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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: Looking at a market downturn for the next several days or weeks,would you have any suggestions as to put a "stinking" bid in in certain companies?
Could you suggest some stocks?
And what would be the "stinking" bids be?at what point?
Can you see something on you computer screens?

Read Answer Asked by Josh on June 24, 2016
Q: to 5i team hello

US stocks:
I am looking to invest 10k in US$ with the following criteria:

-low downside risk
-good div. preferably from Canadian companies
-reasonable sustainable companies
-no banks or telecoms

I own full positions in :
BAC. GE, GM, JPM ,MSFT.

Canadian:
MFCSF - FULL POSITION DOING WELL
WPG.US - 0.5 POSITION
WPTIF.US 0.5 POSITION

1.THINKING OF INCREASING WPG.US OR AND WPTIF, or adding STD.US
2.GETTING SMALL POSITIONS IN BP,RDS.A, CAT
3.might also consider magna MGA:NYSE, as it seems very good value ?
4.WHICH COMPANIES MIGHT YOU RECOMMEND IN LIGHT OF THE ABOVE

Please comment on 1 to 4

thanks as usual
Yossi

Read Answer Asked by JOSEPH on June 24, 2016
Q: The fixed income portion of my portfolio has been suffering for the last few years, what do you think of the above and what recommendations would you have, thanks, Jean
Read Answer Asked by Jean on June 24, 2016
Q: reviewing your existing M macy's questions it appears many are mislabeled to M Mosaic and answered as such

can you pls review and correctly identify the macy/mosaic questions/answers

my question: is macy's a solid well run long term hold with a relatively safe dividend?

if not, what concerns do you have

thanks
Read Answer Asked by Robert on June 24, 2016
Q: Hello folks:
Month of May has come and gone. Some seasonal investing gurus said, it is nowadays in June that we should see a seasonal correction. June is almost gone along with Brexit!
I know you are not fans of Technical analysis.
But is there going to be a correction. seasonal or not?
What does your crystal ball gazing say!!
Looking at employing cash IF and WHEN the correction takes place.
Thanks in advance.
Read Answer Asked by Savalai on June 24, 2016
Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.
Read Answer Asked by Alan on June 24, 2016
Q: My investment advisor has me in a strong position with this fund (RBF554, North American Large Cap focus). While it's 3 yr performance seems decent at 9.45% it's 1 yr return (which is what I have participated in) is -.41%. MER is 1.75%. Do you think this fund is worth keeping or is it better to move on and if so would you have any suggestions of a good fund or etf to replace it?

Thanks
Gary
Read Answer Asked by Gary on June 24, 2016
Q: I am a retired, conservative, dividend-income investor with a pension, CPP, Insured Annuities and the following securities: AD, AQN, ALA, BCE, BNS, CGX, CJ, FTS, ECI, PBH, RY, TRP, WSP, WCP, WEF, RBC Cdn Equity Inc, Sentry Cdn Income, Sentry REIT, Fisgard Capital, ZLB, XIT.

I am looking to top up my industrial sector holdings. I have WSP, and those contained within AD and Sentry Cdn Income Fund (Progressive, Republic Serv, Transforse, United Parcel, among others).

I am looking for dividend payers and have narrowed it down to DH,MG, TCL.A (filtered using P/E, P/B, P/S, P/CF, Beta, as well as technicals). DH (your rating = B+) looks good due to its FinTech exposure. MG (your rating = B+) is a possible concern due to the car cycle being long in the tooth. TCL.A (not rated) is possibly in an industry that is fading away.

Which would be your top pick for both security of dividend and capital appreciation? Please rank them in order of your preference as well as how they might fit with my other holdings.

Thanks, Steve
Read Answer Asked by Stephen on June 24, 2016