Investment Q&A

Q: I am putting together and will manage a small TFSA for my daughter. It will be made up of 5 income stocks and 5 growth stocks. The plan would be to review it annually. Do you have any cautions on these selections? Or recommended substitutes?
Income: CSH.UN. ENB, MFC, PLC, WCP
Growth: AYA, CGC, CXI, DRT, GUD
Thank you.
David

Q: How is the inside ownership? Would you consider these days as a good entry point? Your general assessment as well would be greatly appreciated, thank you for your excellent service.

Q: it has lots of cash and very high dividend is it worth buying?.

Q: Hi Team,

Besides BCE and T, is there another smaller up and comer that should be considered and you like?

Q: I am down about 20% on CPD which I bought primarily to stabilize my diversified portfolio. It comprises about 3.5% of my portfolio so it has not been a particularly good stabilizer. I understand how the rate reset preferred shares held in the ETF have depressed its value, but I find it hard to predict what is likely to happen over the next few years. Any predictions? I have been thinking of slowly reducing the amount that I hold and switching into a bond ETF (though even CBO and HFR have been slowly declining). Your sage advice would be appreciated.

Q: What are the concensus quarterly results expected for DSG which is reporting next week.
Thanks, Tim.

Q: Could you recommend a company that is addressing the issue of moving the medical field to electronic storage. I here that Canadian doctors are behind the times in record keeping and continue to use paper files as I see in my own doctor's office. A blog mentioned Telus is involved in this space but not sure if that's true.

Q: Hello team, Why the drop of ~3%? Have you change your opinion on L? Would this be an opportunity to initiate a position?
Thank you!
Silvia

Q: I am looking for some income products to diversify my portfolio. Royal Bank offers what they call Managed Payout Solution products, symbols RBF581, RBF582 and RBF578. While the yield is high for each, the MERs are very high. Also, it is not clear that there are no other hidden fees such as trailers, or front or rear end loading. I would appreciate your opinion of these products.

Q: Hello Team 5i

I have an idea. Please tell me if this makes sense to you. I am down significantly in 5 stocks, CXI(-40%), AVO(-53%), BDI(-74%), TOG(-53%) and TOU(-54%). My plan is to sell these in my RRSP as I will have to one day pay tax on them in the future. Buy them back in my TFSA(and my husbands depending on the limit for 2016). My hope is that the stocks will appreciate in my TFSA tax free. Of these 5 stocks is there one or two you would be extra cautious on. Your thoughts. Thank you

Q: I am interested in your views on CALM. I see the last question came in 2012 and the stock has tripled since.
Seems to be a very stable business (with a bit of a volatile stock)
Thanks!

Q: Would you characterize holdings in RBC Emerging Markets Foreign Exchange Fund as part of the equity or fixed income portion of a portfolio? What correlation might this fund have with the movement of the Canadian or US stock exchanges? Is it beneficial for diversifying a portfolio?
Thanks
David

Q: ET declined 0.68(4.08%) on Nov 27 on low volume after doing well since recent low on 9/28.Reporting on 12/2. Any reason?,Did someone smell something about forthcoming report? BIN increased .50(1.64%) on 11/27 after recent low on Oct 26.Any reason? Is it time to buy? Appreciate your usual great services & views

Q: I am a conservative, dividend-income retired investor, with a well diversified portfolio, company pension and CPP.

I am looking for a conservative, blue-chip dividend paying stock in the consumer, industrial or technology sectors that pays a dividend greater than 3%. I currently own CGX, PBH, WSP, ZLB, XIT.

Thanks,
Steve

Q: Peter and Team:
My oil sector in a non registered account consists of BDI, PD, PPY, and SPE. (Down about 50% in all)I am willing to hang in for the long haul, but wonder about the ability of these companies to survive a sustained downturn. Could you please rank in order of "fiscal health".
Also what are your thoughts on moving out of this sector altogether to avoid "lost opportunities". Sector weighting is irrelevant in this higher risk frequently traded account.

Thank you as always.

Phil

Q: Peter and team: Currently holding Phm and GUD, (3%) of my portfolio.. I have thought of adding Concordia CXR, but am open to other names. Any suggestions?

Q: Hi Peter and team,
Crescent Point's assets mostly in Alberta or other provinces ?
Thank you for your reply.
Tak

Q: Hi
Do you think Exco stock will suffer any based on the recent Magna 50/50 venture with China on providinf seating to China companies?
Thanks
Kathy

Q: The stock is at a 7 year low reacting to Quebec government changing the tendering process for generic drugs. It gets some revenue from it Pro Docs
generic division. Is this an over reaction?

Thanks

Q: I’m presently thinking I just may hold on to my COS although I think SU is far better company to hold but I paid too much for my COS to sell it down here when I think when oil recovers so will COS with less shares being traded on a daily basis.

COS has a good Asset or SU wouldn’t want to increase their portion of the Oil Sands.

I think after the Offer closes if in fact SU gets enough COS shares submitted for them to accept them, there will be less shs of COS in the marketplace. It will likely drop off to about say $4.00 while oil is low and if it does, I’ll average down.

When Oil recovers so will COS. It won’t get anywhere close to what I paid but if I can average down when I think COS gets low enough to buy to average down I won’t lose as much as tendering my shs to SU.

COS can always do a New Issue to bring their shs to a half decent level besides giving them cash to benefit their operating expenses. SU isn't going to be selling so a New Issue may be successfully done.

This may just be the best thing that could happen favouring the COS shareholders.

Now give me your opposing argument to this flakey idea. Tomorrow I just may change my mind but at the moment I think I favour this idea.
Thx Fellows - don't be afraid to be brutally critical - in fact I'd appreciate it.