Q: Which would you prefer if you had to add 1 equity within the consumer cyclicals sector, TRI or CGX. They have similar PE ratios and Dividends. What would be the pros and cons with each equity? Thanks in advance.
Q: Based on Trump being confirmed as president in the US:
What top 3 sectors in the US and a stock in each does 5i like and the same for Canada (3 sectors and a stock in each)?
Thank you.
Q: What are your thoughts on PWT as a possible turnaround? It was on the edge for a while but it appears as though it has successfully found some solid ground. Is it worth jumping in? Have debt levels been resolved?
Q: Good afternoon:
I am underweight in pure utility equities and would like to add. My primary holding is AQN with a lesser position in EMA. Would you recommend switching EMA to FTS and then adding to that position. Or do you consider that unnecessary?
Thank you for your advice.
Q: I currently have HCG and WCP in the "explore" portion of a LIRA and they are both nearing break-even after holding for a relatively long period. 85% of the account is in a "core" mix of low-cost CDN, US, and Global EFTs. The remaining 15% is split evenly between HCG, WCP, and SIS. Wondering if I should sell these two positions now that they are back to my ACB and if so, what two alternatives would you recommend from a growth perspective over the next 3-5 years?
Q: Good Morning: I hold a very small position in Enghouse and am considering an addition of shares. Your last report was in 2015 when everything seemed rosy but 2016 has seen some challenges emerge. From the Q&A section of your website I get the sense that you are still basically positive about the company. Is it your opinion that they will be able to successfully continue their acquisition strategy and who do you see as their major competitors in this area? As always, thanks for your help. Don
Checking in on a 5i current viewpoint for Timbercreek Financial.
I hold it after the merger of their two entities and really like the current 7.8% yield as income flow to Portfolio.
There has been lots going on related to interest rates and new entrants to potentially compete against TF.
Would you please offer you comments about continuing to hold this security and whether you consider any risk growing; price level and ongoing distribution?
Q: Had a very satisfactory 2016 with a combined increase in both cash & RIF accounts of 9.3%. However, TFSA has been a disaster. Initially in 2009 bought CPH & stupidly watched it run up & then way down before I dumped it for a large loss. Bought AD (second time) at around 23 - watched it climb to 31 & then crash. Sold it at $18+. I know - it's now climbing back nicely but I want to start a-fresh. Don't need the income - just lots of growth. Looking at SHOP & other similar opportunistic potentials. Your suggestions please. Thank you
I read your year end review and suggestions about investing in healthcare as a theme for 2017. I'm very much an income oriented investor. I'm interested in Medical Facilities Corp. Would you say this company falls under the category of healthcare? Also what's your overall view of this company.
Q: Hello Peter, I'm looking for a solid, long-term, US investment for my RRSP. Ford is yielding almost 4.8% with a very low P/E. Metlife is yielding around 3% with a P/E around 17. Which of these two would you favour for a decent 'sleep at night' long term hold and for a better result? Also, which US company in the military/defence area might you currently favour? Thanks!
Q: Greetings!
Enghouse appears to be not a favorite tech stock for investors inspite of satisfactory performance year over year. I hold around 10% of this stock bought around $55 in my TFSA and see the price and volume of trade showing no sign of recovery. would you suggest to book loss and trim the holding? Thank you in advance.
Q: I noticed that this stock has lost 15% in the last 5 days. Apart from providing update on operative budget, are there some negative initiatives provided by the company that you know.of?
Since interest rate are moving higher ,I am looking in investing into Lifecos. My research into ETF has given me FLI. This etf invest in US and Canadian Lifeco and pays a dividend higher than the the individual companies pays. I assume there is a call option in this ETF. Would you recommend this ETF? Is call option good when an ETF is moving higher? As for LCS is this high risk and how can they pay a 12% plus dividend?
Q: Good Day: I'm wondering if you have a recommendation in regard to an ETF for emerging markets that trades on the TSX? I have held ZEM in the past and have no particular concerns but as I now think about re-entering emerging markets it seems prudent to access your wisdom about possible alternatives that might be superior to the BMO product. Many thanks.
Q: Good morning. As a new member I was wondering if you could comment on the equities I have in my TFSA. It's value id approximately $45 K. I have been retired for 10 years on an educator's defined benefit pension and would consider myself a medium risk investor.
The equities are ZUB, CRH, HXQ,RY, SHOP, ZCL (with values of $4-6K) and CPG and NPC ($2-3K values).
Can I feel confident with the growth opportunities of these? Do you have other suggestions to look into?
Thankyou.
Jim