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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: These 4 telecommunication stocks represent 13% of my income portfolio: BCE (4%), MBT (2%), RCI.B (3%), T (4%).
I know you aren't a big fan of RCI.B, but I emotionally feel like I deserve to get something back from Rogers in the form of dividends since I fall out of my chair every month when I see what my household spends with them (cell phones,internet,cable..etc). Wrong approach?

Am I too overweight in this sector? Current sector weighting:

Consumer 3%
Banks 19%
Insurance 11%
Utilities 7%
Telecom 13%
Precious Metals 5%
Energy 15%
REIT 13%
Industrial 10%
XEI ETF 4%

I love this Q&A portion of your site. Thanks

Carlo
Read Answer Asked by Carlo on November 13, 2014
Q: I picked up these 2 stocks while a member of Canadian Shareowners. While decent performers in the past couple years, both have seen steady declines, Jacobs from $63 in Dec 2013 to $43 in Nov., Flowserve from $78 to $67, same period. Is it time to bail and go a US ETF?
Read Answer Asked by Michael on November 13, 2014
Q: What's your view of GPE as a speculative buy?
Read Answer Asked by James on November 13, 2014
Q: peter could you comment on YGR Q3 result thanks
Read Answer Asked by paul on November 13, 2014
Q: Good Afternoon 5i Team. Thanks for your service. It is invaluable.
What is your opinion on entrec? Is it a buy,sell or hold? Last quarter results were OK but stock went down from $1.40 to $.80 in this 3 months. Are there any negative news about this company? My average price is $1.50. Is it worth holding or better to just get rid of. Thanks
Read Answer Asked by Vinod on November 13, 2014
Q: The only consumer stock I have is North West Co. that I've owned for a number of years. I foolishly sold Metro about a year ago with great regret now. Can you suggest a consumer stock that I can add
Read Answer Asked by david on November 13, 2014
Q: In regards to a question from Mike about there being no category for Bio Stocks, I would suggest using the "Search by Symbol" box and enter/type in BIO, but from the drop down below this box select "Search by Text". This will filter any questions/answers that contain the letters BIO within them.
Read Answer Asked by Scot on November 13, 2014
Q: Hi 5i team
I am managing through a direct investing account a 35 year olds small (9K market value)RRSP account. Monthly contributions $100, once or twice a year lump sum contribution. So far made up of CDZ 29%,T 22%,BEP.UN 19%, SYZ 11%, SGY 9% DHX 6%. I have about $500 in cash but cannot decide whether to add to current or perhaps TMA or QST. Also my theory has been to stick to smaller per share valued stocks that you recommend and buy in when have about $500 cash otherwise the fee adds too much cost per share. Is this a good strategy or should I wait until having $1000? What would you recommend that I do with the $500? Thanks K
Read Answer Asked by Kathy on November 13, 2014
Q: What do you think of the earnings for Enterprise Group? Revenue up 88% however the company did not earn much money because of poorer margins. They seemed to have an interesting excuse that I have never heard before - that business was booming so much that they had to rent other's equipment and therefore they made less money! Is this plausible and do you think this is just a transient effect? Thank you.
Read Answer Asked by Michael on November 13, 2014
Q: Good Morning
Although the TSX was up today, aw.un dropped more than 4% with the number of shares traded being the highest since February 2013. Are you aware of any developments re this drop with such a high volume. Thanks again for your advice.
Read Answer Asked by Terry on November 13, 2014
Q: I believe that the drop in the Canadian dollar may have reached its maximum. Ideally, I would like to transfer cash in my US$ acct to my CDN$ acct for a few months, but the exorbitant discount broker "back-and-forth" exchange rate fees would wipe out most of any potential gains.

Are you aware of any ETF that tracks the CDN dollar but is denominated in US funds? (e.g. a CDN dollar "bull" ETF). This would allow me to avoid actually having to suffer the exchange rate losses.

Thanks!
Read Answer Asked by Gregory on November 13, 2014
Q: Comments on Calian's results would be greatly appreciated. The impact of contraction in gov't spending is understandable as it is beyond their control, but in light of continued government restraint, is it worth hanging on to Calian?
Read Answer Asked by chris on November 13, 2014
Q: Thank you for the new report.
Can you please comment on the recurrence of their revenue (long term contracts) ?
Are they operating in a growth market and what kind of long term revenue growth should be expected understanding it could be bumpy ?
Do you endorse management ?
Thank you.



Read Answer Asked by Pierre on November 13, 2014
Q: Hello, I have had a half position in BAM for two years now and have been reluctant to increase it to a full position. One year ago it was up 13% and YTD 2014 it is up 36%. My question is has someting changed to cause the increased return or will it likely revert back to a steady eddie 13% annual return?
Thanks as always
Dave
Read Answer Asked by Dave on November 13, 2014
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