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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 have about 20% of my total portfolio in U.S. equities. Do you see that amount as reasonable or in lieu of stronger growth predicted in the US should I consider putting any new money into the US instead of Canada.
Would you have any favourite ways to play, for example much is being said about regional us banks, have things gone too far too fast to get in now. Your valuable opinion would be much appreciated.
Read Answer Asked by Maureen on November 21, 2016
Q: Many analysts are predicting a turnaround in the oil services industry. The stocks seem to be anticipating this. You have recommended CEU. Has it moved to high for an investment at this time? Also, what do you think of ESI? It has an attractive dividend.
Read Answer Asked by Ken on November 21, 2016
Q: I depend on dividends for much of our income and would like to have your opinion on one or two these stocks for a 1/2-3/4 position, about $15-20,000 or so. hot.un, car.un, aar.un, wir.u - Thanks, Ted
Read Answer Asked by Edward on November 21, 2016
Q: Further to Edward's Q about reits with US holdings, I might suggest MRG.UN. It may be a tad pricey at the moment (I just sold mine, moving into the commercial side with HOT,UN and HR.UN) but I think the dividend is safe.
Read Answer Asked by Paul on November 21, 2016
Q: I plan to build a small aggressive high growth portfolio within my TFSA. This will represent a very small part of my overall investments.

Can you give me 5 or 6 names of companies that could have great growth potential over the next year or so that I could buy today? Risk is not really a factor as this is a small part of my overall plan and I am quite prepared for volatility and even loss.
Read Answer Asked by David on November 21, 2016
Q: are these stocks okay to hold as dividend income with possible capital appreciation or which ones would you recommend selling and what would you replace them with?
Read Answer Asked by Gary on November 21, 2016
Q: A request to Santa and his band of merry elves at 5i. On Sept 9, 2015 you answered a request by Eugene for a list of stocks trading below "tangible book value" (your phrase) but considered profitable. You did not recommend them. They were all trading on the Venture and many were/are illiquid. Nevertheless, they have performed tolerably well, and 3 of those stocks: BVO,EIL,CDN have done exceptionally well. The only stinker in the group was CFL picked by Eugene. So on my Christmas wish list is a request to 5i to do it again, only this time my only restriction is to keep it any Canadian exchange. I don't write in very often, so I would like to take this opportunity to wish everyone at 5i a very Merry Christmas...........Lionel
Read Answer Asked by Lionel on November 21, 2016
Q: Although I typically look at some ratios when purchasing stocks, I never have used the Relative Stock Index (RSI). Although I understand roughly how it is calculated and understand that an RSI above 70 is an indicator of an overbought situation, I was interested to know if you use this tool as part of any of your recommendations or when you are answering Member's question and why or why not.
Also, if I am asking a question that has already been asked in the past, how can I search the history of questions asked to find questions related to a specific issue. The only place I can find anything seems to be in "MISC" however there does not to be any means to search this specific area to determine if a specific question has already been asked.
A specific company I was looking at in regard to RSI was Manulife. In the last month the RSI of this company has risen from about 50 to the current level of about 85 as the share price has increased from about $20 to $23. Obviously, if I look at RSI, I should not buy until the RSI drops to below 70.
I appreciate very much your thoughts on RSI and what if any value you would assign to it.
Read Answer Asked by ED on November 21, 2016
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