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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: Hey guys,

I have the following stocks on my watchlist: AGU, ATD.B, BAM, CNR, CU, CCL.B, EMP, PJC, L, MG, MRU, SAP and Tri.

I am looking to buy high quality dividend growing stock at normal valuation. Regardless of sectors allocation, which one would you be comfortable buying at current prices? And any suggestion I might have missed. I am overweight financials, telecom & oil at the moment.

Thanks!
Read Answer Asked by Richard on October 13, 2015
Q: Has slumped since the Ipo. Do you have an opinion on this stock. Sales of tea,worldwide must surpass coffee sales by a wide margin.
Read Answer Asked by Warren on October 13, 2015
Q: Peter And Team,

Please provide your expert opinion on whether this stock is too expensive as an entry point. What are your thoughts on future earnings and set back? What time frame do you suggest? Thanks, Rossana.


Read Answer Asked by Rossana on October 13, 2015
Q: Good morning

Can you please give me an update on ird as a possible small cap investment?
Have you become more favorable to the company since your last update in February?
Living in TO they definitely seem to be in the right space for future growth.
Are they a potential takeover candidate?

Thanks very much!
Read Answer Asked by Thomas on October 13, 2015
Q: Rajeev asked a question today about CCL.B in which he stated the RSI is now 14. On TD Waterhouse the RSI is currently listed as 55. So the natural question is to ask you what you would use a reliable source for RSI? Thank you.
Read Answer Asked by Dennis on October 13, 2015
Q: I just recommended the following to a niece who currently has ALL mutual funds . She wants some growth and income, but probably never wants to look at her investments . As she is likely to continue owning mutual funds, I suggested that she should start a brokerage account and buy the following bit by bit .

1. FINANCIAL BANKS ... BNS, TD or RY
2. FINANCIAL INSURANCE ... SLF or GWO
3. ETFs… XSP, CDZ in Canada , or VGG

What would you suggest ?
Read Answer Asked by Thomas on October 13, 2015
Q: Doing some research I have become quite impressed with the Mawer group of funds. For the most part they have done very well versus the indexes both in Canada, the U.S. and world. I have reviewed Maw, 102,108,120,150,106,130,104 and 105.

What is your opinion of Mawer ? Any things to watch out for.

Many thanks

Paul
Read Answer Asked by paul on October 13, 2015
Q: Hello 5i team. Suspect you've been asked this before, but wasn't able to locate the topic on the Q&A part of your site.

Are you (or any of your subscribers) able to provide a reliable source of information on current payout ratios for Canadian dividend stocks? I've been relying on the Globe Investor 'Watchlist' tool, but sometimes the ratios quoted don't seem right e.g., TransAlta at 27.30% compared to latest edition of Money Magazine at 720%. Lots of dividend-focused websites out there, but the ratios quoted seem all over the map.

Any suggestions would be appreciated. Thanks.
Read Answer Asked by Thomas on October 13, 2015
Q: Can you please recommend an ETF that tracks the broader US market, that I can buy with CDN funds. I know you have identified IWO in the past but I don't have US funds and the cost and spread on currency conversion turns me off... It seems you are going to lose 3+% coming and going just on the conversion charges. Thanks
Read Answer Asked by Robert on October 13, 2015
Q: I am contemplating buying some common and preferred shares in utility type companies for dividend income. I understand the Liberals if elected may possibly make changes to taxation of capital gains. Have you heard or have thoughts whether they may also target the favourable tax treatment of dividend income as well?
Read Answer Asked by Gary on October 13, 2015
Q: We are both retired but still eligible to contribute 5000$ to a Quebec sponsored workers fund (FTQ) this year and get a refund on our income tax bill at the end of the year.
The funds have to be held 3 years.
Shall we contribute more or just transfer this holding to our Disnat account?
Thanks,
Serge Lacroix
Read Answer Asked by Serge on October 13, 2015
Q: Any change in outlook on FCR from your last comments back in August?
Read Answer Asked by Jacques on October 13, 2015
Q: Hello,

I own NHC and am down 50%. I was planning to hold for the long term as fluctuations are common in small caps, however, I just read that two US law firms are now investigating them for violation of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934.Can you please explain what this violation is? And what does it mean when a law firm gets involved? Does it mean there is a problem or the law firm is just looking to make some money?

Sadly this is my largest small cap holding, I bought way too much in it, about 5% of my total portfolio. Should I sell now or hold?

Best,

Carla
Read Answer Asked by Carla on October 13, 2015
Q: My investing approach for my TFSA is to hold high yielding small cap companies with good management. My current holding is SMU.UN-an industrial REIT.
I have identified 3 companies for my next purchase.

Exchange Income Fund (EIF)
Wilan (WIN)
Diversified Royalty (DIV)

What are your thoughts on these 3? Are there others you would recommend? Thanks
DEREK
Read Answer Asked by Derek on October 12, 2015
Q: I currently have the following stocks in my wife's income portfolio
AD
ADW.A
BCE
BEP.UN
ENF
ET
WSP
Currently the portfolio is down 1.44% since purchase.

Of that port I have 17% cash to invest in other income producing stocks. Can you suggest which ones you would reccommend I add to this grouping. Or should I buy more of the same.

All originally had equal weightings.

Thanks


Read Answer Asked by Sheldon on October 12, 2015
Q: Thanks very much for answering my question on covered calls as it relates to out 5i portfolios.

Your answer raised another question. If, using my example of AYA, you are called away on your call option and you no longer have AYA in your port.

Would you then, sell an at the money put to reesetablish the position using November option expiry ( or further out)?

Is this what you would do using this strategy?
Read Answer Asked by Sheldon on October 12, 2015
Q: I own a few of this company.Dell has purchased.We receive VM ware.Is this reason to wait till deal settles.
Read Answer Asked by Don on October 12, 2015
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