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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: 5i Team,

In a previous question, you advised that good portfolio diversification should include 65% Cdn equities, 25% US equities, and 10% global equities. Right now I am severally underweight in global equities, with a 3.5% holding in Emerging Markets PIE-N, and that’s it. I’m looking at topping up to your recommended 10% level with other ETFs, but don’t know what to buy? I’m relatively young and willing to move up the risk curve to get higher returns, what would you suggest? I’m thinking one ETF that tracks Mexico @ 3.5% weighting, and one for Japan @ 3.5% weighting, perhaps? Or should I be looking at Europe? Or just go at a full 10% with PIE-N or some other Global ETF??? Oh the choices….
Read Answer Asked by Ray on October 07, 2013
Q: Could you comment on the info released by Exchange Income fund, EIF?
Read Answer Asked by jacques on October 07, 2013
Q: EIF? Good Morning Folks. I own 1000 shares for RRIF DISTRIBUTION. And not sure what to make of the press announcement. Does it ring true to you? Never know when we are being sold a bil of goods. Are you comfortable with management? Should I move on (never just one cockroach) or average down for the yield? Help!

Robert Turnbull
Read Answer Asked by Robert on October 07, 2013
Q: T:BGI.UN - BROOKFIELD GLBL INFRAS SEC INC FD
Your thoughts please. I have no exposure to the sector and global aspect. Would you buy the above as a relatively safe bet with infrastructure on the agenda in many places ? .
thanks
yossi
Read Answer Asked by JOSEPH on October 07, 2013
Q: Are the results that you sjow on the summary list one year returns or since March 2013?
GUY
Read Answer Asked by Guy R. on October 07, 2013
Q: 5i - RE: LIQ

Does the accumulated deficit of $47.49 mil on the balance sheet bother you when analyzing this company?

Thanks for your insight.
Read Answer Asked by Adam on October 06, 2013
Q: Hi Peter and Team,
Quick thoughts on Fidus Investment, FDUS.
Read Answer Asked by Graham on October 06, 2013
Q: Hi Peter and team

I am concerned about the possible default of the U.S. Should we take some defensive measures to protect our portfolio?

Hope you are enjoying your well-deserved vacation.

Joanne
Read Answer Asked by Joanne on October 06, 2013
Q: Could I get your opinion on this ETF, Global X Social Media Index - SOCL:NASDAQ.
Thanks and hope you are haven a good trip!
Read Answer Asked by Roy on October 06, 2013
Q: Is Niko (NKO)going to pull out of the financial problems they have, the way the stock price is dropping it appears the market thinks it is going to zero. Thanks
Read Answer Asked by Doug on October 06, 2013
Q: Can you please provide your opinion of AbbVie? It has done well since being spun off from Abbott Labs and pays a nice dividend. However, it is not followed by any of the research services that I subscribe to so I am not entirely comfortable holding it. With CML out of the picture, my only other healthcare holding is JNJ. Should I consider replacing ABBV with VRX or perhaps PLB? Thank you.
Read Answer Asked by Stephen on October 06, 2013
Q: Hi Folks Extenway which has been doing well in P.Q. hospitals has now market broke into Ontario market. Any comments you have on EY would be appreciated. Enjoy Europe. Cheers wib
Read Answer Asked by WIB on October 06, 2013
Q: What is your opinion od BMO Equal Weight Oil & Gas ETF? I am not particularly interested in having SU and CNQ overweighted in an ETF.
Read Answer Asked by John on October 06, 2013
Q: BUHLER IND INC-CL A - BUI

Could I please get your opinion.
Read Answer Asked by Gordon on October 06, 2013
Q: What would you suggest for the materials part of my portfolio? Is there a good CDN ETF ?
Read Answer Asked by Maria on October 06, 2013
Q: IMAX, (TSX: IMX, NYSE: IMAX)

I like growth stocks. How does IMAX stack up with other stocks in your coverage universe?
Read Answer Asked by Eugene on October 06, 2013
Q: Hello Peter & team,
I have followed your recommendations since inception & have done very well in a number of your positions. Thank you very much !
I am a retiree, with a 3 to 5 year time horizon, like dividends & some growth. My reit & real estate corp. holdings form 17.25% of my portfolio, & some are showing strain since the tapering debate began.- WB, NPR.UN, MRC, MKP, FCR, D.UN, DR.UN, CUF.UN, AP.UN, ACR.UN, all on the TSX.
November would be a good month for me to offset some realized capital gains.
Do you see any "glaring sells" above, or should I just hang in & hope for some sort of recovery. ( there are lots of good buys out there, ( GH, etc, etc).
Thanks in anticipation !
Read Answer Asked by Paul on October 05, 2013
Q: Denison Mines (DML) offers to by 90% of all the shares of Rockgate Capital (RGT) at 0.192 share for each.

Presently (RGT) @ 0.21$ and (DML) @ 1.10$. The condition of purchase is the acceptance of at least 90% of RGT shares.

The proposition is to tender the shares.

Presently, the share price of RGT reflects the offer (0.192 x 1.10$= 0.21$)

In order to evaluate, if the offer is interesting, sell now, tender or not my shares, I need to know what will happen to the share price of RGT in either of those scenarios:

1- The offer goes through?
2- The offer's condition is not met?

Thanks to your team for a fantastic job, even during short staff period.
Read Answer Asked by Jean on October 05, 2013
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