Investment Q&A

Q: Factoring in real estate and gold as separate sectors, based on your current outlook, what would be a 12 sector composition of a conservative equity portfolio? What percentage for each sector?

Q: Hello: I am starting to build your income portfolio, and these are the stocks I am considering.
Andrew Peller
BCE
BNS
DH
Enercare
Enbridge
Evertz
Loblaw
Superior Plus
Valeneer
Can you help me decide which ones would be appropriate to buy first and at this point in the cycle? I have a good selection of stocks from the Growth and Balanced portfolios. As far as sector allocation goes, I intend to duplicate all three portfolios eventually, but just want a sense of which stocks look like particularly good buys right now.
Thanks for continued good service. Cheers

Q: I think you guys do an amazing job. No one has a crystal ball and 5i is always very cautious & conservative. I watch BNN everyday for 3 hours, read Bloomberg and ROB, etc.etc.
I am a risk taker, which is why I reach out to you and you always caution me. So I am grateful for your service and happy to be a Member for Life!

Keep up your great work. Austin

Q: Just a word of thanks for doing a very comprehensive job in reviewing my portfolio. It certainly fulfilled my expectations and outlined a valid plan for more productive portfolio. Well worth the cost.
Tom

Q: Just wondering what would be the best stocks to hold in my TFSA account. I have $40000 can you give me recommendations and weighings, also should my spouces account look the same thx

Q: can you comment on Russells diversified Fund for income and a little Growth, thank you.

Q: With the devastating losses I’ve suffered on CXR (-85%) and PHM (-80%) my holdings in the healthcare sector are down to 5%. I was considering purchasing some IBB to bring it up a bit. After my experience with CXR and PHM I’ve become a bit worried about owning individual healthcare names and am now feeling more inclined to want the safety and diversification of an ETF. How do you feel about IBB or do you have any other suggestions? I already own GUD, SIS, and XLV.

Q: Just curious about your thoughts on gold?

Q: Do you prefer Nvidia or Amazon for a 5-year hold?

What are 2 of your favorite US stocks (excluding tech & consumer sectors)?

Thanks

Q: publish if you see fit: companies that have increased their dividend payments for 25+ consecutive years in a row.
3M (MMM)
Abbott Laboratories (ABT)
AbbVie (ABBV)
Aflac (AFL)
Air Products and Chemicals (APD)
Archer-Daniels-Midland (ADM)
AT&T (T)
Automatic Data Processing (ADP)
Becton, Dickinson & Company (BDX)
Brown-Forman (BFB)
Cardinal Health (CAH)
Chevron (CVX)
Chubb (CB)
Cincinnati Financial (CINF)
Cintas (CTAS)
Clorox (CLX)
Coca-Cola (KO)
Colgate-Palmolive (CL)
Consolidated Edison (ED)
CR Bard (BCR)
Dover (DOV)
Ecolab (ECL)
Emerson Electric (EMR)
Exxon Mobil (XOM)
Franklin Resources (BEN)
Genuine Parts Company (GPC)
HCP, Inc. (HCP)
Hormel Foods (HRL)
Illinois Tool Works (ITW)
Johnson & Johnson (JNJ)
Kimberly-Clark (KMB)
Leggett & Platt (LEG)
Lowe’s (LOW)
McCormick & Company (MKC)
McDonald’s (MCD)
Medtronic (MDT)
Nucor (NUE)
Pentair (PNR)
PepsiCo (PEP)
PPG Industries (PPG)
Procter & Gamble (PG)
Sherwin-Williams (SHW)
Sigma Aldrich (SIAL)
S&P Global (SPGI) (formerly McGraw Hill Financial)
Stanley Black & Decker (SWK)
Sysco Foods (SYY)
T. Rowe Price Group (TROW)
Target (TGT)
V.F. Corporation (VFC)
W.W. Grainger (GWW)
Walgreens Boots Alliance (WBA)
Wal-Mart Stores (WMT)
Un fortunately I could not find the same info for Canada... a constant problem

Q: In this morning's globe and Mail healthcare is touted as the best sector to be in for 2016.
My portfolio does not not have much in this sector. What securities would you recommend at this time?

Q: At the coming Money Show there will be a seminar on
dark pool trading oil & gold. What exactly is this?
Risky business?

Q: What are the pros and cons to selling covered calls? Is there a favorite sector for using this technique?

Q: Hi Team,

I asked a couple of questions this past week. I gave permission for them to be viewed by other members, like this question. But they were answered in private. Just wondering what happened or I didn't do things in the right way?

Thanks

Q: It is impressive that you have held some of the original stocks in the balanced portfolio. I was wondering if you would consider adding a column showing the purchase date. All the best and see you on September 16th at the World Money Show.

Q: Hi Gang, I have a good number of shares of some blue chip dividend payers such as BCE and RY and wanted to know about some insurance with buying puts. When these correct I feel some pain but do not want to sell as to avoid capital gains plus they pay a nice dividend, just want to sleep better and want to smooth out the volatility, also was thinking of doing the same thing with some index ETF's , is there an essay or an explanation on your web site.

Thanks and keep up the great work.
Anthony

Q: My daughter holds ATD.B, ESL and TD in equal amounts in an RRSP. She is ready to add a fourth equity. Can you give us 3-4 suggestions.

Q: hi peter : whats the percentage chance of a market correction; say for the rest of 2016 . would you expect a 10% or a 20% . there is so many big time buyers & fund managers saying it's time to sell .would like to know what your thoughts are Thanks Gary

Q: "Hi Teams.
Could you please recommend me 3 wheat commodity stocks and 3 fertilizer stocks. thank you.

John

Q: Hi 5i:
What is the best way to buy Canadian treasury funds and would you recommend buying them now? If yes, how long would you keep them?