Investment Q&A

Q: Not a question, but a suggestion for an enhancement to the 5i site. I was pleased when the forums were introduced, but I think they are more lightly used than I had expected. I was hoping that they would become an active focal point for the collective knowledge of the 5i community. I wonder if the following technical update could be considered, possibly just for those questions that pertain to a single company. Add a "go to forum" button next to the company name in the question, or if there is no existing forum, substitute a "create new forum" button. If a forum thread already exists, include the date of the most recent comment next to the button. I think this might encourage people, including me, to easily "toggle" back and forth between questions, which I read every day, and the forums, which I check much less often. Thanks for everything you do and the consistently level-headed advice that is of such benefit to us all.

Q: Can I have your thoughts on ZDI or an alternative you suggest. Yield and holdings look good. Also, what do you suggest as a foreign stock holding percentage for a portfolio not including US stocks. Looking to add foreign dividends and exposure with existing incoming Canadian dividends from portfolio. Does ZDI hold the stocks directly or through another ETF, I want to get as close as I can to the ownership of the stocks through the ETF avoiding any unnecessary extra fees.

Q: can you account for the weakness OVER THE PAST FEW DAYS in SLF, when MFC (MANULiFE) IS UP A SLIGHTLY.

A buying opportunity?

Q: I'm planning to replace Power Corp in my RRSP with a combination of BIP.UN and BEP.UN. Would you recommend an equal split between both Brookfield stocks at this time, or lean more towards one vs the other?

Q: I have positions in all 3 of the 5I Portfolios. Income(70%) Ballanced/Model (20%) and Growth (10%)portfolios. My Question is on the DRIP strategy and whether I should use it as part of my reinvestment or take the Dividends and utilize them as part of my annual Re-balancing Exercise. My outlook is on a long hold of 10-15 years, minus any sells you suggest on the portfolios themselves.

Also when publishing your Summary of Stocks Covered, I wonder if you can add which stocks offer a DRIP plan. Thanks again for your advice and knowledge. Ben

Q: Now that there are 11 sectors in the Toronto TSX what would be your Sector allocations for a Conservative dividend and some growth oriented 45 year old investor.
Thank you.... Paul K.

I was wondering if you would advise the same weighting as you recently advised Paul K below* for a 63 old man's dividend growth portfolio in Canadian stocks. I would like to add that I like to avoid real estate related investment stock since I own rental properties and of course my home and therfore consider myself over weight in real estate. And what is your general perspective for investors with a lot of personnel real estate. Is this a good reason to avoid real estate related stocks. Thank you for your great service.
mike
*As a 'general' guideline:
Financials 15%, utilities 10%, telecom 10%, info tech 10%, materials 5%, energy 5%, real estate 5%, consumer staples 10%, consumer discretionary 15%, industrials 10%, health care 5%.

Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.

Q: Hi Folks:
Which of Caterpillar or Cummins Diesel would you choose for a portfolio?
Thanks so much
brian

Q: Hi 5i,

What are you top picks for companies to purchase due to tax loss selling?

Thanks, Shane

Q: How sensitive is BEP.UN to rising interest rates?

Q: Hello team -

What are your thoughts on DHX Media's aggressive company purchasing plans for the upcoming year?

Is there a concern on how much debt they plan on taking on?

Is this a good opportunity to buy more shares at this level, or should one wait?

Thanks.

Jim

Q: Could you comment on recent downturn.Is the dividend sustainable ?

Q: hi, i would like to buy btween via or master card for my finacial side . and i am looking for long tearm. thanks. Alnoor

Q: I have MG and LNR in my investment account. They are down 5% and 30%. I need to shift over some funds to my TFSA in January. Which would you sell?

Thanks

Q: Airboss announced early Nov. 28 an NCIB for up to 10% of the public float, to start Nov. 30, 2016 and run for a year. Do you think this might put a floor under the price, which seems has bounced off the 52-week low in the last couple of days. Would you consider this an opportunity to step into this name in a modest way or do you think there might still be additional tax loss selling over the next couple of week?

Q: not a question, just a big thank your for your suggestions to my question and for all you do for us.

Casey

Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C

Q: How does decision to delist on NSDQ impact company? Do you see any small spur in momentum for share price come New Year? Thank you.

Q: I am considering buying TD because of their US exposure. What percentage of their profits are from the USA?

Thanks,
Wes

Q: I can't seem to find the forum section. Where do I find it?