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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 Peter, I have been "dabbling" in the stock market with equities and options over the last 20 years. While I have gained some knowledge, I would like to develop the ability to manage my own portfolio over the next couple of years as I approach retirement (in 5 years). Can you recommend some readings and courses / seminars / etc I can take to enhance my knowledge of equities, derivatives and portfolio management.

Thank you
Read Answer Asked by Vineet on June 01, 2015
Q: Hi 5i: I have too many stocks and am trying to consolidate. I'd appreciate your comments on my financial holdings, which are a little over 15% of my portfolio. On the C$ side I have: SLF (3/4 position), EFN (full) and CXI (1/2); on the US$ side I have JPM (3/4), C (1/2) and KRE (1/2). I hold some Canadian banks in separate dividend portfolio that I am not concerned about right now. In my active portfolio I would like to hold maybe 4 financial stocks with weights that balance out risk and provide some diversification within the sector. Your comments would be much appreciated. Suggestions to swap some of what I hold for other stocks would also be welcomed.
Read Answer Asked by Roland on June 01, 2015
Q: I HAVE BEEN SEARCHING FOR A GOOD PLACE TO BE WITH MY FIXED INCOME 60% TO 70% OF MY PORTFOLIO AS I'M 72 AND THE MARKET SEEMS READY TO RETREAT SOMEWHAT. THIS FUND IS NEW BUT LOOKS PROMISING. PLEASE ADVISE ME, THANK YOU
Read Answer Asked by Peter on June 01, 2015
Q: Hi there. I'm new to investing, and would love your thoughts.

I've opened up a TFSA and bought shares in CDZ, IT, PHM, SCR and XIC. There is also a mutual fund in the TFSA that I was planning on selling and investing in stocks.

Would love to know what you think of that mix, and if you have suggestions for other investments.

Thanks very much.
Read Answer Asked by James on June 01, 2015
Q: Is there any reason you know of that has caused the upward move of this stock today. Thanks.
Read Answer Asked by wendy on June 01, 2015
Q: I have an account where Intel has grown to over 5% weighting. I also hold Stantec, but its weighting is under 3%.
I am considering selling some Intel to buy some more Stantec to get them both around 4%. Since STN also trades on the NYSE, I thought I would avoid the currency exchange and just purchase it in the US.

Does this seem like a reasonable move?

Thanks.
Read Answer Asked by Mike on June 01, 2015
Q: Wondering if you know why such a large increase in Veresen's volume on Friday?
Read Answer Asked by Donald on June 01, 2015
Q: I have a well diversified portfolio and was wondering which 3 stocks, beat up or otherwise, you would recommend today for purchase in a TFSA. Thanks!!
Read Answer Asked by Sandy on June 01, 2015
Q: Hello.I would like to know your opinion on canoe eit income fund.With a 9.8 yield what is the risk.
Read Answer Asked by glenn on June 01, 2015
Q: I have recently moved back into the health care sector with half positions in CRH, CXR and NHC. I'm looking to add to my holdings. How would you rank these three names as well as PHM (or any others).
Thanks for your great service.
Dennis
Read Answer Asked by Dennis on June 01, 2015
Q: Good Morning Peter, Ryan, and Team,
My wife's retirement account is managed to look very similar to the 5i Income Portfolio. Telus has been a holding for quite awhile. She will start taking income from her account within 3 years. Telus grows a bit faster than BCE but the dividend yield is lower. Based upon the above information should I sell her Telus shares and replace them with BCE ??? Thank you. DL
Read Answer Asked by Dennis on June 01, 2015
Q: Hello Gals and Guys -- thank you for your pending reply to my question. Have held both of these equities and made good profit over time. Sense this maybe an opportunity to re enter them. In your opinion, which I grealy respect, which one, recognizing their differnt focus, strengths, and sectors, for a 2-3 year hold. Many thanks, JA
Read Answer Asked by James on June 01, 2015
Q: Can you give me your opinion on fastenal for the long term. Can it benefit from a US housing recovery. I think its a Warren Buffet stock.
Read Answer Asked by chris on June 01, 2015
Q: Could you please tell me why Goldcorp has done so poorly the last few months compared to Agnico Eagle Mines.Thank-you
Read Answer Asked by jim on June 01, 2015
Q: What is your opinion on this ETF for a longer time purchase? Thank you and cheers. Hans
Read Answer Asked by Hans on June 01, 2015
Q: Is it a fair price to buy it, how will the eventual rate increase effect apple's price,
Thank you, Joe P
Read Answer Asked by Joseph on June 01, 2015
Q: Hi Team:
the BNS and BMO have raised the dividends, while Royal and TD has met expectations of their earnings but have not followed suite in terms of dividends, are they a good buy or hold for a long term 3-5 years hold for dividends and abit of capital gains ? or should I be patient and wait for a pull-back ? Thanks
Read Answer Asked by Michael on June 01, 2015
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