Investment Q&A

Q: To preserve capital and to have a bond component in one's portfolio would you recommend buying 5 laddered bonds with successive 5 year maturities, held to maturity OR ETFs?
If laddered which bonds: municipal, provincial, federal or corporate?
If ETFs what 3 names would you recommend?
Thanks kindly.

Q: Hi Team
I know you like SGY and their management team, and the share price has done very well over the last year. My question is in regard to share issues. In 2009 there were 17 million shares O/S, today there are 166 million shares O/S. Does this not represent a high level of share issuing, or am I missing something.

Q: Webinar? Where was it announced and is it archived? Thank you.

Q: This company seems to have lost money over the last little while, just looking at there latest fact sheet. The Ticker is: LWP.TO. Any thoughts or guidance on this one.

Thanks

Q: I have been watching Magna (which I own) over the past few day go on a tear to the downside. It is rather unsettling. As their earnings come out this week, does this mean that some people know bad news is forthcoming. Or is there some other likely reason.
Thank you Peter and staff for all your good work.

Q: Hi:
In iffy markets like this , I usually grab some profit and duck for cover ... even when I react OK I never get back in the market soon enough ...
This time I am taking the daily blows and am staying put ...
Are there stocks I should be looking at as best buying opportunities or sectors to which I should focus ???
Your site has helped me immensely . Thankyou .

Q: I have been considering purchasing some shares of Vecima Networks(VCM) Could you please advise me if you feel this would be a good investment--especially if one could hold shares for a few years.
The cost of this site has been returned to me numerous times.
I certainly appreciate what you guys do.
Ken Beatty
Thanks

Q: At present I own all of the stocks in your new model portfolio (not the income pfolio) and have some cash to employ to take advantage of market opportunities. With some of the stocks having declined significantly (CSU,STN,SYZ) would you add to one or more of these thinking that they are oversold; or would you add to the stocks with upward momentum (e.g.CSS,AYA,HCG, CCL) - or would you suggest doing nothing for the time being? Thanks for you help.

Q: What are your thoughts are long runs (lre) earnings.
Thanks Tom

Q: Would you please comment on another two or three companies other then Loblaw which might be considered a buy under the consumer staples sector. What is the difference between ATD.A and ATD.B?

Q: re: FLR - Fluor Corp...

Your thoughts please.

Thanks for all you do

Gord

Q: Greetings Peter, Lana and Team:
Dori Segal was on BNN today. He stated that its incorporation
as a corporation vs a reit is not an advantage to individuals
but is advantageous to pension funds and rrsp's. Please explain.

Thanks in advance,
BEN

Q: Good webinar today. Lots of great tips and information. Much appreciated.

One of many points I picked up was the comment on dividend ETFs, which included CDZ, iShares Canadian dividend growers. I've owned it for a few months on 5i's recommendation and it's up 8% in that time not including dividends, which seems fine to me. But I noted the comment today about dividend ETFs needing to own high dividend payers. CDZ was mentioned, specifically it including AGF Management in the fund. When I checked the current top fund holdings, the top 3 are AGF, EIF and BDT.

CDZ's profile states:

"The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million."

Do AGF, EIF and BDT fit the profile? Or are they in the ETF solely for their high dividends? Thanks.

p.s. Would a webinar on ETFs some time in the future be useful for 5i and CMS members????

Q: Hi Peter
This is in responce to Bill's question re: odd lot order on CSU not filled even though the closing price is lower than his bid.
I had this happen to me last week, oddly enough, same stock, same broker. I was told the only thing you can do is to do a market order instead of a limit order. This may help, however, this stock has a wider bid/ask spread than most other stocks.

Gerry

Q: Hello 5i, Could you comment on Veresen as a company as well do you think it is a buy, sell or hold. Also they just announced there 1st quarter could you comment on that also.
Thanks

Q: Hi Peter and Team, regarding SunLife, SLF, your thoughts on their results and how you feel the stock will react tomorrow morning at open? Thanks!

Q: That was a great presentation on Tuesday. Well done. While I have you could I have an update on TZZ. I see it has broken to new lows, however I can not find a reason. Thanks in advance.

Q: I own 2500 shares of S. I'm really underwater right now. Should I hold on and hope for the best or look for another alternative.

Q: To Peter and good crew. I am interested in purchasing MTG. Could you tell me please how the dividend is treated please? interest taxable or dividend taxable? I would appreciate additional new advice if possible since last one March 2014.Thank you,Phyl.

Q: Hello.
I have a general question for you.
Why is it that most public companies get funding and distribute warrants through private placements?
Thanks
Kevin