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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: Hello 5i,

I would like to drill down into VSN a bit further. I'm trying to figure out why this fairly sleepy dividend stock has been on fire since last September, up around 50%. ROE is only 5%. Forward PE is sky high. Are investors simply enamoured of their forthcoming new projects and the steady high div? Is the valuation not extremely rich?

Thank you!

Read Answer Asked by Kim on March 27, 2014
Q: Sherritt
Today I am hearing that Cuba is going to change the laws to allow wholly owned companies to invest in Cuba.
Also they are going to gurantee that assetts will not be confiscated.
If this happens willit not be HUGE for Sherritt?
Thanks,Warren.
Read Answer Asked by Warren on March 26, 2014
Q: On Torstar. Last night on BNN, Patrick Horan made Torstar a top pick. I have always considered the stock an avoid as it is in a dying industry--along the lines of your last answer on this in November.Agilith Capital has an extraordinary record so I was surprised. Has something changed, am I missing something or is this just the disagreement which makes markets?
Read Answer Asked by Bryon on March 26, 2014
Q: Thank you Peter, for your response concerning my TFSA portfolio. In keeping with my goal of creating growth, I have come up with the following ETFs and would ask your opinion on their value. If you differ with any of them could I ask you to recommend a substitute. I find it a challenge, with the resources available to me,to pin down ``dividend growth`` ETFs. I have selected the following based on their asset size, MER, and sector diversification. They are as follows:
CDZ, XRE, ZPR, XTR and CHB. They would make up the entire portfolio. Thanks for all you do for us.
Read Answer Asked by Rick on March 26, 2014
Q: Hi Peter:
I am retired with a modest pension, and a huge believer in asset allocation focused on Cdn dividend income. I have recently trimmed several positions to raise a bit of cash (now at 7%) to take advantage of a possible summer pullback. In equities I own AD, AQN, ALA, BCE, BNS, BTE, BA, CFN, CGX, CSU, CPG, III, PBH, TCN, WEQ, as well as 2 dividend funds and 1 REIT fund.

Do you see any red flags? Caution flags for me are CFN and WEQ. Once purchased, I normally like to give the stock "time to perform".

Thanks for your help,
Steve
Read Answer Asked by Stephen on March 26, 2014
Q: Hi Peter
Can i have your opinion on HollyFrontier Corp HFC-N.
Is it time to take profits in the refiners?
Thanks Gord
Read Answer Asked by Gordon on March 26, 2014
Q: Hi Peter, I received US stocks; ARO, AMR, DF, & GES from a transfer in from a managed account. Would you keep any of these ? Thank you, Paul
Read Answer Asked by Paul on March 26, 2014
Q: Hello Peter, thank you kindly for your great advice to date. I would like your input on my TFSA portfolio. I am holding 6 issues, roughly 16 to 17% weight for each as follows:
ZHY, ZDV, OXF.A, LXF, IPL, and XRE. My goal was to create income but with a preference for long term growth. Am I on the right track? Please suggest any alternatives. Thanks very much!
Read Answer Asked by Rick on March 25, 2014
Q: Why is my CBO 5 year laddered corporate bond ETF giving me a present yield of about 4%. The best 5 year corporate bond I can find available to me as a DYI investor on TDWH yields only about 2.5% at. Why the difference. Should I be worried. I am 57 years old and approaching retirement and feel the need for some fixed and CBO seems the option. What to do about the fixed income portion. Sometimes I think for the fixed income component it would be best just to stay in an investment savings account which pays 1.25% and eliminates the risk of loss of capital.
Read Answer Asked by MANFRED on March 25, 2014
Q: DCI

What do you think of DCI after earnings? Thank you
Read Answer Asked by Eric on March 24, 2014
Q: Hi, I would like to add a good monthly income or dividend oriented etf to a diversified portfolio. What would be your recommendation?
Thanks for the great service.
Phil
Read Answer Asked by Philip on March 22, 2014
Q: I have owned WTE for a number of year and have more than a double. The experts have said it's overvalued for about 2 years but it has kept going up. It has recently dropped about 15%. Has there been some bad news or are the experts finally right. Unless there's a disaster I would plan to keep on holding for its stability of earnings and solid dividend with dividend grow in the future.
Read Answer Asked by Bruce on March 21, 2014
Q: Hello 5i, I am currently invested in BA, BCE, and SJR.B., the three representing a total of 5% of my total portfolio. I am considering adding TELUS(T). IYO,would I be better off to ADD this issue, increasing my exposure to this sector, or should I consider replacing one of the three I currently own?
Read Answer Asked by Rick on March 20, 2014
Q: Hi

Could you provide your current views on DR (Medical Facilities) in light of recent earnings.

Thanks
Read Answer Asked by Greg on March 20, 2014
Q: Hello 5i,
I’m looking to raise some cash and diversify my holding, as it stands right now, which two companies in the list below would you sell.
Enterprise Group (PEG), PPL Corp ( PPL), Duke Energy Corp (DUK), Emera Inc (EMA), Fortis Inc (FTS), Southern Co (SO), Hawaiian Electric Industries Inc (HE), Consolidated Edison Inc (ED), TransAlta Corp (TA), FirstEnergy Corp (FE)
Currently I’m a little overweight with Utilities and am looking for good companies in other sectors with the exception of telecom with a dividend around 5%, any ideas?
Thanks for your help!!
Read Answer Asked by Mark on March 19, 2014
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