Q: Hi - I'm just starting to invest actively at age 45 with a 15 yr timeline. I have 25k cash in a self directed rrsp and 8k cash in a tfsa. I want to keep long term growth in the rrsp (I can tolerate volatility) and make riskier investments in my tfsa. I'm looking at flyht (fly.v) and CMH for starters in my tfsa and wondering what you think and if you have any other suggestions. For my rrsp, I'm going to take positions in the model portfolio but so many of the stocks have had quite a run up and have high PE's; should I take my time and wait for a pullback? Thanks for your time. Our total portfolio is the 25+8k I mentioned in my question, but I am contributing 30k per year now and intend to increase that over the next 15 years.
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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: Hello Peter & Co,
Could you shed some light on the following, please?
Regarding CXI: it seems the share price has remained stable despite the lower than market issue because the institutional demand was very high and also because there was a 12 month trade restriction.
Regarding CGI: it seems that Computer Sciences CSC in the US is planning to split its business in government/commercial halves and that CGI is very much interested in acquiring the commercial half.
Thanks,
Antoine
Could you shed some light on the following, please?
Regarding CXI: it seems the share price has remained stable despite the lower than market issue because the institutional demand was very high and also because there was a 12 month trade restriction.
Regarding CGI: it seems that Computer Sciences CSC in the US is planning to split its business in government/commercial halves and that CGI is very much interested in acquiring the commercial half.
Thanks,
Antoine
Q: Hi Peter and Team,
I've acquired Goldcorp, Franco-Nevada and Silver Wheaton in roughly equal proportions over the last 18 months or so. G is up 3.1%, SLW is up 18.2% and FNV is up 35.9%. I was thinking of selling G and splitting the proceeds equally between FNV and SLW since they seem to perform better. I realize G is an operating company and the two others are royalty streamers. Do you think I am better holding all three or focusing only on SLW and FNV? Taxes are not a consideration if I sell G. FNV and SLW would represent ~4% each in my portfolio (which is fine with me) if I make the switch. I realize I'd be giving up on some dividend yield if I sell G, but perhaps the dividend is not that safe anyway. Any thoughts you have would be appreciated.
Many thanks. Michael
I've acquired Goldcorp, Franco-Nevada and Silver Wheaton in roughly equal proportions over the last 18 months or so. G is up 3.1%, SLW is up 18.2% and FNV is up 35.9%. I was thinking of selling G and splitting the proceeds equally between FNV and SLW since they seem to perform better. I realize G is an operating company and the two others are royalty streamers. Do you think I am better holding all three or focusing only on SLW and FNV? Taxes are not a consideration if I sell G. FNV and SLW would represent ~4% each in my portfolio (which is fine with me) if I make the switch. I realize I'd be giving up on some dividend yield if I sell G, but perhaps the dividend is not that safe anyway. Any thoughts you have would be appreciated.
Many thanks. Michael
Q: can you provide any outlook for this name -seems to be somewhat similiar to Brookfield infastructure -
Q: You recently mentioned that for international exposure consider FEZ, and VXUS. Both these trade in the US but I have a difficult time getting my mind around buy US $ at this time. For Cda $ hedge ETF, would you consider the following as substitutes - ZEQ-t for FEZ-n and ZDM-t for VXUS-Q.....or are they other more suitable replaces?..........thanks......Tom
Q: Could you please give me your opinion on this company. Thank you.
Q: Hi 5i team,
XLU (SPDR-Utilities) has fallen by 9.6% since it peaked on Jan 29, 2015. Please comment...is this the canary? Thanks
XLU (SPDR-Utilities) has fallen by 9.6% since it peaked on Jan 29, 2015. Please comment...is this the canary? Thanks
Q: Company reported recently. Can we expect an update by 5i? Is there a time frame between same and a financial/material release? Thanks.
Q: Besides Chartwell what are some other names that provide assisted living at various increasing levels of care for Seniors? I would be interested in US names because of the larger population. The Canadian names all seem to have large dividends the are unsupported by published earnings.
Thank you.
David Kendrick
Thank you.
David Kendrick
Q: SJR.PR.A now trades at $17.50 or there abouts and it will be going to a floating rate next June 30, 2016 using the 5 year BOC +200 basis points. What do you think might happen to the price of this preferred when it goes to the floating rate?
Q: What's your assessment of latest Q4 and FY2014 results? Is the dividend safe? Do you recommend?
Q: Hi 5i can you give me some understanding of this company. according to TD Web it trades at a PE of 5,div of 15.6% with earnings of 1.91/share - it has traded in the $9-$10 range for some time. for income investors what are the risks - rising interest rates? payout ratio of 89% too high or D/C of 60% too risky - maybe no growth or are they just returning my capital would appreciate your knowledgeable views thanks Paul
Q: Your answer to Marilyn,Feb 20, regarding a CXI financial issue
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel
Q: Could you please, define by $Market Cap value:
Canadian: Microcap, Small cap, Mid cap and Large cap
USA: Microcap, Small cap, Midcap and Large cap
Canadian: Microcap, Small cap, Mid cap and Large cap
USA: Microcap, Small cap, Midcap and Large cap
Q: It seems to be that this fund is certainly worth a look for sector exposure versus individual stock picking. I can see that its expensive to own but the returns seem to support the cost. That said, do you see this fund a worthwhile investment for sector investors in healthcare? TDB976 is the fund code. Thank you.
Q: Could you please give me up date on these componies thank you jack
Q: Any info on this micro cap.This field interests me.
Q: Good afternoon, any thoughts on Tweed's recent q4 results? Any predictions on where this stock price is going? They already hinted that Q1 of 2015 will double the last quarter.
Thanks
Thanks
Q: Hi Team,
Can you please provide your thoughts on Altius and their recent announcement selling their equity shares in Virginia? I believe they are focusing on debt reduction with a plan to issue a dividend down the road. I have a position in my RRSP and would like to add a bit more with this recent pullback.
Thank you,
Erick
Can you please provide your thoughts on Altius and their recent announcement selling their equity shares in Virginia? I believe they are focusing on debt reduction with a plan to issue a dividend down the road. I have a position in my RRSP and would like to add a bit more with this recent pullback.
Thank you,
Erick
Q: Hello 5i:
Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.
I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.
I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)
Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.
Your opinion would be greatly appreciated.
Looking forward to meeting you next Saturday.
Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.
I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.
I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)
Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.
Your opinion would be greatly appreciated.
Looking forward to meeting you next Saturday.