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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: Hello 5i. I have held MTL for the past 2-3 years and have been rewarded with growth of 25% (not including dividends). In recent weeks MTL has started slipping however and I am growing somewhat concerned with the large proportion of my portfolio dedicated to energy related stocks and infrastructure. So I'm thinking time for a change and am considering either POT or BEP.UN, both of which offer a resonable yield. I know that you are fans of BEP.UN, however I think that stocks such as POT and Agrium are on the cusp of moving up after a period in the doldrums. I would appreciate your input on my thinking,and whether you would choose POT or BEP.UN, or simply stick with MTL. Please advise. Thank you for your help.

Brian
Read Answer Asked by Brian on December 03, 2013
Q: re ATP...At these new prices is there any value in taking the contrary view and picking up a little. What would be a steal price? I might like to try to go bottom hunting. Also, if a company like ATP does cut or eliminate divvies could this be actually to best thing for shareholders?
Read Answer Asked by Glen on December 03, 2013
Q: You just responded to another user on BIF.UN. I am unable get a quotation for this through my discount broker. Is it available via some other symbol? Thanks
Read Answer Asked by Vineet on December 03, 2013
Q: WEQ Western One - down ~5% today on financing news. Y=7.8%. Buying opportunity or signs of bigger trouble ahead, hence a sell? I have owned this almost from day 1.

Thanks.
Read Answer Asked by Donald on December 03, 2013
Q: Hi 5i, and thank-you for your answer on micro-cap ETFs.

Please comment on Caledonia Mining (CAL). It's awfully small but looks interesting.
Thanks again, Gail
Read Answer Asked by Gail on December 03, 2013
Q: Hi Peter, If you were putting together a list of 5-10 stocks to invest in starting now, and primarily your reported companies, what would it look like? Market balance is not important.
Thanks Tom
Read Answer Asked by Tom on December 03, 2013
Q: Would Bif.un be a good alternative to owning individual REITS. Thank you, Nancy
Read Answer Asked by Nancy on December 03, 2013
Q: I am looking at investing in mob.un (Northwest international healthcare). They have just announced a major acquisition, financing and increase in distribution. I already own Northwest healthcare (NWH) and i think mob is an indirect owner of nwh. Do u think investing in mob is too much of the same or am i taking advantage of a "cheap" stock?
Read Answer Asked by Alain on December 03, 2013
Q: I took a flyer on XSR this spring at $6.50 and have been rewarded with a 32% rise plus the div. But the valuation looks crazy stretched and the payout ratio is high. I know it's priced for growth but my gut says to take the money and run. Would you dissuade me?

Thanks!
Read Answer Asked by Kim on December 03, 2013
Q: Hey Folks,
I have sold all but one of my American LP stock in my portfolio which is ETP, the 35% off the div. is just too much... I am considering WMB, could you give me another choice.
Thanks
Read Answer Asked by Mark on December 03, 2013
Q: I have the sensibility that the falling dollar will provide some stimulus to our export oriented manufacturing base. Additionally , takeover activity will pick up as American companies go bargain shopping north of the 49th. I am unclear as to potential winners/losers with the EU free trade proposition.

Which industries/companies would you recommend as ~5 year holds for growth given a 90 cent dollar for the next few years.

Kind Regards
Rod

Read Answer Asked by Roderic on December 03, 2013
Q: Peter I notice in your model portfolio you 100%equities .
I have 26% fixed I classify callable preferred 2015-16 fixed along with my bonds and 7% cash.77% is equities and perpetual preferred.Any comments
Stan
Read Answer Asked by Stan on December 03, 2013
Q: Have your monthly portfolio reports been published yet?
I don't see them and I'm hoping it isn't my computer.

Thank you as always.
Craig
Read Answer Asked by Craig on December 03, 2013
Q: I own shares in wilan and I was wondering what you think of it. also I would like to know should we not of heard of an offer already or is it too early still.
Read Answer Asked by david on December 03, 2013
Q: Hello Peter and team, could you help with the following question:I recently liquidated TD Canada Trust (CDN Commons) as it appreciated significantly. It was time to cash in. Question is, what in your opinion is the next Canadian financial institution to own for the long term, getting dividends while waiting for capital appreciation. I'm thinking Scotiabank or even a smaller FI like CDN Western Bank but appreciate your opinion. Thx
Read Answer Asked by Harry on December 03, 2013
Q: Hello Peter,
I am looking for income generating ideas. What are the best Canadian & US sectors (for dividends) that are currently undervalued or fairly valued? Are the Canadian and US markets overvalued at this time? Should I wait for the next six to eight months to see the direction of these markets? Should I look at ADRs (Europe and Latin America)? What are your takes on individual and ETF preferred shares and corporate bonds?
I know I am asking a lot of questions. These are questions I think most of us here are thinking of as we look forward to 2014 and beyond.
Thank you and have a great day.
Read Answer Asked by Lucas on December 03, 2013
Q: Hello all:
My US and EAFE ETFs are way up on the year some as much as 30%.

Is now a good time to take profits on these or do you feel the US and Europe still have a ways to go?

Do you have a rule of thumb for when you take the profit from a stock or ETF?

Thanks for the great service
Read Answer Asked by Andrew on December 03, 2013
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