Investment Q&A

Q: I am looking for general advice on the fixed income side of a portfolio. Where should I go to find fixed income that has a decent return? Or should I not worry about that, and concentrate on dividends from stable companies.

I have about 10% cash, and 10% altogether in ZPR, CVD, CSU.DB (all three obviously not fixed income). BTW, retirement in ten years or so.

Q: Is ZPR primarily constructed of rate reset preferred shares and if yes would this ETF be a good investment right now for income and capital preservation?

Ken

Q: I am considering purchasing a preferred ETF. Perhaps, one of CPD, ZPR, PPS or HPR. I notice that HPR has the lowest yield and highest MER but over the past 5 years it has done appreciable better; i.e., lost quite a bit less, than the other three. Is this attributable to its 'active' management or is there something different about its diversity of preferred shares?

Q: I have very little in the way of investments outside Canada except for TD's US exposure, ATD.B's exposure in Europe & the US & TIO 's US exposure.Which of the following ETFs would you consider to be good ones to expand my exposure outside Canada & if you don't like any of them can you suggest some alternatives you like better? The ETFs are:ASHR , DXJ ,LEMB

Q: Is there an American equivalent to the Canadian site www.sedar.com?
Thanks.

Paul

Q: I am down 51% on Pot, I can hold for 5 years if need be but I am wondering if I should just get out and buy another stock. I am in the money with Atco and since it hit a 52 week high I am wondering if I should just take my profits and buy another stock in the same sector
Thanks

Q: What are your favorite names in the oil and gas sector.
Thanks

Q: Hi Peter, Ryan, and Team,

GSY is up over 5% today. Have you heard any news to account for this significant uptick?

Your advice, recommendations, and comments are of great value.

Q: Hi Guys

Could you give tell me what it means when they file a preliminary base shelf prospectus and registration with yahoo finance

Thanks Mike B.

Q: Hi,

CXR continues to make new lows. It also trades on the U.S market, where U.S. investors just see a stock continually going down, and it is heavily shorted by U.S. investors. Years back, Jennifer Dowdie, then an editor for the Investors Digest, now with the
Globe & Mail, really liked Sino Forest. Hence, a lot of people owned this stock. Carson Block started shorting this stock and driving the price down... just like with valiant pharmaceuticals. Canadian analysts came on business stations and started criticizing him. In the end, just like valiant pharmaceuticals, he drove the stock way down in the case of Sino Forest right to 0. Is there going to be a time when you will tell us to cut our losses with CXR? Could you guys please do a feature on this stock and publish it? A lot of your customers have holdings in this stock.

Thank you,
Dennis

Q: What other companies in North America or Internationally do the same type of work? Does it have a moat?

Thanks.

Q: Good day 5i Team, I have a diversified registered stock portfolio loosely mirroring 5i's balanced leaning toward growth stocks (with Europe & US dividend etf exposure). I am long term with this but am looking for hedge against any broad market declines. Can you briefly explain and recommend inverse etf's as a suitable hedge against this.
Thank you for your valued advice

Q: Hi there,

Thanks for the great service! I purchased KXS when it was added to the Balanced Equity portfolio at 5% weighting. It has performed well and is now about a 7% weighting in my portfolio. Their results are coming out shortly which I presume may have the ability to move the stock much higher or much lower. In your opinion, should I trim my 7% weight to 5% BEFORE or AFTER the results?

Thanks!

Q: Market seems to like the latest quarter. I have some cash to put to work.
I like what this management team has done historically. Sold when 5i did last year.Any comments.

Thx

Q: We are elderly and fully invested in 23 dividend paying stocks now, and have full positions in TRP, IPL and PPL. I am considering selling IPL and PPL down to a 1/2 position, adding to my VET and AAR.UN to bring each of them to 2/3 pos'n and taking a 2/3 pos'n in EIF. I should add that our present portfolio is 28% in the green with nothing in the red and I manage it daily. Do my changes sound reasonable to you given the present environment? Thanks, Ted

Q: Hi 5i; I sold all my natural gas stocks well over a year ago and would now like to get back in, slowly. Can you suggest a couple of stocks I should consider? Many thanks for your advice.

Q: What are the best websites to keep genarally informed on the U.S. markets throughout the day ?

Q: PHILLIPS 66 (PSX:NYSE)... I am looking for a combination of refiners for a pullback. The movement in the oil/gasoline is indicating that prices will retract again from current levels. I would like your thoughts on Phillips 66 and one other to hold for the next 12-18 moths. Consensus is looking at mid 2017 before the market really starts to get a hold of the supply side. Do you see this company able to grow revenues and possibly increase profitability?

Thank you
Jason N.

Q: With gas price increase and coming heating season, which of these companies would you recommend? If your favorite is any other company, please mention. Thanks

Q: I have been planning to buy a position in Sleep Country but while I was analyzing what positions to reduce t o free up cash, the stock rose 11% on Friday on a very good earnings report. If you did not yet own a position, would you buy now or wait for a pullback?

Don