Investment Q&A

Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,

Q: I'd like to have a 4 percent gold weighting in my portfolio. Do you suggest a miner etf or bullion etf or half and half? and which ones would you recommend?

Q: Today's drop in Cineplex suggests that the market was underwhelmed by the increased business with Cinemark in the US reported yesterday. Have you any idea why this would be so? It seems to me to add to their attempt at further diversification in the entertainment business.

Q: Where can I find out what the payout ratio (dividend) is for Telus or any other company. I cannot seem to find it in your company profile. Also what percentage would you consider the payout ratio to be too high?

Q: Recently I moved my investments from manulife funds to mawer. Manulife had a gauarenteed 5% return but the higher management fees were my reason for the switch. The mawer adviser put all of my investments into the balanced fund series a. I took a hit on the move due to the manulife dsc, but had a few weeks of good returns to make up for it. Was this a good move long term and should I not panic over the last couple of days. Should I look to some of their other funds so I’m not all in on the balanced fund.

Q: What are your top 3 picks in the utility space and why? Thanks.

Q: I like the overview that is provided there.

However, with diversification and sector blends being frequent topics of interest and sources of questions, it would be helpful, at least for me, if 5i were to provide a sector overview each month as well as a frame of reference for managing our own portfolios. For example, technology 25% of TSX in May, up 3% over 2017; etc by sector and in a simple chart format. Any chance of that happening?

In the meantime, where can I find that kind of information. I have looked at the TSX.com website as well as the RBC Direct Investing sites and been unsuccessful.

Thanks for you help and guidance here.

Q: What is your recommendation on
Dynamic global dividend funds series F
Or maybe an ETF that is similar
Thank you for your input
BD

Q: CDAY has been on my radar since the IPO. I know that Lululemon uses the"dayforce" software for managing employee scheduling and forecasting labour needs. How long would you usually allow a company to trade after an IPO before getting interested. Where did the IPO come out and what do you think of the current valuation and future growth potential. What is your opinion of the balance sheet.

Thanks team,

Q: Hi. I hold a position of INVESCO S&P S/C HLTH CARE ETF in my portfolio. It's a diversified (75 stocks) US small cap healthcare ETF.
I would like your opinion please. Thank you.

Q: Could I have your take on the - Stonegate Capital Partners Updates Coverage published today. As a summary the report focuses on 7 points regarding the company, specifically the last 3 points IRR, inside ownership and valuation... do you agree with the points they make here? Then generally, do you view this report as useful investment information or do you see it more as an advertisement?

Q: would appreciate any information on this junior
thanks
gaston.

Q: Just curious to what the status is on the Minto Apartment REIT IPO? Can you wait until after the IPO to get in or should one try to get in on the IPO? What will the price be when it goes public? What info do you have on the dividend? Any other information on this would be great.

Thanks, Jimmy

Q: Would you start a position in PIF today at current prices. What percentage of your portfolio would you start with?

Thanks JImmy

Q: This has probably been answered before but I cannot find any reference. I will be having some free space in my TFSA soon and was wondering whether that account would be a good place to hold it, or better to put something higher growth there?
thanks

Q: I currently hold VYMI for large cap international dividend income. There is a fairly new Fidelity product holding international large cap ( FIDI) . Do you see any advantages of FIDI over VYMI? Do you consider VYMI a reasonable ETF for international exposure? It is down recently. Would you continue to hold this investment? Thank you kindly for a comparison of the above efts and for your comments on continuing to hold VYMI.

Q: hello do you have any info or opinion on FSD Pharma, ticker symbol "HUGE". listed on the CDNX. thank you.

Q: Hi Peter/Ryan
Are there any ethical type ETFs (CDN, US and foreign) or low cost mutual funds that you could recommend? Any thoughts on this approach.

Much thanks

Q: I know you folks remain generally positive regarding the markets but assuming NAFTA does get killed, what stocks in the Income and Balanced Portfolios are at the greatest risk. Thanks as always.

Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy