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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: What is your opinion on "BB" blackberry. I am thinking of buying just one stock, either "BB" or "DCK" Donnycreek energy Inc. Thank you.
Read Answer Asked by Catherine on January 17, 2014
Q: SSL (Sandstorm Gold) has started to move up in the last couple of days. What is your opinion of the company and do you know of any reason it would be making a move?

Thanks.
Read Answer Asked by ken on January 17, 2014
Q: What is your view on HAC -Seasonal Rotation ETF?
Read Answer Asked by Kirk on January 17, 2014
Q: Peter, I have $15,000 to deploy after clearing my own unsuccessful picks from last year. The rest of my portfolio is as follows: purchased recently ACQ, WEF, CGX, ENB, CSU, STN. These picks are all thanks to you ! And I am already up on almost all of them.
Now, what to do with the $15,000 available capital ?
I am after decent dividend, but my main aim is growth, so I can make up for the loss of last year.
Read Answer Asked by Ivan on January 17, 2014
Q: Hello,
I had sold my position in Canexus CUS at $8; with a $150M bought deal in place at $5.60, is it time to get back in at around that price?
Tony
Read Answer Asked by Antoine on January 17, 2014
Q: Hi 5I,
We have a diversified portfolio, but we are missing holdings in the health care and consumer staples sector. We were looking at ATD.B and VRX. What are 5I's favourite in these categories?
thanks.
Read Answer Asked by john on January 17, 2014
Q: In response to the question about using margin to purchase dividend stocks. I suggest looking at interactive brokers who have the lowest margin interest rates I could find. 1.5 to 2.5 percent based on your balance.
Read Answer Asked by Chris on January 17, 2014
Q: I would like to know what is the rule of thumb for evaluating the risk/reward of using leverage to buy dividend stocks in a marge account. For example, buying BCE on margin with a tax bracket of 50%, what would be the cost/benefit of being charged 4,5% interest vs the 5.03% income in dividend from BCE. Finally, is there a link to a calculator where I could plug in specifics and get an estimate of the limits of scenarios. Thanks
Read Answer Asked by Jean on January 17, 2014
Q: Another member recently asked a question about a list of issues that included ZWB

I would appreciate your take on covered call ETFs ZWB, ZWU, ZWA
Read Answer Asked by Behrouz on January 17, 2014
Q: after previous 5I recomendations for portfolio adjustment could you please reanalys as it now is.phn balanced fund 20% cig686 div. mthly. income 20% xtr div. mthly. income 30% xgd5% xsu5% xhd5% vus12% and international fund 3%. this is a retirement growth and income portfolio . i also keep my tfsas and operating cash as gic and bond fund seperate as a bearmarket reserve and cushion. i am considering selling the phn fund for the current 5I model or waiting for the growth or income one that is in the works.the phnfund sits at 100k.and the tfsas and cash are about15% of the core. do you think i should leave things as is or could you suggest some allternatives. greatly appreciated. larry
Read Answer Asked by Larry on January 17, 2014
Q: Can you give me your opinion on Altus group (AIF)? Would you consider it cheap and do you believe it holds fair, good or excellent growth potential going forward? Thanks for the excellent service!
Read Answer Asked by Michael on January 17, 2014
Q: Hello 5i
What is your opinion of First Trust Senior Loan ETF "FSL" for fixed income? Do you also have any recommendations for fixed income type investments?
Read Answer Asked by Richard on January 17, 2014
Q: Hi, just wanted to know if anybody was aware that on top the MER of 0.73 percent BMO also charges 0.22 percent "trading expense ratio" for a total of 0.95 PC for the etf ZWB. This was brought to my attention in a summary document I received in the mail. When one looks on their website it only states annual management expense of 0.65 PC. I phoned them and confirmed this extra charge has always been there but is not disclosed on the website. I find this rather misleading and wonder if there are other etf providers who don't make the total fees black and white on their website. Any comment would be appreciated. Post this if you feel it is relevant. Thank youverymuch.
Read Answer Asked by Adam on January 17, 2014