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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i,
I am still looking for fixed income. I would appreciate your opinion on Autocallable note securities and in particular on the following notes:

https://www.cibcnotes.com/ScreensCA/DocumentDownload.aspx?DocumentTypeID=4&PublishStatusID=1&ProductID=1345&CultureID=1

Thank you.
Nadine
Read Answer Asked by Nadine on March 19, 2015
Q: Is 5i starting a new model portfolio for small cap stocks and when?
Read Answer Asked by Darryl on March 19, 2015
Q: I have been wanting to add this business or Bin to my RRSP for a couple of weeks but did not think I had a good or proper entry point.
WSP reported this am, and result are good and the stock has jumped over $1.00, on the other hand BIN has been fairly stable for the past few weeks, coupled with the fact that there was heavy inside trading in the past month.
Could I please have your opinion which would be the better position as well as a dollar entry point.
Both business are excellent in my estimation for long term growth and hold

Again thanks for your great and awesome service.
Read Answer Asked by Rick on March 19, 2015
Q: Hi 5i team,

I am looking to invest 20K in my girlfriend’s newly opened TFSA. This would be her only investments at this time. I’d like to purchase some securities where the dividend would be above 3% and still have potential for some growth. For now some medium to low risk names for a 2-5 year hold (maybe longer if the money is not needed).
How many securities would you suggest I purchase to be somewhat diversified?
Which ones should I start with and the weight you would recommend?
Or would you recommend to have equal weighing on the suggested names?

Thanks again for the great service you guys provide.
Read Answer Asked by Marco on March 19, 2015
Q: What is happening with this stock? It fell off a cliff recently. Is it a buy down in the dollar range?
Read Answer Asked by Garnet on March 19, 2015
Q: You spoke favourably on a couple of US stocks recently. CEMP which I am up 25% on (thank you very much), MTSN (Mattson) which I am taking quite the haircut on - what do you see with these two stocks going forward? Also, do you have more momentum stocks similar to CEMP?

Dennis
Read Answer Asked by Dennis on March 19, 2015
Q: In Johnathan Goodman's comments this morning, following release of their results, he indicated he will not rest until Knight realizes the same gains as Paladin (paraphrased). Do you see the possibility that this stock will go from $9 to $140 and was there anything in their year end results that gives a hint this is even remotely possible??
On another note, what happened to RMP Energy?
Thanks.
Read Answer Asked by Steven on March 19, 2015
Q: Good Morning!
Will the growth portfolio be all Canadian stocks? The new portfolio with its about 25 stocks will be my entire growth portion of my overall portfolio. And is it it wise to put all my growth investment in Canadian stocks?
Read Answer Asked by David on March 19, 2015
Q: What is your view of RMP's earnings update today and would you continue to hold? Thanks.
Read Answer Asked by Curtis on March 19, 2015
Q: Obviously RMP's earnings were not good. Can you please shed some light on how bad their earnings miss was and future prospects in a low price oil environment. Thanks

Read Answer Asked by Roy on March 19, 2015
Q: Hi, could you please provide some commentary into what to what to look for when it comes to listening to the conference calls when earnings are released. I find them to be quite informative but realize the CEO/CFO want to paint the rosiest picture they can, and the questions analysts pose sometimes seem somewhat on the softball side. Any insight to this would be appreciated. As always, thank you all so much for this.
Read Answer Asked by Adam on March 19, 2015
Q: Hello, I see you have had a few questions on this company recently and I too am intrigued with it. I personally am hesitant when any stock is considered expensive and would like to know what you would like to see change in the companies metrics that would make it a bit more palatable. Thank you.
Read Answer Asked by Adam on March 19, 2015
Q: Hi Peter and team,

Patient Home Monitoring is a Canadian company but all or most of the business is in the US. Is the business model stable. Can you kindly let me know about the revenue and profit is stable as well. Is this a good buy because the company stock has triple in the last year. Thanks.
Read Answer Asked by Norwood on March 19, 2015
Q: Hello Peter and Team.

I’m an income investor and currently have 27% of my portfolio in cash.

The other 73% is distributed as follows:

US Tech 11%
Oil & Gas 4%
Consumer 8%
Cdn Banks 12%
Utilities 26%
REITs 12%

I’ve been in and out of the Telecoms and think they are somewhat expensive right now. The Cdn Banks on the other hand look like an attractive sector to add to and I can collect the 4% dividend while I wait. I have a full position already in BNS and would like to add Royal and TD. Maybe 6% in each? or should I just stay in cash and wait for a further pullback? I’m worried about the US markets correcting which will just take everything else down with them regardless.

What do you think?

I know I need to work on better diversification but I don’t want to put new money to work just for the sake of diversification as I view this to be a ongoing discipline. Right now the CDN banks are the only thing I see as a strong buy aside from O&G which is interesting but still a little too risky for me to commit new money to vs. the Banks or am I missing something?

Thanks as always for your excellent advice. Scott
Read Answer Asked by Scott on March 19, 2015
Q: 3:47 PM 3/18/2015

Hello Peter

I read your excellent article "Five quick fixes for your investments" and I quite agree that dividend growing stocks are an excellent choice. You mentioned Corby CSW.A and I have a 3% position in it already largely due to your comments on it recently and over the last year. Thank you so much.

My problem is I require dividend income and if I were to buy a wonderful stock with a 1% current dividend yield growing at 10% a year it would take 14 years for the dividend to grow to 4% which is what I need.

So my question is can you suggest for me several Canadian dividend growers [not in financials, materials, oil, energy, pipes, or utilities as I am maxed out in these sectors] that currently have yields in the 2.5% to 5% range that would be consistent dividend and stock price growers, with lower beta, be relatively recession resistant, and have a competitive advantage in their respective industries.

These sort of stocks are hard to find and there may be only a few!

Many thanks........... Paul K
Read Answer Asked by Paul on March 19, 2015
Q: I loved your article; Five Quick Fixes For Your Investments.
I am especially interested in the following: Dividend growth is far more important than dividend yield.

I know there exists the Canadian Dividend All-Stars list, however, it contains an overwhelming amount of data. Can you recommend about 8 Can. stocks to buy now and hold indefinitely primarily for the dividend growth, with the intention of re-investing the dividends? (This would exclude the banks and BCE, which I already own.) Thank you in advance.
Read Answer Asked by Helen on March 19, 2015
Q: Given the outlook for oil, is CFW worth holding? Do you think that the dividend is safe?
Read Answer Asked by Brian on March 19, 2015
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