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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 am looking for some international exposure via an ETF. in Canadian funds. What would you recommend for an international ETF that pays a dividend of at least 4%
Read Answer Asked by Ric on November 04, 2013
Q: I have become a member recently and want to create an additional portfolio to my investments. Although the model portfolio was created a while ago, can i consider it as a model portfolio to start with if i were to invest today? And if so, do the ratings for each stock reflect the potential as of now, or should I pare them based on the YTD gains?
Read Answer Asked by Rajiv on November 04, 2013
Q: We've talked in the past about screaming buys and it begs the question, how would you disseminate word to the members if you came across any stock that was, for one reason or another, a compelling buy. Indeed, would you even tell the members?
Read Answer Asked by Gerald on November 03, 2013
Q: Hi Peter and Team,

Quick thoughts on Extreme Networks, EXTR.
Read Answer Asked by Graham on November 03, 2013
Q: Hello to all.
OK so this is the first adjustment in the model portfolio (AYA) ... I thought any moves would be much more dramatic,my allotment is not as precise as yours due to re-buying my dividends into Goldcorp and also I had DRIP which also has taken me away from exactley 5% holdings. Should a fella just stay where I am at or drop some Amaya. TY and thanks for the 28% !!!
Read Answer Asked by Alan on November 03, 2013
Q: Two short questions: i)what's the 3 year upside on the Canadian banks? ii) do you consider preferred shares fixed income or equity? Thanks.
Read Answer Asked by Michael on November 03, 2013
Q: When I analyze the 5i Model Portfolio and the assignment of securities to sectors I see that some stocks get tagged with "Services" which could just as easily be tagged with something else. For instance AYA and CSU ("Services") are ones I would tag "Technology" along with ESL and SYZ and if they were thus tagged it would make Tech a 20% portfolio weighting based on cost and 23% based on current value (Sept.30). If you agree with this assumption would it be an indication that 5i highly favours the Tech sector over others, even though Tech is less than 2% of the TSX Composite? There's no doubt the performance of the 5i portfolio going forward is going to be vastly different than the TSX where 72% of the composite is Financials, Energy and Materials.
Read Answer Asked by Jeff on November 03, 2013
Q: I was wondering if you have an opinion on Celldex. CLDX. And what do you think about investing in the bio tech sector in general?
Read Answer Asked by Morgan on November 03, 2013
Q: I really appreciate your service guys.

I have a few stocks that I have made very good gains on this year. RFC.V, CSU.TO, STN.TO are all up by more than 45%. I see more upside for all of them. I was wondering from your guy’s point of view would you sell a portion of these to insure your gains or do you also see good upside on these stocks and would you hold on for now.
Thanks
Read Answer Asked by Jon on November 03, 2013
Q: Hi there, what do you think about CFD right now, the convertible debenture ETF? It yields 5%. Will it basically follow along a standard bond ETF?
Read Answer Asked by Kel on November 03, 2013