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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,
First of all,peter, sorry to hear about your biking accident. Hope you are doing ok. My major holding in the hralth care sector isPfizer, on which i have a good profit, and in an rrsp, so no worries about capital gains tax. I have noticed that you like jnj a lot. I have been thinkig of switching from pfizer into jnj, mainly because jnj seems like a safer bet, since it is almost, you might say, a conglomerate. The rest of my portfolio is fairly balanced, so this decision only affects these stocks and this sector. I was wondering what your thoughts are on this idea?
Thanks
Read Answer Asked by joseph on June 26, 2014
Q: Your opinion on GSBC, Great Southern Bancorp please. Buy, sell or hold? Thanks.
Read Answer Asked by Max on June 26, 2014
Q: XHY (US High Yield Bond ETF-CAD Hedged)had a 52-Week Range of
20.58 low to 22.19 high - gain of 7.82% in ETF price + dividend of 5.28%.
Would you mind explaining how or why it gained in ETF price if interest rates remained the same (assuming they did). Is this a safe place to put large sums of cash and if not where do u put cash?
Thank you.

Read Answer Asked by George on June 26, 2014
Q: What did you think of today's Elkwater Resources recapitalization? Could this be the next RRX/SPE? Do you know management? I recognize the board and judging from their experience and current roles (CEOs of of RMP, RRX, PPY) seems like a no brainer to me (even with the share price move we saw today)

Your thoughts please. Thanks!
Read Answer Asked by Sasha on June 26, 2014
Q: With respect to the Floating Rate Bond ETF (HFR) that has been recommended, according to the linked statement, the total expenses associated with the operation of the fund were 1.41% in the latest period, a figure that seems awfully high for a product with an advertised yield of just over 2% - with ETF'S, it's not sufficient to simply look at the MER since total costs can be substantially above the advertised MER

If one is concerned about the impact of rising rates on a interest product, would a ladder of gic's not be more appropriate, especially given they have no management expenses to water down the return

http://www.horizonsetfs.com/Pdf/FundSummary/HFR_FundSummary.pdf
Read Answer Asked by Bruce on June 26, 2014
Q: Hello Peter & Co,
Wish you a speedy recovery.
I own a few shares of Freehold Royalty; would it make sense to own a few shares of PrairieSky?
I understand that others may be ipo'd in the neaar future; what then?
It seems that the royalties of the latter aare superior to the other; if so, should I sell fFRE to buy PSK?
Thanks
Tony
Read Answer Asked by Antoine on June 26, 2014
Q: I would to echo Warren's request for dividend growth rate and add payout ratio which you usually provide.
Read Answer Asked by Mike on June 26, 2014
Q: Hi peter and team, could you please recommend a good international short duration corporate bond etf with a decent yield and fair management fees,and thanks for this great service you provide
Read Answer Asked by James on June 25, 2014
Q: If putting money into a Bond ETF which two would you recommend with good liquidity for the following?
1)Rising interest rates?
2)Falling interest rates?
3)No change in interest rates?
Is one better off buying their own laddered bonds and holding to maturity than using ETFs?
Thanks
Read Answer Asked by George on June 25, 2014
Q: I am considering an ETF outside North America. What do you think of XIN and XEF? Do you think the Cdn $ hedged is preferable? Thanks.
Read Answer Asked by christianne on June 25, 2014
Q: This is a comment for Warren, looking for a list of preferred shares.
James Hymas has one here: http://www.prefinfo.com/

Have a speedy recovery, Peter and thank to the whole team.
Marilyn
Read Answer Asked by Marilyn on June 25, 2014
Q: Reports
Your new reports include a 5i Report Card which is excellent.
It includes a 5 Yr. EPS Growth rate.
Could you also include a 5 Yr. Dividend Growth Rate which is most important to Dividend investors?
Thanks.
Read Answer Asked by Warren on June 25, 2014
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