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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 and 5i Gang,

Last year I reallocated some of my portfolio to Canadian REITs, unfortunately at the worst time! Before any indication of tapering and the resultant sector decline. So I am underwater between 5% and 20% on my REIT positions now. I notice that they haven't been bouncing back all that enthusiastically and am scratching my head as to why not and whether or not to reallocate out of REITs.

Any thoughts or comments on the sector? Are you able to give me your thoughts about the future prospects of NWH.UN, my worst performer (-19%)?

Many thanks, Derek
Read Answer Asked by Derek on February 09, 2014
Q: INO.un attracted my attention with its high yield. If Europe is in recovery mode this one could move higher. DI.un also in Europe but concentration in Germany, a much bigger Reit with roughly the same yield. I would appreciate your opinion and which one would be your choice or would you prefer another Reit? Which one?

Thanks
Read Answer Asked by Saad on February 09, 2014
Q: Hi, given the choice between retractable preferred shares and perpetual preferred shares, what would be the better option, in like of today's potentially higher interest rate environment going forward? Thanks, your Q & A section is my must read daily!
Read Answer Asked by ANDY on February 09, 2014
Q: Kindly give your insight on GCL. Do you see more positives or ne

gatives over the nest two years. Please elaborate.

Thanks, Lou
Read Answer Asked by Louis on February 09, 2014
Q: Greetings, Team:

I wonder why resource stocks (e.g. Baytex and Crescent Point) tend to go down and are criticized, whereas tech and pharma stocks (e.g. Constellation and Valient) tend to go up when they acquire?
Read Answer Asked by james on February 09, 2014
Q: Are any members familiar with the Linde Equity Report which focuses on American stocks? In 2013 it was ranked top financial newsletter - in contrast Jim Cramer's (Mad Money)was 77th. I'd appreciate any feedback members may provide.
Thank you in advance,
Helen
Read Answer Asked by Helen on February 08, 2014
Q: Hello Team,
Last week, I caught the last minutes of an interview on BNN with PTS's CEO (Points International) and was intrigued. When I read the MD&A in the company's 2012 Annual Report, I just couldn't get clear understanding of how the company makes money, other than it has three revenue streams. Beyond that, it was complete jargon. Can you tell me in your own words how it generates its revenue and how you see its future? Thanks for the fabulous service you provide.

Robert
Read Answer Asked by Robert on February 08, 2014
Q: In your response to Graham re Badger you suggested one stock should not exceed 10% of the portfolio. Is that 10% of the equity portion or 10% of the total portfolio including income securities { bonds } and cash? Thank you.
Read Answer Asked by Richard on February 08, 2014
Q: Hi, I originally had 1500 shares of Badger. Sold 500 and paid for my investment. With the 1000, I now have 3000 with the split. It has 'fortunately' given me a heavy weighting with this company. You seem to keep recommending it and I continue to like it even though it does tend to swing my investments when it has good and bad days. My dilemma....at what point does a 'balanced' portfolio outway selling a good stock!

Cheers,
Graham
Read Answer Asked by Graham on February 07, 2014
Q: In response to a query earlier today on AT&T you indicated the stock is good long term, but 'not a screaming buy'. Can you please suggest what is (a screaming buy) right now, in terms of a stock offering reasonable growth and decent income with growing dividends? Thanks a lot!
Read Answer Asked by Jim on February 07, 2014
Q: Please give an opinion on the best way to invest in crude by rail (railcar manufacturer/refitters, or carriers like CN ( given the extra scrutiny that regulators are giving the recent spate of accidents).
Read Answer Asked by John on February 07, 2014
Q: Hi Folks
Pls offer your opinion on Chorus Aviation CHR.B on the TSX. Is the juicy dividend safe - mainly looking for income.

Thanks

Ernie
Read Answer Asked by Ernie on February 07, 2014
Q: Could you please suggest few stocks for RESP?
My son will need in 7 years.
I would like to invest fresh 5000 dollars.
Currently holding BNS, BMO, MG, STN, TD, MDA, ABX worth 15000 dollars.
Read Answer Asked by S on February 07, 2014
Q: Re: Imperial Metals.(III)
Could I have your current assessment please.
Thanks you
Dave
Read Answer Asked by Dave on February 07, 2014
Q: hello 5i:
some time ago (2013) you suggested that companies such as PD and TCW were on equal footings with NOV. My personal research shows that NOV is very undervalued now(50%ish). Can you comment on NOV and can you suggest Canadian companies that could provide at least as much value, at present valuations.
thanks
Read Answer Asked by Paul on February 07, 2014
Q: thanku for all your advice. yellow media,hnu natural gas, are they a good buy
Read Answer Asked by dale on February 07, 2014
Q: Just joined, great info, would like to hear your opinion on CST and KBR. Thanks.
Read Answer Asked by Sheldon on February 07, 2014
Q: Hi. I'm a new comer to your service. I love it so far. I have a question regarding your summary list. I am wondering if this is a list of stocks that are okay to buy or, is it the list of the stock universe that you cover and not all of them necessarily represent the best ideas to buy at this time?
Read Answer Asked by Fred on February 07, 2014
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