Investment Q&A

Q: Hello 5i Team,

I hold BMY with a very nice dividend/gain, but notice that you seem to favour MRK. May I have your comparison of the two companies? I'm thinking of switching some money from BMY to MRK..... or maybe putting it all on NVO?

Thank you again for all your advice.

Thank you again for the advice.

Q: nothwithstanding the valuation difficulties ....given the dominance of amazon ...marketplace,prime,AWS ......CAN YOU COMMENT HOW ANYONE ELSE CAN REASONABLY COMPETE??

Q: Hello,
I want to sell either Inter Pipeline or Pembina Pipeline but can't decide on which one. If you had to choose, which would you sell. I like both but want to use the funds elsewhere.
Thanks,
Martin

Q: Could you pls comment on PAH ...been fair bit of recnet insider buying

Q: Hi Peter & Co.,
Can you please comment on the latest quarterly results for Rogers Sugar? I don't expect much from the stock in terms of capital appreciation, but do hold it from income. Thanks!
Brian

Q: Can you provide an update on Pretium Resources? It has been highly recommended to me as a speculative stock that has a decent chance at hitting big. Any thoughts?

Q: Hi, 5i team,
Just wondering what your thoughts are regarding investing in TIPS, Treasury Inflation Protected Securities in the USA?
Thank you

Q: Hello Peter & Team,

I bought @ $36.48... Current price $30.63.

I have a concern regarding a reported long term debt of $1.5B and a fairly high cost on this debt at 4%. Also, it's business appears to be negatively effected by a strong U$ and from what I can tell, the U$ strength isn't going to change any time soon and in fact could get stronger.

I was wondering if you could comment on their debt scenario, what effect that could have moving forward and what you see long term (1 - 2 yrs) for the share price.

I am considering selling at a loss and moving on.

Thanks for all you do

Gord

Q: I will likely be retiring within a year, and plan to regularly draw a small amount of income from my investments to supplement my needs. I am slowly transitioning my holdings from a mostly equity oriented portfolio to include a moderate income portion. I am looking for buy and forget type of investments that pay a safe 4% or so dividend with an important caveat – capital protection. I am of the view that a 5-7% dividend has little meaning if you lose 20-40% of the principal investment amount in a short year or two. I understand that with greater safety comes limited upside potential which I am willing to accept. What would be your 5 top picks that best fit this requirement. I am willing to consider whatever investment type you feel is best suited between common shares, preferreds, REITs, income funds and corporate bonds or debentures. I already own T, BNS, AW.UN, BEP.UN, HR.UN, CSU.DB, XHY, CVD, CPD in case you were considering naming any of these so please try to select a few others (from any sector).

Q: Hi, I have your balanced equity portfolio (minus goldcorp), a few of your income stocks and 10 growth stocks. All of these are held in TFSA/RRSP. Up until now new money has been going into new positions in order to complete the portfolio. Now I have new money to deploy which will be in a non-registered account. Rather than new stocks I plan to just buy more of the ones I have in the model portfolio but am looking for advice on how to approach this. Obviously I won't have enough to add to all 20 names. I was thinking I'd start with 5. Obviously this means I'll be overweight in those 5 but not by a large amount. Does this approach make sense? How should I pick the 5? I notice in another answer you suggested ATD, CCL, MDA, AYA and DSG for someone starting with the portfolio. Should these also be the ones I add to? And then in what order should I deploy additional money when its available?

Best,

Carla

Q: Good Evening
What is you view on the recent purchase of Transalta assets and the issue of shares at $9.50?

Thanks to all

Q: I was thinking of buying some SIO. I noticed your last comment on this stock was May 21,15. Are you still negative in-regards to this stock. I understand they are starting to get all their ducks in line. Would appreciate your comment.

Q: Do you think this is a good time to buy?

Q: Hi there,
I am sitting on some US$ in my trading account. I basically follow your balanced portfolio plus some of your growth picks. I can't decide what stocks or ETF's to buy with my US $. My American holdings consist of Disney and VXUS. I realize you don't cover American stocks. What would be your top 5 picks in the US market. I can handle a moderate amount if risk and have the ability to hold long term if needed.
Thank you,
Kerri

Q: Good morning.

I woke up to see that my PBH Convertibles are being called in early along with a whole bunch of other in the past few months.

As a result I have almost 25% of my RRSP's in cash. My RRSP's are currently made up of 80% convertible Debs, PBH, AI, and HXS and MAW150.

Can please make some suggestions re RRSP investments with the idea to maximize return and minimize downside risk. I am open to CV debs, ETF's etc. etc. and any other ideas that are appropriate for a registered plan.

I am over 65.

Thanks very much.

Q: Why has cpd been so volatile lately?
Never been so volatile before.
Is this a good entry point here?

Q: Hi 5i Team RNW-t is the dividend safe? Payout ratio please?Any growth for a two year hold?Alberta Investment Management Corp just invested $200 million this is a good sign.Also doing a equity raise

Q: I realize that transalta has some challenges facing it. However, the dividend is now close to 12%. Is the dividend sustainable and do you believe there is some price appreciation in store for TA? How will Alberta's new carbon policy affect the company? thanks.

Q: With the new alberta climate strategy, do you think a company like RNW could benefit from this all their asset are in alberta and renewable, with a 8% yield it look very attractive.

thanks

Q: HI guys
Could you comment on this capital share, when I bought it a few months ago I thought that any increase in the dividends in the underlying stocks would be reflected in the split shares, but this does not seen to be the case, is some of the yield a "return of capital? What do you think about this product?. I feel that I bought it for the wrong reasons and am thinking about selling it. I have owned plit capital shares in the td and ry and have done very well with them. Can you any ideas of a split capital share that follows the life-co's. Sorry that this is so long.
thank-you for your time and have a nice day