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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: Hi Peter and Team,

An article in the Financial Post recommended the high-yield bond space. (http://business.financialpost.com/active-investor/high-yield-bonds-a-growing-opportunity)

Do you agree with this thesis, and if so, could you please recommend one or more ETF's?

Thanks as always for the valuable advice.
Read Answer Asked by Jerry on November 19, 2015
Q: Hi Folks

My question relates to your October 28 response to Paul re: the likelihood of the SPB - CUS combination going through and the need for CUS to pay a big break fee if unsuccessful. In a report by RBC dated Nov 1 on SPB they stated that "We note that Superior Plus is taking full regulatory approval risk and would be liable for a $25 million reverse termination fee if it is unsuccessful in obtaining regulatory approval." So could you please clarify the situation re: the break fee and who pays in event the deal does not go through.

Thanks

Ross
Read Answer Asked by Ross on November 19, 2015
Q: Hello - I try to diversify my portfolio best I can. However one concern I do have is not so much stock, or sector diversification. If I own a Brookfield portfolio of stocks (BEP.UN, BYP.UN, BIP.UN) that makes up 8% of my total portfolio, is it considered being too concentrated because of my weight in the Brookfield group?
Read Answer Asked by James on November 19, 2015
Q: May I have your opinion on these two stocks, please. Qualcom was battered today, but has been declining for a while. At&T seems to be solid and competitively priced?
Thanks!
Read Answer Asked by Sigrid on November 19, 2015
Q: Is there any rational explanation for today's sudden drop in Bird Construction? The stock closed down 8.2% and at its interim day low was down 9.3%. Thanks!
Read Answer Asked by Paul W on November 19, 2015
Q: Hello Peter and 5i staff,
Thank you for your recommendation of Enghouse . We sold a portion as it was overweight in our portfolio. [ 3 bagger ]. We would like to add another growth stock. We were thinking of DHX or AYA. What are your favourite names at present?

We just renewed our subscription today for 2 years. Great value and great advice. We look forward to seeing Peter on BNN today. thanks again
Read Answer Asked by john on November 19, 2015
Q: Just a quick note of thanks. I noticed a few negative/frustrated posts (in particular question asked by Josh - November 18, 2015). I have my share of hits and misses and we are all big boys and girls who know the risks - if not fully appreciated.

It shows your integrity to post these types of questions and not gloss over them. Keep up the great work.

Publish if you wish.
Read Answer Asked by Mike on November 19, 2015
Q: Hello 5i Team,

Could you please give me your thoughts on Sanofi as a five year hold? I do not presently have any pharma exposure.
Thanks,
Richard
Read Answer Asked by Richard on November 19, 2015
Q: I am retired and my portfolio is set up for income with some growth, I believe it to be well diversified. I also believe I could use some more exposure to REITs, RioCan and HR combined make up 3% of my portfolio. I have been considering bringing Reit exposure up to 12% by adding Boardwalk and Dream with each of the four holding at 3%. Most of the cost will come from cash and the sale of a portion of my CPD units with the balance coming from some needed clean up.
I would appreciate any thoughts, comments and input.
Thanks for you guidance,
Brian
Read Answer Asked by Brian on November 19, 2015
Q: I have held this security (Sherritt Int'l Corp Senior Unsecured Notes 11/15/2018 8%) for 3 1/2 years. What can I expect on maturity in 2018 now that it has tanked?
Read Answer Asked by wayne on November 19, 2015
Q: Can you provide an opinion on this stock please and thank you...i understand you don't follow it closely but an independent opinion would be appreciated...cheers
Read Answer Asked by Cam on November 19, 2015
Q: I've held this since IPO and have been happy to collect the dividend. Now the stock is trading bellow the IPO cost that I paid and I am wondering if I should sell or continue to hold. Is there much more downside risk from here and are there any positives that will help the company to increase revenues and earnings in the next 12 months.
Read Answer Asked by Joseph on November 19, 2015
Q: Good day. I have some cash and am trying to fill gaps in the income portfolio. I am missing Vnr,et,adw,spd .I would like your advice which would be best to purchase at this time. Thanks.
Read Answer Asked by Tom on November 19, 2015
Q: I'm down 3-5%+ on the following over the past few months. That's not a lot and I don't need to sell them but my trading background tells me to sell them and move on. So I need your steady hand. Would you sell any of these? Thanks
ISV, SPB, GH, FSZ, IPL ( I own VET, AD, EIF and 10 more)
Read Answer Asked by Tim on November 19, 2015
Q: Hi Peter
Have done very well by your CDN stock picks. I know US stocks are not something you specialize in but a question. If I wanted to buy one US conglomerate (not in health care) for long term low risk growth and income what would be your top choices? Much thanks
Read Answer Asked by Stuart on November 19, 2015
Q: Hi Team:
with CP trying to take over one of the US rails, it could become the biggest rail co
what would it do to the stock price ?
should we accumulate ? thanks
Read Answer Asked by Michael on November 19, 2015
Q: I have three stinkers that you have given up on and that I intend to abandon as well. I follow a selection of stocks in your portfolios but didn't sell when you removed them (to my regret): GXI, SCR and FM.

Do you have any advice on ditching these losers? Specifically, should I 1) sell today at market, having decided I don't like them; 2) set a good-till-cancel limit sell order at a better price; or 3) sell in the new year in the hopes of a bounce post-tax-loss-selling season? Or something else. I'm happy to be patient short-term but want them gone by February. Thanks for this great service.
Read Answer Asked by Chris on November 19, 2015
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