Investment Q&A

Q: My no-so-smart advisor (whom I'm leaving) got me to buy $115K worth of US stocks for my Can. open/non-registered account. (At the time, I didn't know any better.)The $115K is 30% of my open account. In addition, he sold me about $30K of US stocks for my RSP; the balance being Can. stocks. This is the opposite of what should be. Can. stocks belong in the open account, to be able to take advantage of the dividend tax credit. Some of the US stocks are "keepers"; good companies I'd like to continue to own, such as AT&T, Pepsico, GE, etc. The question is what to do now? Just sell and buy Can. stocks for the open account, and US stocks for the RSP?

Q: I have owned BELLUS Health, Inc. (BLU.TO) for several years and has not done to well until this year. It is up 180% since the January and want your opinion if there is future potential for BLU or would this be a good time to get out?

Q: Hello 5i,

Do you folks have an opinion on Lexington Realty (LXP) for a long term hold.

Thanks

Q: Hi Peter

What is your take on Lithium Batteries lit @ roc

Thanks Mike B

Q: In researching MST.un I discovered the reit operators have an external contract. Why is this considered bad and an internal contract good?

Q: Good Morning
I hold AAV.DB.H,the price currently is over $104.00 , matures January 2015 and is trading at a premium over the conversion rate. Should I take the premium and exit?
Thanks

Q: Hi guys, I'm a new member and a rookie investor and so far, love the question feature and the overall site!

I'm building a buy & hold dividends US/Canadian portfolio in my RRSP and I am looking for suggestion for 1 or 2 Canadian dividends company for a long term perspective (5 years and more) to complete the portfolio, here are my holdings so far:

US: KO, JNJ, MDT, PG, GSK and V.

Ca: BNS, FN, RY, TD, TGL and TBE

I plan to add 1k every month into the smallest holding in the portefolio regardless of market. Would however switch and buy into a stock if there is a pullback.

Feel free to comment on the US perspective as well and the overall portfolio.

Thanks and have a great weekend,

Richard

Q: Hello Peter,
Thanks again for your reply on AAPL and BKE. Lately, many of the energy stocks have been moving higher. Is this because of the IRAG situation? If so, any idea why Spartan Energy (SPE on Vanc)has not moved higher with the energy sector? Also, i am thinking of adding suncor to my existing position, but technically it looks over bought. Should i wait for a pull back? Thanks very much. Umed

Q: Hi Peter and team,

Great job keeping us all informed on the Amaya deal!

In addition to your recommended growth and income portfolios, i like to keep a portion of my TFSA dedicated to a basket of 4 or 5 value plays that have the potential to recover in the 12-18 month time frame. Are there any names out there that you would recommend. I am currently looking at NCR but would appreciate any others outside of the resources area.

Thanks

Q: Hi team, can you give an opinion on theralase tlt.v. Is this classic pump and dump or could this thing have some legs? Thanks

Q: May I get an update on People Corp (PEO). Year-to-date the share price appreciation has been stellar. Is it now priced for perfection?
Thanks, Tim.

Q: Hello, What Canadian banks do not use the HFT arena. What trading venue is safe. Flash Boys gives the average investor insight into what occurs with trades. How does any investor feel completely safe?
What are your thoughts on the stock (ESP) Espial group.
Thank you for your time.

Q: Hello 5i,

I'm thinking of selling Emera or Fortis and buying Capital Power, what do you think of this move.

Thanks

Q: I would appreciate your opinion on PID versus PFM. 3 & 5 years performance as well as sharp ratio is much better for PFM than PID while standard deviation for PFM is lower. So don't understand why morning star is giving PID 5* rating while PFM has only 3* rating. Am I missing something? would you have a better alternative to these two?

Thanks

Q: Exceptional service. I am 61 and through your advice trying to become more of an investor instead of a trader. Could I have your opinion on my stock portfolio which are all in either in a RRSP or TFSA. I will have a small company pension at 65 and I do hold some GIC's.
Thanks

1.Consumer Cyclical – 11%
CGX – 4%
NFI – 5%
RPI.UN – 2%
2.Energy – 19%
CPG – 5%
IPL – 3%
SGY – 4%
WCP – 7%
3.ETF (Bond)
ZHY – 4%
4.Finance
BNS - 9%
5.Industrials – 14%
E – 4%
NAL – 5%
WSP – 5%
6.Materials – 8%
CHE.UN – 4%
WEF – 4%
7.Real estate REIT – 5%
BPY.UN – 3%
HLP.UN – 2%
8.Technology – 10%
DH – 4%
DSG – 2%
ESL – 4%
9.Telecom
BCE - 5%
10.Utilities – 11%
BEP.UN – 5%
ENF – 6%

Q: I am considering selling TD Bank and buying either Bank of Nova Scotia or Capital Power CPX. TD has had a good run and I think BNS may provide more upside over the next 2 to 3 years. I also like Capital Power for it's 4.8% dividend and it's growth prospects over the next few years. For capital growth potential and dividend growth which would you prefer between BNS and CPX?

Thanks for your help,

Duncan

Q: Hi 5i team;

I am reviewing my self directed investment accounts, 2 tfsa and 2 non registered with a total of 180k. Should I look at them as separate portfolios and weigh them accordingly (5%) or look at them as one?
I have 29 Canadian and 13 U.S. stocks within the 4 accounts, my top 6 holdings represent 25% and the balance averages 2% each. The majority of the Canadian stocks are "5i" approved!
Thanks again,
Jim

Q: hello 5i:
KBL appears to have negative free cash flows for 2013, and for ytd 2014. Is this company still a buy, and how does free cash flow figure into your valuations?
thanks
Paul

Q: ACQ
ACQ seem to be getting very expensive, though the recent inroads into Quebec and franchise with BMW and Mini are very promising. The purchase of Hyatt in Alberta is also good. They are included into TSX composite too.
Do you think they need to raise equity to fund the continuous acquisitions?
Do you think the acticle in http://seekingalpha.com/article/2267263-autocanada-an-easy-short has merits or just too worry about nothing?

Q: What is your opinion on LRE given the recent gassy acquisition? I'm concerned management may continue to issue shares like CPG, stagnating the share price. Thanks.