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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: I have set aside funds specifically for the purpose of establishing an income portfolio. While I understand your reservations in trying to time the market, could you recommend a strategy for deploying the funds giving consideration to the weak seasonal period for equities we are entering, the imminent elimination of QE, and the potential for incremental increases in interest rates starting within the next six months. Would it be wise to place the funds in money market, or even a short term bond etf like VSB or VSC, and wait till later in the year to begin the investing process? What ideas in the 5i income portfolio are buy-able currently? Many thanks.
Read Answer Asked by Rupert on August 28, 2014
Q: EQI.New shareholder,Smoothwater been buying some $322k shares @ $9.45 to $9.50 from Aug 19 to Aug 25 according to Canadian Insider.Please provide your expert advice on whether it is an entry point now CSS.Really confused & disturbed by the instructions In my humble opinion,the instructions should be FOR or AGAINST.Are the brokers biased as there maybe equity financing coming by TFI for the purchase of CSS BNS.The market today reacted unfavourably to its results.Did it make a loss provision for its operations in the Carriben It s bigger than that of CIBC($500k provision in the last Qtr) & Royal(sold its operations at a loss at beginning of the year)Both BNS & TD are the favourities of fund managers.I am waiting for an entry point Thanks a lo
Read Answer Asked by Peter on August 27, 2014
Q: Hi 5i,

I am curious, you often recommend BNS over other canadian banks yet of the main canadian banks it looks as though TD is in the best position to expand into the US. I know the dividend yield is slightly lower then BNS yet the growth of all the canadian banks seems to match each other. Would TD not be a better choice for growth/yield over a 2-3 yr time frame? Or are we splitting hairs a bit here?
Read Answer Asked by Peter on August 24, 2014
Q: Hello Peter and crew, I have been a member for just over a year and have to say my portfolio is up about 35% all thanks to you and your crew! I am 46 years old and will be retiring from my current career in 5 years. I will have a very good pension and will likely find something else to do. I am would say a bit aggressive in my investing. So here is my current holding all about equal in amount....except for aya which is currently 3X everything else...woohoo!!! I have placed a sell on 1/3 of my position. I hold BNP, SGY x2, TPH,AQN, CPX, CSH.UN, LRE, NPI, VSN, WCP, BEP.UN, CSE, PPL,RBI X1/4. I was going to add BNS with the sell of AYA.....do you have any suggestions, like a good replacement for BNP or others...I do like my dividends they have helped me grow with other purchases. But a good growth stock would be good too. Thanks Ed
Read Answer Asked by Edward on June 24, 2014
Q: Hi Peter (and Crew),

I am totally pleased with the service you offer.

I rarely ask questions as I find accessing the questions database almost always provides the information I need.

I am looking to add a retirement holding to my TSFA. The time frame is a minimum of a 10 year hold. I am looking for cap gain and yield and am considering Chartwell (CSH.UN). Would you recommend it and if not, could you recommend 1 or 2 names that you prefer in this space.

Thanks for the wonderful service.
Read Answer Asked by Jim on June 22, 2014
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
Read Answer Asked by Duncan on June 16, 2014
Q: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Read Answer Asked by Antoine on June 13, 2014
Q: Greetings 5i Team. I am currently trying to add more CORE holdings to my portfolio. (Companies that I will hold indefinitely and add to on market pullbacks). After looking at your 'income portfolio" I would consider the following to be core holdings: Bank of Nova Scotia, BCE, Loblaws, Sun Life, and Telus. My plan is to add all of them to my portfolio. My questions are:
1. Am I correct in assuming the above mentioned companies are core holdings?
2.Do you consider others in your 'income portfolio to be core?
3. Which of these companies would be the best buys at current valuations?
Read Answer Asked by Les on May 05, 2014
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