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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: ...lofty US markets, tax cuts, presumed higher growth, greater chance of more interest rate hikes....would you put new money into the american market and what changes, if any, would you suggest to equity/fixed income allocations for the short to medium term? Thanks.
Read Answer Asked by Curtis on December 21, 2017
Q: As I understand it, the purchase of WGL Holdings will be paid for with the US$4.95 billion bridge loan provided by the banks with the balance being assumed debt. The intention is to replace the bridge loan with the proceeds from the subscription receipts, the private placement to OMERS and additional debt, preferred shares and hybrid securities. One of the major concerns investors seem to have about ALA is a fear that it might run into the same issues as Kinder Morgan and its purchase of NGPL. In that case the stock price plummeted from $45 to $15 when it had to cut the dividend in the face of Moody's threat to cut their rating. In your assessment is ALA in a similar precarious position or does it have it's financing in place? I have a full position in ALA and I am trying to reasonably assess the risks based on what we know (speculative risks are what they are).
Appreciate your thoughts as always.
Mike
Read Answer Asked by michael on December 21, 2017
Q: Hi Peter,

Where can I find info on insider buys? Also, what would be your top growth picks with insider buys?

I've been a member for just a short while, but would like to thank you and your staff for the valuable insight and advice which I believe will make me a better and more knowledgeable investor with time.

Wish everyone a Merry Christmas and a Happy New Year!!! Peace and prosperity to all!!!

Thanks as always.
Read Answer Asked by K on December 21, 2017
Q: Good day!
I have enough money to initiate a new position in a senior's income portfolio. So I am looking at these tempting higher dividend paying companies. Of the 3 which would you recommend? Or another recommendation?

Also, I would like to thank you for your invaluable assistance in managing our portfolios and wish all the team members a wonderful Christmas and a great New Year
Read Answer Asked by David on December 21, 2017
Q: Merry Christmas to you folks
I have held Onex for many years and done well by it. I could add to it to bring it up to full position in a well diversified low risk portfolio. Just wondering about timing. I hear BNN guests talk about good times and bad times in the cycle to buy private equity type companies like Onex and KKR. Just wondering if this is a good time or better to wait for setback in market.

Thanks Stuart
Read Answer Asked by Stuart on December 21, 2017
Q: Hi 5i,

I'm a younger guy (mid 30s) who's fortunate enough to have saved hard and basically paid off my primary residence. I'm now looking to redeploy that equity through a credit line, which comes at a cost of prime + 0.5%. Our TFSAs are maxed (aligned with model BE/growth portfolios) and RRSP contributions are healthy, so I'm comfortable with our total equity exposure, but I would like a low-risk income-oriented holding in a new non-registered account that yields enough after tax to offset the cost of capital on the credit segment. Is there anything that comes to mind? Maybe a series of Prefs (neutralizes rate risk assiciated with this strategy) with a few high-yielding equities to bump up the overall yield?

Thanks for your help!
Read Answer Asked by Michael on December 21, 2017
Q: I started an RESP for my granddaughter in May 2017 with equal weights of PBH, MX, BNS, SIS, KXS and ZCL. The total return of the RESP is 10% YTD. When ZCL had a poor earnings report in November 2017, I sold those shares and purchased ENB. Going forward, would you suggest any changes to the current holdings, and what would you purchase with new contribution money? My best wishes of the holiday season to the wonderful 5i staff, as well as all 5i members!
Read Answer Asked by Linda on December 21, 2017
Q: Hi 5i team. I'm looking to distribute some of my mj profits. Do you still like sis. It's had a pretty good run lately. Are there other companies you like more. I still have mj investments so something a little safer but still with growth potential. I'm still 10yrs from retirement so time isn't that important. Thanks.
Read Answer Asked by Peter on December 21, 2017
Q: Does TOY make most of their sales during the Christmas period? I am doing well on TOY (thanks to 5i) and while I am a long-term investor, I am wondering if you might be able to prepare me as to what the stock might do post Christmas. Does the share price reflect TOY as a year-round entity or has it possibly been bid up by investors that are mainly betting on next quarter's results, after which they would dump the stock?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 21, 2017
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