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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: 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
Read Answer Asked by Dale on December 31, 2013
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
Read Answer Asked by Peter on December 31, 2013
Q: I have a large holding in Yield Plus(yp.UN)and am wondering if you could give me an ETF name that would give me better growth together with dividends. Thanks. Ernie
Read Answer Asked by Ernie on December 31, 2013
Q: 1) we should have 2 reports, income and growth with their individual ratings. (BEP.UN may be an A for income and C for growth). Then the members can decide which stocks to buy for their portfolios.
2) Can you suggest 4 growth stocks for our TFSA in January. 2 for regular growth and 2, 2 baggers. That would be wonderful.

Thank you for all your advice, keep up the EXCELLENT work and have a Happy and Prosperous New Year.
PB
Read Answer Asked by Peter on December 31, 2013
Q: Hello,

What would you recommend for sector weightings for 2014 for a moderate to aggressive investor?

Thank you and all the best for 2014
Read Answer Asked by Josette on December 31, 2013
Q: I deal just on the canadian markets. can you suggest an etf one for us and one for europe. thanks and all the best in the new year. vic
Read Answer Asked by Linda & Vic on December 31, 2013
Q: Happy New Year Peter and Staff,
I would like to replace my defensive positions and go into more cyclical stocks for 2014.
Could you suggest your best cyclical stocks ideas going into 2014.
thanks and have wonderful holidays.
Read Answer Asked by Raoul on December 31, 2013
Q: For a TFSA of $35 000 with Amaya(AYA)representing 75% and CGI (GIB.A) 25%, where would you advise putting an additional contribution of $5 500 ? Both are good companies. Would adding to these companies make any sense, or is there enough there, and some diversification would be advisable ? What about putting this additional contribution in GIB.A ? Thank you kindly for your advice.
Read Answer Asked by Serge on December 31, 2013
Q: happy new year;great job 5i; hyi seems to have a high pay out would it be safe at this time?short term corporate bonds. brian
Read Answer Asked by brian on December 31, 2013
Q: Happy New Year to the 5i staff
Do ZWB represent a good alternative to Financial income long term investment.I'm 71.

Thank You
Read Answer Asked by DANIEL on December 31, 2013
Q: My TFSA account has equal weighting with IPL, RPI.UN & OSF.UN. Would FSZ (Fiera Capital Corp) be a good addition?
Thanks
Read Answer Asked by Roy on December 30, 2013
Q: Hello 5I team:
Can I have your take on Yoho as compared to Painted Pony?
Read Answer Asked by Cary on December 30, 2013
Q: An early happy new year to all at 5i. I would like to echo Tim's request (29 Dec). We need a portfolio suitable for the retired or what is usually termed the "widow-and-ophan" class of investers.

Henry
Read Answer Asked by Henry on December 30, 2013
Q: Peter and Team,

I'd like to wish you all a happy new year, first off. Second, I have owned Tourmaline for a while and had been writing covered calls on the name. I went a number of months without getting called away but finally did in December. It was almost a 5% weighting for me. I also currently own PPY (currently 3.0% of the portfolio) and PEY (Currently 3.7% of the portfolio) in the Natural Gas Sector.

My question is, with the proceeds from TOU should I be trying to get back into TOU? Are there better or other names that I should look at in the sector? Should I put the cash made into one of the names I already have?

Thanks for your thoughts!
Read Answer Asked by Marc on December 30, 2013
Q: My son is planning on purchasing his first home within the next year and would like to take advantage of the HBP (Home Buyers' Plan) which enables him to withdraw $25,000. from his RRSP. Would you please recommend where he could park $25,0000 of his investment within his RRSP to keep it safe and enable him to withdraw it at a moment's notice when he finds the home he wants to purchase.
Read Answer Asked by Deborah on December 30, 2013
Q: Happy Holiday's!

ARW has been quite active in the last few trading sessions.
Any idea what's going on with them?

Thank, Irshad.
Read Answer Asked by Irshad on December 30, 2013
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