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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 am starting a TFSA for my wife, who is 5 years from retirement with an adequate pension. The stocks in question will be of equal weight. Your opinion on selection or other suggestion would be appreciated.
Thanks
Read Answer Asked by Roy on April 03, 2017
Q: If you could comment on Reitman's results please, that were released on Wednesday.

Same store sales up near 8%, on-line continues to grow very nicely, slight profit miss due to weak CAD, all seems pretty good, considering that YoY had 90 less retail outlets. Decent divi as well.

Stock is trading down though. Given that this is fairly thinly traded, is it just a few people deciding there are better 'stories' elsewhere, or is there more (meaning less!) to the story than I'm seeing, and it's time to leave as well. Your thoughts are very appreciated. Thanks...,
Read Answer Asked by Warren on April 03, 2017
Q: FYI, BMO just started covering FSZ with an OUTPERFORM rating. The added exposure bodes well, congratulations on picking another winner ahead of the pack!

Initiating Coverage of the Small-Cap Canadian Asset Managers: BMO Capital Markets analyst Nik Priebe launched coverage
on the Canadian asset managers. In general, he believes the asset managers offer competitive dividend yields and attractive valuation
multiples in the context of historic averages. Dividend yields of 5-6% are largely covered by free cash flow. The small-cap
asset managers also provide a significant degree of insider ownership, which we view as a positive attribute supporting a better
alignment of management interests with those of shareholders. Lastly, for investors concerned about the impact of new mutual
fund regulations, the small-cap asset managers offer lower exposure owing to a diversified asset mix. His coverage includes:
- Fiera Capital (Outperform): provides investors with exposure to a unique growth strategy, strong earnings momentum, and a
competitive dividend yield.
Read Answer Asked by Scott on April 03, 2017
Q: I have taken back my portfolio from a fee based brokerage, and included were a number of preferred shares that I am considering selling so that I can concentrate on dividend growth stocks. These preferred's have increased significantly in the past year, and I think this may be a good time to sell, although some are still below their cost. I would keep any that you might think are worth retaining for their dividends.
The issues are Brookfield Office Property 5.15% Preferred P
Enbridge 4% rate reset Prefeered U
Fairfax Financial 4.75% Preferred M
Husky Energy 4.5% rate reset Preferred C
Industrial Alliance 4.3% Preferred G
Royal Bank 3.6% rate reset Preferred M

Thanks very much for your help on this specific opportunity and for your good advice on investments.
Read Answer Asked by doug on April 03, 2017
Q: Hello 5i
Looking at the benefit of staying in TNC vs exit at current available trading price today of $3.30.
Sticking around to collect the sure 1.5% (call it 3% annual) gain from here and having a safe place to pick up this return feels comfortable.

Selling out now to an investment with great potential seems appropriate - but no guarantee of going up and could be a loss as market increase volatility.

Would you pleased offer your thoughts and comments on opportunity cost with current situation and likely candidates to switch into?

Thanks
DAve

Read Answer Asked by David on April 03, 2017
Q: Hi Peter, could you please suggest a silver etf one in canada and one in u.s.a. Thanks
Read Answer Asked by Alnoor on April 03, 2017
Q: Hi
I am looking for your top pic for Secure High Dividend ETF's - One Canadian Equity and One USA. I am also looking for High Dividend Growth ETF's (Like CDZ) - One More Canadian and One USA
Read Answer Asked by Ron on April 03, 2017
Q: Good morning 5i team!
I have a joint RESP account for my children who are 11 and 9.
At this time I have approx $85k in the account distributed as follows
$23 bond 2.10% mat June/2018
$22 k in VDY
$32K in VFV

I have a remaining $7k+ and wanting some growth, dividend with stability so I won't lose as it is a more short term time frame.
What do you think of the overall weighing of the portfolio and what would your suggestions stock wise be for the $7K.
Read Answer Asked by Sarah on April 03, 2017
Q: A couple of years ago I hit upon the idea of giving each of my grandchildren $500 on their 16th birthday to establish a first investment and, I hoped, learn something about investing by direct experience. I gave them 250 shares (still in my name since one cannot open a brokerage account under the age of 18) of Surge Energy then trading at $2.00 and paying a dividend of $.0125 per month yielding $3.13 in the first month, enough to buy one more share in the DRIP brokerage account. Working beautifully until last May when SGY halved the dividend (also instructional, but disappointing)

I have another grandson turning 16 and would like to do the same for him but do not know of another security with the same feature of paying enough dividend (possibly quarterly) that provides enough to buy one more share with the dividend generated from a capital base of close to $500. If you have a way of mining for such opportunities, I would be most grateful to hear your suggestion(s). (I do not have any experience with ETFs but perhaps there is a possibility in this sphere?) If you have another suggestion for an intro investment, I would be glad to hear your thoughts.

Thanks very much, Bob.
Read Answer Asked by Lynn on April 03, 2017
Q: Last February you did a portfolio review for me and it has served me very well. At that time ETF ZUH was recommended for healthcare exposure. Subsequently, I have recently subscribed to ETF & Mutual Fund newsletter. I noticed ZUH is not in your list of recommended healthcare ETFs but XHC is on the list. It has probably been so for a while and just did not notice. Should I switch out of ZUH and into XHC?
Read Answer Asked by Danny-boy on April 03, 2017
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