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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: Hi 5i,
I have some STB.DB.A debentures, which have popped up to around $25 above face value on the news of the takeover bid. How would you suggest I handle the position in the current circumstances? Ultimately I would like to put the proceeds into a convertible debenture from another issuer but I’d like to do as well as I can in disposing of the STB debentures first. Do you have any suggestions to consider as possible replacement debentures? I would prefer a maturity of 2022 or later. I would be using them primarily as a fixed income position and I view the possibility of a premium to purchase value at some point along the way as just a bonus. Thanks for considering.
Read Answer Asked by Lance on March 09, 2018
Q: I am in a quandary as to what to do with my energy holdings. Due to the growth of my portfolio from other sectors, the energy portion had now shrunk to about 3% as represented by the above 2 companies. It is my understanding that I should rebalance from time to time which would mean trimming a little, primarily from tech, and buying some pipelines/utilities and energy. I am comfortable with the first two sectors as I feel they do represent good value and pay a great dividend too but I wonder if energy holds the same promise. Should I hold my nose and buy more VET/WCP to come up to a minimum 5% or might this be a time to get out of a sector altogether? Is it possible that oil just won't be coming back, at least for several years?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 09, 2018
Q: Hi Peter: How would u rank these oil companies in terms of its future growth. RDS seems to have a high dividend yield and IMO is at its 52 wks. low and a low dividend yield , and XOM is somewhere in the middle. I'm approaching retirement in a couple of years, trying to build a portfolio of dividend and growth. Any other suggestion not in the list above? Thanks.
Read Answer Asked by DAVID on March 09, 2018
Q: Any insight why DF T is down lately given it holds a lot of bank stocks? Would you recommend selling at this point or continuing to hold?

Thanks
Read Answer Asked by Kim on March 09, 2018
Q: 5i,

I have aprox $10k left to invest in my children's RESP. My TFSA and RRSP have sufficient amount of tech stocks, and i also hold TOY, SIS, & PBH. What would be your other top 3 non-tech stocks would you recommend to invest into my RESP account?

Thank you.
Read Answer Asked by D on March 08, 2018
Q: Good day team, can u suggest an etf portfolio for an Rrsp account. This account has 25 years to go before withdrawals. We do not mind taking on more risk.
Cheers
Read Answer Asked by Seamus on March 08, 2018
Q: Corsa selling portion of the business to management. They mention an asset impairment of 20m. Does that mean they wrote down the value of the division before selling to themselves? (Is this the type of activity you were thinking of when you mentioned that you don't like the management (or was that strictly a matter of performance?)?)
https://www.theglobeandmail.com/globe-investor/news-sources/?date=+20180307&archive=cnw&slug=C8715
Read Answer Asked by Peter on March 08, 2018
Q: I am in the red re: above five stores.
Your advice to sell and buy Open Text, Descartes, Pollard and Blackberry? I am interested in best Growth Stocks
Thanks, Klaus
Read Answer Asked by Klaus on March 08, 2018
Q: Greetings
Being retired I am interested in income and I am unwilling to give up a lot of upside for income security. As a result I own all the BMO covered call ETFs: ZWB,C,E,H and U. It has occurred to me that, if you feel the market will rise from here, buying the put strategy of ZPW and ZPH would make more sense as since calls limit the upside puts should limit the downside. Is my logic correct?
Thanks
Don
Read Answer Asked by Don on March 08, 2018
Q: Hi 5i,

I am so pleased with your service and of course, a rating system which directed me to invest in CSU.

The equity continues to rise to new all time highs. I am NOT complaining, but there must be some point at which it is overvalued and you would, I assume, reduce your rating. Or, could it move to 900, 1,300, 8,000, 1,000,000 on us. Not to be to far out with my question, but are there limits to growth with CSU ?
Read Answer Asked by Jim on March 08, 2018
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