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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, My current exposure to the health care sector is less than 2%. I am considering increasing my position to approximately 5% by means of etf (I currently own GUD and GILD approx 1% each). I am considering XLV or IBB for etfs. Which of these (or) any other etf you would recommend? I noted that IBB seems more volatile than XLV when I compared them..I was wondering why?
Read Answer Asked by Shyam on October 17, 2016
Q: I was comparing banks and was intrigued by comparison between these 2.
YOY, BNS is about 14% higher than CM, whereas 5 yr return shows both very similar return. Is there a merit in switch from BNS to CM,to take benefit of relative discount on cibc. Over longer term banks have moved in locksteps. thanks
Read Answer Asked by RUPINDER on October 17, 2016
Q: Hello 5i
Would you please offer your opinion of a few individual holdings and other investment vehicles worthy of long-time hold and more importantly dividend reinvestment. I see your a selction of ETF you have been noting are VGG(for USA) and CDZ(for Cad). Is this the top idea or are there other ideas (individually or combination of holdings)?
The goal is to take advantage of the market ride and still feel comfortable with the investments and know more of a good investment is being purchased regularly.

Alternatively, would one just let cash build up and buy shares and units on a quarterly basis instead of utilizing a DRIP?

By example, just bought CAR.UN today. Working to determine whether it makes sense to join the drip; especially with the 5% discount of the Plan.

Thanks for your thoughts
Dave
Read Answer Asked by David on October 17, 2016
Q: RRIF - I have to convert my RRSP to a RIF by the end of the year. My broker is TDW. TD Canada Trust, their agent, wants me to make the minimum withdrawal on a regular schedule ie monthly, quarterly etc.
I want to make the withdrawals on an as required basis, subject to the annual minimum, to help with my overall cash flow demands.
Is there a legal requirement to do it TD's way?
Thanks
Read Answer Asked by David on October 17, 2016
Q: I see there have been changes to the S&P/TSX Composite Shareholder Yield Index and that Enercare has been removed and (AD) Alaris Royalty has been added.
I am surprised to see Enercare removed and can you explain how this decision is arrived and also if this will have any impact on the share price of each Enercare and Alaris.
Thanks
John
Read Answer Asked by John on October 17, 2016
Q: In one answer you advised that their dividend payout ratio was 70%. S&P Capital report says IPL annual payout ratio was way above 100% throughout past years.. I think you said someplace that you were concerned as they maybe borrowing money to pay dividends higher than than their net earnings..
Could clarify pls
Art
Read Answer Asked by Arthur on October 17, 2016
Q: I read an article in the Globe and Mail by someone named Bryden Teich in which he predicted that the lack of liquidity in the corporate bond market would cause bond ETFs to tank at dizzying rates in a market panic. Is there anything to this, and if so, how would it impact popular bond ETFs such as CBO, XSB, and XBB, and what would be the long term effect?
Read Answer Asked by Bryan on October 17, 2016
Q: I have a question about 932
Hello 5i:
in response to a question on MG/LNR, in, I believe August, you said "MG has a solid balance sheet and a very cheap valuation. Recent earnings were solid and we would consider the sector fairly attractive right now overall." From everything I can read, it appears that LNR has a substantially lower valuation than MG. Am I missing something?
Can you elaborate on LNR, and discuss why you think MG has a lower valuation.
thanks
Paul L
Read Answer Asked by Paul on October 17, 2016
Q: PPY has gained 250% since the beginning of 2016, and 14% in the last 5 days, the stock is presently trading at $9.38. What has been the catalyst for the gain, and what would be your recommendation, buy , sell , hold, or trim.

Thanks for your insight.
Read Answer Asked by Glen on October 17, 2016
Q: ZCL is a profitable pick of 5I on 8/31 @ $9.99,now $11.21 plus current 2.85% yield.After market close on 10/14,co.announced that its CEO is granted a temporary medical leave of absence to deal with a benign tumour,& that its strong board can handle business during his absence.Please your view on impact,if any.Technically it is very strong.Appreciate your usual great views & services.Looking forward to your mid month report given the volatility & fast approaching US elections.
Read Answer Asked by Peter on October 17, 2016
Q: Hello; You have spoken favorably about SIA in previous commentary; My concern is about valuation and its vulnerability in an increasing rate environment. Can you comment about SIA's stock price relative to operational cash flow. I suspect it is in the 15 to 20 range which seems very high. Thanks for your great service.
Read Answer Asked by Uthaman on October 17, 2016
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