Investment Q&A

Q: Dear 5i,

Quick question about the Model Portfolio: in the column where you show the Return % in the particular month the report is for, do you include a dividend payment in that if one was received in that month?

Thanks and great work!

Q: I have BYD.un in my TSFA. I would like to buy more in the new year. You have recommended it to others. My screen with TD shows a P/E 313 & a payout ratio of 454. Is a red flag?

Q: Our portfolios are now fully in my control, and with your incredible assistance and advice, I am confident that we are going to be just fine. No more sleepless nights.
All the best to you and your team in the New Year.
Thank you for your wonderful service. I salute you.
Happy New Year.

Q: Hi and Happy New Year to all at 5i
I have a position in Raging River RRX and am up 40% at this point. Do you see this as a buy at this level?
GUY

Q: avo - any thoughts on the latest acquisition?

Q: Happy New Year to the 5i team Thank you for the opportunity of renewing my subscription for 2 years at the old price I see many long time members have been doing this

With all the renewals just wondering how you are going to deploy all the excess cash on your balance sheet

Thank you for the wonderful service

Q: region financial (rf) is a recent top pick of paul harris on bnn whatcan you tell me about it .HAPPY NEW TEAR TO ALL OF YOU FROM BEAUTIFUL QUEBEC CITY

Q: Hi Peter & team;
I submitted a question on Dec 22 with reference to shorts on bond funds and got a small part of it answered. The reason I am interested in shorts on the various bond funds is because Amber Kanwar from BNN stated on
Dec 18 that TLT has shorts of 119%. She stated that somehow the way the bond etfs are ,they are able to borrow more than 100% to short??. On the same date Chris Low from FTN Financial stated that in the next two months we will see the mother of all short coverings in bond funds. I would appreciate your help with the items in my question. I also asked a question about Retrocomm mid market reit and no answer. Thanks for your help and all the best in 2014.

Q: Would appreciate your outlook for Russel Metals (RUS)
Thanks - Ken

Q: Hi Peter and Team, Happy new year. For my TFSA account I was going to buy Horizon ETF. Trades on the S & P 500 symbol HXS. Is this a good idea? What are your thoughts or recommendations. Thanks. Ed

Q: MRT.UN appears to have a low pay out ratio relative to other REITS. Would you expect it to have greater growth prospects in comparison to others? What are the prospects of reaching its former highs within the next two years?

Thanks

Q: Hi Peter,
In the energy services sector, what would be some of the better names to consider? THANKS!

Q: Hi

I have been reading through you past answrrs to questions and seems you have been anticipating a recovry in metals

If you were to pick one or two, or three ETFs to play any metal recovey, what would you choose?

Many thanks

Q: What's your opinion on LTS & LRE? It seems that LRE has better growth. Thanks in advance.

Q: Hi Peter, i'm an new member and as such can you give me three name that has the highest potential for the greatest growth over the next year. I'm in the small cap space so price fluctuation is not an issue.

I would also like your perspective on zms on the vse, it looks as though these guys meet your small cap criteria.

thanks

Q: What are your thoughts on the etf "uxm" by Morningstar for US exposure.

Thanks, and all the best in the new year to you and your staff.

David

Q: Can you recommend an emerging markets mutual fund?

Q: Peter; I have read your comments on EEM and VXUS. Is buying both a double -up? Thanks. Rod

Q: Happy New Year, Peter and staff!!
I am a relatively new subscriber to 5i but have been with Money saver for a long time (I love that magazine). And I really like this 5i service!
I look after the affairs of my mother who is 81, we have a bunch of GIC’s / bonds coming due in a non-registered account. The fixed income portion of her portfolio is about 50%. The rest is in dividend paying blue chips such as banks, telecom’s, insurance, energy. These have been held for quite a while and have been serving her very well.
I am looking at a few ETF’s for the income portion, I am interested in short term laddered government as well as corporate bond funds. Analyzing ETF screens, I have been looking at CLF, CBO, ZCS, VSC and ZCM. I am thinking of perhaps splitting her fixed income to 2 or 3 of these or similar accounts.
I would really appreciate your thoughts on these and other ETF’s that I should strongly consider.
Thank you, Dale

Q: Hi guys,
What is your opinion on Donnycreek energy (DCK.) It seems to be finally making a move upwards and according to the latest information circular Clayton H. Riddell owns/controls 11.80% of the common shares.
Thanks Peter