Investment Q&A

Q: are there reasons why this has been tanking the past 5 days? Should we buy more if we now have a half position?
thanks

Q: What is your opinion of this investment in terms of safety and income?

Q: I currently hold PEGI, TRP, ENB, PPL and CU. (approximately 20% of my RRIF portfolio)
However I am thinking of adding WCP, TOU and/or TOG.
Could you please rate these in order of preference. Or am I too heavy in resources.

Q: I am very pleased with the Portfolio Analytics, and have found it to be a quite useful tool. Thank you for building this product.

Broadly, I would like to better understand how you developed your recommended sector/geographic allocations in the Asset Allocator. In particular, I would like to understand:

1) Certain assets (e.g. gold, REITs) are missing or very low percentages. What is the basis for this recommendation in the Portfolio Analytics?

2) Most if not all broadly based core index funds have a greater allocation to financials than the 15% recommended in the Portfolio Analyzer. Why are you recommending a 15% allocation?

3) Are your recommended asset allocation percentages static, or are you planning on adjusting these percentages over time as markets change?

4) Given that markets typically revert to the mean, how do your recommended allocations compare to the mean sector percentages of major indexes, for example EAFE or the S&P500?

Any insights you can offer to help me better understand the basis for how these asset allocations were developed would be most helpful. Thank you for this excellent service!

Q: You thought on this stock? Buy sell hold ? Good price to get in? Thanks

Q: How do you evaluate the management of DRA.UN. I did very well drg.un is there a relationship with that management and the quality they exhibited. ALSO how is the payout ratio and the relative safety of the div.
THANKS

Q: What is 5i thoughts about Gatekeeper Systems given the recent contract wins and opportunities going forward in their business?

Q: Peter Shiff was recently on USA Watchdog.com. He basically recommends that investors switch to gold as he feels the US (fiat based) currency will become devalued as bond investors demand higher rates given the huge US deficits.

What is your opinion of gold, and gold stocks, as an investment? Should investors allocate a percentage of their portfolio to gold as protection to a possible collapse in the bond and equity markets?

Thank you again for your insightful advice.

Q: Any thoughts on the recent pullback? Is it a decent buy at this level?
Thanks,Philip

Q: Any concerns with this ETF for higher yield? Seems like the yield is too good to be true.

Q: Hi 5i
I wish to add these 3 to my TFSA or non registered account. Which would be better in a TFSA or does it not matter? In which order would you buy at this time?
Thanks for all you do
Gary

Q: I already own BAM, RY, T, BOYD Income, and ZLU, but I'm looking for another lo -volatility dividend stock with some growth. What do you think of my adding NPI or BEP? Is there another choice you like?

Q: Hi there, I have a position in Gildan and it looks like its down about 18% in pre trading on the earnings warning. What do you suggest doing in this situation?

Thanks!

Q: are these companies in the same space; how do they vary and which do you feel has a better runway?
Greg

Q: BIP.UN,BPY.UN,DII.B,EIF,ECA,NRTH,HBC,MUX,MEG ,QST, rather than waiting for the tax-loss season which of these stocks I should keep?

Q: I'm thinking of switching tourmaline for vet. do you think that would be a positive switch for the long term. do you think the dividend for vet will be somewhat stable for the foreseeable future.

Q: I'm a contrarian investor looking for solid companies out of favour. Wef seems to fit bill. Its sitting near 52 week low, any reason to think tax loss selling would go lower between now and end of year?

Q: Hi Team,

Could you please give me your thoughts on the current value of the company and if it's worth averaging down for a long term hold?

Thanks

Q: I have held CP for some time. After a period of strong increases, in the past few weeks it has pulled back by over 15%. CNR (which I do not own) also pulled back but not to the same degree. This surprised me as general economic conditions still seem fairly positive and I would have expected the rails to continue with strength. Do you see these companies returning to their positive path over the next 3-6 months? Thank you.

Q: Hi Peter and Staff
In an answer to George today , you indicated that Food Services got a lot of new shares in exchange for trademarks. Not sure what good that does for the existing unit holders? Or does Food Services get new units in AW.UN when new restaurants are added to the pool so our growth is limited to same stores sales increase instead of also new stores ?
Thanks for all you do
Dennis