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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: Hello 5i team and other fellow members,
Do you know of any website where I could enter my portfolio and follow each holding's progression including dividends. I'm currently using the old Globe portfolio service but it does not include dividends; I have to dig them up individually and record them in a separate worksheet. Globe unlimited would do this at a cost of $20/month.
I welcome your suggestions,
Tony
Read Answer Asked by Antoine on September 17, 2014
Q: Sometimes we investors need to be reminded why we invest for the long term and avoid the temptation to trade in and out. John Heinzl in the Sept.17 Report on Business gives a perfect example to validate this philosophy: "If you had bought 100 shares of TD at the start of 1983 and never purchased another share, today – thanks to stock splits – you would have 2,400 shares. What’s more, those shares would be spinning out annual dividend income of $4,512 – more than the $4,000 cost of those original 100 shares."

You could probably replicate this example with many others. What he doesn't specify is the value of the original $4000 is now $137,000. Try matching that return with any piece of real estate in Canada. The full article is here:

http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/dividend-investing/dividend-growth-an-investors-best-friend/article20632553/#dashboard/follows/
Read Answer Asked by Jeff on September 17, 2014
Q: Transforce TFI has extended the offer for Contrans CSS to October 7 but have not increased the offer to shareholders.
http://www.newswire.ca/en/story/1412666/transforce-extends-all-cash-offer-for-contrans-group-inc

Can you comment please.
Thank you GO PETER GO-LOVE WHAT YOU HAVE ACCOMPLISHED
Read Answer Asked by Martin on September 17, 2014
Q: CSS Contrans.
Transforce extended it's takeover offer until October 7. Your thoughts please.
Read Answer Asked on September 17, 2014
Q: Contrans CSS extended offer from transforce to October 20. Reaffirming they will not raise their offer and the deal will not be done if shareholders do not tender. Do you believe they will not raise the offer?
Read Answer Asked by Helen on September 17, 2014
Q: I saw your answer re nat gas to look at buying cr,pey,ppy.What service companies would you look at re nat gas.
Read Answer Asked by andrew on September 17, 2014
Q: Hi Peter and team,
If Scotland say YES on Thursday, how bad will affect us in Canada - Will TSX Index down 10-15% ?
Thank you for your great service to all members !
Regards,
Tak
Read Answer Asked by Tak on September 17, 2014
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
Read Answer Asked by Stephen on September 17, 2014
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?
Read Answer Asked by Mike on September 17, 2014
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......
Read Answer Asked by Philip on September 17, 2014
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.
Read Answer Asked by Ford on September 17, 2014
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.
Read Answer Asked by Brian on September 17, 2014
Q: Keen to hear your opinion on Castle Mountain Mining (CMM-V) and its recent weakness of late.
Read Answer Asked by David on September 17, 2014
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