Investment Q&A

Q: Good evening Peter,

I would like your thoughts and insight on my below Investment strategy

I am an Investor, not a trader. I believe in owning great companies and never selling them.

I am 52 years old and have been managing our investments through a discount broker for the last 10 years with a Dividend strategy for my retirement.

We have both registered, TFSA & unregistered account's for my wife and myself and we do not have an employer pensions.

All accounts currently have a drip program and the plan is to have these accounts fund our retirement in 8 years.

I realize that the Canadian banks, utilities, telecom, pipeline, reits, ect...will be negatively affected by rising interest rates, which is mostly what we are invested in.

When rates rise, these stock prices will be lower, which I feel for our dividend strategy is good. This will mean via the drip program I will be able to buy more shares and therefore more income when the time comes to retire. I plan to never sell these great Canadian dividend paying companies we own.

Please let me know your thoughts on this stragety

Looking forward to hearing from you...

Thank you Gordon...

Q: FNV has recently been added to the S&P/TSX 60 in place of TLM. Will this have a positive effect over next +/- 2 years? What is your view for FNV performance over that time frame?

Q: Hi Peter, I have been "dabbling" in the stock market with equities and options over the last 20 years. While I have gained some knowledge, I would like to develop the ability to manage my own portfolio over the next couple of years as I approach retirement (in 5 years). Can you recommend some readings and courses / seminars / etc I can take to enhance my knowledge of equities, derivatives and portfolio management.

Thank you

Q: Hi 5i: I have too many stocks and am trying to consolidate. I'd appreciate your comments on my financial holdings, which are a little over 15% of my portfolio. On the C$ side I have: SLF (3/4 position), EFN (full) and CXI (1/2); on the US$ side I have JPM (3/4), C (1/2) and KRE (1/2). I hold some Canadian banks in separate dividend portfolio that I am not concerned about right now. In my active portfolio I would like to hold maybe 4 financial stocks with weights that balance out risk and provide some diversification within the sector. Your comments would be much appreciated. Suggestions to swap some of what I hold for other stocks would also be welcomed.

Q: I HAVE BEEN SEARCHING FOR A GOOD PLACE TO BE WITH MY FIXED INCOME 60% TO 70% OF MY PORTFOLIO AS I'M 72 AND THE MARKET SEEMS READY TO RETREAT SOMEWHAT. THIS FUND IS NEW BUT LOOKS PROMISING. PLEASE ADVISE ME, THANK YOU

Q: Would it make sense to sell td, and buy SLF, recognising the impending interest rate rise.
Thank you

Q: Hi there. I'm new to investing, and would love your thoughts.

I've opened up a TFSA and bought shares in CDZ, IT, PHM, SCR and XIC. There is also a mutual fund in the TFSA that I was planning on selling and investing in stocks.

Would love to know what you think of that mix, and if you have suggestions for other investments.

Thanks very much.

Q: I am planning on gifting some shares of Amaya gaming to a charitable organization. The shares have a significant capital gain, but I wonder if I should wait until the shares are listed on the NASDAQ exchange June 8. Do you think the shares will further appreciate in value after the NASDAQ listing?
Linda

Q: Is there any reason you know of that has caused the upward move of this stock today. Thanks.

Q: I have an account where Intel has grown to over 5% weighting. I also hold Stantec, but its weighting is under 3%.
I am considering selling some Intel to buy some more Stantec to get them both around 4%. Since STN also trades on the NYSE, I thought I would avoid the currency exchange and just purchase it in the US.

Does this seem like a reasonable move?

Thanks.

Q: Wondering if you know why such a large increase in Veresen's volume on Friday?

Q: I have a well diversified portfolio and was wondering which 3 stocks, beat up or otherwise, you would recommend today for purchase in a TFSA. Thanks!!

Q: Hello.I would like to know your opinion on canoe eit income fund.With a 9.8 yield what is the risk.

Q: I have recently moved back into the health care sector with half positions in CRH, CXR and NHC. I'm looking to add to my holdings. How would you rank these three names as well as PHM (or any others).
Thanks for your great service.
Dennis

Q: Good Morning Peter, Ryan, and Team,
My wife's retirement account is managed to look very similar to the 5i Income Portfolio. Telus has been a holding for quite awhile. She will start taking income from her account within 3 years. Telus grows a bit faster than BCE but the dividend yield is lower. Based upon the above information should I sell her Telus shares and replace them with BCE ??? Thank you. DL

Q: Hello Gals and Guys -- thank you for your pending reply to my question. Have held both of these equities and made good profit over time. Sense this maybe an opportunity to re enter them. In your opinion, which I grealy respect, which one, recognizing their differnt focus, strengths, and sectors, for a 2-3 year hold. Many thanks, JA

Q: Can you give me your opinion on fastenal for the long term. Can it benefit from a US housing recovery. I think its a Warren Buffet stock.

Q: Could you please tell me why Goldcorp has done so poorly the last few months compared to Agnico Eagle Mines.Thank-you

Q: I purchased 200 shares of THO in Feb @ $16.28 per share. Would appreciate your opinion on this Company. Thanks. Catherine

Q: What is your opinion on this ETF for a longer time purchase? Thank you and cheers. Hans