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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. I'm looking at VNR and also CUP.U. They both seem like decent "bond substitutes" with very low growth and stable income. Would you agree with this? Based on prior comments you seem to prefer VNR. Could you compare the two please. Thanks.
Read Answer Asked by Noel on July 06, 2015
Q: I regret there may have been a misunderstanding of my question on BAXALTA (BXLT.us). I asked if BAXALTA was worth keeping. I made reference to BAX only to say that BXLT has just been spun off by BAXTER (BAX.us). I also wondered if BAXALTA represented the bad parts of the former BAX operations and asked if BXLT was worth keeping. Perhaps I should not have made a cross-reference to BAX.us but I did so thinking it relevant to my question on BAXALTA . I would be thankful for your comment on my original question, namely whether BXLT.us is worth keeping.

I apologize if I erred in making reference to BXLT’s former owner BAX. Thank you and my best.
Read Answer Asked by Adam on July 06, 2015
Q: Since joining 5i service I've been tracking my portfolio gains and loses. My question is around cash additions and withdrawls from the portfolio and how to calculate total return including these transactions. Could you help?

Read Answer Asked by Rob on July 06, 2015
Q: I'm a shareholder of Collectors Universe (CLCT). In the past you've recommended this company and it's in line with what I want -- which is income.

Looking into their annual reports, I see that their share price has been steadily increasing over the last 5 years. Is this a concern as their dividend payout also seems to be a high and the combination seems risky to me (because more stock means a higher total dividend each quarter)
Read Answer Asked by Eugene on July 06, 2015
Q: Wondering if I could get your comments on Best Buy before and after the exit of the Future Shop stores.
Read Answer Asked by john on July 06, 2015
Q: I noticed an early redemption of my Superior Plus Conv Debt on June 30th.
Should I have been given advance notice of this?
Mel
Read Answer Asked by Mel on July 06, 2015
Q: Good afternoon Peter and team,

We are now past the accumulation stage in investing beyond continuing to "fill" our TFSAs. I am thinking that when I do add to our TFSAs, I would buy XIC, so that when we want (or need) to withdraw $ from our equity holdings, we could withdraw from it, thus taking a little bit from a number of stocks with one withdrawal rather than having to worry about balancing the portfolio by figuring out which stocks, and how many, would be best to sell. Is there something I'm missing in my thinking, or would you think this a good idea?

Thank you for your invaluable advice: I've been with you from your inception, and continue to enjoy the site.
Read Answer Asked by M.S. on July 06, 2015
Q: I am think thinks of buying some RET's for div. income could you suggest something for me.

Jim.
Read Answer Asked by James on July 06, 2015
Q: Hello gentleman,

I have a little cash to play with. Of all the stocks in the growth portfolio, which has the most potential short term (1 year) as of right now.

Thank you for all your assistance.
Read Answer Asked by ron on July 06, 2015
Q: I'm wondering what an A+ company would look like. Would it look something like Disney DIS.US?
Read Answer Asked by Jerry on July 06, 2015
Q: Hi 5i team,

All my GICs mature in July and August. They make up <5% of my overall portfolio. Rates are very low (typically 1 year: 1.3%, 5 year 2.0%). There is even talk of a further interest rate cut in Canada.

Should I just split the cash 20% for each of 1, 2, 3, 4, and 5 year terms, or do you have a better strategy in the current interest rate environment?


Paul J.
Read Answer Asked by Paul on July 06, 2015
Q: Just an FYI, I think your the month end P&L for the portfolio coverage PDF needs to be split adjusted for GIL and MG (maybe others as well I'm not sure). It's showing negative returns where these stocks have been going up.
Read Answer Asked by Robert on July 06, 2015
Q: Hi Peter.Thanks again for a wonderful coumn in the National Post, Saturday July 4th. The 5th thing you point that investors should know but don't is that Dividend growth stocks beat everything else. Sound advice. If you were recommending to a 50 year old, the 10 top dividend growers, what would they be today. I know I would find this helpful, and perhaps others would too. Many thanks for the terrific and useful service.
Read Answer Asked by Guy R. on July 06, 2015
Q: Reits are now just 4.25% of our portfolio, with a full position in cuf.un and a 3/4 position in cwt.un. I'd like to add one more for income. Can I have your opinion on Milestone- mst.un, Artis- ax,un and hr.un. Thanks, Ted
Read Answer Asked by Edward on July 06, 2015
Q: What hedge fund would you recommend. My take is they protect on the downside as well as providing opportunity on the upside. Is this correct, if so sounds like a place I want to be. Thanks for your help.
Read Answer Asked by Cameron on July 06, 2015
Q: Please advise five or more dividend growth stocks you would recommend at this time. Thank you, Barrie
Read Answer Asked by Barrie on July 06, 2015
Q: 8:38 AM 7/4/2015

Hi Peter :
Can you please explain the strange trading pattern for BIP.UN Brookfield Infrastructure Partners all day Friday. The whole day there was a ceiling price of exactly $56.00 with volume over 41,000 shares. It is almost as though someone had an unlimited supply of shares on offer at that price.
Could it have anything to do with the bid for Asciano in Australia? What is your opinion of BIP now?
Regards....... Paul K
Read Answer Asked by Paul on July 06, 2015
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