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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: Currently IGM comprises about 2.3% of my portfolio and is in an RSP. Total Financials are 27%. Dividend payback is about 4% but I think I should take my losses of 20% and utilize the proceeds in Communications (5%), Basic materials (1%) or Utilities (5%). What do you think? The other option is to add new money to the low sectors and hold IGM.
Thanks
Bob
Read Answer Asked by Bob on May 22, 2015
Q: Hi Peter, For a retirement portfolio needed after 5 to 7 years, can you please recommend a) a mix of equities versus bonds / fixed income, b) the percentage of Canadian vs us vs international equities c) a sector mix.

In the ideal situation, I am aiming for an average annual return of 8% with manageable risk.
Read Answer Asked by Vineet on May 22, 2015
Q: my question today is regarding Tree Island Steel (TSL). Their last quarter numbers seem quite impressive. Can i get your opinion on the latest developments of TSL. i have done very well with PHM and have to rebalance that position and was thinking of adding TSL. i realize they are two totally different companies . i first got into TSL several quarters ago at $1.70 and now it looks poised to breakout.some insider buying has also occurred very recently.I know the chinese could flood the market with very cheap fasteners which would hurt .could you also comment on the debt situation. thanx Norm
Read Answer Asked by NORM on May 22, 2015
Q: Hi Mr. Hodson, 5i.
In your answer to question by Claire May 21, did you say "If you have 10% or less of your portfolio in USD, we think owning it in US dollars is fine (assuming it doesn't bring USD exposure above 10%)." I am a little confused.
Are you saying one's total US $ exposure should be 10% only? Or, am I mis-reading you? Please clarify. Thanks for the service. sarah
Read Answer Asked by sarah on May 22, 2015
Q: Could I get your opinion of LUG (lundin gold) I seem to do well following the lundin family but ecuador seems rather risky. although the lindens seem to do well is risky political situations.
Thanks
Read Answer Asked by Doug on May 22, 2015
Q: I am building an income portfolio to live fully off the dividends and therefore am mainly interested in yield in quality companies and not capital gains. What are your thoughts on investing 10% each into ETO.US (Y8.72%) and EOI.US(Y7.52%) to make up up 20% USD of my income portfolio?
Read Answer Asked by Curtis on May 22, 2015
Q: Hello - bought some shares in the summer of 2014. The share price has since declined approximately 50% since then and the dividend practically all but eliminated. Would you recommend holding with a view for the long-term, or do you feel that the risks of continuing to hold this stock are too high?
Thank you.
Read Answer Asked by Tyler on May 22, 2015
Q: Insiders-Kingsett & Jon Love-have been buying INN in huge volumes the last 6 months or so(bought 1.047m shs on May 19 to 21).In Oct 21,the stock was $5,then increased to about $6.56 high on Jan 21/15,& since then been on a steady decline to close @ $5.49 on May 21/15.I am confused,so please explain.Is this a good time to average down as I have a small position @ $5.94.Appreciate your normal great services & opinions
Read Answer Asked by Peter on May 22, 2015
Q: Hi There
What are your thoughts on this for a small part of an income portfolio.
Resets seem trickier to evaluate that was first apparent.

Thanks
David
Read Answer Asked by David on May 22, 2015
Q: I am looking to add a large cap liquid dividend paying stock. Already own BNS, T and ENB. Need to add one more stock - perhaps CN or CP - your thoughts.
Read Answer Asked by David on May 22, 2015
Q: Today, Scotia upgraded Power Corp's price target to 38. Considering it's at 32, its last quarter was better than usual and the PE of 10x, I then look at technicals on TD Waterhouse. Short-term signals are more bearish than bullist (9 versus 5). I scratch my head...
How can I know if technicals are worth considering when deciding to buy a stock? Are there a few signals you always look at? Maybe resistance levels (setting limit buy orders right above a support)? I'm not a day trader, but I would like to use technicals if on average it gives me better prices.
Read Answer Asked by Matt on May 22, 2015
Q: Today Shopify started publically trading. Based on the market sentiment, do you feel like there is potential for investors to get in at this price?
Read Answer Asked by Eugene on May 22, 2015
Q: Peter, a few weeks back, there was talk of a liquidity issue with bond ETFs, Vanguard bond funds, etc.
Many of these players have arranged a line of credit with banks to handle large redemptions in a "crisis" bond market. I hold CBO (TSX), TD Short Term Bond fund and TD Mortgage fund. How would my holdings be affected in such a market? Would the CBO bid/ask spread widened? Are the TD funds closing day NAV prices based on the closing Bid (which could collapse in a crisis)? Any insight would be appreciated. BTW...great service!!
Read Answer Asked by Ralph on May 22, 2015
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