Investment Q&A

Q: I own BEP.UN, BAM.A, BIP.UN and BGI.UN. Clearly I like the company.
Currently I am looking to deploy new money into the "income component" of my portfolios and am looking for a global real estate investment. I like the international aspect and the dividend of BPY.UN; and seee this as a long term hold.
Are there other quality players out there whether listed in Canada or on the US exchanges that would be better choices?
Or would you endorse BPY.UN?
Thanks again for your helpful guidance.

Q: I have just taken my RRSP account back from my investment adviser and am in the process of liquidating the 23% which was in mutual funds. I am looking for advice as to what to replace these with. I have four years before I must start withdrawing.

Q: Hi guys,

After many years of successful investing, I've finally opted for a 'margin' account. While I don't plan on using the margin excess for further long exposure, I would like to try shorting a name or two (I'll keep the positions small, maybe 2% each for now). Are there any good short candidates that come to mind? I want to avoid the battleground stocks (VRX, HCG), but would love to find something that is just a real dog.

Thanks,
Mike

Q: For a 3-5 year hold, which stock do you think will perform better? Thank you.

Q: I would like your comments on Alabama Graphite The ticker is CSPG

Thank you

John

Q: this is a mari( weed company. I bought it after listening to BNN' Last TIME I WILL do that from promoters.Without consulting you first. THANKS in advance, CLIFF

Q: PFM-V. I have insider ownership at some 40% headed by Terry Matthews, Phil Deck et al. There is also a 15% long-standing holding by Mercantil Colpatria.

Q: Hi 5i, BB added to S&P/TSX shareholders yield, is that mean pay special dividends? Thank you

Q: Further to your reply re this stock. Morningstar reports that this company reports a dividend of 0.11 cents a year with a dividend yield of 6.35%. Is this a mistake or just a one time dividend for 2016. Tnx for all your hard work.

Q: Could I have your views on this small company. It appears to be one of the few companies in this cannabis sector offering a dividend. Does offering a dividend make it less risky or should I not even think of buying this one and stick with the bigger companies like Canopy Growth. Tnx

Q: We have 2 RRSP portfolios 2 TFSA portfolios 1 locked in pension plan portfolio which I manage. I have recognized that there are different tax implications for the investments in each type of account and have invested accordingly to suit.I'm now drawing income from our investments and work with my accountant to withdraw as tax efficiently as possible.The question I have is would you manage these accounts as a separate portfolio in each account or as one overall portfolio when looking at percentage allocation of a Stock,ETF,or Fixed Income.

Q: What is your opinion of CJR-B?
thanks Rick

Q: What do you think of Wi-Lans acquisition and re-org today?

Q: I have been up and down with Wilan like forever. Own a considerable amount of shares. Bail at a small profit or do you see this as a good move for wilan buying IRD? Never know with wilan what Skippen has up his rabbit sleeve!!

Q: Now Canada is getting closer to legalizing Cannabis.
Why are Canopy, Aphria, Aurora all going down so much suddenly?
How would you rate them and which one do you like the best?
What is the best way to invest in this new industry?
Thank you.

Q: I have been reading many of your answers to members' questions about BAM. You seem to really like the company but it's not in any of your model portfolios. Why not? If you were to include it in one of the models, which would it be? Which sector does BAM fit into? As always thanks for your guidance.

Q: Hi!
Would CBL-t a good buy for as an investment or trade?
Thanks! Emery

Q: I'm considering a portfolio review but have concerns regarding your admitted bias towards small/mid size stocks. We are retired and our investing objective is primarily wealth preservation with some growth. I am primarily a large cap dividend investor in my main portfolio although I have initiated a small position in your balanced model portfolio in my TFSA. If I were to request a review, would you be recommending primarily mid to small cap stocks for the portfolio, or would you feel comfortable recommending more larger cap stocks given my preference?

Q: Dear 5i
I am 62 and plan on retiring in 2 years . I am open to positioning myself for 2 more years of some growth but preservation of capital is also important .
I have about 1M in RRSP`s and and close to shifting this amt to my brokerage co. to invest .
I`m thinking the following
1-$300,000 into Income portfolio including 10 good stocks from the Balanced Equity.
2-$300,000 into two different Bond ETF`s (fixed income )
3-$400,000 into 4 different ETF`s.
Does this setup look good to you and if so what ETF`s might you recommend given the current economic climate and my age ?
I don`t need income from the investments currently but think its important to have good dividend growth along with some capital gains .
I`m like most and prefer not to pay high MER`s as well.
Please deduct more than one question for this .
Thanks and looking forward to your response .
Bill C.

Q: Hello;
I have full position of ZCL. I would like to take full positions in CCL.B and RPI.UN for 2 to 3 year horizon.

However, all of the above are in packaging industry. Is it advisable to put so much in one industry? Thanks.