skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: regarding the CVD and XHY: (1) i have zero exposure to bonds and was planning to divide funds between the CVD and XHY in the model portfolio. Should i favour one over the other?

(2) i notice the monthly distributions vary from month to month. what dictates the variations in monthly payouts?

(3) i noticed in May and June, according to the ishares webpage, CVD and XHY did not pay their distributions. is this correct and if so any idea why and whats the likelihood of nonpayments happening again?

Thanks again.
Read Answer Asked by john on July 21, 2014
Q: I would appreciate any comments on ruf.un Thank you
Read Answer Asked by jim on July 21, 2014
Q: Hello 5i team,
To complement her RRSP portfolio, my wife has opened a TFSA; her time horizon is 5+ years. I chose for her stocks with some yield and some growth: BLX, DH, ET, FRU and WSP. Your income portfolio holds 3 of those; do you have any major issue with the other 2?
Thanks,
Tony
Read Answer Asked by Antoine on July 21, 2014
Q: Just to help with Shyam's question: I have been living outside Canada for a few years now and investing in stocks through Canadian brokers. The biggest issue is whether you are officially becoming a tax non-resident. If so, some brokers won't want to deal with you, some are ok. They should start withholding tax on Canadian dividends and again, some will and some will not. As an example, TD Discount will do withholding but will only allow a basic cash account (no margin, Canada & US only), Interactive Brokers does not allow non-residents. Registered accounts are not affected by this. I'm not qualified to give any tax advice but this was my experience. Absolutely doable but can be a pain if you actually switch tax residency.
Read Answer Asked by Andrea on July 21, 2014
Q: Hello 5i,

I presently see myself having to leave the country at some point for a year or two to take care of ageing parents. How would I be able to manage a self directed investment portfolio if I have to leave the country at some point? Thanks very much. Cheers, Shyam
Read Answer Asked by Shyam on July 20, 2014
Q: Could you please update your opinion of ORV,PRU, and TME Thanx
Read Answer Asked by Robert on July 19, 2014
Q: Peter and Team: I understand and agree with your decision to avoid target prices for stocks, but, having said that, I feel quite frustrated that I am unable to assess the risk-reward profile for a stock. I can only look at the chart and try to extrapolate.

Can you give me a sense of the risk-reward profile for two companies: Evertz Technologies (ET) and Sylogist (SYZ). Yahoo Finance shows 5-6 analysts covering Evertz. The low price target is $28 and the high target is $37. The stock is currently trading around $17. Are those realistic targets? Can you help me make sense of those targets (or provide one)? Yahoo shows no analyst coverage for SYZ. Can you give me a sense of its risk-reward, perhaps by comparing the two stocks? Thank you for continued great service.
Read Answer Asked by Gordon on July 19, 2014
Q: Knight Therapeutics (GUD) Could I have your thoughts on GUD as it seems to be in a steady decline recently. Thanks
Read Answer Asked by Bruce on July 19, 2014
Q: HI Team I hol a small position of tbe for income down 30 percent is this a buy hold or sellif you don't think they will cut the div I would buy more thanks
Read Answer Asked by Dale on July 19, 2014
Q: Hello Peter & team,

I have TOU, SGY, QST as energy stocks, down on average 8% (on top of your portfolio which is up, thank you).
Should I buy more at these levels, add others (PNE, KEL,PEY, PPY, CQE) or hold for possible better entry points.

Any other suggestions energy or otherwise worth buying at current levels.

Best Regards
Marios
Read Answer Asked by Marios on July 19, 2014
Q: re: ASG Aurora Spine

I realize this is a small company with a short trading history and volumes that can be very low. I also realize as with any new company it is high risk and especially so when introducing a new product in the healthcare industry.

To their credit, ASG has had numerous surgeries in Europe with great success and have recently completed their first surgery in the US.

I have a small position (1.2%) and with the share price being at it's lowest point am considering adding a couple of hundred dollars to average down my original entry cost.

What are your thoughts on averaging down? And has your outlook for ASG changed at all since last discussed in May?


Thanks for all you do

Gord
Read Answer Asked by Gord on July 19, 2014
Q: Hi Peter and team

My portfolio is large enough so that getting any foreign diversification leads me to exceed the $100K limit the CRA applies for tax reporting of foreign holdings. I don't want to be involved with completion of the T1135 form. Is there any way I can get this diversification by means of ETFs without triggering the requirement to complete the T1135?

Thanks

Ross
Read Answer Asked by Ross on July 19, 2014
Q: AthenaHealth (ATHN-N) released quarterly results the other day, would you continue to hold it in your portfolio? thx!
Read Answer Asked by John on July 19, 2014
Q: Hi team,

As they have both been knocked down with this correction in energy stocks. Which do think is the better buy long term, BXE or RMP?
QST is also on my list is that now at a good price to take a full position.

Thanks Peter
Read Answer Asked by Peter on July 19, 2014
Q: Two stocks I came across and bought by reading questions and answers on your 5i site were PTS and CHN. I asked 5i about PTS awhile back and your answer was it was a long term play. I should have asked what entry point you would go with because I paid a lot more money than what it is today. CHN is down more than it is up. Waiting for your reply.

Dennis
Read Answer Asked by Dennis on July 19, 2014