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: Hi,

Within an overall balanced portfolio, I am looking to add one "high yielder" to supplement dividend income. Which of the four listed would you prefer and feel the dividend is the "most" secure going forward? Is their a different equity that you would recommend other than the four listed?

Regards,

Robert
Read Answer Asked by Robert on September 26, 2016
Q: Recently, there has been much in the news about improved Canada-China relations, and the Liberal government pursuing a free trade deal with China. As it appears that more business opportunities are on the horizon (e.g., SNC-Lavelin, Canada Pension Plan Investment Board), what Canadian ETFs or specific stocks I should be considering?
Read Answer Asked by Jean on September 26, 2016
Q: Would MRE be a good investment or would one of the larger parts companies be a better bet? How is its debt.It has 3 new plants in Mexico etc. & I'm wondering how they'll impact the company.It seems cheap but is it a value trap or too speculative? Will the market for car parts hold for a few more years or have we reached a tipping point.It appears that people are still driving older cars even though sales of new ones has gone up dramatically.Thanks as always for your valued advice.
Read Answer Asked by Dave on September 26, 2016
Q: CGX dropped since its last Q results,but lately is turning around with announcement of acquistion of Tricorp on 9/21 & recommendation by Motley Fool that it should be part of any portfolio on 9/23.On Sep 24,TD increased its target price to $59 with a buy rating.May we have 5I's concise views.Thanks for your normal great services & views.Looking forward to seeiny Ryan on BNN on 9/30
Read Answer Asked by Peter on September 26, 2016
Q: Any comments on if this ETF as a safe place to park money in an income investment that won't get hammered by interest rate hikes in future, and is not locked in like a GIC (i.e. so it can be turned back into cash readily ... e.g. in case a major sell off in markets presented a buying opportunity).

- pays about 2%
- looking at all historical prices, it seems to preserve the capital nicely -- worst dips were only down 2% and came back up shortly thereafter.
- based on floating rate securities so to me, a rise in interest rates would not be negative for this ETF

Read Answer Asked by John on September 26, 2016
Q: Planning to add 2 of the suggested utilities to a growth portfolio or alternates that you might suggest & the rationale. Thank you.
Read Answer Asked by Robert on September 25, 2016
Q: For simplicity, the following list of stocks are close to equal weight in my RRSP portfolio. I want to add another full position of one stock. I am thinking of CM for dividend or TMR for gold exposure or another suggestion you may have. I included my TFSA holdings so that you can see all of my equities.
RRSP
Energy-ENF/RRX/WCP
IT-ESL/SYZ
Industrials-EIF/MAL/RBA/SIS/WSP
Utilities-BEP.UN/EMA
Consumer-MG/NFI
Financials-BNS/SLF
Health Care-SIA
Telecos-BCE/T
Materials-CHE.UN/SJ
Realestate-BPY.UN

TFSA
ADW.A/CCL.B/CSH.UN/DSG/ECI/GUD/IPL/PUR

Thanks and have a good weekend.
Read Answer Asked by Roy on September 23, 2016
Q: In this morning's Globe FN is touted as being a future "dividend aristocrat".

The article went on to state: "It is dominant among mortgage brokers, of which about one-third of Canadians seeking mortgages utilize. The company has close to a 20-per-cent market share there.

First National has shown good capital gains and strong dividend growth. “The company has been a solid, under-the-radar executor of a simple business strategy: become the most trusted and efficient operator in the mortgage broker channel.”
Would you agree with these comments?
Do you consider FN to be a "buy" at this time?
Read Answer Asked by shirley on September 22, 2016
Q: I have rate reset preferred shares (bought at $25 / share) which are presently 25% in value underwater because of the Banks of Canada’s unexpected prime interest rate decrease. At the time of purchase their interest rate was 4 to 4.5% & they will be subject to a rate increase in 2019 & 2020. I your opinion what is the chance of their value returning to near $25 in the next 3 years? I am wondering if I should sell the preferred now or hope that their value will appreciate sometime before their rate reset date . Thanks … Cal
Read Answer Asked by cal on September 21, 2016
Q: I'm exploring the possibility of a half position in GEI. Where does Gibson go from here? Is the company in a position to pick up quality assets during this time of consolidation because of low oil prices? Is there any reason why the dividend will be reduced in the short term?

Many thanks, and keep up the good work,
EOS
Read Answer Asked by Elmer on September 20, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!