, particularly in light of their recently announced results.

Thanks!
Greg
Read Answer Asked by Gregory on February 24, 2015
Q: I have reviewed some answers to questions that deal with the issue of hedging US exposure but am not certain as to your position on this matter. I realize the difficulty of trying to forecast currency movements but at present, with the Canadian dollar already off more than 20% within the last year, does it make sense to still favor the unhedged US ETF'S? Today seems to offer a prime example of the potential pitfalls of non hedged funds - while 1 day does not define a trend, we have a rising US market with the hedged US ETF'S also rising and the unhedged ones falling due to strength in the Canadian dollar - so what would be the best strategy going forward, over a 3-5 year term, for a non registered trading account in Canadian funds - hedged or unhedged US ETF'S?
Read Answer Asked by Bruce on February 24, 2015
Q: Would you agree we are still in a large-cap market, especially in the US? Is it a good time to move into small-cap and mid-cap positions, such as XUU (US exposure) and the Mawer Global small cap fund (global exp.) and any suggestions for Cdn small cap exposure?
Read Answer Asked by Robert on February 24, 2015
Q: Could you give me a short list of your preferred US ETFs that contain stocks like Apple, Google Intel Qualcomm Oracle and the likes.
Thanks
Read Answer Asked by Walt on February 24, 2015
Q: Regarding the question on retirement planning software,

I use RRIFMETIC (http://www.fimetrics.com/)to plan my annual
income and taxes from pension , RRIF, LIF TFSA, Taxable investments.
Read Answer Asked by Leonard on February 24, 2015
Q: Dear Gentlemen,
Its possible to mention dividende in US$ when applicable on compagnies followed by 5I ?.
Thank You
Best Regards
Read Answer Asked by Djamel on February 24, 2015
Q: I would appreciate a few suggestions in the consumer staples category, I'm trying to diversify.
Read Answer Asked by Bill on February 24, 2015
Q: What are your thoughts on todays equity raise by Northland Power?
Read Answer Asked by Andrew on February 24, 2015
Q: As they have reported better results than expected does that make the shares seem cheap at this level and are they a buy at this price?
Read Answer Asked by Harry on February 24, 2015
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