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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,
Our portfolio is comprised of five accounts. Within the portfolio we have 12.2% in finance plus another 8% in REITS. The strictly finance stocks & percentages are:

MKP 3,5% (in TFSA & RIF)
BNS 3.1% (in Inv acct)
GS 2.4% (in Inv acct)
TD 1.6% (in Inv acct)
EFN 1.6% (in Inv acct)

Question: MKP is probably a bit weaker company than the others. Would it be reasonable to switch it for SLF, and would SLF provide a similar overall return to MKP over 3 – 5 years? Or do you have a different suggestion as a MKP replacement? Or would it be reasonable to keep MKP, which has provided a great distribution and a small CG.

The REIT holdings are:

HR 3.2% (in TFSA & RIF)
MRG 1.9% (in RIF)
REF 1.6% (in Inv acct) (CG of 125%)
AP 1.3% (in Inv acct) (CG of 150%)

Question: Would you make any change to the REIT holdings in the TFSA and/or RIF?
If the overall finance holdings are a bit high, perhaps the sale of a TFSA/RIF REIT would be appropriate to make room for a material stock. The only portfolio holdings in materials are MCR and G.

Many thanks. Bob
Read Answer Asked by Robert on June 17, 2014
Q: hi again; rmm what is your take on it thanks brian
Read Answer Asked by brian on June 17, 2014
Q: hi experts; what do you think of nwh.would you buy it? thanks brian
Read Answer Asked by brian on June 17, 2014
Q: TY for Amaya gaming ... have a small position in Richards Packaging (RPI). Are you still comfortable with this stock going long?
Read Answer Asked by Alan on June 17, 2014
Q: 11:01 AM 6/16/2014
Hi Peter

I sold my PrairieSky this morning at a huge 40% gain from the IPO price as it was like getting 10 years of dividends all at once as a capital gain - too good to resist - so now I am looking for a good long life higher dividend paying oil company.

I have narrowed down my choice to these growing light oil companies, one or more of which I would expect to hold for many many years.
Safety and growth of dividends, and decent share price growth are most important to me.

Whitecap [WCP]
Surge [SGY]
Bonterra [BNE]
Crescent Point [CPG]
Canadian Oil Sands [COS]

Could you please put these in order as to which you prefer and maybe explain why you make the choices you do.

Thank you very much............ Paul
Read Answer Asked by Paul on June 17, 2014
Q: What do you think of British Petroleum as a buy. We heard this morning that it is undervalued and hasn't come back from the gulf spills. Supposedly it is about to rise significantly. Thks
Read Answer Asked by Cathleen on June 17, 2014
Q: Dear 5i team. I have a question about transferring funds from my Margin account into my TFSA. Every year we are allowed to add $5500 to the TFSA. I did this in January of this year, but instead of depositing cash I transferred stocks. I transferred $2131 dollars of STN at a 28% profit as well as $2664 of WEF at a 40% profit for a total of $4795 transferred into my TFSA (the rest in cash). In the transfer process from my Margin to TFSA do I pay tax on the profits for these stocks? When I got my questrade trading summary last year it stated CONTRIB for the type/ price when I did this transfer. To me it seems that the stocks were "sold" at the market price that day and then they were transferred into the TFSA. Is my thinking correct? Or can you explain to me better the tax responsibilities when doing this type of transfer to maximize returns? Thanks so much.
Read Answer Asked by Jeremy on June 17, 2014
Q: What are your thoughts on mmt right now. Seems like there is something going on right now the stock only goes from around 1.47 to 1.50 give or take a few cents here, it's been like this for a while now. One would think with the run up in o/g stocks it would at least move around more than this. What do they say "a rising tide raises all boats".
Read Answer Asked by Richard on June 16, 2014
Q: re: BLX Boralex

Morning Team

you last discussed BLX May 7 after they reported. all financial metrics appeared to be up and the outlook was good.

since then, very little has happened. took a bit of an upturn earlier this month then sunk back down to it's May 7 position.

any news or concerns worth noting since the may 7 post?

Thanks for all you do

Gord
Read Answer Asked by Gord on June 16, 2014
Q: Hello,

I am looking at buying either MAcro (MCR), enterprise (E ) or petrowest corp ( PRW ).
Which one would you consider the best value today?
Thank you
Read Answer Asked by Josette on June 16, 2014
Q: Are you aware of any reason why ET(Evertz Tech) is under some selling pressure today.Their latest quarter seemed quite solid to me.
Read Answer Asked by Donald on June 16, 2014
Q: Do you classify REITS based on their underlying business or are all REITS classified in the same sector in the TSX?

Read Answer Asked by Jason on June 16, 2014
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