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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 have recently transferred all my holdings from a Financial planning company to a self directed RRSP/LIF worth about $700,000. I joined 5I to get some thoughts on how to invest $350,000 in cash. The cash came after I sold all mutual fund holdings that existed in the former plan. Should I hold in cash for now as the market seems to be volatile & over-priced, should I purchase a basket of ETF's based on your sites recommendation or should I purchase individual stocks as per 5I's recommendations. I seem to be locked in fear of doing the wrong strategy but I know holding cash is not the answer. I really appreciate your advise and enjoy reading all the questions, thanks.
Read Answer Asked by Ken on February 17, 2015
Q: I have a relatively small holding in PTA, but the price appears to be continuing a downward trend. What is your view on its future?
Read Answer Asked by Alan on February 17, 2015
Q: I looked up previous questions and answers on CHW and the last was Jan. 22nd. Just wondering if you know of anything new that is causing the constant decline, or is it still mostly the US dollar component? Thank you!
Read Answer Asked by Ann on February 17, 2015
Q: Hi Pete Could I have your comments on rei results I read an article in Van Sun were there was concern about the occupancy but was not reflected in the report as this has been a core holding of ours and has served me well .I am not opposed to changing if needed .
I can not find the payout ratio
Thanks for your sevice that I find invalueable
Stan
Read Answer Asked by Stan on February 17, 2015
Q: Hello Peter, your take on DHX.B earnings this am.

keep up the good work.
Read Answer Asked by ron on February 17, 2015
Q: Hi Peter,
Dhx.b great earnings!
Are we going higher, or have we just caught up
to the stock price.
Thanks as always.
Read Answer Asked by Debbie on February 17, 2015
Q: About to re-invest in oil after taking gas since around 7/15/14. Assuming a base has been reached around $50+ with April futures over 60, I thought of picking up on the 3 as named bearing in mind the leverage available with respect to their highs last Spring. Would appreciate you comments or other suggestions. As always - thanks.
Read Answer Asked by Robert on February 17, 2015
Q: I am retired and derive my income from investable assets. About half are in dividend-paying equities paying an average 5%, and half are in GICs paying 2.5%. I am thinking about getting out of GICs and buying a big position ($500K) in FIE or similar ETF. I can accept some volatility.
Read Answer Asked by Jean on February 17, 2015
Q: Hi Team

Gold has been stable and up a little. Many gold stocks have responded well but not Kinross. Du you see continuing weakness in Kinross while the sector as a whole improves?

Thanks for your comments.

don
Read Answer Asked by Donald on February 17, 2015
Q: own these three; am going to sell lre (finally); considering the sale of legacy (or do you see some hope in the long run for legacy) just saw the possible pun in that statement!!
I believe that Spartan should recover eventually - do you agree? want to take whatever funds I do receive and invest in
a safer but more alpha stock like possibly raging river (or another you might recommend)... these three companies are in
total about 10% of my holdings in one of my smaller rrif accounts...
many thanks for your comments!! ed in pointe claire
Read Answer Asked by edward on February 17, 2015
Q: On January 27, Tribute increased their guidance for Q4 and the stock appreciated quickly. I understand why many Companies warn when guidance is to be lowered but I am not sure Why Tribute would announce increased guidance rather than presenting the increase in their next quarterly results? Would you consider buying prior to Q4 results being reported?

Don
Read Answer Asked by Donald on February 17, 2015
Q: I'm 66 w a blessed portfolio from years of investing and using 5i(thank you).
To preserve retirement capital would you:
1) Take 1/2 & buy 5 laddered bonds w 1-5 yr maturities,hold to maturity and replace as they mature annually?
2) Take 1/2 and buy a bond ETF? - recommendation?
3) Take 1/2 and buy a bond mutual fund? - recommendation?
4) Leave the rest in a well diversified portfolio(growth, dividends)?
Thank you.
Read Answer Asked by George on February 17, 2015
Q: What are the asset classes for canadian investor? How many should we be in? Sorry trying to understand just need some help, also would buying etfs diversify you enough?

Thanks
Read Answer Asked by jason on February 17, 2015
Q: I have full positions of six Reits in my RRIF (AAR, BOX, BPY, DIR, HR, NPR). They represent 21% of my total RRIF and 12% of my overall portfolio. Please advise your opinion of these holdings, and is this percentage allocation high, low, or okay in your opinion? I have been considering CHE.UN or VNR as possible replacements if I reduce my REIT exposure. Thanks, Barrie
Read Answer Asked by Barrie on February 17, 2015
Q: Hello Peter & Co.
I hold in my TFSA DHX Media, Evertz Technologies and Prometic Life Sciences. I would like to add 3 more in what I would call the "knowledge-based" industry. I already own in my RRIF:
Health/Pharma: CCT,CPH,CXR,GUD,RX and VRX
Tech: CGI,CSU,DSG,ESL,MDA and OTC
Thanks, as always
Antoine
Read Answer Asked by Antoine on February 17, 2015
Q: I would appreciate your thoughts and opinion on this company. Thanks
Read Answer Asked by Brian on February 17, 2015
Q: Could you please explain how the falling C$ may effect this ETF? It was doing well but the last few weeks while the $ fell seriously it has stalled out.Mabe the stocks within it are just treading water ?
Thanks again
Larry
Read Answer Asked by Larry on February 17, 2015
Q: Can you suggest a site to find rolling correlation charts between asset classes
Read Answer Asked by jason on February 17, 2015
Q: I have owned this closed end fund for years and have done well with it. It is about 4% of my portfolio. I'd like your opinion of it going forward especially with what has just happened to Aston Hill.
Read Answer Asked by Earl on February 17, 2015
Q: I hold some conv debentures, all trading above par and yielding around 4.5%, all maturing in 3-5 years. Recognizing that I would give up any conversion advantages should a stock take off, what do you see as the pros and cons of selling all these and replacing with CVD with a higher yield and probably better liquidity (I would be buying about 3,500 shares). Does CVD move more with the bond market, or the stock market?
thank you
Read Answer Asked by grant on February 17, 2015
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