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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: additional comments on lifs and rifs, you have to be 65 on jan.1 before you can split income, all lifs rif and company pensions can be split, but not old age security or Canada or quebec pension. dave
Read Answer Asked by david on February 16, 2014
Q: About 4 months ago, and just before becoming a 5i member, I bought 300 CPG in a TFSA, mainly for income but also a bit of growth (I'm currently under water on the stock price). Since joining 5i, I've read repeatedly that you're not keen on CPG. Would you suggest that, despite holding CPG for such a short time, I would do better to take my losses and move on to SGY, for example? The yield is even better than CPG, but does the smaller market cap make it much riskier?
Thanks for your insight. Chris
Read Answer Asked by chris on February 16, 2014
Q: I hold WEQ and I know the organic growth prospects look very good. It's market cap is small compared to HNL and BDI.

I am retired and love the WEQ dividend plus the prospect for some growth.

Is it likely that WEQ will be taken out by one of the big boys?

Thanks,
Steve
Read Answer Asked by Stephen on February 16, 2014
Q: WEQ.UN - Your latest view on buying for a TFSA vs other high yield with growth potential choices?
Read Answer Asked by Preston on February 16, 2014
Q: Hi Peter and 5i Team,
My only material exposure in my RIF is 5% in Silver Wheaton. I would like to initiate a new 5% position in XMA. Your view please on the timing and the opportunity of my thinking.
Thank you all for the excellent service.
Read Answer Asked by Raoul on February 16, 2014
Q: Am I wrong or have the number of questions asked recently been growing substantially? If so would you ascribe this increase to a greater number of small investors getting into the market or simply to more investors using your service?
Read Answer Asked by John on February 15, 2014
Q: Please help me understand what is happening to PSD (Pulse Seismic)…..it is going in the wrong direction for me to be a happy investor. Appreciate your wonderful knowledge/insights.
Lorraine
Read Answer Asked by Dr Lorraine on February 15, 2014
Q: KBL
I hold this stock in my RRSP and have done reasonably well with it, my objective for the stock is LONG TERM income and growth. Stock is down >5% this year and is my biggest loser so far this year. Should I be reconsidering my position with this stock?
Thanks
George
Read Answer Asked by George on February 15, 2014
Q: My parents are getting close to drawing funds from their RRSPs and I want to start shifting their portfolios into safer equities. Can you recommend any lower volatility ETFs? Is ZLB fine or too illiquid? Thanks, Rob
Read Answer Asked by Rob on February 15, 2014
Q: Dear Peter,

Don Vialoux has spoken a few times, most recently on BNN, about the behaviour of the market in mid-term election years. He suggests an interesting pattern for these years: that the market takes a dive in January and then rallies between February and April. From April until October, the market takes another dive, and then begins a huge rally from October to the end of the year. His data goes back approximately 60 years. I realize that 5I believes in long term value investing, and not technical analysis so much, but I was wanting your opinion nonetheless on Mr. Vialoux's thesis.

With all your experience in the market, have you noted such similar co-relations, and if so, how would you play the position with the higher risk stocks in your portfolio? (My view would be that it would be a good time to add to higher risk companies which are essentially solid otherwise, but are experiencing volatility, and to hold down the tent on the conservative parts of the portfolio.)

Your opinion is much appreciated. Thank you.
Read Answer Asked by Sylvia on February 15, 2014
Q: Hello:
Can I have your opinion on Enterprise Goup (E)
Thanks: Jerry
Read Answer Asked by Jerry on February 15, 2014
Q: I was wondering if you are familiar with MOB.UN? It had quite a spike on the increase in the dividend after acquiring some hospitals in Brazil, but has settled back to a 10% yield. Do you think it is ok, and any comments on the parent company? Thanks for the great info here.
Read Answer Asked by Lloyd on February 15, 2014
Q: My Question is regarding Aberdeen Asia Pacific Income Fund (FAP.to). What is your outlook on this stock in terms of both pricing and liquidity. I have existing holdings, like the distribution however am uncomfortable with the performance over the past year.

Thanks

Todd
Read Answer Asked by Todd on February 15, 2014
Q: Re PWT...I've been holding a losing position in Penn West for some time now and hoping that the new board members would turn it around, but have now lost some faith here...do you see any up-side for ,2014 and if not.. where would you go in energy (I already hold SU, TOU, WCP, CPG, EGL.un, PGF in energy sector) ...thanks
Read Answer Asked by Arthur on February 15, 2014
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