Investment Q&A

Q: I am sure you are getting tired answering questions about ENB. Well, here’s one more. For the past month, as ENB has dropped from $48 to $43, every analyst on the planet rates it a screaming buy. So, what is Mr. Market seeing that us mortals do not?
Thank you for your patience.
Frank

Q: I hold both of these companies and was wondering if there was any reason other than the recent market that they are still going down.
Thanks for your help.

Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!

Q: Am thinking of purchasing the newly launched bristol gates etf for us exposure. Any comments? Thank you

Q: Can you please comment on yesterday's earnings. The team pulled out a small profit for the year. 2017 vs 2016 looks better than comparing 4th quarters. On the call, management suggested there will be a reduction in operational costs of 6M annually or 1.5M a quarter that should begin in Q2.

Cheers,

Q: I am a member of 5i research and want to know would I get the 50% discount if I renew
the ETF FUND UPDATE or is it for first time members only?

Q: Why are rate reset preferreds falling. In a rising rate environment , in my view, value should be increasing. Why is this not the case here

Q: In terms of positioning I present a scenario. You are 68 years old. You have currently 1M invested. You are 20% Fixed Income. You are 10% cash and 70% equities. You somewhat depend on Dividends so you have slanted the 70% equity portfolio to dividend stocks. (90%) Blue chip BCE, ENB, MFC etc. Is this a mistake? Should you perhaps even out the portfolio to growth stocks that pay no dividend but offer you upside. i.e. CCl.B, SJ, ATD.B. You get the gist. Now supposing you have been diagnosed with a medical condition that tells you will be dead in 5 years. When you kick the bucket (which in end we all do) and want to leave the maximum amount of money to your dysfunctional family how to you structure this now? I have no concerns about running out of money but at the same time I want to leave the maximum money on the table when I die. What do you recommend as a strategy? That’s the there, there!

Q: More of an educational question. Wondering about the royalty streaming model.
Seems the income stream should provide a steady dividend but this doesn't always seem to be the case, e.g. Sandstrom Gold (SSL). What can go wrong.
Thanks.

Q: Hi,
I have a sizeable (for me) amount of cash that I would like to make some safe earnings on for the next 5 weeks until it is invested in a commercial property. Obviously short term and the investment needs to reflect that. What are the best/highest yielding cash like products around right now? Ideally exchange traded, I don't want to bother moving cash out of my bank (RBC).

Q: I am hoping you may have some suggestions for dealing with this problem. One I might add your stellar advice has contributed to. Currently CSU is nudging over 10% of my portfolio and SHOP is edging over 6%. Clearly there is single company risk but were do I go to find similar excellent management and growth potential while reducing the risk.
Your assistance is as always very much appreciated.
Mike

Q: I'm looking for some safety in European Investments. As a quick way in to Europe's best ZWE seems to have it all (at least what I am looking for; income, some growth, great companys). With a P/E less than 20 and P/B less than 2, and with a high dividend, great ROE in the high teens not bad MER of 0.7%, playing the devil's advocate, what could possibly go wrong?

Thank You

Q: How do you feel about VII at this price?

Q: Monthly, my husband and i contribute $200 to a mutual fund(ci select 40i60e, fund code= cig 2245) for my 33 and 31 yr old son/daughterinlaw. contributions 2014 $1800, 2015 $2400, 2016 $2400, 2017 $2400 = $9000 total. value of account December 31,2017 is $9732.00. January 2017 our advisor switched out of ci global asset alloc, ci cambridge global equity, ci signature high income, ci harbour corp class, ci harbour global equity and said having one fund (40i60e) would be best. Their current debt (in total) is a $240,000 mortgage. They want to pay this off before investing in the markets. Should we continue/cease the $200 monthly contributions to the 40i60e fund and buy them something else? To publish or not to publish the ? is up to you. thank you for your time. jane

Q: Good Morning any thoughts on RNX and how they are positioned with their huge nickel and cobalt deposits in Quebec to take advantage of the electric vehicle demand?
Thank-you

Q: CGX had quite a run up yesterday ,fell back to below even then finished the day with no gain. Was this due to the drop in attendance & does it signal a time to sell? Would it be a buy at these levels after its drop from $54.00 ? Comments on the dividend would be appreciated. Your ideas & suggestions are always much appreciated.
Dave

Q: Hi Peter & team,
So now it's MAXR's CFO is stepping down. Your comments please.

Q: Hi Peter & Ryan, when using sector ETF's such as Utilities and Health Care, would you take a full position or half in each. Do you have any others than those listed.
As always thanks for your great advice.
Ivan

Q: Hi, I'm underweight industrials and currently only hold SIS and XYL for a total of 4.5% of my overall portfolio.

From the above list, and looking to hold long term with lower risk, could you rank your preferences and provide justification for the top two?

Thanks,

Cam.

Thanks

Q: Noticing the pull back in interest sensitive stocks recently, such as the utilities and the telecoms, I was wondering whether it would be a good time to bump up my allocation to these sectors? Or, is there more loss yet to come? I know you don't have a crystal ball so I am not expecting absolute predictions. But, you do have insight into market movements and therefore worth consulting. Currently my holdings are
7% in utilities when I think you recommend about 15% for someone at retirement.
and
7.7% where your recommendation is 10%

I hold the usual Canadian suspects plus BAC in the US.

If you think it would be right to fill up, would US or Canada be better? As I say, I most of these sectors are in Canadian.
thanks