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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: Looking for comment regarding following RESP allocation, goal is low volatility with solid income and slight growth, withdrawal starts in two years. Thoughts on allocation change before and after withdrawal starts would be greatly appreciated.

HFR = 5%
XHY = 10%
CLF = 5%
CBO = 10%
CPD = 4%
ZRE = 4%

RBF1018 = 28%
VDU = 12%
CIF = 5%
VGH = 8.5%
CUD = 8.5%

Total RESP approx 85K

Wish Peter a speedy recovery, a successful fund raising, smooth bike ride and thanks for doing it for a good cause.
Read Answer Asked by Steve on July 09, 2014
Q: According to my G & M watch list, TD has a roughly 34% dividend payout ratio, which seems very comfortable. BMO and BNS, however, both have negative payout ratios of 118 and 134. Does that mean they are making that much more than they pay out? and does itmean they are a better "bang for the buck" than TD? .
I own all three and don't plan to sell any. Just wondering Thanks again for your wonderful service. I can't overemphasize how much I appreciate it.
Read Answer Asked by M.S. on July 09, 2014
Q: I saw a guest on BNN recommend infrastructure stocks for safety and yield and wondered what stocks, ETF s, or mutual funds you would recommend in this area. Also, do you agree that this is a good area in which to invest? Thanks for your reply.
Read Answer Asked by Peggy on July 09, 2014
Q: Hello. From a technical perspective ESL seems to have incurred a slight setback in the April/May timeframe and appears to be recovering and resuming it's trend. Are you aware of whether this setback was related to some specific event or whether it was related to external events and is this still considered a viable entry point for this stock? Thank you.
Read Answer Asked by Marilyn on July 09, 2014
Q: For someone with mostly income stocks inside a RIF, is it better to DRIP the dividends or to accumulate cash for periodic withdrawals? The attractions of DRIPS are significant but going this way (which is what I have been doing) means having to sell stocks and of course pay the commisions as well. Some of the stocks I would have to sell in the future have 8-12% yields based on purchases made years ago.

Thanks for your guidance here.
Read Answer Asked by Donald on July 09, 2014
Q: Hello,
HNL seems to be slipping lately- any particular reason for the change in sentimentÉ Would you buy, or continue to holdÉ
Thanks
Read Answer Asked by Pat on July 09, 2014
Q: Hi Peter & Ryan,

I am looking at increasing my current weighting of MDA. Can you tell me what is expected this current quarter in terms of top & bottom lines as well as the next full year forecast if available?

Also, in terms of further synergy's from the 2012 SSL purchase - how much more can we expect in the coming quarters? Have they achieved the majority already?

Thanks in advance,
J.
JS


Read Answer Asked by JAIME on July 08, 2014
Q: Hello...I bought panterra... prc - v and am up about 40% and they just did a rights offering where you get l right per common share owned and can reclaim 8 rights for one common share at 0.075 per share...having never participated in a rights offering before I am stymied by this offer as it appears too low and only gives the company 300,000 dollars or so...I would like to hear your take on this offering....thanks
Read Answer Asked by gene on July 08, 2014
Q: I have a current capital gain on stocks sold this year of about $28,000. The only stock I hold that has a capital loss opportunity is Wilan which at today’s prices would net me a $12,000 capital loss. I sold ˝ my position in Wilan last year to offset similar capital gains and it worked out well.
My question is should I wait till later in the tax year or should I just do it now. I don’t need the funds and I would just look at re-investing.
And thanks Peter & 5i, the gains have very much been due to what I have learned from you and your team.
Read Answer Asked by John on July 08, 2014
Q: Hi:
What do you think of the news that PPY is selling all assets in Sask? I own 300 shares. Should I sell or wait to see what the future holds for PPY? Love my membership in 5i. This has been a real learning experience. Many thanks.
Read Answer Asked by Elaine or Gerry on July 08, 2014
Q: Hi Guys, after a pretty good first half of the year (thanks 5i team), how much cash (percentage wise) would you keep in your portfolio? Right now I am at 1.5% cash. take care
Read Answer Asked by jim on July 08, 2014
Q: Hi Peter,
I am thinking I purchasing a silver stock. Which do you prefer endeavour or fortuna? Thanks clare
Read Answer Asked by clara on July 08, 2014
Q: Your opinion on FSC, Fifth Street Finance Corp. Is it a buy at today's prices? It just raised it's dividend. How does it look as to valuations? Is this new dividend sustainable? Thanks.
Read Answer Asked by Max on July 08, 2014
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