Investment Q&A

Q: Do you consider the dividend safe at these levels and do you see more decline to follow in the stock price. Just wondering if this would be good for a riff (income) account.
Maggie

Q: Dee,qst,rkn,gte,phm are my biggest looser,are any of this worth holding,which growth stock i should replace for those you advice to sell?.

Q: I noticed 'Gary' had a question about Westport WPT. You gave it a 'short call'. Another interesting company with real stuff happening but no $$ or traction. Another stock for the future that will always remain so! Natural gas engine systems for trucks and buses. Contracts with Ford, Cummins et al. What is your take on this whole endeavour and this company. Thank you

Q: Poor EPS results to-day - stock down a fair bit. Fundementals do not look that bad: ROE, debt./equity and payout ratio. Would this be o.k. for my RIF?

Q: I have a 1/2 position in CJR.B. It dropped like a stone today. Do you know the reason for this? Sell or hold at this time? - Ted

Q: Have owned ESL with 2000 shares & IPL with 4000 shares for several years with substantial gains of 135% & 170% respectively. I am considering a trim of 25% on ESL & 50% on IPL. This would free up approx. $85,000 in a RIF acct. Would appreciate your suggestion for 2 new additions to complement the existing holdings which include KXS, DH, EIF, MIC & RY. Thank you.

Q: Hi Guys
What do you think of Canam Group as an infrastructure play going forward? It pays a small dividend.

Best
Linda

Q: Peter

I am working with a friend to restructure her portfolio It is criminal that the broker of a large bank investment division put all her accounts in high fee mutual funds The TFSA had 89 % in one mutual fund

My question is what is your opinion on holding short term ETF bond funds as opposed to holding interest sensitive stocks I do not see any reason to be in a bond fund

Could you recommend half a dozen Canadian stocks that would serve aws bond proxies

Could you also recommend some of the new rate reset preferreds with a floor on the rate reset

Thanks for your response and great service

Paul

Q: what are your three best short recommendations for now?

Q: I already have a 5.91% position in Canadian National Railway (CNR). Is there too much overlap if I buy Stella Jones (SJ)? If not, what percent of a portfolio would you make SJ at current share prices and market environment?

Thanks again.

John

Q: What is your opinion about CANOPY growth corp. in light of the change of the policy to legalize marijuana?
Thank you
Kind regards
Martin

Q: Russel's had a nice run up but still has a decent yield. For a retired yield investor looking for some capital gains, is it time to sell?

Q: I have held Bombardier for some time now and wonder if it is time to sell on the recent bounce or is the worst over and I should just hang on to it. My book value is $3.78 although I realize the market doesn't care what I paid for it.
Thank you
Maggie

Q: Could you please provide the names of five companies that could be of interest now to a momentum investor?

Thank you, Peter

Q: Hell 5i team,
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?

Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks

Q: A while back I purchased 50% AYA 25% CUS and 25% SPB
They are now at gains of 1.4%, 5.7% and 19% respectively.

These funds were outside of my regular portfolio, I will not need the funds anytime soon, is it time to move on or is there some potential gains left with these 3 companies? If move on is there a name or two you could suggest.

Q: What do you think of Domtar. Trading near a 52 week low with a nice dividend yield. Is the dividend sustainable and does it represent decent value here. Thanks

Q: My question regarding BCE.PR.S. After a number of years of owing this preferred, is it worth holding any longer. It has lost a lot of value since my purchase, I believe it has a floating rate dividend.
Thanks for your opinion. I was thinking of switching to BCE common share.

Shirley

Q: I have owned this preferred for 3+ years and am getting impatient with it. I purchased it for income, but have lost more in value. I am thinking about selling it and taking my loss and just buy BCE and collect their dividend, and hope for a little growth.
Is this a good idea, what are your thoughts. Any other suggestion would be appreciated.
5i has been very informative, I really enjoy it.
Shirley

Q: Hi,

I have a small (100% in oil and gas) portfolio and am 34 years of age. My investment strategy involves riding the oil and gas recovery in the short term (until early 2017). From this point I would like to reconfigure into a diversified portfolio. My question is, when does a middle/not aggressive/not cautious/average person implement your different types of portfolios? I gather that duration until you require the investment is of most importance with risk tolerance playing an equal part of the equation. But what if neither risk adversity or time are an issue? Should I be 100% positioned towards the growth portfolio?

What are some general rules of thumbs and what are some 'ballpark' milestones for someone who is investing for retirement? I'm after a generic answer that looks something like until:
age 40 100% growth,
until age 50 100% balanced,
then by age 60 100% income.