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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: Happy New Year! What are your thoughts on a weighting in gold stocks at this time - just the Goldcorp in the model portfolio?
Read Answer Asked by Derek on January 03, 2014
Q: Given the fact that all Americans will be required to have health insurance coverage in 2014 are there particular Insurance companies that would benefit more than others and could prove to be very good investments?
Happy New Year and thank you so much for all your advice.
Read Answer Asked by shirley on January 02, 2014
Q: I am holding 3 pipelines:
ENB - 7% of portfolio
IPL - 6.4% of portfolio
PPL - 5.7% of portfolio
Balance of portfolio is very diversified.

In your opinion (which I value greatly) am I OK with these 3 pipelines of is it over weight. If I were to trim 1 pipeline which one should go.

Thank You as always.
Read Answer Asked by Craig on January 02, 2014
Q: You have mentioned that we should pay attention to companies that start paying a dividend. Where can we find that information for TSX or S&P companies? And secondly, I would like to thank 5i for setting a new era of investing advice in Canada!
Read Answer Asked by Linda on January 02, 2014
Q: Congratulations to the 5i team. This morning's Financial Post lists the five best performers in 2013. Two of them - VRX and MGA - are in the portfolio.

I have been a member for only a short while and already I have a lot more confidence - I had a great December. Thank you for that, too

I very much like STN and intend to buy as soon as the distribution phase works itself out.

Read Answer Asked by Fred on January 02, 2014
Q: Hi,

I'm interested in your opinion on Niko (NKO) in light of the new loan deal, and the conversion notices that seem to have had an effect on the market's perception of the viability of this company. My understanding is that their revenue should increase greatly in April under a new gas pricing agreement. I hold a small position in NKO that is down from a $10 entry point. would you recommend holding on or averaging down at this time? Thanks for your great service!
-Jeff
Read Answer Asked by Jeff on January 02, 2014
Q: Can you recommend a conflict-free research firm like yours that specializes in U.S. stocks?
Read Answer Asked by sinan on January 02, 2014
Q: Hi Peter,
Ishares has 3 Russell 2000 ETF's, growth, value, and not focused. Is there growth and value in small cap? What are they doing here?
Thanks, Mark
Read Answer Asked by Mark on January 02, 2014
Q: Peter - I like the Technology and healthcare sectors in 2014 and long term (+5 Years). Rather than selecting stocks in these sectors, I am looking at IYW (US Technology) and IYH (US Healthcare), however I am concerned at the low daily volumes. Can you provide your thoughts on these two ETF's and can you recommend any alternative ETF's in these two sectors? Thank You and Best Wishes in 2014!! Thank You for providing us with an excellent service.
Read Answer Asked by Luigi on January 02, 2014
Q: Gentlemen,
Is Italie possible to suggest 2 or 3 shares for your sectors suggestion
Industrial 15%
Materials 15%
Cons. Discretionary 10%
Cons. Staples 5%
Utilities 5%
Financial 15%
Energy 10%
Info Tech 15%
Telecom 5%
HealthCare 5%
Thanks a lot
All the best to I5 team
Read Answer Asked by Djamel on January 02, 2014
Q: In your answer to Behrouz re a Mining and Metals ETF, you mentioned CMW and XME. I, too, have been looking for a decent ETF in the sector in Canada. The problem in this country is that there are no ETFs in the Mining and Metals sector, just Global Base Metals. XME is listed as having about 9% in gold and another 10% in Precious Metals. I'm sure CMW and a second iShares entry, XBM, have considerably more than that in gold (I can't find out how much). If you wish to avoid gold in a M&M ETF, it's difficult. And besides, both Canadian products are thinly traded. There is a third Canadian entry, this one from BMO, ZMT. Surely one of them could be a more pure M&M play.
Read Answer Asked by Fred on January 02, 2014
Q: Happy New Year

Thanks for the great service. Question for my TFSA account, looking to add one stock from the A or B+ rating. Currently own BNS, STN, CSU, ESL. Looking for long term hold and a dividend grower.
Thanks
Kevin
Read Answer Asked by Kevin on January 02, 2014
Q: Hello 5i, Could you comment on Longview Oil LNV also what is the P/E and the payout ratio. Thanks
Read Answer Asked by Michael on January 02, 2014
Q: Hi 5i team. Final question in 2013. Would you classify BIP.UN as utility? What about BEP.UN? Resource? How will they behave, classwise, going forward? Best in the New Year. Henry
Read Answer Asked by Henry on January 02, 2014
Q: A general question on rate-reset preferred shares. There are many that have had their share prices hit hard because of the worry over rising interest rates, and that makes them look quite attractive if their share prices recover. Wouldn't the share prices move back to par as the reset date approaches, as the new yield would compete with then-current rates?
If so, then buying a rate-reset preferred with a share price of $20 should provide a very nice return.
Read Answer Asked by Lloyd on January 02, 2014
Q: with the sharp drop of stocks of precious metals companies, some of them have dividend rates 2% or more

I would appreciate your take on SVM, especially, with this in mind

http://business.financialpost.com/2013/12/19/silvercorp-short-seller-accused-of-fraud-by-securities-watchdog/
Read Answer Asked by Behrouz on January 02, 2014
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