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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: Peter I notice in your model portfolio you 100%equities .
I have 26% fixed I classify callable preferred 2015-16 fixed along with my bonds and 7% cash.77% is equities and perpetual preferred.Any comments
Stan
Read Answer Asked by Stan on December 03, 2013
Q: Have your monthly portfolio reports been published yet?
I don't see them and I'm hoping it isn't my computer.

Thank you as always.
Craig
Read Answer Asked by Craig on December 03, 2013
Q: Hello Peter,
I am looking for income generating ideas. What are the best Canadian & US sectors (for dividends) that are currently undervalued or fairly valued? Are the Canadian and US markets overvalued at this time? Should I wait for the next six to eight months to see the direction of these markets? Should I look at ADRs (Europe and Latin America)? What are your takes on individual and ETF preferred shares and corporate bonds?
I know I am asking a lot of questions. These are questions I think most of us here are thinking of as we look forward to 2014 and beyond.
Thank you and have a great day.
Read Answer Asked by Lucas on December 03, 2013
Q: Hello all:
My US and EAFE ETFs are way up on the year some as much as 30%.

Is now a good time to take profits on these or do you feel the US and Europe still have a ways to go?

Do you have a rule of thumb for when you take the profit from a stock or ETF?

Thanks for the great service
Read Answer Asked by Andrew on December 03, 2013
Q: I hold KKR in my RRSP and just read that as a limited partnership I should hold this out of a registered account for tax purposes. Could you please comment? Thanks, Lesley

Read Answer Asked by Lesley on December 03, 2013
Q: Hi,

Lots of times listeners ask questions about a company's earnings which are liked by your team e.g. MCR but are not otherwise covered by 5i. I am not sure if there could be a section about some of these companies so that listeners don't end up asking questions about them. Also, 25 question limit spans a full year, so does that mean a member can ask 2 questions per month max.

Thanks

Imtiaz
Read Answer Asked by Imtiaz on December 03, 2013
Q: Hi Guys,
Are you following the Bit-coin story? Anyway to play it?

Thanks,
Charlie
Read Answer Asked by Charlie on December 03, 2013
Q: Convertible bond question(asked by richard)on Dec 2/13

A 'layered' strategy implies receiving the redemption proceeds in cash. However, almost all cnvt. prospectus (see sedar.com) for the last 20 years contain clauses allowing the issuer to pay the redemption proceeds and interest in shares. Not all cnvt issues fare as well as the excellent list presented, particularly resource issues, eg: PDL.DB is .42/$, STP.DB is .50/$.

Publish at your discretion.
Read Answer Asked by Russ on December 02, 2013
Q: Hi Peter How do I find your model portfolio on the site?
Stan
Read Answer Asked by Stan on December 02, 2013
Q: Would it be possible to:

- Provide a 'maximum recommended buy price' for each stock covered, updated when reports are updated
- Include the 'maximum' on the summary spreadsheet
- Provide the summary as a web page (in addition to the spreadsheet), for easy browsing while logged into 5i.

Regards, Craig.
Read Answer Asked by Robert on December 02, 2013
Q: Hi Peter, Would a ratio of 60% fixed income/40% equity applicable today for a retired person? With rates potentially rising, should the ratio be revised to 40% fixed/60% equity?
Also, would you recommend a high bond etf (like XHY) for a retired person, if so, what is the acceptable limit? Thanks
Read Answer Asked by Karl on December 02, 2013
Q: Hello Peter; Excellent decision regarding questions. Now we await your pick of multi baggers. I prospect them on free pages of StockCharts, under SCTR list for Toronto Stock Exchange. Other people may have other ideas. Suggestion: If these names are placed on the site for all to see, they could help unearthing crowd sourced leads. These are not questions and your answer is not being sought. However, you may choose from them to write a report or pick a winner if there is one.

Currently I have two names: Photo channel Network (PN) and Patient Home Monitoring (PHM)
Read Answer Asked by Shah on December 02, 2013
Q: Good Morning from BC
I have just been taking another look at your Model Portfolio and whenever I look at tables like this, I always look to see what the dividend of a particular stock is. Would it be possible for you to add a column showing the % Yield?
Read Answer Asked by John on December 02, 2013
Q: Any chance , even as a premium service you guys could come up with a market outlook type report done on a quarterly or monthly basis .
Your view of the near term and effect upcoming events may have
The things we should be contemplating or considering

Thanks
David
Read Answer Asked by David on December 02, 2013
Q: Hi Peter and team. 24 Q's? I'm way behind with an average of 4 or 5 a year. I don't see I need to add to it as I benefit from answers to other members' questions if they are not that specific to their portfolios. Wider coverage (more companies) would be helpful. Thanks as always. Henry
Read Answer Asked by Henry on December 02, 2013
Q: Your model portfolio would suggest that less than board lots have been purchased to arrive at your percentages. I have usually tried to avoid this as it is inefficient and limits options such as stop-losses. Am I correct on this?
Read Answer Asked by Fred on December 02, 2013
Q: This is a comment so don't count it towards my 24 Q limit please! :) Just hoping those 24 Q limit does not cover Q's about the stocks you actually cover. Often a Co. covered by you releases earnings and it is very nice to get a reaction from your team in the immediate term time frame.

Thanks
Read Answer Asked by Gerald on December 02, 2013
Q: A new year is approaching. Coming in a little late to your party of great stocks, I am wondering if you are considering a new or possible second portfolio of stocks which have the most upside going into 2014? Or do you feel the current portfolio is still very valid from an entry point of view?
Read Answer Asked by Andie on December 02, 2013
Q: When I open links and then open one of the subjects I get Wyatt Investment Research which asks for my E-mail. What is this? Am I going to start getting e-mails from them selling me their info.
Allan
Read Answer Asked by Allan on December 02, 2013
Q: Hi Peter,

I am one of those members who really appreciates your services, and tries to restrict my questions, to few and far between, but well thought out (hopefully) and worthy of your attention.

I just read your excellent summary of 5i to date and really appreciate the evolving business model. I think the question restriction is a great idea.

In future reports I would be interested in seeing "where are you are intending to go" (which can change of course). Your talents can only be pressed so thin. Perhaps a # of members cap ?

Fee free to publish this note if you want to.

Thanks again,
Read Answer Asked by Jim on December 02, 2013
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