Investment Q&A

Q: I have typically sold my losers and kept my winners, such that I have over $200,000 in unrealized gains against over $50,000 in realized losses. Should I be concerned with this situation? Would the federalistas ever suddenly surprise me?

James

Q: Re: Bank exchange fees when investing in U.S. securities, funds, ETF’s.

It is good to see 5I is involved in Financial Literacy Month. I think a valid contribution to your Members could be as follows:

I believe there is a (hopefully small) percentage of Canadian investors of U.S. traded securities that are purchasing and selling within their Cdn. dollar investment account. (As you know, even at par, buying a US security in a Cdn account will cost approx. 2% in bank exchange fees, and selling that security will cost another 2%).
I also believe that these self-directed investors are unaware that most banks will set up a USD investment account, registered or unregistered, for them at no charge allowing any trading and dividends to transact within that account avoiding the bank exchange fee on each transaction. Of course there will be that fee on the initial transfer of funds into that account, (but not if U.S. securities are transferred from the Cdn to the U.S. account).

I recall that Questrade was once advertising on BNN that they had an account to avoid these fees, but it really wasn’t an effective message.

Are you aware of any good method to purchase U.S. dollars at better rates than banks will offer?

Thank you!

Q: Hello 5I Team
Was there any news that caused the Boyd Group share price to drop today ?
Thanks

Claudio

Q: Mr. Hodson, you previously indicated a CSU update would come in the fall.

When do you expect this to come at the present time ?

Q: Hi, I am modeling 5i's Income Portfolio and I was wondering which stocks in the portfolio fall under the Health Care and Materials sector? If these sectors are not included what stocks would you recommend in an Income Portfolio that you would recommend.

Q: I have about 20% of my total portfolio in U.S. equities. Do you see that amount as reasonable or in lieu of stronger growth predicted in the US should I consider putting any new money into the US instead of Canada.
Would you have any favourite ways to play, for example much is being said about regional us banks, have things gone too far too fast to get in now. Your valuable opinion would be much appreciated.

Q: Could you please provide about 10 fundamental parameters to search out a potential US stock for me to buy in healthcare sector. I am looking at ABC and CVS, but want to be sure I am looking at the right things to judge them. I would purchase these in a non-registered US dollar account so no currency conversion issues. Many thanks always,
Marilyn

Q: Many analysts are predicting a turnaround in the oil services industry. The stocks seem to be anticipating this. You have recommended CEU. Has it moved to high for an investment at this time? Also, what do you think of ESI? It has an attractive dividend.

Q: I am considering the purchase of this security. Could I have your thoughts. Thanks

Q: I depend on dividends for much of our income and would like to have your opinion on one or two these stocks for a 1/2-3/4 position, about $15-20,000 or so. hot.un, car.un, aar.un, wir.u - Thanks, Ted

Q: For health care stocks I look outside Canada. Is there anything in particular one should look for in these? I view them differently due to the long process to bring a drug to market and potential law suits etc.

Any thoughts on whey a recent downturn in this sector?

I am considering purchasing Cardinal Health.

Many Thanks

Paul

Q: Do you think Capstone Mining at .98 is a good risk reward. I sold this in the high $2.00 but thinking of getting back in.
Thanks.

Q: Further to Edward's Q about reits with US holdings, I might suggest MRG.UN. It may be a tad pricey at the moment (I just sold mine, moving into the commercial side with HOT,UN and HR.UN) but I think the dividend is safe.

Q: Could I please have your opinion on Aston Hill Financial going forward.It seems to be picking up speed. Thank You.
Garry

Q: I plan to build a small aggressive high growth portfolio within my TFSA. This will represent a very small part of my overall investments.

Can you give me 5 or 6 names of companies that could have great growth potential over the next year or so that I could buy today? Risk is not really a factor as this is a small part of my overall plan and I am quite prepared for volatility and even loss.

Q: I am interested in knowing your updated views on this company. Thanks.

Q: In response to a recent question, you mentioned BIP.UN as one of your favourite companies for both income and growth. Can you list a few others, please, with reasons?

Ted

Q: Please give me your opinion of Agjunction. I am considering a purchase.

John

Q: Solium, had a major news release last week, and the stock jumped accordingly. What are your current views on this Company, and what do you see going forward?

Q: Hi, I would be interested in reading your current opinion on Molson Coors B, in terms of growth, income, and safety/stability prospects relative to peers; as well as its suitability as a long term hold (>5 years). Thanks in advance, and keep up the great work!