Investment Q&A

Q: hi
I have a position of several single stock size in JFS.UN, but I am getting bored with it (yes, I know how that sounds). What is your opinion of it and should it be sold to take advantage of better opportunities. What stocks or etfs funds would you recommend to replace it?

My current energy or close to energy holdings are WCP, Crius, BEP.UN, IPL and FTS. Is energy close to a bottom and what might you add in energy? Would Sprott energy fund or NRGY.UN be a good choice or some other single stocks or funds?

thanks
(I realize this is kind of 2 questions... but part of a partial rebalance, so you can take 2 credits if that applies)

Q: Good Morning. Would like your opinion on these two corporations. Would you consider them as a possible buy. Thank You.

Q: Responding to Ernie’s question about stock quote software.

I use a program called MSMoney quotes which downloads stock quotes (and currency exchange rates) from most major indexes. The quotes are directly uploaded into MS Money which microsoft has made available for free since they no longer are developing it. I use MS Money to track performance, dividends, and other transactions for stocks spread across 9 different investment accounts. And MS Money allows me to export my stock data into an excel sheet I wrote which performs sector, currency and risk analysis on my entire portfolio.

Hope this helps.

Q: Wondering what tour opinion is of the Morningstar rating system.I own xit and TD Entertainment & Communication fund(tdb652),both of which have approx.70% 3yr.&178% 5yr.total return.Xit has a 1 star rating,tdb652 has a 5 star rating.I know they are not exactly an apples to apples comparisom,but the rating on xit seems out of whack!

Q: I have a 40% profit in Tembec in 3 months. It closed at $4.17. My understanding is the takeover offer is $4.05. Is that correct ? Is a higher move possible or would you recommend selling ?
Thanks.

Q: ITX has been on an upward trend lately and high volume today. Would this be a buy in your opinion. Thanks

Q: May I have your opinion on Aimia here at $2. Thank you.

Q: Hi,
A few days ago you answered a question to James and recommended using TD US Money Market Fund as a place to park US cash - (I believe the fund code for this is TDB166). Information of TD's website says there is a distribution yield of .46% and MER of .27%.
I have been using TDB8152 - TD Investment Savings Account as a place to park US$ cash when I am not invested in US$ equities as a place to collect some interest on this money instead of just leaving it in my margin account. When I buy a US stock I sell sufficient amount of TDB8152 to pay for the stock purchase and then return the money to the Savings Account when the stock is sold. I know I receive interest payments every month (in the form of additional shares purchased) - but when I look at the information page on TDB8152 there is no distribution or yield figures available to allow a comparison against TDB166.

So my question here is - which of these 2 funds is the best place to park US$ cash when not invested in US equities - i.e.- 1) which pays the higher yield and 2) are they both equally safe when it comes to protection of principal? As far as I can see both of these trade at a constant price of $10.00 throughout the year - so is only the yield / distribution different?

Thank you.

Q: I do options in U.S. markets, but find low volume and low open interest in Canada. Do you or members know of liquid Canadian stocks suitable for covered write. Thanks.

Q: I note that I can buy an ETF that is in Canadian funds but that holds exclusively, for example, the US$ ETF as it's only asset. In this case am I paying the MER for both the Canadian ETF AND the US$ ETF?

Q: Just curious what you think of the last three days of market activity.

Q: Dear 5i;
My financial planner charges me hst on his management fee which i`m sure is typical.
The MER would be the ME (management expense/fee) plus hst plus accounting fee`s plus whatever right ?Thanks.
Bill C.

Q: Which stocks make sense today for long term holdings, ARE SIS,SHOP,PBH,KXS,TC,GUD,CCL.B,CSU, GOOD BUY EVEN AT TODAY'S PRICE.

Q: Have your feelings changed regarding Richelieu since January when it last came up?

Thanks,

David

Q: MRE has had massive insider buying over the last year, and has seen a dramatic rise in price since the beginning of April (nearly 40%). The Q1/17 results reported on May 2 beat expectations. What are the prospects for this stock - should I take profits or hold in anticipation of a further price rise ?

Q: Bank and railways have performed very well, as they have a high barrier to entry. Can you suggest any other companies that are price makers?

Q: chemtrade has fallen to resistance, but I still have a small profit.
Would you recommend taking it, or waiting for an improvement?

Q: What is my true yield, if I do not cash / take my dividends that I receive whilst holding a stock, (a) the dividend divided by the cost / share or (b) the dividend divided by the adjusted cost / share (where my cost / share is reduced by the accumulated dividends received)?

Q: I'm looking for companies to invest in that deal in water. do you have a suggestion, and if so, why that particular company.

Q: Hi Peter and Team

I own most of 5I balanced equity portfolio in my RRSP account and the following portfolio managed by Manulife / Standard life for RPP and TFSA.

19- Canadian Bond Index (SLI) 25%
344- Canadian Equity Growth (Connor, Clark & Lunn) 13%
26- Canadian Equity (Jarislowsky Fraser) 14%
49- US Equity - SSGA 14%
25- International Equity (SLI) 14%
11- Real Estate (SLIRE) 10%
677 - Global Absolute Return Strategies (SLI) 10%

I would like your opinion comparing these two portfolios especially in regard of risk, growth prospects, fees, and principle safety .Time horizon 5 to 10 years.
Thanks for your great service