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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 5i team, I am looking at SSS.T for my tfsa account. I know it's high risk and that's why only a half position. Your thoughts on the sector and the company. thanks Jim
Read Answer Asked by jim on April 28, 2014
Q: I read that SRV.Un and KEG.Un are royalty trusts with eligible dividends. I'm not interested in growth, just safety of income and capital. Would you recommend them for a 2.5% weighting (each) my income portfolio. Thanks.
Read Answer Asked by Tim on April 28, 2014
Q: On my watch list 3 stocks that I come to think of KLS, SVC and GWR just keep moving up. Are they a buy anytime and does it look like the momentum will continue for quite some time?
You briefly mentioned Gear Energy and Prism and a short time after they took off. Do you have any more like that .. you wish to briefly mention?
FB (Facebook) has been the talk of Seeking Alpha this year. Anything under 63 was considered a screaming buy as it was going to 82. When it beat earnings Apr. 22nd, numerous articles came out advising to get in real quick. I thought I was getting a deal on a half order at $62.00 on Mar 24 the day after the earnings report - only to find out the following day I could have had it for $57.00. Are many Seeking Alpha analysts that wrong? I thought Seeking Alpha was pretty accurate or were they pumping the price up? Dennis
Read Answer Asked by Dennis on April 28, 2014
Q: I have been contemplating buying a rental property in the US for 4 years. For various reasons it has not happened. Mostly because I feel I need to understand the tax consequences, filing a US tax return, income from the US (withholding tax), structuring it properly from a trust perspective, inheritance taxes etc. I could pay someone to do all that for me, but I have always felt I need to understand every investment I own (including what happens when I sell it) since nobody cares more about my money than me. I find it confusing and not worth the effort if I am just buying one or two properties in the US. It is much simpler to own rental property in Canada and I have done that for 25 years so I know how it works as I have done it myself for that length of time.

I could refinance a paid off rental property, take $100K out of it and buy a property in the US. For the past couple of years it was very difficult for Canadians to get a mortgage in the US, so you basically paid cash for the US real estate. Or I could buy stocks that are exposed to US real estate.

I own a small position (2.5% of my stock portfolio) in Tricon Capital Group (TCN).

Would you view owning one rental property in the US valued at a $100K like owning one stock with a value of $100K? Putting $100K into one stock would represent over 30% of my stock portfolio, which I know is well beyond a balanced portfolio.

When you look at a complete investment portfolio (excluding principal residence), what % would you say should be represented by rental property? How do you factor in that one property alone can be worth hundreds of thousands of dollars which will overweight the sector in most portfolios?

I will consider buying more stocks that are exposed to US real estate, but I don’t want to put it all into TCN. I can buy more TCN, but are there any other stocks you can suggest that would meet my objective? I know rental real estate is a long term investment (been there done that, had the headaches), so I can wait it out for 10+ years.

p.s. I want deductions to compensate for my non-registered investment returns, so I am looking to borrow money to invest in either rental property, or dividend paying stocks, and deduct the interest on the borrowed money.
Read Answer Asked by Paul on April 28, 2014
Q: Hi Team - can you comment on the news of a "strategic review" by IRG. Do you think a sale is likely outcome and any advice if you were a shareholder? Its up strongly today . Thanks
Read Answer Asked by Scott on April 28, 2014
Q: Hello 5i Team,
What should I do with my AstraZeneca shares? I’m tempted to take profits and let things settle out.
Thanks
Read Answer Asked by Mark on April 28, 2014
Q: I am a longtime 5i member and have held Wi Lan (WIN) since you initially recommended it. Fortunately it is only a very small part of my portfolio. I have been patiently waiting for the outcome of their strategic review before taking any decision concerning this holding. The review seems to be taking much longer than I (and most others I believe) expected, which I read as a bad sign. I am starting to be concerned given the length of time it has taken that they might not find a buyer with agreeable terms, and right now there may be more downside risk than upside potential. What are your thoughts on the time the review seems to be taking, and if per say they were to announce today that no one has stepped up with an acceptable offer to what degree do you think the stock price would be impacted.

Thanks,
Steven
Read Answer Asked by Steven on April 28, 2014
Q: What are your comments about purchasing shares for either Enbridge or Enbridge Holdings? We are looking for low volatity and good dividend yield as part of an income strategy. Are there any concerns with Enbridge holding all of the preferred shares of Enbridge Income Fund Holdings Inc. thereby having the capability of streaming income or higher dividends to the preferred share holders at the the expense of the common share holders?


Read Answer Asked by Allen on April 28, 2014
Q: Morning,

Would you sell Marinrea (MRE) to buy Exco (XTC)?

If so, why?

Thanks
John
Read Answer Asked by John on April 28, 2014
Q: OZM "Och-Ziff Capital Management Group" shares had an unusual drop today. There are an investigation related to this company and I wonder how serious the allegation are? Do you think I should be selling my holding in this Company? It is a small portion of my holdings and my loss will be minimal.
Read Answer Asked by Saad on April 28, 2014
Q: Good morning, Peter.
Re: CPX
I own Capital Power for a little growth and a good dividend, and have seen both since I bought it last year. Latest quarter's results are not finding favor with the market but is this a situation where you just sit back and ignore the short-term noise or should the stock be a candidate for sale?
Thank you and kind regards,
Geoff
Read Answer Asked by Geoffrey on April 28, 2014
Q: Please comment on recent news from Contrans CSS. Thank you.
Read Answer Asked by Jerry on April 28, 2014
Q: Hi guys. What do you think of Celgene (CELG)? It seems to be struggling this year, dropping from a high of $170 to $142. I'm thinking of taking my remaining profits and switching to American Waterworks (AWK). Clearly a very different company, but the stock seems very stable, with a decent 2% dividend. Do you think raising interest rates will impact it? Considering the combination of stock growth and dividends, which would you consider to be a better investment for 1 year or so? Thanks a lot!
Read Answer Asked by Ian on April 28, 2014
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