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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: Hi 5i,
I'm 58 years old and recently transferred over my Mutual Fund RRSP's to a self directed RRSP. I now have a diversified portfolio except for fixed income - still have 50% in cash. I know I should have around 30% in bonds (fixed income) but having a difficult time justifying investing in bonds with such low interest rates. Can you explain to me if rates start going up won't the value of bonds go down? What bonds would you recommend CBO or CDV or.... Are there bond like equities that would be better at this time.
Question 2: If rates go up in the US will that effect Canadian Utilities, Telco's and interest sensitive stocks.

Thanks,
Luca
Read Answer Asked by Luca on August 30, 2016
Q: Hello 5i team, Iam planning to convert a LIRA into a LIF in the coming months. I was thinking of using a fixed-payout strategy of just using the distribution's as income and staying within the LIF rules, using one or a combination of the following ETF'S = XTR,FIE,XEI,do you see any problem's here or can you suggest any other income vehicle or ETF'S
Thank's once again, James
Read Answer Asked by James on August 30, 2016
Q: I wonder about letting your winners run vs diversification. I recently donated half of my PBH(up 300%) to charity, and it still is 5% of my portfolio. Is this an appropriate way to balance those competing ideas? I read that you can't get a "10 bagger" if you keep selling your winners, and at least some pundits think it's 10 baggers that make a portfolio a success, but surely that unbalances the portfolio? confused.
Read Answer Asked by M.S. on August 30, 2016
Q: I own TCL.A (2%) and am thinking of replacing it with either CLR, BOS or ECI. I already own 4% ECI and 3% CLR in my portfolio. What would be your suggestion.
Read Answer Asked by Imtiaz on August 30, 2016
Q: What are your thoughts on Brinker International Inc (EAT).
I purchased this recently and it has a good run up in the short time I have owned it. Should I continue to hold. My concern is that revenue growth seems to be flat but earnings growth good. Usually this is unsustainable over the longer term.
Thank you for your service. I learned about Brinker (high ROE) from an earlier question posted on July 25.

Stephen
Read Answer Asked by J Stephen on August 30, 2016
Q: My site did not confirm that this was sent,so here again.Original take out offer was $4.50.Now increase in SIRI share proration,the value is $4.83.Do not understand(may include some share of SIRI),so please explain.Meeting to vote on Aug 30,10am ET & appears offer will succeed as the 2 major shareholders endorse & no other offer to date despite a number of dissidents as per BNN.I just want cash even though my purchase price was higher @ $7 plus.Please advise me what to do & provide a stock as replacement.Always appreciate your usual great advices & services
Read Answer Asked by Peter on August 30, 2016
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