Investment Q&A

Q: Seasons Greetings!!
I see that the top two holdings of this ETF represent a 44% weighting. That seems too high to me. Is there another ETF that offers a better balance/diversification? Your sage advice is very much appreciated!!
Dave

Q: This is a question and a quick heads-up.
In your latest coverage summary (Jan 3), you continue to show Newalta as having a 10.8% dividend yield. I think they dumped the dividend a while ago.

My question is on Cardinal Energy. If oil continues a slow move up to $60USD in 2017, do you see Cardinal being a solid name to hold? Thanks!

Q: A senior in his 80s has recently inherited 200,000. We have put 100,00 into laddered GICs. We would like to divide the remaining 100,000 into 4 income investments. We would like your opinion on the following stocks. Income and safety are paramount. Please list them in order of preference and feel free to add any we have not thought of. BCE,BNS,ZPR,ENF,AQN. Thanking you in advance for your opinion

Q: I want to add a bit to my energy allocation and am debating between Vermilion and Superior plus. Any suggestions? My only holding at the moment is PKI

Q: nhc. is this an ok entry point? is management just ok or very poor. Would the new board members be better than the old ones? the lumpy earnings are not convenient to investors ,with nhc making acquisitions and having their best quarters at certain times of the year. in your opinion do the shorts and or Craig Hellum ($2 target) correct in their (dislike) of the company .thank you!2

Q: What are your current thoughts on MIC as a 3 to 5 year hold ?

Q: Thank you for your excellent service. I wonder if you have any comment or advice regarding the prospects of Bioamber which was recently recommended on Market Call?
Geoff

Q: How would you suggest incorporating non-equity investments into diversifying a portfolio? For example, if an investor owned an office building:

a) Would this satisfy the "REIT" sector component of the portfolio?
b) Should the investor diversify within the REIT sector, and aim to also own a residential REIT, such as CAR.un?
c) Should the income-producing real estate asset be considered a "bond-proxy", thus not affecting the equity sector allocation?
d) Other?

Thanks in advance!

Q: Hi Peter and team again
I am looking at my SDRIF.
I have TD and RY in this account. TD has grown to a 10% stake, so I am thinking of selling 50%. What replacement do you recommend? BNS or XCI or other.?
I also have VISA in this account that has been flat all year, also being a 10% stake, I can sell 50% or all. Was thinking of SLF, PWF or STB. I would really like to have high yield investments here. Do you have any other high yield investments to recommend?
I understand this account for two questions. No problems.
Thanks
Margita

Q: I would like either STN or WSP and would appreciate your comments on which one is preferable and why.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.

Q: Do you have any thoughts on binary option trading. If positive , any recommendations as to reputable brokers.

Q: Les'question today about Alcoa - I think it may be a bit more complex. Alcoa first did a reverse 1 for 3 split and then days later spun off 1 share of a new company for every 3 of the new shares of Alcoa. At the same time they named the new company Alcoa and the old company Arconic. Les' BV for Arconic should be the old Alcoa BV (before the 1 for 3) and his $2,000 BV for the new Alcoa is the BV of the spinoff, so adding the two together he should have GAINED $2,000 in overall BV (probably temporarily). There may be no tax implication for a Canadian holder IF CRA eventually approve the spinoff under S86.1 (they haven't yet, so Les may find the $2,000 reported as a taxable stock dividend in a T5). If and when they do approve Les will have to advise CRA how he wishes to proceed under S86.1 - see an accountant or google several good articles on foreign spinoffs. I intend to file assuming approval and ignoring any stock dividend with an accompanying letter to CRA electing to defer tax and at the same time reducing the Arconic BV by the amount of the new Alcoa BV thus cancelling the temporary increase in BV. Worked for me before on HPQ/HPE and DHR/FTV. Hope this helps.

Q: Hi Peter and Staff
In my telecom basket I have a small position in QBR. It has done well but wondering over a 10 year period if you think it's growth and low dividend are likely to exceed those of BCE ,T,RCI, SJR or CCA
Thanks for all you do
Dennis

Q: Would either one of these oil companies be a good fit for a TFSA?
Thank you Team!

Q: Hi Peter and Staff
In my basket of non bank ,lifecos I have small positions in AI, CHW,FC,FN,FSZ and TF. I have been happy with all of them -would you drop any(which in order if so) in favour or MIC or CBL or be happy with what I have
Thanks for all you do
Dennis

Q: Hi there, I can't seem to find any information about this mutual fund. Do you know the symbol for it? MER? Performance? Also, how can I reach the Desjardins fund team?

Q: Are you still happy with T? I have held it since August 14, 2014. Since then it has increased by 24.5%, according to StockCharts Perf Chart, while RCI/B has increased 34.4% and BCE by 32.4%. Do you recommend a switch at this point? Can you explain why or why not?

Q: Happy New Year!

I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?

Thanks

Q: Hello 5I Team
I own Maw150 and Maw106 in my RRSP as part of my portfolio, Maw105 i did very good this Year but Maw150 i had a negative return .My question is do you thing the Maw150 will rebound this year and have a better return and do you think Maw106 which is the Canadian Equity will continue to do well or have a softer year in returns ?

Thanks
Claudio

Q: Could you please provide your current views on McEwen Mining and it's prospects for the next couple of years?

Thank you,

John