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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: Having recently become eligible for the company RRSP matching program, I have a small investment in the Mackenzie Ivy Global Balanced fund.

I am limited in this program to the Mackenzie Funds, so it seems I am stuck with the high MER as a trade off for the company matching.

I have limited experience picking mutual funds and the advisor's picks would have seen me with 55% fixed income at age 35 which I feel is far too conservative given the high MER for this companies funds. As the current value in these funds is insignificant compared with my own funds, I just directed most of the funds to the balanced fund, and skipped the advisors other suggestion with the high bond allocation for the time being.

Is there anything specific I should watch out for when reviewing/selecting funds when my annual meeting with the 'advisor' comes around. If I stay where I am for the long term this will represent the bulk of my RRSP contributions for the foreseeable future.
Read Answer Asked by Jeffrey on April 20, 2017
Q: Hi Peter &Ryan
I held ipl in a reg account for many years and now appears to be range bound .my thoughts are to exit the position and move on .
Any thoughts for a replacement?
Kind regards
Stan
Read Answer Asked by Stan on April 20, 2017
Q: I currently have 1/2 positions in MSL,CPH and SVC. MSL and CPH look like dead money with not a lot of growth potential going forward. SVC looks okay. I'm looking to enter a full position with PHO using proceeds from the sale of MSL and CPH (I would keep SVC for now and monitor). For heath care representation in my portfolio, I have a full position in GUD already (thanks 5i)! For a growth oriented portfolio, will this be a good move 3-5 years out? What do you consider an attractive entry point for PHO?

Thanks!
Read Answer Asked by WAYNE on April 20, 2017
Q: General comment and observation. Ryan Modesto named this company(kwh.un)as a pick while a guest on BNN and it is in your income portfolio etc.. Yet
on the 19th in answer to Christopher you suggest that it is for high risk
investors and only a small position. I have noticed this type contradictory answers before which have left me scratching my head. As the question and answers make up the largest portion of the site and no doubt there are several people with different views giving answers, I feel that having paid good money for this service greater quality control is warranted.
Thank you. Dave. No need to publish it you don't want to. Just wanted to make a point.
Read Answer Asked by dave on April 20, 2017
Q: Can you provide me with a list of ~6 high dividend yield companies 5i would recommend? An assortment of small, medium, and large caps with varying levels of risk and potential for growth for me to consider would be great. I would like to take advantage of the dividend tax credit so these companies would need to have their pay out qualify for that. Thank you.
Read Answer Asked by Marco on April 19, 2017
Q: I have listed the small/med/cap companies I have on my watch list and am seeking your advise as to which three companies you would recommend my investing in from this list. (or some other that I have not listed) Many of these companies you have recommended on BNN. I look forward to your answer.
Read Answer Asked by Bob on April 19, 2017
Q: In your reply to Bill on April 17th, you commented you would have no problem with a 1% position of RRX. What about if "doubling down", in my case, means taking it to 4% of the portfolio?

With the stock weakness, my position has fallen to 2.3% of my portfolio and so was wondering if this would be an opportunity to raise it back to its original 4%. (Total sector exposure is 11%, at current prices, which includes TOG and SPE). ... Or just wait this one out?
Read Answer Asked by Sylvia on April 19, 2017
Q: Are you seeing any news to account for the sell off in this stock? I noticed volume was not extreme. This still on your radar as an future addition to the growth portfolio?
Read Answer Asked by Edgar on April 19, 2017
Q: I own BEP.UN, BAM.A, BIP.UN and BGI.UN. Clearly I like the company.
Currently I am looking to deploy new money into the "income component" of my portfolios and am looking for a global real estate investment. I like the international aspect and the dividend of BPY.UN; and seee this as a long term hold.
Are there other quality players out there whether listed in Canada or on the US exchanges that would be better choices?
Or would you endorse BPY.UN?
Thanks again for your helpful guidance.
Read Answer Asked by Donald on April 19, 2017
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