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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,
What do you make of the US Markets that go up and up even in the face of negative news and statistics? Is it time to get out?
Thanks for your advice!
Read Answer Asked by Pat on May 17, 2013
Q: Peter,

An ideal portfolio will include major sectors and equal weighting as is the case with 5i portfolio. Where do we accommodate value plays and high potential companies in such a portfolio. My question would be specifically with respect to companies like DHX, CLQ, ENT, LGO. CSX, etc.
Read Answer Asked by Imtiaz on May 17, 2013
Q: Some analysts say investors should reduce their bond exposure and move to equities with their thinking there is a 'bond bubble'. Another analyst stated on BNN recently that an investor should not destroy an equity - bond allocation because that could backfire. As a retired person I would appreciate your comments on this situation. Thanks kindly.
Ronald
Read Answer Asked by Ronald on May 16, 2013
Q: Hello: I have a general question, about using stop losses. Can you provide some guidance about how best to use these? I am wondering how long to put them in for, and should I think of them as soon as I buy a stock or let it go up and then put in my purchase price soon, so I don't incur any losses, for example. Any advice is appreciated.
Read Answer Asked by Marilyn on May 16, 2013
Q: Peter and Team,

Can you post the definition to "Averaging Down" ? I often set myself up so that I gradually get into positions by, say, starting with a postion in a stock that is 2-3% of the portfolio and work my way up to 5%. If one does this and tries to make the second, third, etc. purchases on dips does this mean you are averaging down or simply staging entry?

I always understood averaging down to be defined as taking full portfolio position and then buying more if the stock goes down meaning if it returned to the original purchase cost it would now be more than 5%.

This is probably a confusing note, but I think there is confusion on the meaning of this term.
Read Answer Asked by Marc on May 14, 2013
Q: Could you tell me where to find information on insider trading. I note your reference to this on Carfinco. Thank you.
Read Answer Asked by Bob on May 14, 2013
Q: Peter ... are we going to experience a 10% market correction in the near future? ( 2 months). Thanks for everything.
Read Answer Asked by Alan on May 13, 2013
Q: How much weight should we give to analyst Price Targets? For example, Pacific Rubiales (PRE) reported this week and beat consensus estimates; TD Securities reiterated a HOLD and $24.00 Price Target on the stock on a report they released today.
Read Answer Asked by Joseph on May 10, 2013
Q: Hi Peter I'm confused. I own IPL.UN I'm up 112% on my investment and my dividend return is 10%. I know you like this pipeline , so here's the question. If I make 10% on my money now
and a possibility of an annual increase of 5% dividend growth and maybe 5% stock price growth why should I sell to keep my balance of approx. 5% average investment in any one stock. My IPL.UN works out to 8% of my portfolio now, but I believe I own a good solid investment and I'm a long term investor.
Read Answer Asked by Gerry on May 10, 2013
Q: In the Model Portfolio, what does "P & L" mean? It's a new term to me! Keep up theh great work. Thaks.
Read Answer Asked by Alan on May 07, 2013
Q: Peter, I am considering selling a portion of my RY which has been reasonably strong ( I will keep enough RY that it will be 3% of my portfolio. I also have TD and BNS, each at the same 3% ). I would invest the proceeds evenly over a basket including UNS, SCL, BAU, FTT, ACD, BDT, BEK.b, NAL, LIQ, RBA, FRC.........looking for small and mid-cap value, with some of them paying a dividend. Would appreciate your opinion. Many thanks, Barry.
Read Answer Asked by Barry on May 06, 2013
Q: Peter, the Globe and Mail prints a weekly list of short positions every Monday, listing companies with the highest shorts, by volume, by percentage increase or decrease. How useful should this information be to those interested in investing with such companies?
Read Answer Asked by Bob on May 06, 2013
Q: Can you explain the meaning of EBITDA? What is its signifigance,and how does one find it, or compute it, for a stock?
Read Answer Asked by Edward on May 06, 2013
Q: I am a new member and would like to know what you would consider as as lowest rating, a-b -c etc., for a reasonable purchase.

I have just purchased ESL, AFN, ACQ
Read Answer Asked by Ernest on May 06, 2013
Q: Peter, if you've answered this question previously, please don't post this. I have never put in stop loss sells and have never reacted market news or unfavourable market conditions, even 2008 except perhaps for buying. My belief is that the companies I own are sound and if sentiment or global conditions hick-up and equities tumble prices will come back. What are your thoughts on putting in automatic sell orders when prices drop a certain amount within a single day?
Read Answer Asked by Neil on May 06, 2013
Q: I just read an article were the analyst was concerned about high margin levels. It got me thinking about the 5i investment philosophy. Do you ever consider factors like this or where we are in the business cycle, or investor sentiment, or is that all just noise.Are the fundamentals of the company and its growth prospects the main determinant for you?
Mike
Read Answer Asked by mike on May 05, 2013
Q: Hi Team, I'm new to this, and I have a hard time finding out when a company will come out with their earnings report, I look on the TSX web site, but they only sometimes post them. Can you help me out, is there an easy way to get this info?
Love your web site, keep up the good work... Alain
Read Answer Asked by Alain on May 03, 2013
Q: Hello 5i team thank you for the great information you provide.i do own most of your model portfolio stocks except Gold corp and Syz instead I do own Bad and Wilan in my 80k portfolio.each stock aprox 4%.Now the question is regarding my kids resp in which I have about 16 k and contributing 5k/yr.which is invested in rbc 2025 fund @ close to 2% MER.and it has not done well so far.if I want to invest in good stocks which are my best choices? My kids are 9 and 5 yrs old.thank you for the great work.
Read Answer Asked by Raveendra on May 03, 2013
Q: What constitutes a "defensive" stock? What percentage of a portfolio should defensive stocks play in today's financial climate? Would you consider the following to be defensive holdings: Any of the big five Canadian Banks, Telus, Enbridge, Cineplex, Power Financial, a food company like Saputo or Empire. If these don't fit the bill I would appreciate your suggestions. Thank you. John.
Read Answer Asked by John on May 02, 2013
Q: Thanks for the portfolio update. I am not sure whether any of these companies offer DRIP options but what is a fella (or gal)to do with the Div payments??
Read Answer Asked by Alan on May 02, 2013
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