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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 5i, and thank-you for your answer on micro-cap ETFs.

Please comment on Caledonia Mining (CAL). It's awfully small but looks interesting.
Thanks again, Gail
Read Answer Asked by Gail on December 03, 2013
Q: Hi Peter, If you were putting together a list of 5-10 stocks to invest in starting now, and primarily your reported companies, what would it look like? Market balance is not important.
Thanks Tom
Read Answer Asked by Tom on December 03, 2013
Q: Would Bif.un be a good alternative to owning individual REITS. Thank you, Nancy
Read Answer Asked by Nancy on December 03, 2013
Q: I am looking at investing in mob.un (Northwest international healthcare). They have just announced a major acquisition, financing and increase in distribution. I already own Northwest healthcare (NWH) and i think mob is an indirect owner of nwh. Do u think investing in mob is too much of the same or am i taking advantage of a "cheap" stock?
Read Answer Asked by Alain on December 03, 2013
Q: I took a flyer on XSR this spring at $6.50 and have been rewarded with a 32% rise plus the div. But the valuation looks crazy stretched and the payout ratio is high. I know it's priced for growth but my gut says to take the money and run. Would you dissuade me?

Thanks!
Read Answer Asked by Kim on December 03, 2013
Q: Hey Folks,
I have sold all but one of my American LP stock in my portfolio which is ETP, the 35% off the div. is just too much... I am considering WMB, could you give me another choice.
Thanks
Read Answer Asked by Mark on December 03, 2013
Q: I have the sensibility that the falling dollar will provide some stimulus to our export oriented manufacturing base. Additionally , takeover activity will pick up as American companies go bargain shopping north of the 49th. I am unclear as to potential winners/losers with the EU free trade proposition.

Which industries/companies would you recommend as ~5 year holds for growth given a 90 cent dollar for the next few years.

Kind Regards
Rod

Read Answer Asked by Roderic on December 03, 2013
Q: Peter I notice in your model portfolio you 100%equities .
I have 26% fixed I classify callable preferred 2015-16 fixed along with my bonds and 7% cash.77% is equities and perpetual preferred.Any comments
Stan
Read Answer Asked by Stan on December 03, 2013
Q: Have your monthly portfolio reports been published yet?
I don't see them and I'm hoping it isn't my computer.

Thank you as always.
Craig
Read Answer Asked by Craig on December 03, 2013
Q: I own shares in wilan and I was wondering what you think of it. also I would like to know should we not of heard of an offer already or is it too early still.
Read Answer Asked by david on December 03, 2013
Q: Hello Peter and team, could you help with the following question:I recently liquidated TD Canada Trust (CDN Commons) as it appreciated significantly. It was time to cash in. Question is, what in your opinion is the next Canadian financial institution to own for the long term, getting dividends while waiting for capital appreciation. I'm thinking Scotiabank or even a smaller FI like CDN Western Bank but appreciate your opinion. Thx
Read Answer Asked by Harry on December 03, 2013
Q: Hello Peter,
I am looking for income generating ideas. What are the best Canadian & US sectors (for dividends) that are currently undervalued or fairly valued? Are the Canadian and US markets overvalued at this time? Should I wait for the next six to eight months to see the direction of these markets? Should I look at ADRs (Europe and Latin America)? What are your takes on individual and ETF preferred shares and corporate bonds?
I know I am asking a lot of questions. These are questions I think most of us here are thinking of as we look forward to 2014 and beyond.
Thank you and have a great day.
Read Answer Asked by Lucas on December 03, 2013
Q: Hello all:
My US and EAFE ETFs are way up on the year some as much as 30%.

Is now a good time to take profits on these or do you feel the US and Europe still have a ways to go?

Do you have a rule of thumb for when you take the profit from a stock or ETF?

Thanks for the great service
Read Answer Asked by Andrew on December 03, 2013
Q: I hold KKR in my RRSP and just read that as a limited partnership I should hold this out of a registered account for tax purposes. Could you please comment? Thanks, Lesley

Read Answer Asked by Lesley on December 03, 2013
Q: Hi Team,
Could I have your opinion on CSE ( Capstone Infrastructure)?
Many thanks
vera
Read Answer Asked by vera on December 03, 2013
Q: Hi,

Lots of times listeners ask questions about a company's earnings which are liked by your team e.g. MCR but are not otherwise covered by 5i. I am not sure if there could be a section about some of these companies so that listeners don't end up asking questions about them. Also, 25 question limit spans a full year, so does that mean a member can ask 2 questions per month max.

Thanks

Imtiaz
Read Answer Asked by Imtiaz on December 03, 2013
Q: Hi Guys,
Are you following the Bit-coin story? Anyway to play it?

Thanks,
Charlie
Read Answer Asked by Charlie on December 03, 2013