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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: Has the limit for TFSAs officially been reduced? If not I suppose we could transfer $10,000 over tomorrow, could we not? Could we be penalized? Thanks!
Read Answer Asked by Donald on December 31, 2015
Q: Hello,

Any idea what is happening with PIF, i cannot found any informations explaining the sudden drop.

Thank you
Read Answer Asked by Olivier on December 31, 2015
Q: Happy New Year to friends at 5i Reasearch. In a tough year my portfolio held its own with your help. I paid attention to the flow of information, dumped some of the losers early move a bit more to income from the 50/50 income equity split and came out ahead drawing some income at the same time. It would not have happened without significant input from you. So Happy New Year! And looking forward to 2016.
Read Answer Asked by Martin on December 31, 2015
Q: What was the special dividend. Cannot find any info. on it. When is it payable? Thanks
Read Answer Asked by michael on December 31, 2015
Q: I am down 18% on this fund, should I continue to hold or is there a better fund or ETF for income? If I hold Hex and continue to collect the dividend do you think the price will recover when oil and the economy eventually recovers?
Read Answer Asked by Cathleen on December 31, 2015
Q: XEU-T is about 3% of my portfolio, other Europe equities about 2%. I am looking to add 1 or 2% to the sector.
RWE.B seems to screen well. Would you take a position in RWE.B or simply add to XEU?
I'm okay with unhedged currency for now.
Thank You, and all the Best for 2016.
Tim
Read Answer Asked by Tim on December 31, 2015
Q: Hello,

Where can I find:
1) Historical information on shares a company has issued or bought back since inception
2) Insider ownership and who the insiders are

Thank you and wish you all a very happy new year.
Read Answer Asked by Vee on December 31, 2015
Q: Peter and Team,

This is a follow up to my previous question regarding RQD and RQE. Is the value per unit paid out at Maturity the Par value (for RQD, this is indicated as $18.50)?

If so, and if holding to maturity, one would then want to consider current price versus Par value, correct?
Read Answer Asked by Marc on December 31, 2015
Q: I have no investment in any of these three companies, KXS; DSG and ESL (Kinaxis, enghouse and descartes). In your opinion, which of these three is cheaper or has the greatest potential for a three year holding?
Read Answer Asked by Helen on December 31, 2015
Q: Hello Peter, for someone with an RRSP, a TFSA and a non-registered account, and who wants to invest in some higher risk stocks, I believe the TFSA is the place to do it. I trust you agree?
Last year, my higher risk pick for my TFSA was, sadly, Guestlogix. I'd like to improve my batting average and am considering CXI. Would you support this stock, at its current price, for a long-term TFSA hold? And could you please add a second choice.
Secondly, I'm trying to build a 'blue chip' portfolio in my non-registered account. So far, it holds TELUS and Enbridge. Can you suggest another two good choices for long-term holds?
Thanks always, and please dock me whatever number of questions is warranted. James
Read Answer Asked by James on December 31, 2015
Q: Hi Team
Thanks for great support and happy New Year.
I am 72 years old and dependant on income from my investment. This year a loss on energy stocks. Last week I sold DOL and even ENB, to keep the profit. Now I have about 50% in cash and need to reinvest. I am thinking of selling Magna (already lost 16%) Loblaws and EFN, as they don't seem to get anywhere. Do you have any suggestions for growth stocks with dividend?
Thanks
Margita
Read Answer Asked by Margita Elisabet on December 31, 2015
Q: Hi Gang - can you compare SBUX to ATD, given expected growth rates, valuation, and impact of currency. Which would you choose today? Best wishes for 2016.
Read Answer Asked by Scott on December 31, 2015
Q: I have a locked in RSP that I want to soon access. Can I still hold stocks if I transfer it to a LIF or a LIRA? I live in Nova Scotia.

Thanks
Read Answer Asked by Charlie on December 31, 2015
Q: Can you recommend two solid growth stocks with dividends for 2016? Thanks as ever
Read Answer Asked by michael on December 31, 2015
Q: Last question to 5iR for 2015…and it is about 2016. I would like your comments on the target weights for portfolio asset allocation. (Details include a portfolio made up of a 20% income segment, 10 % growth and the balance of 70% balanced……and the dollar denomination, 80% CD$ an 20% US$)

CS 10%
Retail 5%
CD 10%
F 10%
Real Estate 5%
E 5%
Pipelines and services 5%
Health Care 10% (CD$ and US$ 50/50 split)
IT 20% (CD$ and US$ 50/50 split)
Industrial 15%
Material/Mining 1%…the plug figure
Transport 2%
Utilities 2% other than pipelines.

……thanks for keeping on the investment rails in 2015

May all at 5iR party well to ring in 2016!…..Tom
Read Answer Asked by Tom on December 31, 2015
Q: Temple Hotels announced on Dec 23 that Morguard had purchased another 7 million shares of Temple Hotels at an average cost of $1.07 thru a private share purchase agreement and this was completed with less than 5 vendors. Who would sell that quantity of stock at these prices?

Morguard now owns 39.45% after taking into account the convertible debentures.

They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.

It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Read Answer Asked by Mark on December 31, 2015
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