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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: Ryan and Peter. Best of the new year to you and the rest of the 5i team. Thanks to Ryan for his article about re-balancing portfolios. I agree that health care is the sector that provides some value. I have some exposure to Canadian health care but would like to buy some exposure to specific American health care companies. If possible, could you suggest a few companies that offer some growth in 2017 and provide a bit of a dividend? Thanks in advance for your appreciated guidance.
Read Answer Asked by Les on January 04, 2017
Q: Hello, above are the list of us securities i hold. Can you give me your top 5 US conviction names, mid to large cap, preferably not financials as I am already overweight this sector. Your choices do not have to be sector specific. Thank you!

MSFT (Microsoft),CVS (CVS Health),IBB (iShares Nasdaq Biotechnology ETF),AMZN (Amazon Com),RIO (Rio Tinto PLC),PG (Procter and Gamble),LULU (Lululemon Athletica Inc.),DIS (Walt Disney),NFLX (Netflix),DY (Dycom Industries),RTN (Raytheon 'B'),CVX (Chevron),TWX (Time Warner),JPM (JP Morgan Chase and Company),BAC (Bank of America)

KR
Read Answer Asked by Karim on January 04, 2017
Q: I have not been as successful with my wifes TFSA as my own; currently have T 11%, AX.UN 6%, HR.UN 19% POW 29%, CDZ 18% and FN.PR.A 5%. Can you suggest a better mix? We are both in our early 70's and have RRIFs, trading accounts also with about 25 equities, plus about 150K in laddered GICs
Read Answer Asked by steve on January 04, 2017
Q: would you consider all of these stocks energy and oil related? How much of total weight would you give in this sector at this time? Would you consider 13% total too high in this sector?

Thanks
D
Read Answer Asked on January 04, 2017
Q: Hello,

Are the distributions for CPD and CVD considered dividend or income? Which would be better in a TFSA and which would be better in a non-registered? My understanding is that both of these ETFs should do well in a rising interest rate environment.

Best,

Carla
Read Answer Asked by Carla on January 04, 2017
Q: Hello,
Looking for a suggestion on a new name to add to RDSP portfolio. Prefer individual stocks over ETFs. Currently approximately equal weight: AAPL, BNS, CXI, GUD, KXS, NFI, PBH, SHOP, SIS, TOY, and cash. Looking for a portfolio addition to invest the cash in. Time frame is: 4 year old beneficiary withdrawing at age 50+. Current names reflect risk tolerance, and plan is to diversify with names as new money is added to the account
Any suggestions greatly appreciated.
Thanks
John
Read Answer Asked by John on January 04, 2017
Q: Please suggest 5 stocks that you think have a potential catalyst in the next 6-12 months that could result in higher than anticipated returns and indicate what those potential catalysts could be. Not looking for any micro-cap or very high risk suggestions. Thanks, and have a Happy New Year!
Read Answer Asked by Christopher on January 04, 2017
Q: My goal for the equity portion of my portfolio is about 50% growth, 50% income. I'm very close but just need two more income stocks. One I'm considering is AX.UN as the 8.5% dividend is attractive and I think that Alberta will recover over the next few years as oil does. The weighting I was planning to take would amount to 2% of my total portfolio or 3.5% of my Canadian equity portion of my portfolio. What are your thoughts on this?
Read Answer Asked by Carla on January 04, 2017
Q: i am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
Read Answer Asked by david on January 04, 2017
Q: Hi Peter and team, I was sent a link to a radio interview with the CEO of Dynacert, the interviewer was Jay Taylor who has a weekly radio show on the Voice America business channel.
What is your view on DYA? The story sounded compelling and market has been pushing this stock up. Also, is Jay Taylor a credible journalist or is he more of a stock promoter?
Read Answer Asked by Robert on January 04, 2017
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