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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 have 4% of my portfolio in Mastercard. After reporting, RBC has lowered it's target price but still holds it as a Top Pick. My other financial holding is SLF (2.5%). Based on current 3-5 year forecasts is it worth continuing to hold Mastercard or another US or Canadian financial with more torque? I'm 34 and hold the stock in my RRSP.
Read Answer Asked by Gooding on February 02, 2017
Q: I am looking for rate reset or floating rate individual preferred shares or ETF for US companies. Could you please provide me a list of ETFs listed in the US and Canada. Where can I find a list of preferred shares for US Companies?

Thanks
Read Answer Asked by Tabho on February 02, 2017
Q: Hello 5i.
Pushed send on this question Jan 30. Resending.

Hello 5i
I have a couple oil investments(PSK/CPG) and have been using pipelines for Energy sector exposure.

As I have been watching the chatter on 5i about energy growth stocks and with today's pull back, I have been looking to enter positions of producers....possible VII(significant asset in the ground), TOU(after purchase from Shell), RRX(a 5i focus stock).

Would you please comment on preference from above or other from universe - related to search for growth from today's price , political situation and oil/gas price environment?

Peters and Co indicate expectation for $40 oil price going into summer. How would you balance this information in purchases today?

Thanks
Dave

Read Answer Asked by David on February 02, 2017
Q: Hi 5i. I have 18% of my entire well balanced PFS in US stocks. I'm thinking this may be a good time to use 2 or 3% of my Canadian cash which is 8.5% of my PFS to buy US dollars to eventually buy another US stock. Do you concur? I am thinking our dollar is going to fall in the next 6 to 12 months but I await your ideas.
Thanks guys. I'm up 30 % since I joined in April 2014...
Read Answer Asked by El-ann on February 02, 2017
Q: Hi Peter and Team,

Would you be OK with switching from TOU to TOG? I realize that TOU is more of a natural gas stock compared to TOG, but I'd like to collect a dividend while 'waiting', and TOG seems to have better prospects going forward. This switch would essentially maintain our O/G sector weighting.

Thanks as always for your insight.
Read Answer Asked by Jerry on February 02, 2017
Q: Hello 5i,
Just a further note to Steven's question about ex-dividend and dividend payout: Be careful if you sell a position that is in a DRIP since it is possible, if one is not careful, to end up with a small number of shares (1, 2, ??) resulting from the DRIP even though you completely sold out of a position. I know this is possible because I let it happen to me - once.
I hope this might help even just one person not make the same mistake!
Read Answer Asked by Mike on February 02, 2017
Q: Hi 5i,

My entire portfolio is currently in a TFSA. My holdings and %s are as followed:

Teleco: RCI.B (3.65%)
Material: SJ (1.40%)
Fin'l: BNS (5.37%) SLF (4.64%)
Cons Staple: MRU (1.73%) PBH (2.50%) ATD.B (3.68%)
Cons Cyclical: GSY (5.51%) TOY (3.60%) MG (3.24%)
Tech: SHOP (5.88%) OTC (6.96%) KXS (3.60%) CSU (4.31%)
Ind: CNR (3.98%)
Energy: RRX (3.46%) ENB (4.07%)
Health: GUD (3.66%) SIS (3.63%)
Utilities: FTS (3.68%) BEP.UN (3.52%)
Cash: 18%

Which companies would you suggest I add/buy currently that would make great additions? I am in my 20s and have a long (10+) horizon for investing.

Thank You
Chris
Read Answer Asked by Chris on February 02, 2017
Q: Altagas Limited ( ALA ) is selling subscription receipts at a price of $31, and I have committed to a purchase. My prime reason for doing so it to enjoy the relatively generous current dividend of about 6.4%. What is your opinion as to whether the company can continue to pay this dividend and the future stock price outlook?

Read Answer Asked by doug on February 02, 2017
Q: Hi,

I purchased DIS just over a year ago at $111.58 USD. It closed today at $111.30 USD, showing that I'm down 4.4% in my BMOInvestorline brokerage account.

Math isn't my forte but that unrealized loss doesn't sound accurate to me. Is it somehow a reflection of the currency fluctuations? I don't understand.

Thanks,
Robert
Read Answer Asked by Robert on February 02, 2017
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