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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: 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
Q: I am overweight with BNS in my rrsp account . I am prepared to sell
500 shares at $67.00 Is there any advantage in trying to do a covered call while i wait for the share to reach $67.00 and if so is there a risk I might have to
settle on a price below $67. I have never used an option in the past and want to know if it might be feasible in this instance .
Also I really liked the video did on the most popular 5 questions . It was very well done , relevant , clear , and brief . Hope more will follow ., When will the revised model portfolio be released . Thanks Rick
Read Answer Asked by Richard on March 31, 2014
Q: Hi Peter:
I am retired with a modest pension, and a huge believer in asset allocation focused on Cdn dividend income. I have recently trimmed several positions to raise a bit of cash (now at 7%) to take advantage of a possible summer pullback. In equities I own AD, AQN, ALA, BCE, BNS, BTE, BA, CFN, CGX, CSU, CPG, III, PBH, TCN, WEQ, as well as 2 dividend funds and 1 REIT fund.

Do you see any red flags? Caution flags for me are CFN and WEQ. Once purchased, I normally like to give the stock "time to perform".

Thanks for your help,
Steve
Read Answer Asked by Stephen on March 26, 2014
Q: Hi In Dec 31/08 I took a position in the Big 5 Can Banks.The current result are BMO +17.46% CM +19.56% BNS +11.61% TD +23.61%
RY+34.08%.BNS has for some reason lagged behind and lately since I enlarged my position in this stock it has been on a toboggan.
Even today the others are in green BNS red would you hold or should I cut my losses and move on ?
Stan
Read Answer Asked by Stan on January 15, 2014
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