Investment Q&A

Q: Hello Peter & 5i Team. Following a sale of AYA, I have a vacancy in my TFSA where I look for short term capital appreciation. Which would you pick of RKN (announced a 10% buy back today), CSU or BYD.un? I hold all these in other accounts. Many thanks, Keith

Q: Hi,

Assuming a well diversified portfolio consists of 20-25 equity names. Would you take the total value of your portfolio and split them equally over the 25 names, which in my case would mean have 15 stocks in my taxable cash account, 2 stocks in my TFSA and 8 stocks in my RRSP or should you split your RRSP and Taxable accounts and come up with different portfolios for both. I know that you add quite a few stocks, but it seems difficult to decide on which stocks in your portfolios to assign to your RRSP and in my case my RRSP returns would be dependent on only 8 stocks.

Thanks for your help,
Jason

Q: symbol: DSG
Hi Peter & 5i Team,
DSG reported 1st Qtr result, what is your make of it and your ouutlook for the next 2 years.
I am thinking to buy either DSG of OTC Open Text, which one would you suggest.
Thanks.
From Pui

Q: Hello 5i!
I would like to get your opinion on Omega Protein Corp (OME:US) on the NYSE. The company trades near book value, a trailing P/E of 8, and appears to be growing quite nicely. Why is this stock so cheap? Would you recommend it for a 6-12 month position?
Thanks

Q: hello 5 i team. can you explain the yield difference of cbo 4.13 and vsc .29 and clf at 3.46 to 2.41 for vsb i am considering vsc but can not understand the yield difference on rbcdirect today is this an error ? thank you

Q: Please comment on AF. Are there better opportunities? Any idea what their game plan is?
Thanks!

Q: Hello Peter and the 5I team
AVO has moved into a price that makes it very attractive for a nice move up. In my opinion in the short term there could be a 20% gain with in the next few months as the worries surrounding the management people leaving the company subside. My question is for the long term investor, what is the companies "moat"? What prevents a cheap generic company from copying their technology and bringing out a cheaper camera? Who are the competition? I always worry about Canadian hard ware tech companies not begin able to protect their margins over the long run. What are your thoughts?

Q: hello 5i:
re: question asked by John about AGU.

On the 23 May, AGUs Borger, TX plant went down for repairs. That was the second plant in two months to go down, which obviously impacts the amount of product being produced, resulting in decreased earnings. I must advise I'm a long term bull on AGU, but sold my shares some time ago due to perceived problems with execution. John, hope that helps as it may explain why share price is drifting down.
Paul

Q: Hi, could you please rank the following companies in terms of safety of income. Could you then re-rank in order of long term growth potential. Thanks.
VSN
CSE
CPX
NPI
AQN

Q: Peter and Team could you give me your views on WIN . I have shares seems to be a lot going on with the company .
Your in put would be great

Jim

Q: re: GWO & MFC

Saw your comments today on Great West... are those comments applicable to Manufacturers as well? Or is there anything I should be aware of re MFC specifically? I'm down 6% on a 6% weighted position.

Thanks for all you do

Gord

Q: I sold most of my mutual funds with the advent of ETFs but have held on to TD Asia Growth fund. Which ETF would have similar holdings to this mutual fund? Which ETFs do you recommend in this space?

Many thanks

Q: Hello 5i Team,
I have been buying a number of Brookfield companies on dips and now I am 11% invested with Brookfield:

BOX.UN - 1% non-reg
BPY.UN - 3% non-reg
BIP.UN - 5% non-reg
BPF.PR.E - 1% reg

I'm comfortable with these investments since I am looking at the longer term. If you think I should have a limit to my exposure with Brookfield alone and what might be a percentage?

Thanks,
Ronald

Q: When comparing SU and CNQ which is your favourite as a long term hold in a RRSP?

Peter

Q: Hi Peter and team,

Symbol: XIU

I have been a member since March and I have not asked questions before, because I found that reading your questions and answers gave me a lot of food for thoughts already. Thank you for an excellent service.

But now I do have a question, I would like to hold XIU as a core holding for the long term, and use your recommendations for extra growth potentials. But before I add more XIU, I would like to know what will happen if Blackrock goes into trouble? I know it is unlikely, but after so many crisis, I think anything is possible. Are our regulatory bodies making sure that XIU's underlying assets are totally segregated and safe? If that unlikely event happens, will shareholders of XIU able to access the stock still, or will its trading be stopped (for a while at least)? what will likely happen to the XIU's price?

Thanks!

Q: Do you think MFC might shortly play 'catch-up' with their dividend? They did cut it massively a while back. Currently EPS is $1.62 while the Dividend is $0.52 {Globe & Mail, on line}. That is a payout ratio of only 32%.
Paul

Q: Peter; This is more of a info email re Yangerra. I was notified by my online broker, BMO InvestorLine,
that YGR is a non qualified investment for registered accounts, I.e. RRSP, RRIF erc. I sold mine
anyways after the share consolidation but apparently the CRA can impose large fines for non compliance.
I have no idea why it is not allowed etc.
Rod

Q: I am hoping you can give me some pointers on buying stocks and holding onto them. Before buying a stock should I watch it closely for a few days and then put in a limit order? Also, I have had stocks, everyone sells and they drop 15 to 20% - most of the time they seem to go back up - so if I sold and then wanted to buy it 30 days later it is usually back up to where it was before it fell. Should I be like everyone else and sell and move on or wait for it to come back. These are things that seem to happen. Thank you. Dennis

Q: Hello Peter. What is your opinion of AIM-T

Q: ALA-TSX, AltaGas has been a favourite holding of mine since it was an income trust. I see it as being a well run, ever growing utility and energy company with a consistently growing dividend with a bright future. It is a diversified company.

I see it as similar to a young Enbridge Gas of years gone by, for example. I DRIP it and have traded it also occasionally.

I actually like it better than Fortis (FTS), TransCanada (TRP) & Emera (EMA). I also DRIP ENB, TRP & FTS.

Any thoughts or concerns that you would like to highlight for would be appreciated.

Thanx in advance.