Investment Q&A

Q: Hi Peter,

What is your opinion on everty tech. Is it good for a 10 yr hold

Thanks
Paul

Q: Hello Peter and team:

Thank you for great insights and prompt responses to questions. I have read your responses to Altus group. It is still going up. Would it be too late to buy at this stage?

SS

Q: I need to invest in the health care sector to balance my portfolio. I'm retired but able to accept some risk. I would appreciate some growth and income from the sector. That being said, should I invest in Valeant, Johnson & Johnson or Gilead. OR would the 3 make a balanced basket of investments? Are there other investments in this sector that might meet my needs? As always, thanks in advance for your much appreciated advice.

Q: Hello Peter & Co.
Could you give me your insight into Clark please.It looks quite good on most metrics.
Thanks
Dave

Q: Hello, I own BEP.UN as per your portfolio but noticed the other two Brookfield companies look good BIP and BAM. Did you choose BEP because you feel it the strongest of the three or because id the sector? Would you recommend owning all three and if you had to narrow it down to two which would you choose? I like BEP because of the dividend. BIP also has a good dividend but BAM has a much smaller one.

Q: Hi,

My portfolio is low in consumer staples. ATD.B is the only stock I own in this sector. I owned loblaws in the past and due well on it but felt the p/e was too high do sold. Csn you suggest one or two holdings I could add to my portfolio for this sector, preferably ones with decent dividends?

I also have no health care exposure, can you recommend one or two names?

Thanks,

Carla

Q: My question concerns RIF withdrawals. Within my RIF portfolio, I have Canadian and U.S. equities, cash, corporate bonds - 2018. During the course of the year, I require about 75% of the minimum withdrawal to cover the expenses for the year. I generally withdraw the assets in-kind. I would like some advice as to what strategy I should use to determine what assets should be withdrawn.

Q: Good morning,

Can you please comment on LOY latest quarterly results that were released last night.

Also. please give me your thoughts on picking up the shares at this level as an initial position.

Thanks once again for providing a unique unbiased service!

Tom

Q: Hi Peter and team,

Could you please suggest several investments for a portion of a portfolio, in a non-registered account, where capital preservation and income (as frequently as yearly or more) are a priority?

It would be important to avoid the risk of losing capitol over a 5 year time frame. A distribution/interest/dividend/etc payment is also important for this investment.

With GIC rates being so low, I'm struggling with what to do.

Could you please recommend a few ideas which would yield more than a GIC while also minimizing risk and taking into account the tax implications of it being in a non-registered account.

Thank you very much for all of your helpful answers.

Q: Hello Peter & Co,
I own CN.
I sold TFI in July (35% profit in 1 year) when it spiked after announcing its intention to acquire CSS. I also sold WTE in July (100% profit + dividends in 4 years) because of the poor outlook for coal.
I'm thinking of re-entering the trucking business: back with TFI? (perhaps I should not have sold it) or TMA? or MTL?
Seeking your guidance.
Tony

Q: Hi Peter
Sirius seems to be drifting lower every day with slowing growth. I hold a small percentage in my portfolio. Should I hold on longer, or sell for a tax loss. Thnks

Q: Just wondering if I wanted a portfolio review is the fee that 5i charges tax deductible?

Thanks
Dolores

Q: I have owned NFI for about a year. I'm thinking of adding to my position. Your thoughts please.
Joe

Q: I have been pondering on a purchase of Onex for a couple of months now- it was brought to my attention in your Q&A - so between ocx and bam.a witch do you prefer and why- also what would be an appropriate holding period for both of these stocks. This will be my last question for 2014.

Q: Hello Peter & Co,
What is the effect of the major slowdown in the Ridley BC coal terminal on Westshore Terminals,
Thanks,
Tony

Q: Could you please give me your views on crtx. Would you buy at this level or do you like constallation software better?

Q: Hello everyone,
I have a bit of cash hanging around and debating on either of the two above-mentioned stocks...I'm aware it's foolish to try and time the market; however, both stocks have an impending deadline for me:
1) ATD.b will drop, rise or flatline tomorrow based upon earnins report, hence the time factor;
2) SGy ex div is the 26th, once more the time factor...

Would like to know your input on both options.

cheers

Stu

Q: Could you give me your opinion on this company at this time.It pays a good dividend and seems to come off its highs recently.

Thank You

Q: good morning 5i team,

yesterday it was announced RKN received an order from a national corp in the Asia Pacific worth $13 mill. And your reply to my query yesterday re recent results was luke warm but had some encouraging aspects.

On Sept 15 you answered my question with "RKN has potential but has so far been a bit of a disappointment."... "We would consider holding on for one more quarter to see if things look like they will improve and then consider moving on."

As we stand today @ 4.08 with a bit of an upward trend in place, I am under water a little over 15% on a small position.

Everything considered, would you say 1) things have improved 2) it's time to move on or 3) looks like things are/may be improving and to hold on for another quarter.

As always, appreciate everything you do

Gord

Q: Hi Peter. Given recent news of sink hole in Russia potash mines and possible world shortage, do you think this is a good entry time for POT? As always, many thanks for past advice.
Cam