Investment Q&A

Q: Would you please be able to provide me with sector percentage allocations at this time for a retired couple with both having a pension and CPP and not using funds from our registered accounts until time of required withdrawal in approx .6 years ? We are not completely Conservative -we have been Balanced with a Growth bias. Thank you for your assistance. I have appreciated the learning opportunites with my 5i membership over approximately 5 years.

Q: I am thinking to add either SQ or LSPD for a 3-5 years holding in my TFSA account. Which one would you recommend? SQ is quite "expensive". Does LSPD still consider "expensive" with their recent drop in share price?

Thanks.

Q: A gem of an answer to Brad's excellent question on Gold on September 25th.

Your usual suspects made the list with FNV/AEM pairing!

What would be your favourite pair in the small/mid cap Gold sector. (Low or no debt, Good growth potential, stand to benefit from the price increase in Gold, good momentum etc.,
Up to 10% means 10,000 per 100,000 dollars, 20 k per 200 k and such, no? Will need a small Gold portfolio with mixture of Large/mid and small caps, or just stick to large players like FNV,AEM,KL,NGT?

Q: Please list your top 10 cyclical value stocks that are paying a sustainable dividend.
Thank you.

Q: 5i launches US balanced & growth portfolios on October 1st. What are the top 5 holdings for each portfolio?

Q: Hi 5i team, just read a news article on CNN. Which one has the most growth in the future?

Q: Your thoughts please on this co. I am thinking about taking a position, is this a good entry point or do you think it will be going lower? Looking for dividends along with some growth and obviously capital safety If you have a better suggestion please feel free to advise
thank you

Q: WEF is down right now with a good dividend. There's a strike going on with the company, the forest sector in BC is down plus the trade situation with the US and China is still not good. The debt situation for WEF appears to be OK. Your thoughts on a longer term hold 2-3 years until we get out of this slump??

Q: A year ago I asked about RA. You did not seem very comfortable with it. It’s up about 18% since pays 10% USD dividend. Do you still have concerns, and would you buy it ?
Looking for USD safe dividends.
Many thanks,

Q: Hello 5i. I would like your opinion on the renewable energy industry. These companies seem to have done well over the yr. Would you classify these as being cyclical and what would there cycle be? I am looking at getting into these but find their valuations expensive currently. Do you see a catalyst for their prices falling in the near future or do they have momentum on their side?

Q: I did well last January picking up some small Canadian oil companys just after tax loss selling and selling them a few months ago.
Do you expect big tax loss selling of similar stocks (such as WCP or ARC) this December with a rebound in spring

Q: Hello,

Not that any of the stocks in the portfolio will be bought out any time soon, could you still hazard a guess and list the top 3 in order and why?

Q: Syz got hit today($10.75 -0.40)on huge vol(326k much greater than 8k average).This is near the 1 yr low of $10.65.Your thoughts about starting a new postion?Txs for u usual great services & views

Q: Holy volume batman. Only down 3.5% on Thursday which seems pretty good considering volume is up 4500% on the day.

This stock recently broke below its long term channel on my plots and I was hoping for a bounce up, not down.

What do you read from the volume on Thursday and what are you thoughts on stock price a year out?

Q: What is your opinion on this company - is the dividend safe?
Thanks for your opinion. Hanna

Q: Retired, dividend-income investor. I am thinking about adding to CGX now that it is < $25. Should I be concerned about Tax Loss Selling season? Any other concerns with CGX?

Thanks...Steve

Q: Hi,
What do you make of Sylogist latest press release about compensation update and management change ?
Thank you

Q: I hold 2000 shares what would I own under the new company
Stan

Q: Can you please recommend a Canada ETF similar or close to TLT in USA.

Thanks for your great service

Q: Hello 5i,
I am sure you will get some further questions about this, so don't bother posting this if it is merely one of many.
BIP has announced the creation of a new entity that will trade separately and be in addition to the existing BIP entity. It sounds like, as an existing unitholder, I will receive 0.11 (I think) shares for every one BIP unit I hold and that this will be deemed to be a Special Distribution over and above the regular quarterly distribution. It seems I do not have to do anything, just wait to receive the shares.
So my questions are:
1. Do I have this right?
2. What might this do the the existing BIP.UN unit price?
3. Is this dilutive, accretive or neutral in terms of unit/share count?
4. Do the expressed aims or goals seem to be worth the effort and expense in creating this new entity?
5. From the (little) information available, would you think it would be best to:
a) keep the shares and leave well enough alone
b) add to the shares
c) sell them and either buy more BIP.UN or,
d) buy something else
And, finally,
6. They mention the new shares as being more tax-friendly - at least for U.S. purchasers. Can you shed any light on if these shares are better for Canadian investors to hold rather than BIP.UN units from a tax perspective?
I know there probably isn't a ton of information/detail out there yet, but thought I would ask anyway.
Thanks for any clarity you can bring to this!!!
Cheers,
Mike