skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter and Team, I am considering PSI, Pason Systems and /or LIF Labrador Iron Ore as a contrarian move (5%)within an otherwise diversified folder, with a focus on income while riding the potential rebound of both. Could I get your assesment of the risk to dividend payout and metrics of each?
Thank you kndly, Rick.
Read Answer Asked by Rick on February 02, 2015
Q: Dear Agent. Is Hatteras (HTS) a stock worth holding on to in one's portfolio. Eddie.
Read Answer Asked by Eddie on February 02, 2015
Q: Dear 5i
I am down about 28% with this company but I have only a half position . Is this company worth buying more of at this time or one to avoid investing more into . I have about a 4-5 year time frame .
Thanks
Bill
Read Answer Asked by Bill on February 02, 2015
Q: Which of these two funds should I select? Given the free-fall of the Canadian dollar, I am inclined to go with the zsp.u (US dollar denominated). Then again, perhaps I should hedge my bets and buy both in equal amounts!!
Your reaction please.
Read Answer Asked by roger on February 02, 2015
Q: Hi Peter and staff,

Please give me your opinion on this fund. BAROMETER DISCIPLINED LEADERSHIP HIGH INCM FD CL A.
MER+TER is 4.84%
the fund may also pay annual performance fee to the portfolio manager equal to 20%of the amount by which the value of the Fund exceeds the value of its benchmark.
Your opinion would be greatly appreciated.
Thanks Shirley

Read Answer Asked by SHIRLEY on February 02, 2015
Q: Gamehost's share price seems to be moving down with the price of oil because they are tied to the Alberta economy. Assuming the worst, a prolonged recession of several years, would GH survive? would they maintain their divvy? GH seems like a great contraian pick with a good div. I already own a small position and would like to add. My portfolio is diversified in both geography and sector. Your advice please. Thank You
Read Answer Asked by Ronald on February 02, 2015
Q: HiPeter
I know you are high on this stock and guessing you are looking at the big drop as buying opportunity. Other than a few larger caps like CTC,MG,CNQ, I do not buy larger quantities if dividends are under 3%. That is the effective rate now at $8 per share. If the stock went back up to $10 or more,do you anticipate raising dividends to get to that rate or do you believe I will adequately rewarded otherwise(share price appreciation and dividend annually averaging more than a 5% yield on what you call an income stock)
Thanks for all you do
Dennis
Read Answer Asked by Dennis on February 02, 2015
Q: Hi 5i,
Do you believe McDonald's current woes are reflective of the fast food industry as a whole or do you think it's more specific to that company? I've been eyeing a&w for a while but am not sure about the whole fast food industry with more health conscious consumers.

Thanks in advance!
Wayne
Read Answer Asked by Wayne on February 02, 2015
Q: Hello team
I noted that Patrick Horan said that a competitor of Sandvine's was up for sale with about a 35% premium. He said that the competitor was much smaller than Sandvine. Do you have any idea who the competitor is. Patrick made positive comments on SVC. What do you guys think of SVC?

Thank You for your good work
Clarence
Read Answer Asked by Clarence on February 02, 2015
Q: With the latest lowering of prime and possibility of further decreases and the economy as a whole,would you hold or sell present holdings in this stock? Any suggestions for dividend stock that will hold up and have some growth? Thanks. Ken
Read Answer Asked by kenneth on February 02, 2015
Q: Hi - Back in 2009 I bought a number of Corporate Bonds (all at a discount) which have done quite well. Unfortunately, a good chunk of them are coming due and I would like to replace them. Finding decent yields is alot tougher. I am looking at Preferred Shares as a potential replacement both for the yield and the dividend tax credit which makes them look even better than corporate or gov bonds. In my view the Prefs - particularly for banks and utilities have risk closer to bonds than equities. Do you agree? Many thanks
Read Answer Asked by Gary on February 02, 2015
Q: What is your opinion on investing in Tesla at this time. It's pulled back considerably of late. Is this just the tracking of the price of oil, or are there other underlying issues? Your insight is most helpful.
Read Answer Asked by Marco on February 02, 2015
Q: Good morning,
What are your thoughts on ZID or some other India ETF or mutual fund for added global exposure in my grand chldren's RESP? The twins are only four years old and other holdings in the RESP are CDZ (33%), MAW 104 (26%)and MAW150 (26%). I've just sold ZRE (13%)and was thinking of replacing this with ZID which I recognize adds more risk to the portfolio, but may well continue go higher given India's long term growth potential. I currently hold ZID in my own personal non reg acct and although it has done well, I was wondering if this ETF was suitable for a RESP or should I opt for a more global ETF or mutual fund. Thank you.
Read Answer Asked by Francesco on February 02, 2015
Q: Hi gang : I am thinking of adding RC or CCT (22%) to my TFSA account. Currently holding IPL, TOU, OTC. Would this a good add or do you have a better suggestion for growth
Read Answer Asked by John on February 02, 2015
Q: Good morning
How does 2015 look for Reits in general and what would be your top 3 choices? Thanks
Read Answer Asked by Michael on February 02, 2015
Q: Good morning 5i team,
In december i sold surge energy for a cap loss and bought Whitecap to replace it. It is now time to buy Surge back again but i have been leaning towards keeping Whitecap instead. Am i right in thinking that you seem to show more confidence in Whitecap than Surge?
Thanks
Read Answer Asked by joseph on February 02, 2015
Q: I set up a 5 year preffered ladder on the advice of a local adviser. Most of these investments are rate reset types. This ladder is has lost me a lot of money. I note that I'm not the only one in this sinking boat. My question is straight forward. Do I hold these shares or sell them?
Read Answer Asked by Les on February 02, 2015
Q: Hello 5i,
The yield curve is flattening; the spread between 2 and 10 year is dangerously narrowing. This kind of situation, if it continues flattening, could be a precursor of market downturn as it happened in 2000 and 2008.
I was all in cash in 2008 and am wondering how to respond now; mind you there is always a lag time between the flattening of the yield curve and the market decline.
Your opinion please.
Tony
Read Answer Asked by Antoine on February 02, 2015
Q: At today's prices, bam.a or byd.un?
Thank you for your excellent service.
Read Answer Asked by Margaret on February 02, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!