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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: I am retired and have a good retirement benefit from my employer. I currently have a portfolio composed of 70% fixed income and 30% equities. 50% of the equity component is XIU for diversification. I want to buy a basket of stocks for the other half of my equity holdings. I'm not sure how many stocks to buy ie double down with 4 names or 10 names at 5% weightings. The purpose of the individual stocks is to boost my return from XIU. I am somewhat conservative and I think I would lose sleep with 4 high octane names, but at the same time I would like the individual names to beat XIU ie I'm looking for growth. Would you please suggest an appropriate basket of names. Thank you so much for your suggestions.
Read Answer Asked by Richard on August 05, 2014
Q: Hi 5i Team,
In your response to Monika, you mention that National Bank (NA) is usually discounted because of its size and Quebec base. Is there something they could do to unlock value and get a higher multiple? In other words, what could management do to get them priced more like the other major Canadian banks?
Read Answer Asked by Mike on August 05, 2014
Q: Re Elkwater Resources ELW -X. Your thoughts regarding the Rights Offering that was announced today.
Is this viable incentive to invest in this speculative venture? Thanks for your excellent guidance.
Read Answer Asked by Jerry on August 05, 2014
Q: Hi Guys, can I get an update on Canexus (CUS)?
Are these guys gonna survive and will their NATO operation pay off? Thanks.
Read Answer Asked by Christopher on August 05, 2014
Q: Consolidated Edison (ED.US)

Hi Team, Any thoughts on purchasing ED.US for a long term income hold?

Many thanks. Michael
Read Answer Asked by Michael on August 05, 2014
Q: re: SW Sierra Wireless

Lots of positive things being reported recently. Has anything you have seen as of late generated additional optimism regarding SW moving forward since your July 2 answer? And would you consider SW a buy or "hold off and wait and see?" SW bucking the trend up 5.89% so far today.

Thanks for all you do

Gord
Read Answer Asked by Gord on August 05, 2014
Q: Hello:
I have a fair number of shares in Bell Aliant. With the recent announcement that BCE is going to take over complete ownership I do not know how this will affect my investments in Bell Aliant. Should I continue to hold or sell now. BCE has not announced to my knowledge how this would affect Aliant shares owners.
I would appreciate your opinion and knowledge on this matter.
Thank You;
Duane Campbell
Read Answer Asked by Duane on August 05, 2014
Q: BA.US Boeing

Recently read an article comparing Boeing & GE. Boeing appeared to have the advantage across the board according to the writer.

I saw you answer for Lloyd back on July 2. Since then BA is down 6%. Does this effect the metrics you provided Lloyd in your July 2 answer? And has you opinion on BA changed regarding Capital Gains in any way with the much reduced valuation?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 05, 2014
Q: Hi Peter and team,

I know you don't specialize in U.S. stocks, but do you know Yelp Inc, and if so, do you have an opinion on this company?

Michel
Read Answer Asked by Michel L on August 05, 2014
Q: I am a long term dividend focused investor---I am looking at two utilities, GEI (gibson energy)and CPX (capital power). They have wuperior 10 year dividend growth according to todays globeinvestor article. Would you be comfortable with these as a dividend investment in a long term diversified portfolio for a person 5 years from retirement, as compared to the bigger more well know names enbridge, transcanada and inter pipeline?

Thanks for all you do.
Read Answer Asked by joanne on August 05, 2014
Q: I own NA Palladium PDL or PAL.US. I am very nervous about this company. I have heard rumours of bankruptcy. I tried calling the company but no-one would answer the phone.

What is your opinion? The metal prices are not bad at this level.

Thanks.

Grant
Read Answer Asked by Grant on August 05, 2014
Q: Hello 5i,

I manage 2 RRSPs in our household. I am running the income portfolio on the larger account and the model portfolio on the other without duplicating crossover stocks . Does this sound like a valid strategy?
I am adding 2 stocks to both accounts and would like you to give me your preference at this time.
For Income portfolio ENB, ET, L, SLW and VNR

For the Model portfolio AYA, CSS , FSV, CCL.B, and DSG

Thanks
Read Answer Asked by John on August 05, 2014
Q: Hi Peter and Team,
Quick thoughts on Ocwen Financial, OCN.US
Read Answer Asked by Graham on August 05, 2014
Q: Hi 5i team,

I currently own Black Diamond Group and I am looking to switch into First Service Corp. For a 2-3 year time frame, without considering sector diversification, would you see more upside potential with First Service or Black Diamond Group? Both are in very different industries and are both in your model portfolio, with similar ratings, B and B+ respectively. First Service seems to have stock momentum at the moment whereas Black Diamond has been on a downtrend.

Any thoughts would be much appreciated.

Regards,
Read Answer Asked by Jonathan on August 05, 2014
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