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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: My portfolio is light in the financial sector (CXI) and and I was thinking of adding GS at about half position (25K) to my RRSP and/or cash account for at least a 5 year hold, likely much longer. Although the yield is very attractive, I would prefer more growth. I am about 5 years from retirement and will be fully funded from other sources. I have slightly above moderate risk tolerance. Please suggest 2-3 stocks from each Canada and US, and if possible provide a rating. Thanks.
Al
Read Answer Asked by Alvin on November 24, 2017
Q: I hold cbl hot kwh (also fortis enbridge chaterwell). i like to drop one (cbl ?)or two hot? to make room for more stable stock like AQN or more growth as well like GS.
( i am surprise thatENB a top pick of a suseesful maney manager early in the year is now in the doghouse except stalwart defendersl ike you. i will continue to hold it same as jonathan goodmans fund
Read Answer Asked by thambirajah on November 20, 2017
Q: Reviewing my portfolio at this time of year,i have decided to take a more defensive approach for 2018.I have recently purchased a couple of gold stocks(aem & lk).I am unsure if gold still has the downside protection for a portfolio that it used to.
Also with the expected interest rate increases will dividend paying large caps have the desired benefit of portfolio protection?
Do you have any suggestions on some debt free dividend paying companies that will do well in a flat or slightly down market.I don't care if they are small,medium or large cap companies!
Read Answer Asked by Randy on November 16, 2017
Q: Hello 5i, Thanks for your comment on Fiera and Gluskin Sheff , I notice the P/E for Fiera is approx 72 is this correct. Is this a negative for Fiera. The P/E for Gluskin Sheff is approx 12 is this a plus for GS. Could you state the correct P/E and payout ratio for FSZ and GS,
Thanks
Read Answer Asked by Michael on November 16, 2017
Q: Hello 5i, I have to many energy company's and would like to diversify and am looking at Fiera or Gluskin Shelf as I am closing in on retirement I would like
to be conservative could you compare these 2 companies and in your opinion which one would be better and if you have a better company to recommend could you include this name. Thanks
Read Answer Asked by Michael on November 16, 2017
Q: I would like to purchase GSY, GS, or COV for a 1-3 year hold. In a well diversified portfolio I am looking for dividend income with some growth and would like to know your preference today.
Thank you. P.S. Love the new website!
Read Answer Asked by Martin on November 13, 2017
Q: Hello 5i team,
I am up $6,000 on MMM of the the lost value is $15,500. I just bought $5,000 of GS. Should I reduce MMM by $5000 and buy another $5,000 of GS? I have a $600,000 in equities and this GS purchase would bring me up to 20% financials.
thank you
Stanley
Read Answer Asked by STANLEY on November 07, 2017
Q: I hold a small amount of CXI and after about 2 years I neither up nor down and am tired of "waiting". I'm thinking of switching to GS, which I think you're warming up to with its litigation behind.

Is this a reasonable switch?
Read Answer Asked by Cameron on August 03, 2017
Q: Hello Peter.......... I have a question about 1228

Could you please comment on Gluskin Sheff about it's suitability for a 2% position in an retirement income portfolio. I have larger positions in BNS, and in CM.

Is the payout ratio reasonable and is the dividend sustainable and do they carry a lot of debt?

It doesn't seem to have done anything except drift further down since the legal settlement and you had said you expected a pop of as much as $3 or $4! Am I missing something?

Are there other Financials that you would prefer with similar dividends? How about Olympia OLY, or TF?

Thank you............. Paul K
Read Answer Asked by Paul on August 02, 2017
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