Investment Q&A

Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?

Q: Silvermet (SYI) is controlled by Stephen Roman. They are in the process of amalgamating with Global Atomic (private) another Stephen Roman controlled company. In your opinion why are they doing this? Regards and thank you for the great service.

Q: Peter; Would ITX be a fit for TGSI? Thanks. Rod

Q: I should have gotten rid of these two dogs long ago, but "Nooooo!" Always hoping they'd bounce back. So does one just dump PetroWest at this point and get anything you can? I notice a company called Crown Capital has issued a release, hoping to salvage as much as possible (the assets have to be worth something). As for Neptune (thanks Alex Ruus), do I sell my shares, buy a compass and send it to management, which seems to have no sense of direction?

Q: Just wondering if you also call and meet with management of the various companies that you get asked about and are in your portfolios?
Or are your responses and recommendations based strictly on the public information available to the average investor?

Q: Please comments on these 3 companies results which are part of 5i coverage universe. Which ones would you buy and which ones you would sell after these results.

Q: Hi, was wondering how one would set up a portfolio using the 5i web site.

Should a 33% be put in each portfolio or should another portion be in cash and bonds.

At the moment my portfolio is 10% cash, 10% bonds, 40% dividend payers and 40% small cap, in the summer months I usually raise some cash for the fall.

Any guidance would be greatly appreciated

Anthony

Q: I have about 1k (and growing) saved in an account with RBC as the company I'm working for has started to match monthly contributions for investment purposes. What would you suggest i put it in as far as products offered by them? I currently have a reasonable size portfolio with Tangerine that also gets monthly contributions. Would like to be a little aggressive with the RBC account. Thanks.

Q: Hi, your opinion about these companies, and if worth taking positions.
Thanks in advance

Q: Hello, I will have to liquidate a substantial amount of my portfolio in the near future and figured I may as well take the opportunity to rebalance my holdings. My goal is to build a fully invested portfolio based on the 5i Balanced Equity portfolio core, with a minor growth tilt. I have read through the Q&A section thoroughly and have come up with the following solution and wanted your opinion:

NON-REG: AIF, BLX, PKI, WSP, XTC (5 holdings)
TFSA: CCL.B, CSU, KL, KXS, NFI, PBH, PHO, SHOP, SIS, SYZ, TOY (11 holdings)
RRSP: ATD.B, BYD.UN, CAE, CLS, ENGH, GSY, GUD, MX, SJ, PEO, ZZZ (11 holdings)

I have 2 questions (please feel free to deduct more credits if necessary):

1) Are there any names you would remove and/or swap out for other names? (I am nearing 30 holdings which from what I have read could be getting too large and inefficient) and

2) Is the division of holdings across the NON-REG/TFSA/RRSP best spread for growth efficiency?

As always, thanks for your amazing service!!

Q: I had asked if you had any thoughts on Solar Share bonds. Any response?

Q: Thank you for the midstream article. The outlook for Ala looks a little concerning. It's held in an income portfolio but don't want to loose capital. Is it a hold long term?

Q: Hi, your answers are always illuminating. Recently, you have commented on currency headwind on several companies' future earnings. Does this imply higher or lower canadian dollar relative to other currencies? How much will it affect ? Thanks.

Q: Hi Peterand Team,
Can you please explain to me what are the factors included in calculating the Recessionary Eps 2008/2009 on 5i report. How it is calculated and what are the ranges that the company get A,B,C G... etc. grade On that Metric? Also, can you explain what is the RH scale and how it is calculated?
Thank you for the great service.

Q: Greetings.

Can I get you guys to comment on Andrew Peller and Park Lawn earnings? It looks like Park Lawn would have been a significant beat excluding the "one time" costs, and Andrew Peller fairly solid results?

Any red flags regarding earnings, and would you consider adding to a 3% position on ADW.a and a 2% position on PLC?

Thanks again. Please feel free to charge 2 question credits for the above 2 questions.

Q: THoughts on the quarter please. Looks like they have been gaining market share, consistent with their strategy.
Thanks

Q: Could you please comment on their recent earnings? I'm assuming the 'street' didn't like it as the stock price has been deflated back to $10.
It sounds to me like their large cap ex program is coming to an end, is it safe to assume this will boost earning or at least lower the debt?
Thanks.

Q: Hi, in a bad market, a slight miss of whatever metric leads to a big drop of price. It is Ok for long term investors who got in long time ago and had huge gain already and took some profit. What is your recommendation on the above mentioned stocks for those lone term investors just bought in recently. Buy more, hold or sell? Thanks.

Q: Good morning 5i, I was thinking of investing in this Co., what do you think of their recent earnings? Would you recommend this Co.? Thanks, Catherine

Q: Please provide your comments on Q2 earnings. Thank you.