skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am retired living off dividend income. I currently own a 1/2 position and just read your summary on hot.un: "Minimal earnings growth is expected in 2018, as most cash flow is paid out as distributions. We would consider it OK as a mid cap income stock."

I was considering filling out my position for income, but based on your lukewarm response, I will hold off. Can you recommend a couple stocks that you are more positive about for a midcap income stock (other than SIS)?
Thanks
Read Answer Asked by Curtis on January 23, 2018
Q: I have a well diversified portfolio in Canada. I have little direct exposure to the US market but I have about $25k in a US cash account right now. I have about a 5 year horizon when I believe I will have to close this account. I am interested in buying some companies or ETFs that are difficult to cover with my Canadian holdings. Could you please name 3 ETFs/Companies for a fairly conservative but not completely risk averse investor to check out.
Thank you for your invaluable help.
Read Answer Asked by Brian on January 23, 2018
Q: Hi Gang,

How accurate would this be, its a clip taken from BNN.

We’ve been keeping a keen eye on the yield curve as it’s the best predictor of an impending recession. While the curve is flattening (short end rising while long end not rising as much) we are but two to three rate rises away from inversion. An inverted yield curve generally leads an actual recession by ~12 months. Based on our calculations we are at least ~18 months away from the next recession.

Thanks
Anthony

Read Answer Asked by Anthony on January 23, 2018
Q: Hi,

Thank you for your valued advice and also fantastic job with the new site as well.

I am looking to diversify my portfolio to the SE Asian market through my TFSA account. I am unfamiliar with investing outside of Canada and am hoping for some advice. In order to alleviate risk, I am looking at the above mentioned 3 ETF's. If you could please provide your input on each of these ETF's it would be appreciated. If you have any alternative suggestions on how to enter SE Asian markets, please let me know. Your input is appreciated.

Thank you,

Paul
Read Answer Asked by Paul on January 23, 2018
Q: I have been watch Conifex for some time and it has been performing quite well. Its PE is under 10, its moving average continues to climb and the stock has almost doubled since July 2017. Conifex's sells to the USA, China, and Japan. It now has operations in bioenergy and started operations of its power generation facility in BC. Price / Book is .8 and they report next month.

How would you rate CFF in light of NAFTA and is this a buy? Can you suggest any other buys in this sector or shall I hold on until NAFTA is resolved one way or another?

Thank you
Read Answer Asked by Martin on January 23, 2018
Q: Good morning 5i,
There has been a lot of discussion lately regarding fixed income. Many, like me I suppose, are beginning to think about "de-risking" their portfolios. I would appreciate your thoughts on this de-risking venture. Would one, for example, be better to put all of their risky money in the stock market and in very save bonds such as like XBB and VAB. That is oppossed to something like PMIF, which may not be de-risking your money at all?
thanks as always
Read Answer Asked by joseph on January 23, 2018
Q: My husband and I hold a very small amount of Chartwell and Telus in our RRSP account. We are approximately 5 - 10 years away from retirement and have a good mix of stocks amongst all the sectors holding only about 15% in fixed income amongst our RRSP and TFSA's combined. Most of our 30 some dividend/growth stocks are ones you've recommended and we tend to be buy and hold investors. My question is when we have a couple of bonds coming due this spring (4%) would you buy more bonds or would you add to Chartwell and Telus? What do you think of Chartwell's high P/E ratio being over 100? We are still contributing to our accounts on a regular basis and could put future contributions towards fixed income if you think we're short in that area.
Read Answer Asked by Lisa on January 23, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!