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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: Hi 5i Team,

I plan to establish a long term holding position for NYSE:SCI for the uniqueness of its business, its leading market position as well as relative high barrier. But, I have a little concern about its high P/E and debt ratio.

Looking for your valuable comments.

Thanks a lot.
Read Answer Asked by Eric on April 30, 2014
Q: Does it make any sense to buy 5 year GIC's as part of a balanced portfolio given that interests rates are at all time lows and rates are forecast to rise over this time frame? Thanks. Michael
Read Answer Asked by Michael on April 30, 2014
Q: Good morning,
What do you suggest (1st pick, 2nd pick) from CSU, BAD, STN and AYA today to hold for 3 yrs or so if I'm looking for growth but lower risk is important to me?
Read Answer Asked by Brenda on April 30, 2014
Q: I have approx $600,000 to invest over a number of accounts. For example RESP's, RRSP's, TFSA, Investment acounts.

Currently I invest a Maximum of $5000 in each stock that I own.

Would you suggest I only own 25 stocks total for all the accounts.

Thanks for your great service.

John
Read Answer Asked by John on April 30, 2014
Q: Hi
Which of the oil and gas stocks do you currently find most undervalued.
I`m interested in those more concentrated on the gas side.
Thanks
Hersh
Read Answer Asked by Hersh on April 30, 2014
Q: Could you explain how investors in western Canada buy stocks after the TSX closes at 4:00 EST (which is only 1:00pm to them)?
Read Answer Asked by Gerald on April 30, 2014
Q: I have set up my wife's RRSP account after the model portfolio. Since the start of April the portfolio is down about 3%. When you get Dividends etc. should we wait until we get a larger amount before we buy. Also should we buy the stock that is losing the most or buy the one that is gaining the most.

Thanks for your advice.

John
Read Answer Asked by John on April 30, 2014
Q: WIN announced pretty good earnings this AM in addition to some good announcements in the quarter and a change to the legal expense risk sharing model. At this price seems to be good value even if they don't sell the company in the short term. Thoughts?
Read Answer Asked by william on April 30, 2014
Q: Any thoughts on Pure Multi-Family Reit ruf.u, do you think this would be good long term hold.Thanks
Read Answer Asked by Jim on April 30, 2014
Q: Hi Peter and Team,

A quick update on Altius Minerals, ALS.T would be good with all of the recent news and prospective growth.
Read Answer Asked by Graham on April 30, 2014
Q: Hello 5i
I am trying to re-balance my 25 stocks in a combined portfolio, at 4% for each position. I have not included ETFs. Should ETFs, such as XIU and XIC, be included in the number of positions, or treated separately? For instance, I hold BNS and TD as part of the stock portfolio, but they are also included in the ETFs. Your advice is greatly appreciated. Thank you.
Read Answer Asked by Kathy on April 30, 2014
Q: I have a question about diversification. My understanding is you should not have more than 20% of your stocks in any one sector. Right now I own HWO, POU, BXE, WCP, TOG, RMP, RE, RRX, TOU in the oil and gas sector, with a portfolio weighting of 13.5%. However, if I include BAD, ENB and BDI that takes my weighting to 28%. Would you include the last three in the oil and gas sector even though they're not producers?
Read Answer Asked by John on April 30, 2014
Q: Boulevard industrial Reit BVD.UN is run by people from Pure Industrial Reit, with a lot of experience in the sector. Is it a buy and does it pay a dividend?
Read Answer Asked by Francis on April 30, 2014
Q: Could someone point in in the right direction to find a spread sheet template for keeping track of my stock purchases and sales, and dividends earned. I am doing my taxes, and I don't want to go through this ever again. Thanks for any help offered!
Read Answer Asked by john on April 30, 2014
Q: Hello 5i,
With the recent strong performance of oil & gas sector stocks, do you feel there are now fair or overvalued and to be avoided until a correction takes place or was this move an overdue correction bringing the Canadian energy sector back in line to where they should have been trading?
Read Answer Asked by Randy on April 30, 2014
Q: Hi there
With the recent pullback in BX (Blackstone Group) do you think this is a good entry point for a long term hold. I am looking at getting some dividend yield (I realize this could be cut at anytime) and some growth. Also as a US holding would the dividends/capital gains etc. escape the typical withholding amounts, or does the structure of BX differ from a typical US company.

Much thanks
Stuart
Read Answer Asked by Stuart on April 30, 2014
Q: Hi Peter,

I have had several bank preferred shares redeemed recently and I'm looking to replace them for the dividend income. Can you make a suggestion of at least 4 preferred's that would be suitable replacements?

Thanks,
Dave
Read Answer Asked by David on April 30, 2014
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