Investment Q&A

Q: I am slightly overweight the semi-pipeline sector with TRP, ENB, IPL and KEY, totalling just under 20%. I am thinking about selling KEY and either holding the cash or putting part of it into IPL given IPL's recent price and yield. KEY and IPL total about 5.5% of my portfolio. I also intend to sell some TRP when it gets back over $60. I am a patient investor with no need for funds (ever) but I will be 70 this year. How would you compare IPL and KEY in this scenario? Thanks. Great service and I've tried a lot of others.

Q: All of my Spec Stocks, the ones listed above, each represent less than 1% of my cash Portfolio. With regard to your article discussing having stocks thta are less than 1% of portfolio weighting, I am thinking of selling 3 or 4 of these stocks and putting them all into one or two of the above stocks that show the best potential. I am down in all of them but to a lesser amount in GPS and CRH. Which, if any, would you say would be the keepers of the bunch?
Thanks
Kevin

Q: These bonds were mentioned as a top pick on BNN on Jan29 to protect against inflation.
They pay 2.125% plus inflation.
Is there a Canadian equivalent to these and what do you think of them?
How would the currency difference affect the purchase?
Thanks

Q: Am considering adding to my Healthcare with one of the 2 stocks mentioned. At present I have a full position in GUD, and SIS. Also a 1/4 position BTH. What are your thoughts on these 2 Companys and which do you feel has the greater potential for growth. Or is there another stock you feel would be a better choice to add.
Thanks to all the 5i staff for the excellent job you do in keeping us informed and keeping us on the right track.
Jack

Q: Hello 5i
The following securities were chosen by an advisor, when we were with a full service broker, and I found no reference in the 5i "Question" section. Could we have your opinion on them, and, as part of a retired investor's portfolio, would you suggest to hold? If not a hold, then suggestions to replace. Thank you, Bill
1)Templeton Global Bond Fund (TML257) for income ( we also have VBU)
2) Res Fairfax Financial Bonds (due Oct, 14, 2022) for income. Far
3) Fidelity Far east Fund (FID227) for global equities
4) Fidelity Asset Allocation Private Pool Series S8(138) held in a corporate account where we draw approx. 2k per month

Q: What's your favourite Canadian value stock that yields at least 4% ? Thanks

Q: PTE has dropped again by a lot this morning. Any reason?

Q: Hi 5i team,

I currently owned these technology stocks: Shopify, CGI, Kinaxis. I am looking to add Opentext, CSU, or Sylogist. Which two out of these three are your top picks for earnings growth, financial stability and capital gain? Thanks.

Q: Hello team, thought I'd ask my first question before I renew, however first, thank you for the solid advice you provide that helps to quell the fears I have in this market!

What are your feelings on Carl Data Solutions?
Are they joining Johnston Blockchain? Heard about this co. on Mark Bunting's new program, Capital Ideas last Sun. evening.

Thank you all again!

Q: Greetings Peter and Team:
As i understand it real return bonds have three parts ( ie ) an issue price
a stated interest rate and an inflation factor which applies to the last
two. If they are purchased or sold before maturity the loss in the
value of the principal could exceed the inflation gain if interest rises
very much. Hank Cunningham thinks they are dangerous instruments.
Is my understanding correct? They are also very thinly traded at present,
which may change as rates rise. I am interested in USA Tips. Could you
please advise if they are much the same or can be redeemed before
maturity at par because they are treasury bills, or are they essentially
bonds like real return bonds? Also are TIPS readily available or are spreads wide? Please outline the traps with both but mostly TIPS.
Thanks,
BEN

Q: What is your take on the feasibility study just released by Ivanhoe?

Thanks

Q: This stock appeared on my 'radar' recently; the company seems to be in the right space.
Your assessment would be very much appreciated.
Thank you!

Q: Hi Everybody. Just have a question about the US dollar. We currently hold about 35% of our RRSP's in US dollars. Our dollar is currently doing rather well against the green back. I know this is a little out of your expertise but we have some cash on hand. We are fairly well balanced in our TFSA and cash account. We prefer to hold US in our RRSP. Do you think the time is right to increase our US dollar holdings even if it's just cash.

Q: GEI has taken a terrible beating over the past few days. Reason? Hold for income, sell, or add more now? Thanks for your advice. - Ted

Q: Hi 5i, I would appreciate your advise/evaluation of lbs and lcs (Lifeco Split Corp.). Also, please tell me what is the actual fee I would pay if Management fee is .60%,Managment expense ratio is .95% (exluding preferred distribution) a service fee of .40% (paid quarterly). Many thanks, J.A.P. Burlington

Q: I was wondering if you could comment on the recent earnings for Sogou Inc (SOGO).
Thanks a lot.

Q: Because I cannot contribute new funds to my LIRA, I have a number of high-yield stocks to generate income that can be reinvested in growth. Full position in PDC for diversification and smoothing effect, half position in everything else. How safe are these utility and REITs dividends with 7-9.5 % yields? Alternative suggestions for 10 year plus strategy? (Please deduct as many credits as required)

Q: Now that ENF is at a 52 week low, is it considered a bargain, and decent, safe stock for dividend income, and dividend growth? The yield is now 8.07% with a price of $27.98. Or, can you suggest other stocks with a similar yield?

Q: Is the drop in the price of Paypal on over reaction to the news about eBay? Should we sell or hold steady?

Q: Hi 5i Crew,

I am considering a entry position in CGI Group. I like the sector for future growth and am a believer that "buying at all time high" is a good strategy. My reservation is that it does not generate a dividend. I think if it did, 5i would be more favorable to the company (as I believe you are strong supporters of dividend stocks - for many good reasons). Question. Do you think CGI would consider initiating a dividend in the near term ?