Investment Q&A

Q: Hello 5i,
In my childrens RESP, I have AVO, CBO, CDZ, CF, DH, DHX, HCG, IWO,SGY, SJ, SLF, WCP, XGD and ZWB. IWO is about 30% because it is the only US stock but this is down about 7.5% , I do have a 6 year time frame, my thoughts are I will wait until IWO goes back up (hopefully it will) after that I will trim its level to about 5% weightage. Otherwise I am slightly overweight on CBO and SLF which I am quite comfotable with. I put in about $400 every month towards my 2 kids RESP. I am slowly trying to add stocks to match your model portfolio/income portfolio. Please advice whether I should trim add something. Your advice has been great and I hope you continue doing this for many more years to come. Thanks. Shyam

Q: Hi 5i,

I understand you don't really follow many US stocks, but I do value your opinions.

I currently hold the following US traded stocks in my RRSP: DD, GE, INTC, JNJ, PG, TWX. Would you consider these long term (5+ years) holds? Would you trim any of these?

I am considering adding 2-3 new US positions. Do you have any recommendations considering my current mix? (I've been considering DEO, UL, WAG, WFC. Not sure if these are good or not or others would be better).

Thanks in advance!

Q: Hi There
I am thinking of replacing one of my long time (2002)holdings (2%) CAR.UN with MRG.UN. CAR has not increased its dividend very much over the last few years and appears to be stagnating from what I can glean. MRG appears to offer better metrics and better growth, as well as exposure to the US apartment market. I would appreciate your comments.
Thanks as always
David

Q: GH - There were 23,501,666 Shares issued and outstanding as at March 31, 2014. Of this amount, 13,182,615 Shares constitute the "public float", calculated in accordance with the rules of the TSX. What is the "public float" and where are the other 10 mill. shares? Where can I find info on share buybacks? or do you have info on buy-back history of GH? Thank You

Q: I am looking to add a consulting company to my portfolio and was wondering which would you recommend. As you have two in your portfolios, STN & WSP which one would you recommend for capital appreciation and best in class.

Thanks for your assistance.

Q: I want to invest as per 5i Income Portfolio. But I already have 5% plus positions on BNS, ENB, and L. Can you suggested suitable replacements ? Or should I just follow the entire stock list. Thanks for your great service.

Q: Hi. Wondering what you think of axl?

Thank you, Louise

Q: Hi Any words of wisdom regarding Northwest International Healthcare MOB.UN Looking for yield and maybe a bit of growth

Thanks Ernie

PS Keep up the good work!!

Q: Hi Peter and Team,

Could you please provide an update on Merus Labs (MSL-T)? Is there any other Canadian company that you would prefer in this space? Thanks!

Heather

Q: What are your thoughts on Brookfield Property Partners (BPY-UN)? I have been hesitant to get back into the REIT's considering interest rates have nowhere to go but up, but Brookfield has some excellent properties.

Q: I have owned Talisman [TLM] for a couple of years and am under water. At this point in 2014 I have capital gains which would easily offset the loss resulting from selling TLM. I'm looking for a suggestion on the way forward given this comment on BNN.
"We believe this provides an opportunity for astute, patient investors as the stock sells at a large discount to comparable companies and we do not expect that to stay that way forever. Investors also get to collect a 2.5% yield."
I don't need the cash so could sit tight and wait until later in the year. My energy exposure is about 7%. As a retired person I look more for yield than growth but do hold a number of your recommendations such as Amaya.
Appreciate your thoughts.
Ron

Q: May 4/2014 For 2013 year can you give me total debt and cash flow for spyglass resource sgl and southern pacific stp. Thanks

Q: Hello, could I please have your opinion of Manac Inc, MA on the TSX Thanks

Lynn

Q: PKI -vs- CSS outlook?

Q: bpy.un -vs- hr.un for both income and growth?

Q: Two opinions if you would. What is with cxr last two days? What can you tell us about aif. Thank you as always.

Q: Canaccord Genuity downgraded Linamar to "sell" from "hold" but maintained a $50 (Canadian) price target. It says its margins are near peak levels and the stock is pricey. Do you agree with this assessment?

Q: Warren Buffett bought SU in mid 2013 resulting in hugh increase for this sort of dormant stock in terms of price,& creating lots of increase fr.USA in our energy sector,which is the darling sector now. He now bought Altalink fr. SNC for $3.2b. Please advise how we are going to benefit fr. his move today,& provide some name of stocks. Thanks a lot

Q: Good morning. I own Torstar and they recently sold the Harlequin division of their company. I believe they are winding down the company within the next year or two. Should I hold on to the stock or sell? Thanks

Q: Dear Peter and team: Do you think convertible debentures are a good idea in a RIF account?
Thanks so much. Jean