Investment Q&A

Q: Hi,
This is a follow up to another member question/answer from July 26, 2019. "But we would still prefer building one's own ETF with 10 to 15 stocks. Yes, there will be some that decline. But this will ensure proper diversification, eliminate fees, and (likely) get you higher income and overall returns. Owning 15 or so stocks across 11 sectors is not that difficult, but there is a trade off between effort (and perhaps inexperience) and costs. But this would also be the easiest way to balance out the account with no concentration risk, over time." is the portion I'd like more information on. I currently hold XIC:CA for the bulk of my Canadian exposure. If i were looking to "replicate" the XIC ETF with 15 stocks over 11 sectors, would you recommend equal weighting across all sectors and do you have any stand out stock picks to represent each sector in this scenario. Thanks!

Q: I have noticed that volumes were high on most of the stocks on Sept 20 and price went up to. Do you have any idea why? Below are a few examples

Example; RY, TD, Dir.un, SMU.un

Thanks for your great service
Hector

Q: Hello, I currently own Alaris Royalty and, although it pays an excellent dividend, it has dropped about 30% since I purchased it.
I am currently considering purchasing Brookfield Business Partners to replace Alaris with the hope of recouping my capital loss. Do you think this would be a good trade?
Thank you for your reponse, Alan

Q: Any info on this fund is appreciated, i.e, mer, fund manager, nav, risk, size, etc. Thanks. (Waratah WCAL4F)

Q: It looks like the dividend growth % figures are incorrect for NTR on https://www.5iresearch.ca/company/tsx/NTR

The dividend has gone up, but the stats show a sharp 3 year and 5 year decline when there is only 1 year of history. Perhaps pre-NTR history is being included by the provider of this data.

Thanks

Q: We are considering purchasing small positions in CWW and BYD.UN and are wondering what you think the prospects are going forward.

Many thanks, as always.
Joanne

Q: Your wild guess on the take over bid for Transat, and on scale of probability 100% is being certain, that the takeover will go through. If the deal doesn't go through do you think it price will go down to the $ 5 level? How this will be affected by Westjet takeover bid now being challenged by Air Canada. Do you see opportunity of buying either at current prices? Thanks

Q: Is it time to catch the falling knife with the forestry stocks like WEF, IFP WFT? Or is there more downside on these stocks and the sector?

Q: Just a comment regarding reading Peter's article in Financial Post, if you are not a subscriber, you can read 10 articles for free each month, after that, pay wall goes up.

Q: Hi, 5I
1.Could you confirm that preffered are considered like stocks for tax purposes and can be used as is for taxlosses.
2.Could you give your opinion on Pimco flagship monthly income mutual fund.
Take as many points as deemed necessary
THanks
CDJ

Q: Do you think is a good entry point now or you will wait to see what happen .

Thank you

Q: Hi All:
RBC just paid their quarterly dividend on Friday. The DRIP portion bought new whole shares. The closing price on Friday Aug 23 2019 was $96.60. The DRIP repurchased at $99.6542. A big noticeable difference this time. This shows up in my account as a purchase on Aug 23 2019. I have read somewhere that the DRIP price is an average. Over how many days do they average? Is this standard practice that all companies with DRIP's do this? ie: CM, BNS, BCE, etc I have been also wanted to know when Peter does a webinar he usually covers a few stocks worth watching. Where, if any, would this be found on 5i? I recently put in to follow 'MIsc' Which covers a lot of general information for all investors. Thanks again for your very useful and resourceful answers. Ken ...

Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim

Q: Good morning,
What will be the process and typical timeline for the board in considering the Pattison bid for Canfor?

Thank you,

Q: Can you give me your thoughts on how well positioned the above noted stocks are in our current economic environment?

Q: Would you consider this a good entry point into CNR?
Thank you,
Sharon

Q: I am looking to build a portfolio of 5 or 6 stocks with a 3 year hold that covers different market sectors and could include Canadian and US stocks. What names should I consider?

Q: thinking about buying wef and holding it for the next 3 to 5 years I see 2 insiders buying 50,000 and 25,000 shares thoughts please on this strategy.

Q: Considering TFSA, which of these two would be your preference? Thankyou.

Q: With the revised $18 per share offer is there any reason to sell now at $16.50 . Is there any reason why the current price is not closer to $18. Should I sell now