Investment Q&A

Q: I am retired. I have a small locked-in RIF (100k) and I will start to withdraw the maximum amount permitted this year. So far, the money was invested in 3 Gics of an equal amount. That approach suited me when the interest rates were higher . But, since the interest rates remain low it does not work anymore.
I need a higher return and i want to protect the capital and keep things simple.
I am willing to put 50% in fix income and 50% in equity with dividends.

1) what will be the most efficient way to invest that money?
2) For the fix income ,should I use monthly income fund like Pimco or Sentry NCE 1032?
3) Which Etf or fund can I use for the equity portion and in which proportion?

The balanced portfolio was launched in March. In your report, does the annual return refers to the calender year or the 12-month period ending on March of each year?

Thank you

Q: In your recent report on MRC you mentioned that it was trading at a premium valuation.Could you please give me the current NAV.
How are the assets of Temple Hotels valued in the NAV as well.
Thanks
Bob Rose

Q: Internal discussions at my end!! What is the current Price to Book (I calculate - just over 10. Also I figure the P/E ratio about 60. Do you agree? Thank you.

Q: I did last year forex trading and have $300. loss do I follow same TAX rule as stock.

If you are not aware of forex rule can you please guide me.

Are you aware of any membership site for TAXES that can give the same service as you do for stocks.

I want to join your ETF membership do I wait until my renewal so both will expire same time or I join now and will expire both at the same time.
Do you have estimated time when you will have portfolio setup for ETF and do you have to be an ETF member to have access to ETF portfolio

Thanks for your help.

Q: The Urguay government sanctioned cannabis producer ICC is up over 32% in a month. Any good reason for this, other than pure speculation?
Len

Q: Hi,

In the energy realm I own full positions in ALA,TRP and PEY and would like to add an oil producer to compliment PEY. My ideal stock would be a long term hold with a decent sustainable dividend. I have looked at VET, SU, IMO and CNQ. SU and CNQ seem to be close to 2 yr highs while IMO is close to 2 yr lows and VET somewhere in the middle. Which of the group do you see as the best value for me. Feel free to suggest a company I haven't looked at.

Q: Hi team, I have held DHX for quite some time but am finally ready to move on. Can you please provide a good alternative for this in a TFSA as well as an RRSP. Thanks

Q: Hi 5i,

In your Income Portfolio summary, you have ~10% in Energy. Which stocks are classified as energy?

If you were to add a new energy stock to the Income portfolio, what would be your top pick(s) be at this time?

Thanks in advance!

Q: There seems to be some new interest in Mexican securities. I KNOW NOTHING ABOUT MEXICAN MARKETS OR STOCKS OR ETFS!! Would appreciate any info and or recommendations - positive or negative. Thank you.

Q: Hi Peter,
I'm down 48% on NYX Gaming and it's been hovering around that area for a while now. Is there any reason to keep the name or is it time to sell?

Thanks

Q: If Freshii (FRII) considered to be within the Consumer Discretionary sector?

Also, if it is intending on tripling the number of locations, what would that mean for its stock price? I'm trying to reconcile its growth plans with its valuation which seems to fluctuate a lot since its IPO.

Q: I have a question about 1081

Q: Which company do you like best and see the most upside pho or gps.

Q: Sorry for asking another question about SYZ, but something doesn't smell right here. It appears that a couple executives bought some small amounts of stocks (aprox $250K) late last year, which for a light trading stock like this creates some excitement and pushes the stock higher and then late January the CEO and and officer sold $7.1 millions worth of stock, just before a bad quarter and the stock drops like a rock. While maybe legal, it doesn't feel right to say the least and I don't understand how the sale went through as it trades very lightly.

Do you have any concerns about management practices? Does it point to deeper problems at the company?

Thanks M

Q: Hi 5iResearch team,

What would it be for CPG: buy, sell or hold.

Regards,
Harry

Q: With about 3.5'in the above I have considered replacing with something comparable with more growth potential or higher yield. Suggestions? Thank you.

Q: I am a ten year old boy with my own business. I have two different savings accounts. One is to save for a car and one is to save for retirement. I have a GIC right now but even that makes me not very much interest.

What should I invest my money in?

Q: If someone is retiring in 10 years should they follow the stocks in the income portfolio or the balance portfolio?
Thanks

Q: I have small positions in zwb and zwc. Would you recommend consolidating into zwc as it has a position in most Canadian banks. Which would you prefer for a long term hold in an rrsp account for income and stability of yield? Thanx for your services.

Q: Hi,
I currently own 8 of Mawers Funds (MAW-102,104,105,108,120,130 & 150) to provide broad diversification to the individual stocks I own. I just noticed that they have a new Emerging Markets Fund MAW160. As this is a relatively new fund I know that information is limited on it but can you comment if you think this would be a suitable fund that would add further diversification to the funds I currently own and if I were to purchase it which account would it best suit i.e.- non-registered-TFSA-RRSP?
Thank you.