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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: Hi Everyone!! I am rounding out my portfolio. I have my bond and stock allocations and even though I hold 12 US dividend aristocrats, I would like to add a good broad US stock ETF and a world ETF which excludes North America. I would like to use Canadian currency to invest. Could you suggest a few? Thank you for your excellent work. Cheers, Tamara
Read Answer Asked by Tamara on February 20, 2015
Q: Hi Team,

My holdings in ESP have more than doubled and I am just wondering what your views are of this company going forward. Should I take some money off the table or should I add to my position or just hang on to what I have?
H.S.
Read Answer Asked by Harry on February 20, 2015
Q: Dear Sirs,

I am looking for your opinion on ANV and the odds of a restructuring happening in the next month or so - noting how their FX swap has moved against them in additon to having an impaired balance sheet, could equity holders be out of luck?

thanks
Brad



Read Answer Asked by Brad on February 20, 2015
Q: I would like to have some fixed income in my portfolio. What is your opinion on this ETF? It is a fairly new ETF paying about 4%.
http://www.firsttrust.ca/Retail/Etf/EtfSummary.aspx?Ticker=ETP

What other recommendations for fixed income?

Thank you.
Read Answer Asked by Nadine on February 20, 2015
Q: I am interested in some exposure to the Canadian Pharma sector but in view of it's volatility and the fact many stocks have already had large moves, could you recommend a basket of say 5 stocks for purchase for the next 3-5 years
Read Answer Asked by Bruce on February 20, 2015
Q: genworth mic continues to drop - is it a screaming buy at these levels or would it be chasing a falling knife. Is there something fundamentally wrong with this company, or just some overreaction. Is it a buy hold or sell at these levels. It is currently 1.5% of my portfolio. Thanks for any advice you can give.
Read Answer Asked by David on February 20, 2015
Q: Hi 5i Team, Thanks for your expertise. In our TFSA's (we are retired in our 70's & deriving income from portfolios) we hold 10 securities ABT 6.7%, AYA 12.48%, BAD 4.79%, DHX.B 10.5%, ERF 5.1%, XTC 8.37%, IT 8.53%, LNR 14.23%, TOG 0.7%, WCP 10.57%. We have $10M cash available. Only names duplicated in other accounts are AYA and WCP. We are overweight Consumer Cyclical (18%) and Financials (incl REITS) 21% Underweight Materials 5.1% and Telecom 3.0% and Healthcare 3.9 %. We have 54 securities total and 85% equity. We have $10M available to invest in TFSA's. Sorry for the long question, But would like to invest TFSA money as we wait for portfolio review. Thanks in advance.

Ted

Read Answer Asked by Ted on February 20, 2015
Q: Good Afternoon
Earlier today you have provided a list of companies that may grow their dividends in the next 3-5 years such as XTC, EH, AD and WIN.
Can you provide us with a similar list for LARGE CAP dividend growers for the next 3-5 years?
Thanks
Read Answer Asked by Terry on February 20, 2015
Q: Do you have an opinion on this more speculative oil company? They have a fairly strong balance sheet but their best oil wells are located in northern Iraq.
Read Answer Asked by george on February 20, 2015
Q: What...many thanks are your views on these 2 companies ....would you choose one over the other
Read Answer Asked by Michael on February 20, 2015
Q: I have owned this stock for some time. Is there some light at the end of the tunnel?
Read Answer Asked by Garnet on February 20, 2015
Q: You mentioned about 'liking to buy into strength'. I understand the idea, concept. What would be helpful to me would be to know what that looks like, aka how to know it, if i saw it......Thanks Tom
Read Answer Asked by Tom on February 20, 2015
Q: Hi there,
I'm hesitating between Aya and Xtc for my tfsa. Looking for growth. Worried that Aya is too pricey. Would Xtc be a better choice? Current holdings:
Bns 6.5% Bep.un 4.6% Cph 3.7% Cxi 6% Enb 8.5% Fts 1.8% Gud 1.8% Rei.un 7.1% Slf 4.3% Trp 5.7% Wef 0.8%
Bac 2.1% Ko 4.2% Ge 2.8% JNJ 5.1% Ma 5.7% Orcl 4.4% Bin 1.7% Efa 6.4%
10% left to invest. 5% in tfsa and 5% in USRRSP.
Advice please.
Much appreciated!
Read Answer Asked by Jason on February 20, 2015
Q: Good morning Peter and Team,

The last question asked about CHB was over six months ago, and in the process of re-balancing my wife's RRSP, we notice that CHB has been languishing of late, especially when compared to ZFH. Even XHY is doing better than CHB. In an otherwise balanced portfolio containing many of your model portfolio equity picks plus CBO which you've consistently recommended, how would you judge a switch from CHB into ZFH at this time? In her RRSP, CHB is up 12% not counting reinvested dividends, but going forward, we feel that a switch to ZFH (or perhaps another suggestion?) may be warranted. We realize that some yield will be given up, but ZFH appears to be a lot safer. As always, your comments and advice are greatly valued.
Read Answer Asked by Jerry on February 20, 2015
Q: hi- how would you interpret their results? They seem quite upbeat and raised the dividend but had a substantial loss/share.
thanks
Read Answer Asked by Pat on February 20, 2015
Q: Hi guys, earnings are due next month. What is the word on the street regarding Fernandes making it two in a row? Just wondering if I should grab a chair before the music stops.

Thank you for the intel.
Read Answer Asked by ron on February 20, 2015
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