Investment Q&A

Q: I have to preface this by saying I`m not a buy and hold investor, but it makes me wonder when people complain about a stock`s poor performance. If a stock has dropped 50% why are you still holding. At what point does it become obvious this is not a good investment at this time. That`s not to say it won`t be a good investment in the future, but it now has to double for you to break even.
Sorry for the rant, and I would like to thank 5I for helping me to retire early and continue to live a reasonable lifestyle.

Q: Thank you for your earlier answer to my question related to these types of funds! But it leaves me with one follow up! In a tax sheltered environment (RRSP/TSFA) is an ETF focused on preferred shares a good choice for fixed income. From my readings, preferred shares ETF seem to be better suited to an un sheltered portfolio because the 'interest' is treated as a dividend for taxation purposes.

Would I be better off in a tax sheltered environment to purchase bond traded funds such as PSB or XSB? It this is a better option which would you choose? With the prospects of rising interest rates in the USA, would I be wise to mix in some US Corporate bonds as well, such as USB? If this is a better option would a 60/40 split (USB/PSB) be a good split?

Thanks again!!

Q: I've been holding WIN in my TFSA (for the dividend income). Now I'm wondering whether it's worth transferring it out into my unregistered account and hanging onto it for an eventual recovery, or to just dump it. What would you suggest? (Either way, it's not staying in my TFSA!) Thanks

Q: TC has given back some of its yearly gains. Is this just a round of profit taking? And how do you see the company going forward given its most recent earnings? Thanks again.

Q: with no dividend and never any updates from management, with no banking license and a very thinly traded stock, what is the reason to hold onto this supposedly great company.have you made a mistake on this one, i really do not get it anymore and really will any of your members wait 3 years for this to work?dave

Q: Is now a good time to establish positions in a preferred share ETF? Is there a significant difference among the various funds available (ie: CPD, PPS, ZDV or the National Bank Preferred Equity Income Fund - sorry could not find the symbol)? With interest rates likely to increase, how stable are each of these funds and if it is a good investment (1 to 3 years) which would you recommend? Please indicate how you would rank these funds for performance.

Thanks

Q: Enbridge has cut its wokforce 5% is this good because of money saved or a further sign of things to come.

Q: Good Evening
I am an income investor, early 70's. I have a 15% holding in a diversified REIT portfolio. My holding of D.UN is 2.5% of my total portfolio. At what looks like a bargain price today would you advise an increase of 1 to 2% to D.un?


Thanks to All

Q: My wife and I are retired - if one is currently looking to put half of his portfolio into low risk income investments (bonds, bond ETFs, bond mutuals or low beta equities), what would u recommend in your opinion.
Thank you kindly.

Q: Your comments on the last quarter please.

Q: could you comment on the quarter,debt, and future prospects. thanks

Q: Could you please provide an update on CTH and comment whether an early stage investment would be more appropriate in CTH verses GUD.
Many thanks, Nancy

Q: There has been much talk lately about sector rotation. Can you tell us sectors that are being sold and what sectors the money is going into. Is this due to where we are in the economic cycle . Are we still in the "recovery" cycle. Thanks again for your great service

Q: Hi there,

I have owned this company for sometime and the results have been consistent over a long period of time. It has dropped recently - it would appear that is in sympathy with the Autoparts industry as a whole. Does this make sense and would you continue to hold if you owned. Thanks

Q: I own some BAM.A shares and would it be wise to add a further position or diversify and start a position in OCX at this time or wait for a pullback in these shares.
Thank you

Q: I am underwater 4.1% on VET and 6.7% on DRG.UN. Is this because of the recent crisis in France? We do need the income, but is this the time to sell, or should I hold? If I sell, I'll have over $70,000 to invest. Can you give me some dividend paying Canadian names to look at. We already have all the major banks,MST,SRU,AX,HR,DRG,HOT,CSH reits, BIP.UN,BEP.UN,PKI,NFI,NWC,EMA,NPI,FTS,BCE,T > Many thanks.

Q: I am a 72 year old income investor. I currently have 17% of my portfolio in "Pipelines/Utilities" including ENB 5.8%; TRP 2.7%; IPL 2%; PPL 2.7%; ALA 2.9%; VSN 1.2%; all held for several years. My questions are 1. How do I allocate each of these between Pipelines and Utilities? 2. Would you recommend consolidating some of these to fewer names? Thanks for your great service.

Q: I have to ask as I am still holding my WIN (wrong symbol for sure). You mentioned holding until the shareholder base changed and new investors buy in. How long do you think this process will take and do you expect it to recover to over $1.50 in the short term? In hindsight, I should have sold on news and joined the rush out. Management should be fired for what they have done to this company.

Q: I have held Questor all the way down. Should I be letting it go? Or hold on for a recovery. Down 80% on it.

I am sure it is being hurt since it is energy related, but it is down more than straight oil companies, and that I don't understand.

Q: Hi there,

I wanted to comment on one of your member's comments on his losses on individual 5i stocks. I too have been a member for a very long time and the one thing I have learned is to stick with a disciplined portfolio approach rather than just trying to pick stocks from your portfolios. This has led me to consistently better overall results over a number of years. Some stocks have gone done at times and recovered at other times. But it is the 'stick with it' portfolio approach which has led to better than market returns. Thanks for all that you do.

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