Investment Q&A

Q: Hello 5i team,
For the person who wanted to know annual TSX total returns; data below includes 2.8 to 3.0% dividend yield
2005 +21.9%
2006 +14.5%
2007 +7.2%
2008 -35.8%
2009 +36.0%
2010 +14.4%
2011 -8.4%
2012 +6.6%
2013 +12.4%
2014 +10.2%
2015 -8.3%
Regards,
Antoine

Q: Looking to fill a new TFSA for a grandson & thought these 2 might fit the bill. Good dividends & reasonable growth prospects. Your advise - please. Thank you.

Q: I am making an initial RRSP purchase and would like to start with a small number of ETFs. Could you recommend a starter portfolio of three to five ETFs (20-year timeframe)?

Q: Wow what a Quick answer on XSR.Sorry it should be on WEF.Reported $265.6m revenue more than $256m expected,0.2 diluted Eps less than 0.4 expected,& $29.6m Ebidta.Your comment & effect on price.Always appreciate your normal great comments & services

Q: I presently own a very small percentage and currently under water. I was thinking of avering down, do u think this company will survive. Thank you

Q: In an earlier response to Jacques you provided the 2015 performance for the S&P/TSX Total Return Index together with a link to where it can be found on the TMX site. I have been searching long and hard for historical performance data (going back further than 2 years) for the S&P/TSX Total Return Index to no avail. The TMX data only goes back 2 years, I would like to have at least 10 years of history to benchmark against my personal portfolio performance. I realize that this is a question better suited for the forums, and I did post the question in the “brokerages and research tools” forum a few weeks ago with no replies. I even noticed that another member posted the exact same question in one of the other forums also with no replies. Can you either provide the year to year performance going back 10 years or direct us to where it can be found? Thanks.

Q: What are your current thoughts on HWO? Is it a good buy in the current environment? How safe/sustainable is the dividend? Thanks.

Q: Your analysis, please. Down almost 80% from its highs, but Full-year gross revenue up 18% to $6.0 billion; fee revenue up 17% to $5.2 billion; Adjusted Earnings Per Share of $10.01 up 26% reported at the beginning of this month. What am I missing, why is this down so much more than the rest of the market?

Q: What are your thoughts on this ETF for diversification in a tax free savings acct that has no foreign exposure for a conservative investor or a suggestion you might feel to be better THKS marcel

Q: Do you have a preference for either riocan or boardwalk at this time. Or would you like another name in the reit space. Hold is for +5yrs. How safe are the dividends. Thanks
Chris

Q: If you believe the news reports indicating that the big oil countries appear to be coming close to an agreed production cap, this could mean the Canadian dollar has hit bottom and is due to rebound to some extent (probably a little, not a lot). With that in mind any US equities held would be exposed to currency risk. I have made some decent returns on US equities in the past year or so with a good portion of such gains attributable to the Canadian dollar decline. Would you consider selling US equities now if you thought the Canadian dollar could appreciate in value say 10% over the next year or so?

Q: Hi Peter,
So frustrated with this stock. I have held it for years. You seem
to like it very much. reports more and more positive things happening. And after a big downturn and good earnings and a good couple days in the market. Down we are! Watching volume the last couple days. Huge. Are we being held down so some one can buy in cheap?
Thanks as always.

Q: You have probably answered this several times b4 but I couldn't find anything related so sorry for a likely repeat. I'd like some information on the MER that is quoted for a mutual fund or index fund. Some quote a MER of say 2.13% and others (like Vanguard) at 0.10%. Are these really the same thing and does this mean if I put $10,000.00 in each of these I am charged $213 in the first and $10 in the second (Vanguard)? Also is that charge very year or just a one time charge when I put money in assuming both are no load? Thanks. Much appreciated.

Q: What is happening with QRM lately

Q: Peter and Team,

I've owned KBL K-bro Linen for three years or so and have seen a nice increase in value and a healthy dividend. Its seems to have plateaued and stayed steady lately (which is fine!) but I am wondering if I could get better return by switching my 4.6% weighting in KBL to CSH instead. Thoughts?

Q: Hi 5i team, between my wife and I we have 7 accounts, 2 RRSP, 2 LIRA, 2 TFSA, and 1 non-reg for a total value of 950K as of yesterdays closing, consisting of 38 stocks, and 7 ETF'S for fixed income and foreign exposure, spread across all account's. Do you think this is too many position's, the stock's are equally weighted at 5-8%.

thank you a very satisfied customer

Q: Hi, will ask this again.
my portfolio needs help-- 23%cash-18%GGF31222-20%VUN-7%XEF-6%ZGI-4%SLF-5%VXC-5%ZUH-4%IYT-3%XEH-3%ATDB-2%DIS.
WE ARE 70 YEAR OLD RETIRED COUPLE W/O DEBTS. WE WOULD LIKE TO BEGIN TO DEPLOY OUR CASH. PLEASE ADVISE WHAT YOU WOULD CHANGE, IF ANY,AND WHERE YOU WOULD BEGIN TO PLACE OR NIBBLE CASH. WE ARE LEANING TOWARDS DIV.'S, BUT WOULD RELY ON YOUR INPUT. THANKS A LOT

Q: What is your opinion on the decision from Air Canada to stop reporting monthly traffic figures in favour of quarterly numbers and the airlines' CEO comment on short term investors and long-term stakeholders

Q: What is your opinion on KMI at current price levels and recent dividend cut? Can you compare it's financials with other utilities and provide a recommendation(buy/hold/sell)?

Q: When do these company's report earnings next:

CXR, CRH, TOY, LNR

Are they all YE (Q4) earnings?

What is their forcast for EPS and Cash Flow per Share for 2015 & 2016?

Thanks, Shane