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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: US mortgage/ REiT stocks like NLY, HTS, MORT: I am looking at share price decreases in the 20-30% range. These were bought for the dividend income; and I can hold for 5-10 years. Strategically would me best move be to hold-sell or buy more at these levels?

Thanks for your guidance.
Read Answer Asked by Donald on July 08, 2013
Q: Hi Peter and the team, what is your view on DEE?
Read Answer Asked by victor on July 08, 2013
Q: hi , thanks for taking another question of mine. i am trying to remember if there was any great investments back in the early 80s when interest rates ran up so much besides the obvious of really high interest on your cash . I hope your memory is better than mine.
Read Answer Asked by jim on July 07, 2013
Q: I have shares in G - . what do you think will happen because of the forest fires in Quebec shutting down their construction site .
Thanks Jim
Read Answer Asked by James on July 07, 2013
Q: Given the recent spike in bond yields do you think it would be wise to reduce exposure to bonds (held in mutual funds or etfs, either pure bond or as part of a balanced fund) and either increase equity exposure or simply move the fixed income allocation into cash / money market? Are we at a turning point where bonds are higher risk than equities? I think Buffett made some comments to that effect last year.
Read Answer Asked by David on July 07, 2013
Q: Peter - what are your thoughts on FIE - Claymore Financial Monthly Income Fund. I like the 7.3% Yield. I am looking at a 10% weighting in my portfolio. Is the low daily volume trade in this fund a concern? What are the risks? Thank You.
Read Answer Asked by Luigi on July 07, 2013
Q: I realise that Ballard Power is highly speculative, but its financial position seems to have improved and the chart looks encouraging. Could you offer an opinion on BLD? Thanks for your valuable sevice.
Read Answer Asked by Peter on July 07, 2013
Q: Hi Team,
I've been contemplating taking a position in either H&R (HR.UN) or Artis REIT (AX.UN). Upon comparing the two based on fundamentals, Artis seems to win hands down. It's PE is cheaper, their ROE is higher, their dividend is higher, and their payout ratio is about 36%, as opposed to 114% for H&R.
One difference I did notice was that H&R's profitability was increasing at a much higher rate last few years.
Given the above, what other reasons might i want to consider in making a choice? I want to go with your favourite, H&R, but it's hard to argue with the numbers.
Read Answer Asked by Marco on July 07, 2013
Q: 5i Team: May I have your views on Urbana please? I am underwater. Shall I sell or hold? Thank you.
Read Answer Asked by Margot on July 06, 2013
Q: Hi,

This is another suggestion for Don. If you use excel you can download Excel functions file called RCH_Stock_Market_Functions-2.0k. Once you have downloaded it, you can unzip the files and save them in a folder in your Windows program files by creating a folder called SMF Add-in. Then go to Excel options and select add ins and then browse. Here you can refer to the progam file folder and select the file RCH_Stock_Market_Functions from the folder. This pulls quotes from Yahoo and updates them each time you open the Excel File but only pulls latest price information. Toronto stocks are followed by .TO or .V

Read Answer Asked by Imtiaz on July 06, 2013
Q: Hi 5i team
Any thoughts on Horizon's SilverYLD - HZY - Last at $5.05 with a 9% yield paid monthly. With the potential rebound in silver over the next couple of years, would you recommend a position?
GUY
Read Answer Asked by Guy R. on July 06, 2013
Q: I'm looking to buy at least one of the Big-5 Canadian Banks. There is all this chatter in the last 2 years about a housing crash and I'm not immune to this constant rhetoric in the news and blogosphere. Therefore I'm hesitant to put money into these banks, but I also don't want to ignore the pretty stable dividends that they can provide. Would you suggest that I make the investment in the banks now and if so, which of the big 5 is the safest?
Read Answer Asked by Eugene on July 06, 2013
Q: Generally speaking, would you expect to see decreased earnings and profit growth from the banks as interest rates increase.
Read Answer Asked by wendy on July 06, 2013
Q: Hi Team, In response to Don's question, I use MS Excel, it has a link to get real time quote on the MSN website (Data/Existing connections/MSN MoneyCentral Investor Stock Quotes), a bit complex to setup, but well worth it. I use it all the time.
Read Answer Asked by Alain on July 06, 2013
Q: Hi Guys! Could I have your opinion of SCP on the TSX.
Read Answer Asked by Keith on July 06, 2013
Q: hello 5i:
this is in response to a question asked by "Don", regarding tracking of a portfolio. I have two suggestions: one is to use TMX Money; free, very good news updates, current market prices on all listed stocks, etc etc.. The other suggestion is Morningstar; not free, but does an amazing amount of things including rating of companies. Very good portfolio tracking. Hope that helps; individuals will have to go to each site and explore them (obviously) to see which works better. I use both, for different reasons, and am VERY happy with the products.
Read Answer Asked by Paul on July 05, 2013
Q: Do you have an opinion whether or not I should continue to hold Lightstream.
Read Answer Asked by Harry on July 05, 2013
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