Investment Q&A

Q: I am looking for a financial stock to augment BNS, AD, TCN and a mix contained within 3 dividend-distribution mutual funds(RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT).

I am a retired, income-oriented investor who likes to hold for the long term and get regular dividend increases and some capital gains. I also hold ZLB, AQN, ALA, BCE, WEQ, BTE, CPG, SGY, along with an insured annuity and I receive a pension.

Within the banks, I have narrowed it down to RY or TD. Excluding the banks, I am considering SLF, MFC and PWF. I know you recommend SLF, yet the bulk of the analysts lean towards MFC, even though they cut their dividend in the latest crisis. The insurers seem to have more total return upside than the banks.

Question #1: Given my current portfolio mix, which financial stock would you recommend? Is there another stock for me to consider that I have not mentioned?

Question # 2: While I am not a market timer, would I be better to keep my cash on the sidelines for a few more weeks for a better entry point. I know I can always start with partial positions.

Thanks for your help,
Steve

Q: I'm thinking of increasing the residential portion of my REITS. What do you think of Canadian Apartment Properties CAR.UN relative to its peers?

Q: Hello 5i Team,
I would like to get an update on Methanex (MX). It has risen significantly over the past few months, despite some maintenance issues at some of their plants. In previous commentary, you have mentioned this stock as "cheap". Is it still cheap and would you consider this a good place to buy?

Q: Hello 5i team,
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). I'm not too happy with CPG for their endless acquisitions by raising more equity; would WCP be a worthwhile switch?
Thanks,
Tony

Q: This is regarding WIN.T I thought the last two news releases were decent. The last two days it got sold off. Any thoughts on this company. Thanks......

Q: I held atd.b (Couche-Tard)since 2009 with significant gain but it is still within 5% of my portfolio as I have not added to it. I had a discussion with a Montreal Portfolio Manager about Couche-Tard today at a meeting. He told me 3 out of the 4 founders at Couche-Tard have or retiring from the company. While these folks have retired they have not sold their own shares yet. This mutual fund PM have existed their position in their fund and moved on to a similar U.S. company. Should I take some profit by reducing my position or exit my position? The security is held in my RRSP.

Q: Hi 5i Team,
I have been following CCL.B for a few months with the thought of purchasing a small position. Research shows it to be a good company but it has had a recent sell-off. Could you please give some insight regarding the recent sell-off and whether you think this is a good time to purchase for a 2 to 3 year hold.
Thanks.

Q: reguarding mic-t why such a drop in share price in the last few weeks trouble with parent co or what

Q: Keen to hear your opinion on Castle Mountain Mining (CMM-V) and its recent weakness of late.

Q: I'm looking to invest in FRU, and am wondering what your opinion is as to the security of the dividend.
Edgar

Q: alp What do you think of alabama's drilling results and what do you think of this company. thanks

Q: your thoughts on E & CMI Thank You Andy

Q: What are your views on Avigilon (AVO)? It hast dropped off quite a bit - is there a reason and would it be a buy, sell or hold?
With thanks,
Doris

Q: In my portfolio I have 15% in preferreds, thats my fixed income, 8% of that is in Great West Life GWO-R, Fortis-J, Power Financial-S,all of which are straight perpetuals. The other 7% is in CPD,Claymore Preferred. I paid $25.00 for each of these Preferreds, so am down on each one, they pay a dividend of 4.7%.
With the news of interest rates about to rise, should I sell these? Thank you and cheers to Peter!

Q: Your view on GLG Life Tech (GLG) Tks

Q: A little bit of weakness in Gildan (GIL) over the last week (about 4%). I'm thinking of adding here. I don't see any news. Anything you are seeing?

Q: Greetings Team 5i,
With it looking like an increase in interest rates coming soon, and understanding that insurance companies appreciate higher interest rates, I would like to add to my holdings in that sector. I realize you like Sun Life SLF and I'm thinking of taking a position but I'm also interested in Fairfax Financial FFH. I would appreciate your opinion of FFH and the wisdom of taking a position in it at this time.
As always, thanks for your guidance.

Q: Ladies and Gentlemen, I see Pur took another big jump on Sept.15. It is up over $.90 in the last month. Is it too late to buy this stock?
Thank you, Al

Q: Hi Team,

I have a few SJR.B shares that I have held for a number of years now and am taking of switching them for Telus for growth. Do you see any problems with that?
Also for a two to three year time frame who do you think offer the best outlook for growth/returns between STN and WSP?

Thanks and good luck for the remainder of the ride.

BK

Q: Hi Team,
I own about a half position in Carfinco and I am wondering if I should sell it on the news today or wait for the deal to run its course? There is talk that a special dividend is priced into the stock at its price this AM. of about $2.80. Any information about how these sort of situations typically play out would be appreciated.
Thanks, John