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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: Good morning. I have funds in both my income and growth portfolios that I would like to put to work.

For income I am thinking taking of small 2% positions in Exchange Income Fund (EIF), DH Corp (DH) and Canadian Tire REIT (CRT.UN)

For growth 2% positions in Espial Group (ESP) and Noblis Health Corp (NHC).

Do you have any dire warnings or better suggestions?

Thanks!
Read Answer Asked by David on October 25, 2015
Q: Hello Peter, I have a full position in XRE and I want to add to my REIT holdings. While the yield on XRE is somewhat higher than CAR.UN or CSH.UN and I obviously get diversification, I'm paying an MER of .6% and its performance over 1-5 year time frames has significantly lagged both of these alternatives. For a long-term conservative income holding in a diversified portfolio, which of these three would you suggest? (Or if another REIT seems more compelling for this purpose, please suggest.) Thank you!
Read Answer Asked by James on October 25, 2015
Q: Greetings, Peter and Staff.
I find High Arctic Energy to be a very frustrating stock. The company appears to be great while the stock is not. If the stock begins to move up, it invariably gets whacked.
The stock has been doing better recently but today it took a big hit. The stock dropped $0.27 (7+%) in the last two or three minutes of trading for the week. I am concerned that HWO may be the target of a short attack so I will be watching for a very negative analyst report by Monday.
Am I paranoid? Can you help me understand what happened at the close?
With much appreciation for your excellent service.
Read Answer Asked by Ed on October 25, 2015
Q: Hi 5i Wish I had stayed with my chosen drip company a few years ago but didn't. Would like a suggestion of one or two companies, sector doesn't matter, that you might suggest buying for drip purposes that I can put away for many years. Would most likely be in a tfsa. Thx Gerry
Read Answer Asked by Gerry on October 25, 2015
Q: What are some of the major risks you see for WPK in the upcoming future? Lastly, could you please explain how the current Canadian dollar helps the company's bottom line?
Read Answer Asked by Sam on October 25, 2015
Q: I still own this - should I sell or do you think it will be bought out?
Thanks for your advice!
Read Answer Asked by patricia on October 25, 2015
Q: I bought Cineplex for growth and have made a very nice gain on it. I wonder with it at over $50.00 if there is much more growth left in the short term and it might be time to sell for a better growth stock.
Thank you.
Maggie
Read Answer Asked by Maggie on October 25, 2015
Q: Peter - I know your opinion on STB however, I am looking to park some cash in one of my Wife's non-registered accts. Also considering KEG.UN; AW.UN; or BPF.UN. The rational is simply to pickup a 5-10% dividend over the next 6+ months until the market turns. Your guidance is appreciated.
Read Answer Asked by Robert on October 25, 2015
Q: Hi- what do you think of Rocky Mountain now? They seem to have more than enough earnings and cash flow to cover the dividend- might they swing their business at all to benefit from infrastructure spending? Are they in a trough here?
Thanks
Read Answer Asked by Pat on October 25, 2015
Q: hi
wondering your thoughts on Trez, looks like the share price is on the mend. divi is 10%
David Cockfield gave it a thumbs up and he owns it to night on Market Call. thanks
Read Answer Asked by Hugh on October 25, 2015
Q: For each of the following sectors which 2 TSX dividend paying stocks would you chose for a 3 to 5 year hold
Cons Discr, Cons Staples, Info Tech, Utilities and Materials
Read Answer Asked by Gerald on October 25, 2015
Q: JD on BNN today says ROE on VRX is 40+%. How does one arrive at that number?
What would CXR's ROE be according to your sources?
Read Answer Asked by gordon on October 25, 2015
Q: sorry for another vrx question. when 5i removed vrx from the model portfolio what were the main reasons for removing vrx then?
Read Answer Asked by blake on October 25, 2015
Q: Hello 5i team,
My 49 year old brother-in-law finally opened up his first online broker account (after 8 years of me bugging him to start investing). He has $26,000 in his TSFA. I have a few ideas, but I'm wondering which companies you would start a rookie investor in?
Thank you,
Brent
Read Answer Asked by Brent on October 25, 2015
Q: I've enjoyed holding ATD.B through several splits, but it's now 16% of my otherwise reasonably balanced portfolio. I will need to reduce. Can you suggest a stock to buy that might shine almost as brilliantly as ATD.B? I have some DOL, BYD.UN and wonder if I should buy more? Thanks for all your help.
Read Answer Asked by Elaine or Gerry on October 25, 2015
Q: I watched Jason Donville's BNN interview and he certainly raised some valid points.The media needs to take more responsibility in perpetuating reports that,to their knowledge,may or may not have any validity.Without some sort of regulation many retail investors can be wiped out and without retail investors the stock market becomes ,to some extent, ineffective.The time should be long gone when any one individual can say anything he or she desires to control the market.Comment please! Don.
Read Answer Asked by Donald on October 25, 2015
Q: VRX isn't enjoying CRX's bounce. Is it facing stiffer headwinds because of direct accusations of fraud versus CRX's guilt by association, or do you think there's something else at work here e.g. it's business model needs to change, reducing profits going forward.
Bought CRX on the way down, is that trying to catch a falling knife or dollar cost averaging!! Average price $42, so fairly happy here, at least for the moment. Just wondering if there's an opportunity with VRX at this level or avoid altogether. My sector weight with CXR, GUD, PHM, PLI is 13%.
TGIF and thanks Peter.
Read Answer Asked by Peter on October 25, 2015
Q: I will use Valeant as my example. When someone attacks your stock
And it is in serious decline why not call a news conference immediately. Refute the claims and announce a huge share buyback and have the short sellers squeezed.

Why do you not favour short sellers?
Read Answer Asked by ian on October 25, 2015
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