Investment Q&A

Q: These are my 4 roughly equal weighted stocks in my TFSA which represent approximately 2% of total reg.and non reg. accounts. I have taken a barbell approach to this portfolio with EIF and GLXY anchoring the ends.
I have held WELL for several years waiting for that sustained breakout expected ( any day now ? ) and am down 20%. How much more time do I give it ? They seem to be getting all the pieces together and management is respected but I am getting itchy to sell and move on. Wait another quarter ? What will make it move higher without retreating ? What would YOU do if your portfolio ? Finally please provide 3 growth alternatives ( with reasons )should I decide to pull the plug .
Thanks. Derek

Q: These 4 stocks , held in roughly equal amounts, constitute my TFSA , which holds my riskier , growthier companies. It’s early yet but could you give me 3 companies to review and follow before the next TFSA contribution.
Also, your choice of either PXT or TSU as potential picks. Thanks Derek

Q: Hi,

Could you please comment on EIF results ?

Thanks

Q: Just noticed that EIF has a DRIP. Does the DRIP offer a discount?

Sheldon

Q: I hold WELL, LMN, GLXY , EIF in roughly equal amounts in my TFSA and they are approximately 5% of my total cash and RRIF portfolios. My initial TFSA set up was for small cap growth stocks as other portfolios are full of banks , utilities, pipelines etc. Am retired and have enjoyed playing the “ riskier “ side of my portfolios , but haven’t made much money at it ! Am looking at selling it all and buying HTA for its
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.

Q: Planning on setting up an income portfolio of dividend growing equities. Would the above stocks meet this objective. Already own BAM, BNS, CNQ, DIR.UN, ENB, FRU, FTS, IFC, PEY, POW, SLFm TRP and WCP. Are there other equities other than the above list that you would recommend substituting for one or more of them? Thanks for your thoughts.

Q: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?

Q: Took a small position in these 3 stocks this week. Your thoughts on lmn quarter results this week and longer time holding in all of the above. Cheers

Q: Please comments on Q4 and going forward.Txs for u usual great services & views

Q: Hi 5i Team,

Could you please give me your outlook for these three companies in this new age of orange uncertainty? The headwinds and any growth opportunities.

Thanks for the Great Service!

Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.

Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.


Question 1. Should I take the loss on these two and redeploy into the other holdings?

Question 2. Any glaring omissions in this account which you think I should add in here?

Q: A good portion of my smaller cap portfolio weighting is in these 4 stocks. They seem reasonably diverse sector wise but the first three have been trending down for 3 months or more, and EIF seems to be now following suit. From a lot of recent commentary I was thinking small and mid-cap names might have a bit of a tail wind, at least on a valuation basis. I know I shouldn’t focus on 3-6 months but still a bit “vexing” watching them slide. I’ve read the recent q&a on all of them, don’t see any alarming comments really, any new concerns I’m missing?

Q: Hi 5i

Please as many questions as needed.

I am heavily invested in stocks and want to raise cash, putting more money into bonds. I have about 10% in Canadian oil and gas, 5% gold stocks, and about 13% in uranium stocks. I am going to hold my gold and uranium.

What allocation would you suggest for a retiree in terms of portfolio holdings of gas and oil?

I am concerned about the possible coming tarriffs and the effect on the Canadian ecomomy. Most of my holdings are Canadian. A lot of these are in dividend stocks. I have held them through the past few years but I do need to increase the allocation to conservative investments. I plan to reduce most by about 20% or consider outright sells. I currently prefer to reduce downside risk than worry about the upside.

Can you help me decide from the viewpoint of possible tarriffs and effect on the Canadian economy which are at risk the most. Could you class these as hold, reduce or sell. I will hold all my U.S. stocks which are about 15% of my portfolio and haven't listed those here.

Thank you for your very helpful advice.

Q: Hi 5i Team,

I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:

I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down

My questions are:

1) Would you trim a position in DFY given current market conditions?

2) How do you currently rank the 7 other stocks listed

3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?

These are a held in a TFSA and are planned to be 15-20 year holds

Thanks for the Great Service and Happy New Year!

Colin

Q: Please comment on EIF's latest Q and acquistion of Spartan Mat on Nov7,and going forward Reached $57.69 ATH on Nov 8,then retreated to close at $55.87 - .02 .Buy/add,Hold or Trim. Txs for U usual great services & views

Q: Exchange Income Fund popped this week - do you think it's buyable at the current price for 8%+ annual return including dividend? or do you expect this to be short-term and wait for it to come back near $50?

Q: Gentlemen; EIF has had a very good performance this month. I can't find any news items on the Company to explain the nice move. Do you have any thoughts?

Q: What are your comments for current new money in these small caps

Q: What is your view on EIF.Ca for the next year? I am rethinking the stocks in which I currently have losses. Is this one worth holding or is there one with more growth you would suggest for a well diversified portfolio focussed on growth
Thank you for all your help over the years
Donna

Q: My TFSA is roughly equal parts EIF, LMN, and WELL. MY TFSA is roughly 5 % of total reg. and non registered accounts. I am retired and have used my TFSA for more growth orientated stocks; with limited success. I am looking to replace these stocks ( which I also hold in other accounts ) , with HTA. I hold HTA in other accounts as well. HTA gives me access to 20 of the largest tech stocks and an 8% return which I receive every month ( important to a retiree ). Am looking at doing this in stages with EIF first and then the other two depending on fundamentals, relative value, etc.

Would you do this in stages or in one shot recognizing that I own these in other accounts ?
Your thoughts of HTA as a single holding in a TFSA to be representing 8 % of total portfolios ?

Thanks. Derek