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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: I'm 78 and interested in income with security of capital and I'm wondering about changing the percentage allocation of various sectors. For example, rather than hold 5% in each of healthcare, materials and energy, I'm considering holding 15% in healthcare. NWH.un, SIA, DR and SIS are broadly diversified within the sector, provide an excellent average income and have been generally approved by 5i. What do you think, and feel free to make suggestions.

Thanks for all the steady, interesting and profitable suggestions daily.
Read Answer Asked by Tim on November 25, 2016
Q: I own RNW for income. I bought in Jan. 2016, so I have a capital gain of 37%. For long term safety and security of both my principle and the dividends, would you favor selling RNW and buying BEP.UN with the proceeds? The yields are similar. (RNW 6.48%, BEP.UN 6.052. I just don't want to get caught if RNW shares start declining.
Read Answer Asked by Helen on November 25, 2016
Q: Soooo many questions regarding bonds ... not surprising when so many of us have enjoyed the "safe" dividends.

My question: given the concerns regarding bonds in general in a rising rate environment, would you recommend this as good time to add XRB or a similar/better product to the fixed income portion of one's portfolio?

Thanks for your guidance here.
Read Answer Asked by Donald on November 25, 2016
Q: My only tech holding at present is OTC. I would like to add a second tech stock. Which of CSU, GIB.A, KXS would you prefer as a complement at this time? Thank you, Barrie
Read Answer Asked by Barrie on November 25, 2016
Q: Please rank these four stocks in order of preference for buying today. Thank you, Barrie
Read Answer Asked by Barrie on November 25, 2016
Q: I read that Badger Daylighting was upgraded lately by BMO, with a new target at 33. But I cannot find that report. Can you confirm? Also, if you can find it, can you tell me why they like it again? Anything specific about their business is expected to do better? I assume the increase in U.S infrastructure spending is likely to get them more contracts, since they do have trucks in the U.S? I own 1/2 a position. Thank you.
Read Answer Asked by Matt on November 25, 2016
Q: I appreciate that the key driver for Potash stock performance is pricing. Having said that, Potash owns ~ 1/3 of Sociedad Quimica Y Minera in Chile. In addition to potash, SQM produces lithium, described by some as the "gasoline of the future" for its use in making batteries. Does 5i feel SQM's lithium potential is under-represented in Potash's stock price, or is it insignificant in the total picture for the company?
Read Answer Asked by Edward on November 24, 2016
Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.
Read Answer Asked by daniel on November 24, 2016
Q: For some of the larger cap more established companies listed on the venture, what are the requirements to be upgraded to the TSX? Do you see the example companies as being likely candidates in the coming 12 months?
Read Answer Asked by Renata on November 24, 2016
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