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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: We have been holding ZWB and ZWA for income in RRIFs and non registered accounts. I am considering replacing these with individual securities for ZWB and possibly ETF,s for US exposure. (ZWA) Any suggestions? We hold BNS and most securities in both 5 I portfolios. We also have CIQ.UN in all portfolios but TFSA's. Soon there is an option to redeem at NAV (an annual feature) I am thinking of redeeming and concentrating on 5i portfolios. Any thoughts. Thanks for all that you have done for us. I am waiting for the day 5i will critique our portfolios.
Read Answer Asked by Ted on July 29, 2014
Q: Can you please give me your views on BXE today. I hold it today but am wondering if should continue to hold. My other energy holdings are SGY, TOU, WCP and TOG
Read Answer Asked by Cheryl on July 29, 2014
Q: Hi Peter, From the sale of our house, we have quite a chunk of money that we need to put somewhere while we decide what to do. Where would you suggest parking this money for 2-3 months, keeping it relatively accessible, while we scout for longterm investments? Thanks!
Read Answer Asked by Kate on July 29, 2014
Q: Would you use the income portfolio for an RRSP account and the model portfolio for a non- RRSP account?
Read Answer Asked on July 29, 2014
Q: Hi, I know you don't cover this junior I'm just wondering if you have any insights on Elgin Mining (ELG) that's being bought out @ 0.37 cash but its trading @ 0.42. It looks as though both parties are liking it but why the trade up? I can't find anything saying the transaction is negative by management or shareholders, lawsuits etc. Should I continue to hold for a better offer?
Read Answer Asked by Michael on July 28, 2014
Q: I appreciate your opinion on FIG.US(Fortress Investment)and AINV(Apollo Investment Corp)among the two which one would you choose, Thanks
Read Answer Asked by Saad on July 28, 2014
Q: Favourite Canadian Blue Chips with Dividends

Hi Team,
You often suggest older investors looking for some income should have a significant holding of Canadian Blue Chip dividend payers.

What are your favourites in this category right now?

Thank you. Michael
Read Answer Asked by Michael on July 28, 2014
Q: I know you do not like either of these stocks but if you had to pick one which would you choose air canada or chorus. Thanks dave
Read Answer Asked by david on July 28, 2014
Q: http://www.theglobeandmail.com/globe-investor/inside-the-market/the-man-who-foresaw-the-2008-crash-now-says-stocks-are-in-a-highly-advanced-bubble/article19812168/#dashboard/follows/

Hi Peter,
I would be very interested to hear your thoughts on this article. Thanks in advance.
Best regards,
Judith
Read Answer Asked by Judith on July 28, 2014
Q: Good Morning Peter, It would be appreciated if you would provide your views on MAL, MX LRE, POU and SPE three months and three years out. With thanks, Colin
Read Answer Asked by Colin on July 28, 2014
Q: Hello 5i,
I have purchased these companies because of long term charts, size and stability, sector diversification, and the nice dividend. Though I do monitor the companies occasionally, the companies have little information available. Can I relax a little to the factors stated?
ZURICH INSURANCE (ZURVY), SSE PLC (SSEZY), BELGACOM (BGAOY), AUSTL&N ZEALND BK (ANZBY. You folks are the best.
Thanks
Read Answer Asked by Mark on July 28, 2014
Q: Would like to get your opinion on Old Republics International Corp. (ORI-N), is it a solid company for income? Do you have better pick in same sector in North America?

Thanks and appreciate the guidance
Read Answer Asked by Steve on July 28, 2014
Q: I am looking to add BDI, which is in your model portfolio, to my portfolio. The share price has been dropping quite steadily since mid June and is down almost 9% in that time frame. It is down 1.5% to-day. Are there developments I am unaware of which are causing this significant downtrend in a market that is up (a bit)? Or is this a buying opportunity?
Read Answer Asked by John on July 28, 2014
Q: Good afternoon,
I would appreciate your view upon the outlook for Telefonica (TEF). My only other holding in this sector is Telus.
Thank you.


Read Answer Asked by Peter on July 28, 2014
Q: Hello Team:
Being close to 70 and having all our portfolio in stocks, should I be considering moving a chunk of money into bonds? Some I am considering are Templeton Emerging Markets (TEI),Pimco Strategic Income (RCS) and Phillips Hager&North (PH&N). I have confidence long term in the market, but am somewhat uneasy of being caught in old age in large downturn. That said, I am willing to accept some risk for better return. I realize this is a big question, but any help you can provide me to structure some sort of plan would be most appreciated.
All the best
brian
Read Answer Asked by Brian on July 28, 2014
Q: Hi Peter and Team,

What are your thoughts on Lam Research, LRCX.US?
Read Answer Asked by Graham on July 28, 2014
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