Investment Q&A

Q: Hi Peter and Team

I'm looking for some reliable income that isn't from common share dividends. I currently have no exposure to bonds. What's your opinion of this mutual fund for that asset class? The MER seems a bit rich and I'm struggling to see how they can deliver a yield of 7.89% on floating rate bonds.

Thanks
Peter

Q: Hi, I want to increase my sector weightings in Manufacturing and Industrial stocks, plus obtain some Income. I currently hold Barrick ($7K); CAE ($37K); CNR ($58K), Intel ($20K); Pfizer($17K)and Wajax ($10K). Looking to invest $40K more in this area, your suggestions would be appreciated. Thanks!

Q: Why has ITC been drifting lower for the last weeks. I was under the impression that this was a stable stock.

Q: I have been following AGT as it hits new lows. I am considering gradual purchases (1.5%of portfolio to 4.5 %) if and when the price begins to rebound . I believe their market will grow over the years but wonder what your thoughts are of the company and if you believe a stock price increase will happen over the next 6 months?

Q: Nvidia is one of your favorite US stocks. Yet it is almost 51x forward earnings. I own some but am hesitant about taking a full position in case the stock suddenly crashes back to earth. Is it really worth so much higher a value than AVGO, which is only at 15x forward earnings?

Q: I bought some units of KWH.UN during their recent financing not realizing that they are subscription receipts (KWH.R), not units that I have in another account (KWH.UN). What is the difference?
Thanks.

Q: A book I am reading says that the nominal return for bonds going back to 1928 is 4.9% represented by 10-year U.S. government-issued treasuries. How is this return calculated? How is the return on 10-year bonds transformed into an annual compound return?

Q: Why is everyone pumping like crazy except OPEC? Is it market share or, especially the US shale drillers, is everyone trying to take business from OPEC at the expense of selling their oil at a lower price. It makes sense to me to cut back a bit and let the price rise so, with a higher oil price, revenues go UP and resources do NOT go up exponentially. What am I missing?
Is it time to start accumulating Canadian oil stocks - Surge is below two dollars, Spartan is $1.85!!, Gear is sixty cents and RMP is a half a dollar. Are these stocks good to a significant bump when oil rises and would you now see it to be a good time to slightly average down on heavy losses?
If not now, when? I know the BTA - Border tax adjustment - is still an issue and you have favourites other than the above-listed. I am looking at WCP, RRX and VET, as well.
Thanks.

Q: Hi Peter and Team - Although nobody can predict the future prices of resources, with the knowledge and experience you have do you think we are in a long term bear market for oil and gas. Besides the effects of the supply side, is it possible that the investment in green energy and resulting increased production in those fields could work also on the demand side to keep the prices of oil and gas down at some point. With all this in mind, do you think it advisable for me to substantially reduce my holdings in oil and gas stocks. I am not really overweight in this area, probably in the 5 to 8% range.
Thanks.

Q: What is your view on EIF ? I am down on this stock. It has dropped $15.00 in the last year. Should I ride it out or sell. I am only sticking around for the dividend in the short term.

Q: HI 5i: I'm thinking of selling SJ and buying CNR instead, moving from the producer of ties to the user. I've held Stella for a long time but it no longer seems to be moving much. What do you think?

Q: Dear 5i,

Please critique the following proposed index ETF portfolios (only equity portion provided, fixed income allocation will be identical in each)

1.
20% VCN
20% ZLB
40% VFV
10% VIU
10% ZLI

2.
20% XIC
20% ZLB
20% XUU
20% ZLU
10% XEF
10% ZLI

3.
40% XMV
40% XMU
15% XMI
5% XMM

With these portfolios, I am attempting to achieve greater sector diversification than if I went with strictly broad-market indices, with a defensive tilt. Which do you think is best (in terms of long-term, risk-adjusted total return potential) for long-term hold/accumulation with annual rebalance to initial weights, and what changes would you suggest (if any)?

Thank you.

Q: we hold a 2% weighting in bns/td and 7.5% weighting in cbl/fsz/eci/gsy for a total of 9.5% in financial we have room in a cash acct for more dividend paying equities would you add another bank such as ry or leave this sector alone as we follow your balanced portfolio fully with the addition of selected growth and dividend companies from your other two portfolios...thank you in advance

Q: Good morning 5i. Looking for 2 solid industrial plays preferably in U.S. but would consider Canada as well. What recommendations can you make for good growth 2-3 years time frame.

Thx/Rob

Q: You recently answered a question on these... would the distribution be income or dividends? Would any be okay in a tfsa or better in an rrsp or non-registered?

Q: Diversification is my concern, but to have a good picture of my portfolio, where do I put (in which sector) ETFs such as hxx, vee, iwo, smin ?

Thanks for your help,

Jacques

Q: Good morning, 5i great team,

Am thinking of parking 100K in a bond ETF or GIC short term.
Can you provide a laddered bond ETF or GIC for 6 to 12 months?
Welcome your suggestions as well. No equity please.

Many thanks as usual. Rossana.

Q: What is your top choice for a Canadian dividend payor for an ETF?
Thanks
Rick

Q: I have a well diversified (thanks to you) portfolio of Cdn and US equities. I have a long term horizon, am comfortable with risk and do not need income (although its always a bonus). I have been sitting on some US cash equivalent to half a position and wondering
1) am I best to be patient and hold the small amount of cash
2) or fully invest it and if so, what you would be on your "shopping list" today for US stocks with greatest upside potential.

Many thanks

Scott

Q: Good Morning! Is AVO at today' price of $13.90 worth adding to my TFSA now? I hold around 15% tech shares including KSX and SHOPIFY already . Thank you!