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: Hello 5i
Thanks for the great responses. I am having trouble finding a post where you answered questions on fixed income, suggesting which bond etf’s you would use at the moment, both in the American and Canadian market. I cannot find it through the symbol search, as it is a general category question. I wonder if you could point me to that post or, sorry about the repetition, let me know once again what you would choose for fixed income at the moment.
thanks
Read Answer Asked by joseph on May 26, 2014
Q: I have RBC managing a portion of my portfolio (RRSP). I have not been impressed with their service. They had the majority of my money in long term bonds earning a pittance plus they were bought at a premium. My overall return has been a abysmal but they still collect their management fee of 1.5%. ( I started with $450,000 6 yrs ago and now have $400,000) I recently got annoyed with this lack of performance and instructed them to sell the various bonds. Now I need to place the cash. Any suggestions?
RBC is suggesting a series of GIC's and some bond funds such as : Ipco monthly income,I shares advantaged short duration high income ETF,Lysander corporate value bond class templeton global bond fund.

I am 72 and must take money out of my RRSP whether I need it or not...
Can't thank you enough for this great service.
Read Answer Asked by shirley on May 26, 2014
Q: I have held dividend select 15 (DS-T) for a number of years at has been lingering for a while and only recently is trading at the level I bought it at . It pays a good dividend
What are your thoughts on it.
Read Answer Asked by Arnold on May 25, 2014
Q: Peter

You were going to provide a link to the online dividend presentation that you gave This was going to be under the media section I have looked several times and have not been able to find it Could you please send me the link Thanks Paul
Read Answer Asked by Paul on May 25, 2014
Q: XTC Exco Technologies Limited is have a nice run up. Are you aware of any news that is causing this?
Thanks
John
Read Answer Asked by John on May 25, 2014
Q: Dividend reinvestment gives impressive returns for a stock like Royal Bank. But after 20 years, how do you calculate the adjusted cost base foe tax purposes? Would it be easier to buy more stock periodically on the open market with the dividends. Do you pay tax just the same even if you are in the company's reinvestment program? In the example given by one of your subscribers on Royal Bank, were taxes paid taken into account? Thank you.
Read Answer Asked by Francis on May 25, 2014
Q: what is your present opinion on KPT?Thanks. Ebrahim
Read Answer Asked by ebrahim on May 25, 2014
Q: This question is about adjusted cost base. Say I own the same stock in 2 accounts (one unregistered, the other an RRSP), purchased on separate occasions. If I want to sell the non-registered stock, would my ACB be the average of both purchases?
Thanks for clarifying!
Read Answer Asked by chris on May 25, 2014
Q: After the market closed on 4/23 CF announced the its founder,the renouned Mr Peter Brown,resigned as director,officer & honouray chairman of the co & will not seek reelection to the board of directors.Going forward,it is his intention together with some friends & partners to pursue a new career advising established private companies with a growth profile & in need of private debt & equity financing Please advise the effect on the co especially its stock price.Txs a lot.
Read Answer Asked by Peter on May 25, 2014
Q: http://us7.campaign-archive1.com/?u=994a273391e6cd95081ecf363&id=15f5eb241d&e=2f3954e526
Mr. Hodson, does this recommendation to NOT buy any Canadian bank make sense ? This goes of course against your usual approach to the matter.
Read Answer Asked by Serge on May 25, 2014
Q: Telus and SLF have been components of the model portfolio for more than a year with no rating and I assume they would have to be at least a B- or better to join at all but I wonder if you could assign a provisional rating, perhaps subject to adjustment when full reports are done, so that members can get a better idea of just how keen you are on them. I note also that the Income Portfolio doesn't have a column for ratings, at least for April; would it be possible to add it and assign provisional ratings for the stocks not yet covered too? Thanks, J.
Read Answer Asked by Jeff on May 25, 2014
Q: Good morning gentlemen,
In an answer recorded 23 May 14 re your 6 favourite picks (? asked by Matt) you indicated Black Diamond as one of the 6. Do you mean Black Diamond Inc (BDE - outdoor products) or Black Diamond Group (BDI - oilfield svcs). Thanks in advance. Bob
Read Answer Asked by Bob on May 25, 2014
Q: Re: FTS.IR
I am an owner of FTS and have been quite interested in following the merger/take over of UNS. I have been part of other take overs/buyouts with other companies but can't figure out why the .IR units are pounding so much higher. I was hoping you would be able to tell me what is happening with these .IR units and why they are gaining so much. Thanks
Read Answer Asked by Keith on May 23, 2014
Q: G Goldcorp I am sitting on a substantial loss (35%) on this stock. Want to sell to book the loss but want to keep a portion of the PF in gold. Do you have an alternative gold stock to do this with?

TIA
Read Answer Asked by Gerald on May 23, 2014
Q: Hi 5I, thank you for your excellent service. Redknee Solutions; RKN is making a big move today. Any comments on what the driving force is?
Read Answer Asked by Gavin on May 23, 2014
Q: LRE
You said " Because it just started a dividend, the payout ratio is a bit of a moving target, but in the first quarter it was just 18%. Based on forecasts by the company, the 2014 ratio will be less than 20%. It is increasing its dividend with the July payment as well (5%) after the acquisition closes."
If the above is correct and their pay out ratio is 20" with a 7% dividend is it not a screaming buy considering all the other positives. I bought 0.5 position and am wondering if I should sell some Surge and buy More ?
Thanks again and again
Yossi
Read Answer Asked by JOSEPH on May 23, 2014
Q: Profits...
I just came through a very elegant review of the above in a 4 parts serie at:
http://intrinsicmomentumblog.com/
Of potential interest to some of your members.
Publish at your choice
CDJ
Read Answer Asked by claude on May 23, 2014
Q: Hi team I can get some Prairie Sky shares What do you think with the ipo top price and extra shares
Sam
Read Answer Asked by CECIL on May 23, 2014
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!