Q: Outside of MG, TD and SLF (all of which I own) and their respective sectors, which companies in your coverage universe do you think fit traditional value metrics? Are there any companies in Canada that are outside of your coverage that you would both endorse and seem like value propositions? Thank-you.
Q: I own ZMT but don't notice much upside. Are direct mining holdings, such as the ones mentioned or others, be a bettter investment? What about cyclical considerations?
Your input is appreciated!
Q: Greetings, Peter, Ryan & co.
While dividends are nice to have I do not require them from my portfolio. Reasonable safety is important to me. With that in mind would you please give me your top two or three picks (US or Canada) in each of the following: Healthcare/Pharma/Biotech, Technology, Energy, Precious Metals.
Please feel free to debit my account with as many questions as you deem appropriate.
With appreciation,
Ed
Q: The price of Platinium has come off the lows of about $900. Is it worth holding PTM right now or switch to another in the precious metals space? What do you think of platinium vs the other precious metals for 2017?
Q: In pursuing my goal to maintain a well-diversified portfolio, I am trying to decide how and even why to differentiate between pipelines and utilities. Both sectors operate in regulated sectors (at least in Canada), both sectors will be adversely affected by higher interest rates due to debt levels and both sectors generally pay reasonably attractive dividends. As for their differences, I see utilities potentially performing better as the economy improves and the pipelines more affected by politics.
Should these sectors be treated as different when composing a portfolio or can companies be "mixed and matched" under a more generic "regulated" or quasi "fixed income" part of the portfolio and thereby treated as almost the same?
If your answer is "yes" would you endorse a switch from IPL to AQN for better long term growth with less volatility? (taxes not an issue)
Q: I'm considering adding one of these three stocks to my portfolio. Kindly give me your ranking in terms of preference, based on a longer term growth and dividend yield prospect. Much appreciated.
Q: I wonder if you can give your 5 best recommendations at this time for investment in TFSA or RESP for long term hold, irrespective of sector or balance. I have greatly benefited from being a 5Iresearch subscriber for the last few years. Thank you for the great service.
Q: Happy New Year Peter and Team,
For income, whats not to like about Dream ? Is the payout covered ? What are the pitfalls vs other reits ? Does it have any place in a TFSA ?
Thank you,
Paul
Q: Richard Leberge has taken a position at DBO. Hes was partner in SIO which went bankrupt. How does that reflect on DBO. What is your take on this
Thank You
Clarence
Q: Looking at the financials of ET I can see why it is included in the income portfolio. However, since there are no reports, either with 5i or Morningstar can you please advise as to why YOU have considered it as a holding in the income portfolio?
Thank you