Investment Q&A

Q: Hello Peter,
I have XHY and CHB as part of fixed income portfolio. However, wondering the benefit / role of these 2. Very volatile and the dividend not enough to offset the decline in share price ( net loss on year basis). Is it worth holding these with any specific purpose or would you recommend better alternate. My need is more stability and bit growth than pure income. Thanks.

Q: It would appear high production of oil by OPEC and the US is successfully driving down the price of oil. Can you tell what the end game is here, is there an overt pending event that we can monitor that they are driving the market to? If prices are not set by the market, but at the will of foreign entities, why are we investing in Oil Companies?

Q: Hi Peter and Team,
People Corp delivered very disappointed earning result, share price got a big drop today.
What is your thought of this company, still expect some growth?
Should I continue to hold this stock
Thanks for you advice.
Pui

Q: Hey guys just a quick question. I am trying to diversify my portfolio and just recently bought MDA at $90. I know you have highly recommended this company in the past but it seems to be falling quite a bit lately. Do you see any reason for the recent decline and do you still like the company?

Thanks

Q: Could you give me your best estimate on the safty of the dividends of these three stocks for the next 12 months.
Thank you

Q: Hi Peter & Team: I have ZDV in both TFSA & non-registered acct, should I take the loss and get out as energy & financial are weakening? Thank you.

Q: I appreciate that this is a US holding and brand new, but just wanted to get your thoughts on its potential. Cyber security is getting a lot of press these days and I do not see this changing anytime soon. Is there any other ETF out there that does the same thing but with a lower MER?

Great job 5I Team and thanks.

Q: I currently have 16% of my portfolio in Consumer Discretionary (CCL.B, DHX.B, DOL, GIL) and about 5% in Utilities (BEP.UN). I was thinking of selling Gildan (GIL) and using proceeds for Interpipeline (IPL).

What are your thoughts of this change based on future growth outlook and share appreciation? Am I selling a good performing stock and trying to catch a falling knife?

Q: Hey 5i, I sold my ACQ at $67 and $42 THANK YOU! I am holding BYD.UN at an upside of 143% AGAIN THANK YOU! I have taken profits on Boyd along the way but wonder what makes it different than ACQ which would help me decide to continue to hold it? Do you see continued growth and what red flags would I look for which would indicate a reversal in growth.

Q: Hello,

Would you considered this two equivalent in terms of future potential? If not do you have a another one?
I am considering selling TOR (for tax reasons) and buying VII?

Thank you
M

Q: I have been waiting patiently for HCG to show signs of recovery, but it's chart looks like a steep waterfall. I am seriously considering selling it and buying a more stable financial such as SLF or BNS. I would appreciate your opinion on this strategy.

Q: I'd like your comments on the following article from the Financial post:

http://business.financialpost.com/investing/trading-desk/switching-from-growth-to-value-stocks

The article suggest the the current environment may be more suitable for value stocks versus growth equities. Given 5i tends to favour growth (I think), what do you think of this? How does one know when a stock is too expensive in relation to its growth?

Q: I am looking to add to my position. Long term hold 4 to 5 year range. Any thoughts as to were the company will be long term or perhaps a future dividend?

Thank you in advance

Ernest

Q: Hi, Magna's recent acquisition in Germany has received praise from most analysts. However, stock price appears to languish and trade even below the level stock was trading before this announcement ($72).There was also huge volatility/trading, on first two days after this news ( high of $74.50 and low of $68.50).I started a position in Magna recently and would appreciate your comments. Thanks

Q: This is perhaps the most naive question you've ever answered in your life, but I just have to ask anyway. How do ETFs actually work, in respect to dividends? That is, where do all the dividends go, from the respective companies within one ETF?

For example, I note that VGG has a dividend yield of 1.5%, while any of the single companies within the ETF outperform its yield -- Microsoft, as an example, has a present yield of 2.6% and JNJ is at 3.0%. If one were looking for a decent income stream, wouldn't it be better to simply put your money into the individual stocks and then reap the better reward?

I understand the diversity that is provided by holding an entire basket, but I have found that ETFs very rarely outperform good equities, if they went toe to toe -- and there is always the risk of the under performing equities held within that basket.

In any case, I am still wondering where all the dividends go, from the individual companies, and whether the end consumer ever really profits much from it.

Does the fund manager rake it all in, from the equities? Who wins, who loses on this type of trade.

My apologies if this question should be in the Stupid Queue, but I've just never understood why ETF yields are so much lower, for the most part, than the equities they hold.

Thank you.

Q: Hi 5i, What do you think about CGI Group on this pull back, is it a buy? Jeff

Q: Could I have your opinion on their acquisition of Keller Fay Group?

Q: I have some Eld shares I got at $5.50 do you recommend buy more,hold or sell sell sell?

Q: What's your outlook on Sears. I'm underwater on this name, have held since Nov 2013. Should I move on? I'm a new member, really appreciate the site. Thank you

Q: The junior gold space is looking quite enticing to me.
Do you think a toe could be put in the water here and would PLG and/or TMM be good candidates?
Do you have a favourite junior gold?