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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: In its most recent SEC filing, billionaire Carl Icahn’s Icahn Enterprises LP (NASDAQ: IEP) disclosed a 149 percent net short position in U.S. stocks. IEP has been declining since this position was taken yet in the last few days the market and the circumstances surrounding the market have been negative. I would anticipate that IEP should rise against this situation based on its rather substantial net short position but this doesn't seem to be the case. Do you see any reason why the shares of IEP are reacting in this manner?
Read Answer Asked by Patrick on June 15, 2016
Q: Hello Team, I am looking at an Income Portfolio and thinking about adding either PIC.PR.A or PIC.A or both, but I am leaning on PIC.PR.A that distributes a 5.75% steady dividend distribution. I am looking at a 5% weighting. Can you provide your opinion on this fund which utilizes a covered call practice on mostly the financial bank sector?
Read Answer Asked by Ben on June 07, 2016
Q: Hi,

Do you think I should wait to get into some US banks or invest now? What do you think of the names I've provided and can you give me a name or two you think would be suitable for a long term hold for a medium risk investor?
Read Answer Asked by Graeme on June 07, 2016
Q: My son is in his mid-thirties and has very limited time available to actively follow/trade the markets. He is looking for a simple, passive investment portfolio with very broad exposure, a modest dividend focus, and that is rebalanced, ideally, once a year. Can you comment on the following proposed portfolio and allocations, assuming about $100k? Are there any alternatives he should consider? Should he modify his approach in a TSFA/RRSP? Thanks.

VAB - 20% (Canadian bonds)
VCN - 15% (Canadian equity)
VDY - 15% (Canadian dividend)
VXC - 50% (Global equity excluding Canada)
Read Answer Asked by Sheldon on June 06, 2016
Q: 'We’re in a bubble': Record home sales in Toronto and Vancouver intensify fears of overheating.
This is all I have been reading for the past few weeks, coupled with bank CEO's stating that Ottawa should be taking necessary steps to regulate mortgages.
I cannot but think back while visiting in Florida 8 years ago, it was evidenced the very same concerns, a massive real estate bubble, I for one could not believe the construction real estate growth that was happening.
Within two years the bubble did break, and although mtge backed securities caused the massive financial problems the US continues to struggle.
My question is "should real estate collapses in Vancouver and Toronto, will this not create a major recession". What is 5i opinion going forward. As investors should we be taking the necessary steps to put some protection on.
I would appreciate you usual candid opinion and thanks
Read Answer Asked by Rick on June 06, 2016
Q: Given today's market and the expectation of a US rate hike, could you identify 5 ETF's that you would be comfortable with to provide safety of principal and income. Thanks.
Read Answer Asked by Curtis on June 03, 2016
Q: My question was on cannacord. Bought at $11.00 earnings don't look good and compensation is an issue. What company in the same space would fit as a replacement. I think I have dead money for a while. What in your opinion would be a fair takeover price.
Read Answer Asked by Helen on June 03, 2016
Q: I do not have any exposure to financials. I am conservative and looking more for growth. Considering equal weights of HCG and EFN. Would these make a good pairing? Thank you .
Read Answer Asked by Richard on June 02, 2016
Q: Ours is a very conservative portfolio, with one third in dividend-paying equities, half of that individual stocks and half no-load funds. The latter's performance doesn't seem to justify the MER's so I would like to reduce, maybe eliminate, that cost, roughly $5,000 per year. Any thoughts you might have on how best to effect that change and what form that should take, eg less funds, more stocks and/or ETF's, will be much appreciated.
Read Answer Asked by Bill on June 01, 2016
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