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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: I see chartwell has been a bit weak since the Q4 earnings report. I noticed that AFFO only increased by one cent (5%) in Q4, although 10cents (approx 13%) for the whole year, perhaps suggesting that growth is slowing? In addition, I was disappointed that they only increased the dividend by 2.5%, which is much less than AFFO growth. Does this suggest to you that growth is going to be minimal for 2017? The yield is not high as I think investors (myself included) were buying into the growth story. Do you see meaningful growth going forward?
Read Answer Asked by arnold on February 28, 2017
Q: Following Donald's announcement of increased defence spending, I'm contemplating half positions in 3 of the above. Your ranking and perhaps other suggestions would be appreciated, as always.

Rob
Read Answer Asked by Rob on February 28, 2017
Q: Greetings, Peter & Co.
It is just as well that I inadvertently indicated that my last question was private as it was very badly worded.
Would you please recommend 2 or 3 stocks (Canadian and/or US) in the sectors: Consumer Staples, Energy, Health Care and Materials. I am looking for a good level of safety with some growth and, preferably, some income. Please feel free to charge me for more than one question.
With great appreciation for your exceptional service to retail investors.
Ed
Read Answer Asked by Ed on February 28, 2017
Q: Hello, 5i team! Thinking about additional investment in material sector + dividend part. Already own about 500 shares of POT in RRSP, now thinking is it good time to add say 100 shares of AGU before merger? I consider potash as a reliable area of long-term investment but would be glad to think about the alternatives as well... Your comments are highly appreciated! Thank you!
Read Answer Asked by Galina on February 28, 2017
Q: Hi Peter and team, I'm looking for some input as to where to deploy a recent RRSP contribution. I'm an aggressive investor with a 20+ year time horizon, and I tend to hold a focused portfolio. Currently holding QSR, XTC, PBH, SIS, TD, DH, WSP, CSU, SJ, and ENGH in roughly even allocations. I have broad exposure to US, Canadian, and International markets through my group RRSP at work, so am not overly concerned with diversifying the mix above. What are two or three companies you would suggest adding to the above for a long-term hold in an RRSP? By long-term I mean 5+ years, so the companies would likely be in dominant market positions.

Many thanks,

Alex
Read Answer Asked by Alexander on February 28, 2017
Q: I would like to increase my stock weight in technologies. I only currently have a 1,5% in BB and 2,5% in PHO. I have a 5% cash position in my TFSA to invest with a long-term growth (10years+) horizon. What tech company would you recommend for a new position?
Thank you,
Read Answer Asked by Julien on February 28, 2017
Q: Hello 5i
About a month in and wanted to say great service and looking forward to the future. In looking at the companies you cover it seems like your B and higher ratings have been very successful while protecting and growing capital. Curious to know if you have a report on the total returns based on ratings. For example all B rated reports have returned x%, C x% etc.?For me screening by ratings of B and better will be the starting point of my investment selections to be further investigated

Thanks
Sal
Read Answer Asked by Sal on February 28, 2017
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