Investment Q&A

Q: TBL.nt
I have owned this security for 8 years and in truth, I am probably overweighted in it.

They have never missed a payment and their financials appear strong.

I am wondering what you folks think of it.

Looking forward to seeing Peter this evening on BNN.

THANKS VERY MUCH,
Don

Q: Stella Jones had a bit of a surprise. I have a 3/4 position. Should I sell, hold or buy more?

Q: Hi 5i, do you know why CCO is down so much today and continue to slide now ?

Q: MPH took a big dive today. Do you know why and is there some concern here? I am up over 100% so not too worried but would like some info.

Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?

Q: A follow up on David's IVN question. I needed some funds, so sold this holding at 2.99 last week for a small gain, and then it really started to climb! I thought to get in on a dip, but there seems to be no sign of a dip. Is the value in today's stock price, and would it be okay to take a whole or half position to get back in? Or, is it indeed inflated.

Q: We I currently own vfv in my husbands Rrsp account and have done quite well. Since he has now retired we are slowly repositioning his portfolio from income / growth to more income with safety we are thinking of selling vfv and purchasing a covered call etf that would still provide exposure to the us market. Do you think this is a wise decision,and if so what do you think of the Bmo Zwh? And which one would you purchase at this time-ZWH or ZWH.u? Are there other consideration we should be thinking about? Thank you
Maggie

Q: I joined 5iResearch a few months ago and I have learned a great deal about how to be a better investor. I have 2 sons - one in 4th yr business school and the other a recent business grad. I think they could both benefit greatly from your service. Do you offer a 3 month "trial subscription" (I am happy to pay) so they can see if its something they will actually use on a regular basis as I do?

Many Thanks

Scott

Q: can your bloomberg terminals tell you anything that is going on at ivanhoe, the stock has gone parabolic in the last few weeks on no news that i can find. dave

Q: I currently hold the following technology companies in the weights indicated:
CSU 4%; ENGH 2%; SYZ 1%; and GIB.A 1%. I also hold MDA at 1.4% but I am not sure it is classified as a technology company. If I include MDA my technology holdings are 8.6% of my portfolio. I would like to increase this weighting and I am considering adding OTC at 2%. I would appreciate your comments on my current balance of tech companies. Also, would OTC add diversification to my current tech holdings? Would you recommend adding to my current tech holdings?
Thank you.

Q: Thanks team for all the great advice and information. I would like your opinion on dominion diamond.

Q: Can you tell me what would be your favourite gold stocks right now. Not explorers, but actual producers, small, medium, or large, that can make money at this price, and hopefully have the prospect of increasing production. Thanks for your help.

Q: Looks like us financials are losing steam / as is the US currency against the Canadian $ I have some profit in US financials would you take the $ and run or wait?

Also what do you see for the US $ against the Canadian currency going fwd especially after Trumps comments today that the US $ is too strong ? - I under that this is 2 questions thanks as always for your insight

Q: you say the fundamentals are strong at AYA. Unfortunately I have a cost of $24/share. Should I take this as an opportunity to "average down"? (as long as I'm below 5% of my portfolio)

Q: Still hunting for income without taking on too much risk.

Both BIF.UN and PEG have yields in the 8% range.

I would appreciate your comments regarding adding these to a portfolio that contains most of all three of the 5i Portfolios, and is reasonably well balanced despite being underweight in utilities.

Thank you.

Q: Good afternoon,
I hold a combination of stocks from your BE and Growth portfolio. To date I have not purchased either of your energy picks. At current prices both have had a pull back. Which one do you recommend purchasing at this time? I plan to hold long term and dividend is not needed.
Thank you,
Kerri

Q: I'm building a non-registered account with companies that pay out a fairly high dividend (tax efficient for the dividend tax credit) and with an emphasis on growers. In particular companies that have indicated their intention of growing the dividend 5-10% annually and in some cases provided timelines as well. Looking for steady increasing income from this account but also hoping the increasing dividend will provide a floor for the stock prices against increasing interest rates expected over the next while. Time line 5-10 years.

For example, ENB who have indicated 10-12% dividend increases through 2024 (choose this over ENF who has indicated 10% increases through 2019). This should take ENB's dividend payout up to around 9%+ based on the current stock price. I've also included ECI in the account so far.

BEP/BIP don't fit the bill due to the distributions not being tax effective.

Looking for more ideas, perhaps 5-10 that I could consider adding to gain some diversification as well.

Thanks!

Q: I'm aware of the interest rate and housing market sensitivity, but I'm still intrigued by the yield. Are the payouts of such MIC's classified as true dividend income (eligible for the dividend tax credit)?
If you aren't a big fan of these MICs, what would be your top 3 picks for companies with high (as safe as possible) yields (north of 6%)?
Thank you

Q: I am 75 years old, have a portfolio strong in Financials,Oil, Telecomunications and Reits. I need to add fixed income, low risk with good dividend. Have looked at ZDV,CDZ,ZWH, VEE and others but hard to determine risk levels. Need to add 1 full position. Appreciate your thoughts and guidance.A dividend at 4% or higher would be ideal.

W

Q: I would appreciate your updated opinion on Questor Technology. Thanks!