Investment Q&A

Q: I am a retired, mostly conservative dividend-income investor with a pension, CPP and annuities. My asset mix is 65% equities and 35% fixed income. My holdings include AD, ALA, AQN, BNS, BCE, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, ZLB, XIT and Sentry Cdn Income, Sentry REIT, TD Health, RBC Cdn Equity Income.

Within my equity portfolio, my tech exposure is 8% with 3/4 of that being XIT. Seasonality is in its favor right now.

Within my equity portfolio, my healthcare exposure is 4%, with 3/4 of that being TD Health. Bad current news environment and bad seasonality, but beaten down.

I am interested in topping up either XIT or TDB976. Which one is more conservative, could use the topping up and has the most upside?

Thanks,
Steve

Q: I'm interested in the security of income and capital. In XTR there seems to be a lot of diversification among quality companies. What would be the maximum percentage of the portfolio you would be comfortable with? Thanks for the ongoing advice.

Q: There has been a lot of talk about a housing correction in Canada. I am interested in your views of how this could impact the Canadian stock market and what would be the most vulnerable sectors and stocks? Also, would this tip us into a recession?
Thank you

Q: Good morning, a quick thank you for everything you guys do!

Just wondering your thoughts on Dream Global, I've been enjoying the dividend but would appreciate a more educated opinion of them.

Q: Would appreciate your take on earnings announced today. Would you continue to hold for projected recovery?
Thanks

Q: Hi, just to add to your response to Rory's question on large trading volume, it was part of NCIB buy back of 97,900 shares on November 3, per TMX. Thanks

Q: Your thoughts on results and dividend cut. Thanks

Q: Gooddmorning
For a modest investment in a TFSA what would your preference be of the 3 listed
Thks
Marcel

Q: In her TFSA my wife currently has 28% between i shares CBO and CLF; about 18% each of SLF, STN and BMO. We are about to add this year's $10,500 which will leave us about $18,000 to put to use. What three stocks would you recommend? Add more to SLF and STN? Add WSP ?;. She would be willing to add more growth potential. Any other ideas? Thanks for your sound advice.
Paul

Q: Pease your opinion on DRT's results today.Conference call tomorrow morning.So please comment after call,if warranted.As usual appreciate your great views & services

Q: I would like to increase my Health Care section - right now I only hold GUD. Looking for help in finding something fairly solid with a moderate growth record and reasonable divi and not subject to being affected by stuff like the recent Valeant thingy. Thx guys.

Q: Was wondering your opinion on APH. CEO used to run Jamieson Laboratories so there are some serious people at the helm. With the new government taking control their share price has spiked along with the other similar plays.

Q: Could you please comment on the strength and weakness of Russell Metals going forward ? I hold a small position and could add or subtract. Thanks, Tim

Q: Hello team, Your cmments pls. on their quarterly results.
Thank you!

Q: Hi 5i team,
Questrade sends me an alert if there is trading volume 2x or higher the average volume for stocks I own. Today I received an alert in regards to Sylogist at 12:31. The volume was between 4-5x average, yet the price had not moved 1 cent all day to that point. This may be a silly question, but how can this trading activity be explained?
Still loving the service, still learning a great deal.
Thanks in advance,
Rory

Q: Is there any benefit to owning this US hotel REIT when the CAD starts to appreciate vs. the USD? Although the distribution is paid in CAD, they must do all other business in USD. If this is true, will there be any concerns if/when either currency makes a big move in the other direction?
(Thank you in advance for helping me understand details like this. My overall portfolio is taking a beating, but I'm definitely learning a LOT :)

Q: Looking for a good ETF that would cover the Japanese market over the coming year. Also interested in emerging market ETF and what your thoughts are for the next 2 years. Thanks and a pleasure to talk to you at the Money Show.

Q: I am thinking of taking a flyer on TDG in the risk oriented portion of my portfolio.It would not be more then 2%. I reviewed the Q 3 results and noted the div cut and unsurprising weak results. Question is do they have the moxie to survive and thrive going forward if I am looking at a longer term time horizon. I am always looking for beating down stocks in weak sectors that I feel I can reasonable expect a double on, is this a suitable pick? Thanks guys

Q: Please comment on AVO and DRT results. Thanks

Q: May I have your opinion on their earnings release.

Ed