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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 team. Thanks for the great service. BAM recently invested in infrastructure in India. Does that in any way affect Brookfield Infrastructure? It seems, to me that sometimes the assets are passed on or are sold to the subsidiary. Can you comment please if this might have long-term impact on Brookfield infrastructure?. I have been focusing on building positions in Brookfield Infrastructure and Brookfield Energy Partners
Read Answer Asked by Tulio on August 31, 2015
Q: Dear Gentlemen,
I want to re-balance by adding in Industrial sector 6.%. from 10 to 16%
I hold these stocks in different PF: BDI 1,1% (-50% in value) MDA 1.6%, STN 3.3%, & WSP 4%.
For a balanced medium aggressive PF, your suggestions, adding new stocks or increasing actual stocks?

Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: Could you comment on their latest results? This is a painful long term holding, down 10% over several years in a stock that should provide stability in a choppy market. Perhaps the market does not like their expansion plans? The chart trend is terrible and shows no attempt at stabilizing. Time to get out?
Thank You Ron
Read Answer Asked by Ronald on August 31, 2015
Q: What are your thoughts on this mutual fund? Is there an ETF that you could suggest that is similar to this mutual fund as the cost would be lower. I only want to invest with Canadian dollars
Thanks
Read Answer Asked on August 31, 2015
Q: Dear Gentlemen,
I want to reduce my % in Consumer Staple by 4%. From 9 to 5%
I hold these stocks in different PF: ATD.b 5%, L 3%, VDC: US 1%,
Your suggestions to reduce/eliminate for a balanced medium aggressive PF
Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: I believe that 5i puts more faith in Point and Figure charts than just about any other technical indicator; when the Diamonds - DIA - were at $165 last week the bearish price objective was $151, which was met last Monday. Currently stockcharts.com has a bearish target of $123 which would imply a further downside from here of over 4000 points on the Dow Jones Industrial Average. The SPY target is $153, almost as bad in % terms. Any comment on these observations? Also how much use are P&F targets on indexes vs. individual securities? Thanks, J.
Read Answer Asked by Jeff on August 31, 2015
Q: Dear Gentlemen,
I want to re-balance PF by adding in Tech sector, 6 %. From 12 to 18%
I hold these stocks in different PF: AVO 3%, GIB.a 1%, CSU 4.2%, DSG 2%, OTC 1.5%,
For a balanced medium aggressive PF, your suggestions, adding new stocks or increasing actual stocks?
Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: Hello Peter & team,
The interest sensitive RE/Telcos/utilities sector represents 9.2% of my portfolio; it comprises BCE,BEP.UN,CIG,FSV,TCN. The last 3 have contributed to a healthy 24.7% total return so far this year.
As I also own BAM.A and BIP.UN (in other sectors), I'm thinking of adding BPY.UN to this sector and thus adding 1.4% to the sector weighting.
Your opinion is most valuable.
Thanks,
Antoine
Read Answer Asked by Antoine on August 31, 2015
Q: Hi Peter
What do you think the reason is that stalled wcp today most seemed to rally ?
Kind Regards Stan
Read Answer Asked by Stan on August 31, 2015
Q: I own Element EFN in several accounts since $12
I am a small business owner 66 years and still working.
I have cash in my company and some stock holdings and would
consider purchasing efn.pr.e for some income. now at 7.1%

Read Answer Asked by Hugh on August 31, 2015
Q: I am panning to add VGH to my TFSA. The distribution history on the vanguard website shows no eligible dividends. Does that mean that there would be no US withholding tax on this investment, as I thought that the tax only applies to eligible dividends.
Read Answer Asked by Jacques on August 31, 2015
Q: Dear Gentlemen,
I want to reduce my % Consumer Cyclical by half from 26% to 13%.
I hold these stocks in different PF: AW.un 3%, CCL 4.2%, CGX 3%, GIL 2.8%, LNR 1%, MG 4%, NFI 2%, WPK 4%, DHX 2%
Your suggestions to reduce/eliminate for a balanced medium aggressive PF

Thank You
Best Regards
Read Answer Asked by Djamel on August 31, 2015
Q: This is just an example used to hopefully make sense of what I'm trying to ask:

If I purchased 100 shares of Magna at 50 dollars and 100 more at 70 dollars, then sell 50 shares at 60 dollars, how do you determine if it's capital gain or lose? I get confused with this, because at one price it would be a lose and at the other a gain.
I guess the real question here is how do you determine the Adjusted cost base (ACB)?

I'm presently in a similar situation and before I sell, I want to make sure it's not a lose so I won't have to wait 30 days to purchase again.

Thanks,

Paul
Read Answer Asked by Paul on August 31, 2015
Q: After its recent price drop, which seems to have been more market related, the valuation of SIMO looks attractive (ROE=19%, no long term debt, P/E=12.8, Forward P/E = 9 and a 2.36 % dividend). Would you agree?
Read Answer Asked by Marc on August 31, 2015
Q: Hi,
I am looking at investing into U.S. dividend paying stocks that are conservative but pay a yield of approx. 3%..Which stock would you suggest. Thanks
Read Answer Asked by serge on August 31, 2015
Q: My friend is coming into $150,000. She has 75k credit card debt and is asking for my opinion on how to manage the money. She doesn't need income from the money and plans to put it away for 20 years. She has no other investments. I said pay off the credit card debt first, max out the TFSA, and put the rest into an RSP. I recommended Vanguard funds covering approximately 30% Canada, 50% the U.S., and 20% the rest of the world, with about 80% of that in stocks and 20% fixed income. It's enough to make a nice etf portfolio consisting of VCN, VXC, VSP for the equity portion, and VAB, VBU, VBG for the fixed income portion. Does my advice sound pretty good? Am I in the ballpark? Thank you.
Read Answer Asked by Jerry on August 28, 2015
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