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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 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
Q: Thanks for the great service. I'm looking to add a ETF (such as IWO) in a non-registered USD account. Given some of these etf's have had large moves I'm worried that if I buy before the end of the year I will get a large taxable distribution. Is this a valid concern? Thanks, Ed
Read Answer Asked by Ed on December 02, 2013
Q: Aside from gold, what other sectors/companies do you believe have been oversold or present an opportunity on a value basis?
Read Answer Asked by Vince on December 01, 2013
Q: When you are researching a stock, do you talk to management?
Read Answer Asked by John on December 01, 2013
Q: Hey Peter,

What stocks are new/exciting that folks are not asking about? I am looking for something to bolt on to my core holdings to add a little sizzle.
Read Answer Asked by william on December 01, 2013
Q: Would you mind recommending any stocks to be purchased during tax-loss selling and few which may do well in 2014?
Read Answer Asked by S on December 01, 2013
Q: A suggestion rather than a comment. When searching the company reports, the indexes show the current rating beside all the entries for a company even if there have been more than one report. For example, the BAD report for May 8/12 shows the current rating of B+ whereas the actual report of May 8/12 was A-. If the index rating showed the actual rating at the time of each report this would provide a useful perspective re momentum.
Read Answer Asked by Curtis on December 01, 2013
Q: When professional money mangers talk asset allocation, do preferred shares go into the "fixed income" portion or the "equity" portion? Thank You
Read Answer Asked by Ronald on November 30, 2013
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