Investment Q&A

Q: Thank You to 5i team for the assistance you provide,i resetting my rsp. portfolio based on your income list.For many years i kept PPL running on ours RSP and TSFA and added some TOG about 6 months ago,can ENB and SGY be replace by PPL and TOG in the same size proportion about 5% in each account i'm over 70 (yes)
Dan

Q: Hi 5i: I recently (5th, maybe the 4th) asked a question that hasn't had a response yet. Maybe I'm just being impatient, but I thought I'd repeat it just in case. I was wondering if JNK might replace XHY in the income portfolio given that I will be holding it in a RIF account. It seems to me that the JNK numbers are a little better than those for XHY. Thanks.

Q: Good day, 5i.
Can you explain the drop in Telus shares recently and confirm whether this is a good time to add to a position?

Thank you kindly,

Q: I am considering taking a position in CTC-A, but note that it is not in your portfolio. I also own Loblaws - L - which is not covered. What is your opinion on these two stocks?

Q: My first day as a member and I already I feel good about your website......your thoughts on enf as well as agf.b I love the big dividend payers that have a good peg ratio,do you think these two are exactly that? I look forward to your insight.

Q: Hello

I hold Surge energy in my self-directed RSP account and who is taking over as a merger of Longview oil that I hold in my
non-registered direct trading cash account.
I will be left with after the takeover/merger of Longview oil, only shares of Surge Energy in my RSP registered account.
How will this affect my RSP contribution amount and the tax implications in both accounts.

Thanks
Michael

Q: I have had a great run thanks to your excellent advice, and have positions with AVO BAD BYD.UN CSU ESL MG STN BDI BEP.UN
FCR HR.UN WFC ALA BNS. Most are within 3% and 8% of the total portfolio(2 RRSP accounts and one general trading a/c)However I am pushing my luck with Badger which has been outstanding, but now represents 33% of the portfolio. If I trim this back, what would be your suggestions? CSL represents only 2.6% of the portfolio. Thanks again.

Q: The website adjustedcostbase.ca lists Canadian MoneySaver as featuring their free service. Do you recommend using this service for tracking adjusted cost base and capital gains?

Q: I am considering selling my BPF.UN shares and purchasing HSE,BP gives better dividends and it has bounced back and with summer and softball season it will do better, but when it dropped these last few months I got nervous, any recommendations.

Q: Hi, I am interested in Toronto Dominion's preferred share TD.PR.O. It yields 4.85% & is presently trading above 25$. The prospectus states that after Oct 30, 2014, the bank will only pay 25$ if the bank chooses to redeem the shares. Would you at 5i have any insight as to what might happen to the yield after Oct 30? Does it remain at 4.85% forever. Thanks ... Cal

Q: What are your thoughts on Tweed (TWD) and the medical marihuana sector? Are there any other more stable companies that will benefit from the new rules governing the production of marihuana for medical purposes? Judging from TWD first day of trading it seems to have captured a great deal of interest? Would you recommend a buy at these levels?

Thanks,

DON

Q: My question is about cash flow.
1) When you look at cash flow (in lieu of net income) to see how the company is performing, are you specifically looking at "Operating cash flow"? If not, then? Additionally, when we read other analysts in various publications talk about cash flow, do they usually use the same definition as yourself?
2) When a company does capital investments (even if paid in cash), I believe this is not part of "Operating Cash flow"?
3) If my assumptions are correct above, then I have to believe that a company that is constantly investing in new capital initiatives, is therefore very capital intensive and would have to eventually demonstrate that this is not going to go on forever, otherwise I would believe that this cash flow metric may not be ideal?

Thanks again.

Q: Hi,

Can i get your thoughts on CEB (Ceiba Energy Services)?

I've been told management and board are top notch and the Company is poised to grow given the people involved.

Your thoughts?

Q: What do you think of the latest acquisition by DHX Media? Does
it fit with their growth plan? The market seemed to appreciate it! thanks for the great service.

Q: Mr. Hodson, anything new on Wilan (WIN)? Very frustating stock, on which I lost 42% ? Surprisingly, First Call Earnings Valuation Report has 1 hold, 0 buy and 6 strong buy. Thomson Reuters provides a consensus recommendation of 1.57 (which is a strong rating). I believe you advised a hold on the stock. Any future there ?

Q: My largest position in my portfolio is IPL,I saw you recently removed from your model portfolio.What would you suggest,I replace or reduce IPL with? I love the dividend and growth it has shown over the last couple of years.

Q: Is this site considered advice in the eyes of the CRA? Is it deductable against capital gains? Thanks in advance. Tax payer.

Q: Hi 5i! EQI or Equity Financial Holdings Inc. is off about 7% today so far...any comment(s) would be greatly appreciated. Many thanks...Dave

Q: Hi my question is regarding ird international road dynamics. Do the forms of dividend income via their 50% interest in china xpct seem normal? Also with the cash they have in hand, and with an increase in rev for a 4th consectutive quarter (q1 2014) should it warrant a stock value above $1 based on the trailing fiscal eps @ a reasonable 10x taking cash into consideration.

Or is there something else keeping the stock around 70 cents that u see.

Q: Could you please offer your opinion on finning International FTT.TO? Thankyou.