skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am 68 years old and retired. I would like to start building positions in your model portfolio. Considering which sectors you believe will do the best in 2014, would you name those sectors and suggest 2 of the stocks in your model portfolio that you would buy now in each chosen sector.

As always, thanks for your guidance.
Read Answer Asked by Les on January 06, 2014
Q: Re the question by Keith on CDZ, I don't think a dividend of 6.9% is accurate. With this ETF (and others), the December distributions are always higher than those for the other 11 months of the year. For 2013, 14 cents versus an average of 6.5 cents January to November. Total distributions for 2013 are about 85 cents, which provides an annual yield of about 3.5%.
Read Answer Asked by Thomas on January 06, 2014
Q: Peter and 5iResearch Team,
Can you please provide advice regarding the # of stocks to hold in a portfolio, assuming one would have a cash, RRSP and TFSA and that we are referring to the equity allocation of the portfolio. I have understood that 20-25 names would provide good diversification, yet one of your members recently confirmed he added 15 names to a $35K TFSA portfolio and you suggested he might want to add one more name? You have 20 names in your model portfolio of $135K. Can you clarify??
Read Answer Asked by Linda on January 06, 2014
Q: Re: Financial 15 Split
FSN
How do these people get a 15% yield?
What do they terminate at?
How big is the risk?
Thanks
Ken Beatty
Read Answer Asked by Ken on January 06, 2014
Q: Happy New Year
I was thinking of diversifying into the US and was thinking about using etf's. Can you give me your thoughts on this and which ETF's I should consider at this time?
Thank you
Read Answer Asked by Colin on January 06, 2014
Q: Are you still planning on developing two model portfolios, one with a growth focus and one with an income focus? If so, when do you think you will be posting it? Thanks!
Read Answer Asked by Linda on January 06, 2014
Q: Hi> The time of year to review TFSA. Wondering about cdz. The dividend of 6.9 percent looks great. Is the a fee to own & how is it paid. Other ideas for growth stocks would be appreciated. Thank you. Keith
Read Answer Asked by keith on January 06, 2014
Q: Hi Peter and Crew, I have set up a 15 stock portfolio with a 5% weighting and a $31400 investment in my TFSA. Could you please tell me if I am diversified enough and if there is anything you would change for something better.My picks are:- ACQ,AVO,BEP.UN,BAD,CVL,ESL,FSV,G,GC,GIL,STN,SYZ,SLF,WPK & BNS Thanks, I do appreciate your input.
Read Answer Asked by Ivan on January 06, 2014
Q: Happy New Year Peter,
Some of the recent questions about making new investments to match your model portfolio, have raised my interest regarding this portfolio and whether it would represent the best investments for new money. Many of the holdings have done very well last year, and you may still like them (per your ratings), but there may some that could be holds because of the recent run ups, and other stocks which you have rated, that currently would be of better value for new money. Would it make sense to add a column to your MP, indicating whether any of the positions would be more of a "hold" versus "continue to buy"? Or would it be possible to periodically get a “new money top 10” list"? As an illustration of this, your answer to Rory earlier , you suggested CGX, ACQ, VET, STN, KBL, and T for a $35K TFSA initial allocation; interestingly neither ACQ or VET are in your model portfolio; curious why you chose VET over IPL (which is in your MP) for example? Your service is awesome!! Thx!
Read Answer Asked by Vern on January 06, 2014
Q: Kirkland Lake Gold (KGI.TO):

Announced a strategic review process this morning.
Who do think the possible buyers might be? Goldcorp?, Kinross?
or others?
Read Answer Asked by Russ on January 06, 2014
Q: We hold in our two TFSA's - BBD.B;CSE;ESN;BA;RMM.UN;& SGY. How many and which of these in your opinion deserves to be increased by a portion of our $11,000 2014 contributions? Many thanks in advance for your valued opinion.
Read Answer Asked by Harold on January 06, 2014
Q: I have some new money to put to work in a taxable account and am considering ACQ, CSU and ESL. Would you substitute VRX or Cineplex for any of the three stocks mentioned? I own all of these stocks in several accounts but won't be overweight in any of the stocks mentioned by new purchases. Income is not a requirement. Thank you. Bill Y.
Read Answer Asked by Bill on January 06, 2014
Q: Hi Peter I'm starting an RSP portfolio and was debating over BAM.A and BEP.UN one that you like. Is one more favourable over the other and if so why and which would you prefer in an RSP portfolio for growth and dividends. Thanks, Nick
Read Answer Asked by Nick on January 06, 2014
Q: Hi and happy new year. I am a new member and love your service. Just renewed at the discount rate even though I have only been a member for 3 months. I am impressed with your dedication, I recently asked a question at 6:30 AM and you gave a great answer by 7 am. The Early bird gets the worm. Now to the question: The Vanguard corporate bond ETF "VSC". What do you think. Seems like a small fund but mer is only about .18 per cent.I need to rebalance my stocks which have done very well in the past 4 years and buy some bonds. Corporates still seem the only way to go at this point.
Read Answer Asked by MANFRED on January 06, 2014
Q: Hello,

I have a portion of my savings sitting in savings accounts at Ing direct, would you suggest leaving it there or are there better alternatives which give better returns. Is it always better to have some cash liquidity or can I use my line of credit to replace that? Thanks very much. Shyam
Read Answer Asked by Shyam on January 06, 2014
Q: Happy New Year. I hope it's a good one for everybody. I'm looking for companies with preferred stock with good dividends.
I already have SLF.PR.D and would like some diversity. Thank you.
Read Answer Asked by Terry on January 06, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!