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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: I'm looking for a healthcare stock to ride out the next couple of years - where I expect a recession - in relatively low volatility, high dividend stocks. I have no CDN healthcare. Can you give me a list of two stocks or efts you like?
Read Answer Asked by Graeme on January 27, 2019
Q: I own RIT for exposure to the Canadian REIT market. Please rank these four holdings as a long term hold in a growth portfolio. Also, I am considering adding one (or two) individual REITs to add a bit of up side to the general REIT market exposure of RIT. Would you advise this and, if so, which of these three, or any other, would you recommend?
Read Answer Asked by Ross on January 24, 2019
Q: Hello 5i Research Team,
I would like to invest into a few REIT's. Do you have any recommendations for 3-4 of the top ones.
Thank you.
Read Answer Asked by John on January 23, 2019
Q: Good Morning,
Your thoughts on Killam Apartments developing new buildings and expanding into the Kitchener/ Waterloo area, thinking it might be a good long term hold with Laurier and U of Waterloo so close? Or do you have another REIT in your area you like? Thanks so much
Read Answer Asked by Darby on January 23, 2019
Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks
Read Answer Asked by Saad on January 15, 2019
Q: Good Morning,

Currently hold the following in my TFSA ($30,000): BNS, SLF, AQN, AW.UN, AD, SPB, BEP.UN, GSY, SIS, TOY, TSGI, PBH, MX.

Looking to deploy $3,000 and add one or two of the companies addressed in this question. What would be your order of preference in terms of combination of dividend and some growth. Feel free to suggest others.

Thank you.

Larry
Read Answer Asked by Larry on January 08, 2019
Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?
Read Answer Asked by Jonathan on January 08, 2019
Q: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM
Read Answer Asked by Ray on December 12, 2018
Q: Charge as many credits as you see fit...at least 4...got lots. Annually, I follow the O'Shaughnessy system and go through the tedious process of ranking over 90 stocks into deciles. I am screening for stocks that are good value, less volatile and have a good + growing dividend. For value, I use P/E, P/B, P/CF, P/S. For volatility, I use Beta. For dividends, this year I have added 5 year growth % into the process. The resultant summary number is the cumulative of the 7 metrics, with roughly 60% value, 15% volatility and 25% dividend weighting. I then marry this up with a technical screening, using charts with a 200 mda, looking for a rising vs rangebound vs declining chart.

Question 1 = your thoughts on my screening system? I thought of adding in other metrics, but I wanted to keep it relatively simple. Factors such as payout % and ROE can always be a looked at in the next phase. Should I drop any of the metrics if they are redundant?

Most of the stocks screened as expected. However, 3 stocks didn't screen well at all and I am trying to figure out why. It may be that my population of stocks is skewed to value stocks, so if any of the other 3 stocks had growth or REIT characteristics, then they might be seen as outliers.

Question 2 = CSH's fundamentals screened horribly = 10th decile. Could it be that REITs may screen out differently, due to their very nature?

Question 3 =Both PBH and WSP screened poorly = 8th decile. Could it be their fundamental metrics exhibit more growth characteristics?

Question 4 = Reading past 5iR questions on these 3 stocks leads me to believe you are still strongly in favor of all 3. Please confirm.

Thanks...Steve
Read Answer Asked by Stephen on December 12, 2018
Q: I currently don't have any REITs in my income portfolio but am now considering adding a couple. I was considering the above 4 but really want to add only 2 names. Which would you consider or would you suggest something else? Looking for reasonable income with an eye on preserving capital during rising interest rates.
Read Answer Asked by Rudy on December 10, 2018
Q: Hi Peter and Ryan: Thanks so much for your calming responses to the current volatility in the markets. This is my third time through a downturn since retiring in 2000. It isn't much fun, but intellectually I know that the market doesn't go constantly down as well as it doesn't go constantly up. Your well thought out reasons helps to remind me of this.
My first question is: in what sector do you place Csh.un.? It works best for me in Income Trusts, as that is why I have it. The TSX places it in Real Estate.
My second question is; is this a good time to purchase an ETF such as VEE and or FEZ? I am overweight in Canada and the U.S. and underweight in Emerging markets and Europe.
Thanks so much. Your advice is wonderful for a small investor such as myself.
Cathy
Read Answer Asked by Peter on November 26, 2018
Q: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):

Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.

Thanks...Steve
Read Answer Asked by Stephen on November 20, 2018
Q: I track my asset allocation in detail...retired, lots of time and interest to do so. I break out ETFs and my few mutual funds by sector. A few of my stocks are split into a pair of sectors. As an example, TRP is sometimes referred to as a Utility, but seems to track the Energy sector...so I split it 50-50. Ditto for CSH...I split it 50-50 between REITs and Healthcare.

Both NFI and TCL are listed on the Company Profile as being in the Consumer sector, but I have seen them both in the Industrial sector as well. Using my TRP and CSH examples above (to be consistent in my tracking methodology), where should NFI and TCL be allocated...solely to one sector or 50-50?

Thanks,
Steve
Read Answer Asked by Stephen on November 20, 2018