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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: Dear Peter and team.

I am switching a $25,000 family plan RESP (for 2 kids ages 6 and 4) to a self-directed account and would like to create a diversified and safe portfolio. I plan on maximizing annual contributions and expect the government top up as well, so will add $6,000 per year. The funds will not be needed for 12 years and I am willing to weather some volatility. Do you think an 8-10 stock portfolio is a good starting point, with the annual lump sum contributions used to add 1 or 2 new positions each year? If so, could you recommend 8-10 stocks to be acquired over the next month or so?

Many thanks for an amazing service!
Read Answer Asked by Arvind on March 23, 2015
Q: I have no energy exposure at all at present and have 41% of my portfolio in cash. I have begun to compile a list of energy stocks to purchase on an expected major pullback in the next few weeks as oil storage capacity fills. ARC Resources, Baytex Energy, Crescent Point, Enerplus, Vermillion, and Whitecap are my preferred choices at this point as I am retired and their dividends are distributed on a monthly basis. They are also all mid-to-large-cap companies and, therefore "safer" in my view. Are there any in this group that you would avoid? Are their dividends safe? Are there any additions I should consider? My criteria is mid-to-large energy companies, with "outperform" Royal Bank ratings, paying decent monthly dividends, and well-down from their projected targets (which all of the above meet). Many thanks, as always.
Read Answer Asked by Paul W on March 23, 2015
Q: Hi Peter,

Thank you for your great subscription service. I have a pretty balanced portfolio and want to add some good dividend yield stocks. What do you think of CTY, Calian Technologies, Russel Metals, Wajax, Precision Drilling and Chemtrade Logistics. Some of these have stock prices that have gone down due to their exposure to oil and gas, but it might be a good time to buy low cost companies that pay good dividends.

thank you
Anne
Read Answer Asked by Anne on March 23, 2015
Q: I am down $4.00 on 1000 shares of Corus since the CRTC announcement. The dividend is 5 per cent. Since Shaw owns most of Corus woukd it not make sense for Shaw to buy out the rest of the shareholders? Consolidation makes sense to me only one dividend from Shaw after a takeover and possible synergies. Or would you sell and move on maybe to lions gate in the US which has momentum.
Read Answer Asked by Helen on March 23, 2015
Q: From a technical point of view, Lumenpulse seems to have reversed it's slide at major support with high volume. Without knowing what may have prompted it would it be a good entry point?
As always, your insight is greatly appreciated, Peter
Read Answer Asked by Peter on March 23, 2015
Q: Keeping in mind the often-heard advice to sell your losers, what is a good way to define a loser; is it just being underwater on your position, or are industry and macro developments important considerations as well? The reason I ask is that I am currently under water on Corus, but I'm not sure if that alone makes it a loser given it's position and relative strength in the industry. However, when considering the challenges that the broadcasting industry will continue to face going forward, maybe I should categorize it as a loser and move on. How would you approach a decision like this? Thanks for any insight you can provide.
Read Answer Asked by Alan on March 23, 2015
Q: Hi taeam:
Since the pull-back in the crude oil prices last fall, I wonder how much it has affected the revenue of the pipeline companies like TRP, ENB, PPL and IPL. I am looking for opportunities to add more for dividend income with a small growth potential. Secondly, from Ottawa's transportation watchdog, the worry about transporting oil by tankers' safety, it would suggest the coming of a new generation of stronger tanker wagons, I wonder if you could educate us to see what companies manufacture and do research on the above topic.
Many thanks,
Read Answer Asked by Michael on March 23, 2015
Q: Hi All, I am wondering if it would be too much to ask if you could advise on a balanced portfolio formulated using selections from the existing 5i and new 5i growth portfolios. I'm not sure what selections and ratios to use. Thanks for what you and if unreasonable I understand. Dale
Read Answer Asked by dale on March 23, 2015
Q: Hello gents, a good entry point now? It kind of looks like an avo scenario don t you think- Investor over reaction driving price down
Read Answer Asked by ron on March 23, 2015
Q: "Friday was the TSX Index revision day, so stocks that were added to the index (such as Prometic PLI) showed significant volume because of index buying."

Another contributing factor to unusual volume would be that Friday was a "triple witching day".
Read Answer Asked by Richard on March 23, 2015
Q: Hi team:
I have asked this ? of you before but I am even more concerned now. What is going on? Cipher has dropped from $18.39 on Jan 27 to todays close @ $12.62. I can't help it but I am suspicious that something is going on because that is a big drop even tho you & others say there isn't any significant news. I have been down this road before & something or someone is causing this. Sorry to be so cynical but like I say I have been down this road before & it doesn't end well for us "little
guys on the outside"
Regards: Jerry

Read Answer Asked by Jerry on March 22, 2015
Q: Hi

I was wondering how come there was so much volume on stocks this last Friday, March 20.

Thank you.
Read Answer Asked by cecile on March 22, 2015
Q: Can you please recommend few ETF in Canada and USA that I can Buy and benefit when market goes down and do you have app for 5iresearch.
Read Answer Asked by Hector on March 22, 2015
Q: will a new equity portfolio come out in april
Read Answer Asked by Edward on March 22, 2015
Q: When an analyst says something like, "20% growth expected this year and 22% next year," does that mean the share price is expected to increase that much? By they way, I'm quoting from Stockchase in reference to Robert McWhirter's recent evaluation of his BNN Top Pick, Constellation CSU. Also, do you agree with McWhirter's opinion on Constellation's growth? Thank you.
Read Answer Asked by Jerry on March 22, 2015
Q: Hi Peter and Team
I'm currently preparing for your portfolio review and nearing retirement. My concern is that my advisor has done little to diversify and several funds in my RRSP have high Mer. The portion in segregated funds is over 3%.
I would like to move everything to my TD self direct RRSP account but I don't understand the charges that may apply. Do you suggest I hire a new fee based advisor to assist or would TD look after the transfers. Any advice would be appreciated.
Thanks to the entire team for your service.
Read Answer Asked by Gary on March 20, 2015
Q: I hold a small position in this stock.
Will dividend be safe? Can I buy more for income?
Read Answer Asked by S on March 20, 2015
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