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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,
In my TFSA account, I was thinking of buying higher yielding securities and trading them within their range eg BA or CPG. However, you do not encourage active trading and prefer longer term growth strategy in a TFSA; Would you please suggest 3 or 4 lower beta names?
Thanks,
Tony
Read Answer Asked by Antoine on February 26, 2014
Q: Re: Owning Rental property vs. REIT's
Hi 5i,
If you feel that this holds no value for the members, don't worry about posting it. My preference is for holding REIT's and this is as a direct result of having been a landlord. We bought a rental property that had long-term tenants. For the first year or two, things went very well, but then the bread-winner in the family developed a mental health issue and things went very poorly. Even though (or perhaps because) the house was only a block away from our house, the issues piled up and the stress in dealing with the tenants (whom we thought of as friends by this point)became overwhelming. Then, unexpected job insecurity at my workplace. Long story short: we sold. While we did not lose money, we didn't make a bundle either, but the stress (for us, anyway) of being landlords was more than we were comfortable with. REIT's, on the other hand, offer far more peace of mind and stability. I appreciate that for every negative story about direct ownership there will one or more positives - but I thought I would share this story and point out that with ownership comes a greater vulnerability to the unexpected. In our case, both "macro" and "micro" issues. You have to know yourself very well to be able to manage these challenges. Best of luck to Andrew either way!
Cheers,
Mike
Read Answer Asked by Mike on February 25, 2014
Q: Hi Peter. I've held Lakeshore Gold for a considerable time. It went to over $4 (I should have sold)and then dropped dramatically and now is slowly recovering. I bought it at $2.50 Its production has beaten forecasts. DO you see it recovering? Thanks for the great work.
Read Answer Asked by Cam on February 25, 2014
Q: If possible could you comment on LUN Lundin Mining. It has the high short position on the TSX at 62 MM shares short and quite flat trading for past year. It is trading below book value at .743 and a PE of 20 What considerations does 5i give PB and PE when looking at mining stocks?

New subscriber and I am totally impressed :)

Thanks for your time and insight
Read Answer Asked by Bill on February 25, 2014
Q: Do you believe there is a sell-off in Canadian tech stocks right now with a rotation into resource or metals shares? Many of them seem to be declining in synchronous fashion lately. thanks!
Read Answer Asked by Michael on February 25, 2014
Q: Hi Peter and team.
In response to Franks earlier question about DHX's weakness today. I feel it is due to James Hodgins on BNN market call. His opinion is that it no longer has the growth profile since it became a content and distribution play. But that is the opinion of one analyst that I don't share.
Read Answer Asked by Peter on February 25, 2014
Q: Dear Peter and team,

On your advice, I combined (on paper) my unregistered and registered accounts to check for weightings, and was appalled at my energy weighting which was much greater than you recommend and than I thought. I need advice about what to cut to reduce it. My holdings, with percents, are as follows: CNQ 3.2; FRU 4.7; IPL 7.8; NPI 3.5 (TFSA down 13%); PKI 5.1; BEP.UN 3.9. Can I count IPL as a utility? What about FRU? Both have great dividends.

Many thanks for your truly splendid service. I look forward to my daily 5i research "hit."

Read Answer Asked by M.S. on February 25, 2014
Q: voting vrs non voting shares.

Even with lower volume and a premium to non voting shares, if the non voting do not have a coattail provision, would you buy the voting.
Years ago I lost huge upside when a premium was offered to voting shares only.
thanks
Read Answer Asked by Leon on February 25, 2014
Q: PETER. JAPANESE STARTING TO RESTART THEIR NUKES . YOU THINK U - T WOULD BE A GOOD WAY TO PLAY INCREASED URANIUM USE?
Read Answer Asked by EDWARD on February 25, 2014
Q: Hello Peter & Company,
I have opened a TFSA account ($20k) as a quasi savings account, which means that I may need some of the money in short notice.
I invested $5k into BA at $25.50 a share (it has a yield of 6% and fluctuates between $25 and $28); I plan to sell at around $27-$28 and buy back at around $25. Does this make sense?
If it does, are there other securities with similar characteristics? If it does not, what alternatives would you suggest?
Thanks,
Tony
Read Answer Asked by Antoine on February 25, 2014
Q: Have seen your comments re DHX but it continues to fall.
Have you heard anything negative?
Read Answer Asked by Frank on February 25, 2014
Q: Could you recommend a canadian ETF with US small cap exposure?

Thank
Read Answer Asked by Behrouz on February 25, 2014
Q: I would appreciate your opinion on XHD for U.S. exposure. I already hold CUD. Are there other ETF's covering the U.S. market you would recommend, especially those holding U.S. companies with global exposure. Thanks!
Read Answer Asked by Paul W on February 25, 2014
Q: hello 5i, my question today has to do with research information. if a person wanted to open a trading account within any of the Canadian banks which one would you recommend. i would like the one that is most accurate and tilting slightly to resource sector and small caps .also any perks that should be considered. should anything else outside the banks be a possibility ? thanx norm
Read Answer Asked by NORM on February 25, 2014
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