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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: Currently own UXM for exposure to US plus a nice 3.5% dividend. Currently hold in a non-reg acct and in January I will be selling and switching it in to an RSP for tax reasons. If I rebuy UXM in the RSP do I have to adhere to the 30 day waiting period? Is there a similar or better CDN $ ETF you can recommend that will give me exposure to the US with a similar yield.
Read Answer Asked by Bruce on November 17, 2013
Q: Great Webinar today, thank you Peter

Barb
Read Answer Asked by Barbara on November 17, 2013
Q: Hi, peter and 5i team
AAH is going up rapidly in these few days, the p/e looks good, is a good time to buy?
thank you so much for your good service!
yingzi
Read Answer Asked by Yingzi on November 15, 2013
Q: One of my portfolios is small. ($35,000) Would the Canadian MoneySaver model ETF portfolio be suitable for that amount of money? I read all the questions daily and search all previous questions before asking a new question in order not to overwhelm you. Love the service. Thank you.
Read Answer Asked by Martin on November 15, 2013
Q: which company would you say is a better/ more growth investment between sylogist,[syz],or [dhx], thanks?
Read Answer Asked by Pat on November 15, 2013
Q: Hello 5i Amazing Team: Any idea why the plunge in DND (Cipher Pharma) today? Thanks.
Lorraine
Read Answer Asked by Dr Lorraine on November 15, 2013
Q: Hi Peter. I just joined your service. Do you have any comments on NFI and LOY. Thanks
Mike
Read Answer Asked by Michael on November 15, 2013
Q: hi folks,almost embarrassed to admit,but own Labrador iron lim/t,could u please give opinion on last night Q results,another $23M loss,held on amid hope of rebound in stock with iron ore price holding $130's,thoughts on company and any hope or time to waive the white flag and take my loss,thx,jb
Read Answer Asked by John on November 15, 2013
Q: Do you think that PAR.UN will lower their dividend again in the near future? What is your outlook now?
Thanks, Ron
Read Answer Asked by Ronald on November 15, 2013
Q: Peter, Lana & Team,

I am rounding out a 15% financial sector weighting. My existing holdings are approximately 2% for each of: Sun Life, Home Capital, TD, Scotia, Fiera and JP Morgan (12% total thus far). I have 3% left that I want to throw behind some small cap names, and have shortlisted the following 5i favourites: Firstservice corp, Tri-con, Element Financial, Rifco and CI Financial.

Questions:
1. Would you throw 1% behind 3 names, or 1.5% behind 2 names?
2. I know you like all these companies, but which 2/3 would you buy today?

Investor Profile = Young and risk on. Will be deploying new capital routinely, so ideally names that I can average up with over the next few years.

THANK YOU FOR EVERYTHING.
Read Answer Asked by Ray on November 15, 2013
Q: ESN is down over 10% in the past 2 days on heavy volume. Do you hear anything on the street? I know you like the stock and I'm considering buying more while it's on sale. Thanks
Read Answer Asked by hal on November 15, 2013
Q: For long term S&P 500 exposure would you go with a leveraged ETF like HSU or the un-leveraged XSP? Are there additional risks with the leveraged HSU besides the greater downside potential in a market crash?
Read Answer Asked by David on November 15, 2013
Q: 5i, in general, do you recommend investing in the retail clothing space?

I can't help but look at the charts of Urban Outfitters, A&F, Aeropostale, Reitmans and see it going continually downward. Are there any in this space that you think can be good medium to long term investments?
Read Answer Asked by Eugene on November 15, 2013
Q: Hi Peter,

I am thinking of closing out my losing position in wi-lan and
converting it to a combination of svc sandvine and aj junction
How do you like this idea.

Thanks
Paul
Read Answer Asked by Paul on November 15, 2013
Q: Hi Peter and team, could I have your comments/opinion on the Q3 release for Carfinco. A strong negative reaction this morning. Do you feel these numbers warrant such a reaction. Thanks.
Read Answer Asked by Mario on November 15, 2013
Q: I noticed DHX had reported good results and declared a dividend. What do you think of the stock?
Read Answer Asked by christianne on November 15, 2013
Q: Hi Peter & Team,
Would you still recommend 65% fixed income/35% equities for a retired 65yr in current market? Presently 65% cash and pondering deployment. With XBB/XSB/XRB trending down and with low GIC,it is a tough decision.Your guidance would be appreciated

Carl
Read Answer Asked by Karl on November 15, 2013