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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 realize this is likely a good company but is it worth keeping when other companys at todays prices have potentially more upside
Read Answer Asked by Gary on March 22, 2016
Q: Peter and His Wonder Team
It was my understanding that ASR was a solid company. However it has remained in a range for several years now and has not participated in the gold rally. Is the political conflict in Turkey a drag or are there other factors! Please give your assessment. Would you still prefer MND over ASR.
Your assistance is always invaluable!
Dr.Ernest Rivait
Read Answer Asked by Ernest on March 22, 2016
Q: what rating would you apply to the stock in relation to your portfolio

is it a buy
Read Answer Asked by Gary on March 22, 2016
Q: I am doing some sector re-balancing of an income oriented portfolio. Can you please suggest a name other than Loblaw or Alimentation C-T to add in the Consumer staples/non-cyclical space, and also a recommendation for two new positions in Utilities (I am considering Fortis, Algonquin, Enbridge and Canadian Utilities, but open to other ideas).

Thank you,
Read Answer Asked by Stephen R. on March 22, 2016
Q: How would you design an RRSP for someone with no investment knowledge and no interest in acquiring it? The RRSP would, in effect, be an unmanaged black box. The parameters for the RRSP are a lump sum input and a twenty year hold. The holder has no other investments, but is likely to have a solid pension independent of the RRSP.
To me, a reasonable plan would be to distribute the initial sum 40% XBB, 20% ZLB, 20% ZLU, and 20% ZLI, then DRIP everything. I like low volatility ETF's in this context because they have a bit of formula-based active management built in.
What do you think?
Read Answer Asked by Bryan on March 22, 2016
Q: I hold a modest position in the ETN as I have an interest in the Schiller Cyclically Adjusted Price-Earnings strategy. Currently the position is in my RRSP, but I am considering it in a Non-registered account instead.

From a tax standpoint, my current findings suggest that it would be only capital gains based on my buy/sell costs, but I haven't found specific information from CRA to confirm. Can you advise where I might be able find the relevant taxation information.

Thanks, Jeff
Read Answer Asked by Jeffrey on March 22, 2016
Q: Would like your view on ird, I see they won $2.62m u.s. Idaho
contract. Thanks
Read Answer Asked by howard on March 22, 2016
Q: I would appreciate your comments on AGT's just-released results.

Thanks!
Read Answer Asked by Gregory on March 22, 2016
Q: Can I please have your opinion on CUF.UN as a long time hold? Also, we have a full position in RNW (4.5%) and are o'weight on MST.UN (5.5%) How do you think they will be affected now they have been taken onto the TSX?. Thanks
Read Answer Asked by Edward on March 22, 2016
Q: I am considering the Mawer international equity fund for some exposure outside of north america. Historically it seems to have had respectable performance and outperformed many of the international index ETF's that I have been looking at, although exposure does seem biased a bit to the UK.

Given that there are so many funds/ETFs out there do you have any favourites for international exposure that you currently recommend instead of MAW102? My only current international holding is a position in the Euro stoxx 50, FEZ.

Thanks, Jeff
Read Answer Asked by Jeffrey on March 22, 2016
Q: Can I get your views on the Linde Equity fund and the Linde Equity Report ( mentioned in the recent issue of Moneysense)
Read Answer Asked by Vineet on March 22, 2016
Q: Hi Peter and Team - An article in Friday's Globe and Mail suggested a rally in bank stocks due to short covering. Is it a reasonable strategy to buy shares at lower prices in companies where there are substantial short positions and expect their price to increase within a few months, perhaps even back to somewhere near their original price before the shorts started. This strategy would assume that the fundamentals of the company are much the same and that the buyer would be willing to hold on to the shares for at least a year. If this is a decent strategy then what would be a good source for researching short positions. Thanks.
Read Answer Asked by Rob on March 22, 2016
Q: Good morning 5iteam,

Please provide your valued opinion on this stock. What are the earnings n growth in the next couple of years? Thanks. Rossana.
Read Answer Asked by Rossana on March 22, 2016
Q: Could you have a look at this and offer a comment on the merger price of $13.00 and the current share price of $11.71. With an April 1 closing seems like quick 10% upside.
Read Answer Asked by Lloyd on March 22, 2016
Q: would you buy gild or uhn both of them or neither one?
Read Answer Asked by Gary on March 22, 2016
Q: In addition to 5I's recommendation &/or great comments,IE,the discount brokerage arm of CIBC,provides bullish technical analysis: Target price range:1)DSG $30-31.5 2)SYZ $9.70-9.90 & 3)MNW $11.-11.49 5I,thanks for your usual great services & opinions
Read Answer Asked by Peter on March 22, 2016
Q: If the low interest rate environment persists for a long time, what would be your favourite 5 or 6 equities for a soon to be retired investor? Do you think low interest rates will persist?
Thanks and compliments on a great service.
Read Answer Asked by Hans on March 22, 2016
Q: I am overweight in metals and have 4% of my portfolio G/YRI and 4% in SLW. Which stock(s) should I sell and/or trim to get to 5% of my portfolio and which 2 consumer stocks (greatest total return 1-3 yrs out) would you recommend I buy with the proceeds. Thanks.
Read Answer Asked by Sandy on March 22, 2016
Q: I am overweight financials and underweight utility stocks. Which financial stocks (currently have BNS, RY, SLF, POW, FSZ and HCG) should I sell and/or trim and which 1-2 utility stocks (greatest total return 1-3 yrs out) would you recommend I buy with the proceeds (I currently have IPL, PPL and ENB). Thanks.
Read Answer Asked by Sandy on March 22, 2016
Q: What are ur thoughts on this as a long term hold in RRSP? Thks much
Read Answer Asked by Marcel on March 22, 2016
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