Investment Q&A

Q: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf

Q: RE: June 08, 2017 - Asked by Jerry - NEO >>>>

Looks like I won't be getting quotes directly from Google any time soon. Received the following reply to my email from NEO:
Thank you for your market data inquiry. I can confirm that we have engaged Google Finance with respect to making NEO Exchange market data available on their platform, but they have been less than responsive. Most global data vendors do currently support NEO data. If you are inclined, please feel free to contact them directly with your request, as there are no applicable fees for them to make NEO data available.

Q: there are organic growth and / or growth by acquisition. please recommend 3 potential companies in each for the next 5 years. thanks.

Q: BUS and CRH down a bit in last couple of weeks. Do you feel positivity is coming up?

Q: I am looking to start a position in either one(leaning towards dol) I know they are probably expensive for retailers however, they seem to deliver on results on a consistent basis. What do you think about a half position on either one?
Great work guys!

Q: I am a conservative, retired, dividend-income investor with the above stocks and ETFs. I also own RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT, Sprott Energy, Fisgard Capital, Insured Annuities, and receive CPP and a company pension.

I have roughly 5% cash and am normally a buy and hold investor. I am looking to top up the following sectors = Financials, Industrials and Materials. I am already max'd out on the other sectors. Can you please provide me with 3 suggestions of dividend payers (3+% dividend), that would fit with my current holdings, for each of the 3 sectors?

Thanks for your help,
Steve

Q: Hello!

Canopy Growth Corp:
I have read your recent report regarding Cannabis industry which was very encouraging as far as the future if the industry with few reservations namely revenue ramp up period and emergimg market risks. I hold a significant position in Canopy Growth and was wandering about whether the stock has actually bottomed in your opinion, especially given todays sharp drop?

Teck:
What is your opinion on a long position in Teck? The company appears to be trading at a discount.

Apple:
I also hold a significant position in Apple. What are your thoughts in the companys sustainability as far as earnings growth in the next while with addition of the iHome speaker and iPhone 8 release. I am prepared to keep holding onto it. Is this a good strategy in your opinion?

Thanks in advance!

Irek

Q: Please provide your comments on Dollarama's quarterly report.

Thank you, Peter

Q: With the government raising the percentage that a single entity can hold
in CNR from 15% to 25%, can you see if Bill Gates &/or his Foundation have
increased their ownership in CNR?

Q: Is there any news on Canopy Growth Corp?
Is there a reason for the weakness in the stock?
Thank you.

Q: Hello,
Dollarama is a holding in my kids' Resp. I imagine them shopping there once they move out of residence while at university so see it as one to hold toward near the end of their tertiary education:) That said I have become nervous on its reporting dates (June 7). They have a nice gain and it's a little more than 5% but not quite 6% yet. For a longer term hold should I hold this one or swap it out for mru or loblaw?(defensive sector with less growth). The account also holds atd.b
P.s. I have my first 400% gain with NFI - thanks 5i!

Q: Hello
I currently have a 20% gain on Rogers and was thinking of selling as I would like to use the funds to continue emulating the growth portfolio. With the funds from the sale I would buy a position in PUR and add to Savaria. Appreciate your comments. I have over a 5 year time horizon.
Thanks
Sal

Q: Hi Peter, Ryan and co

My TFSA, RRSP, and RESP is entirely comprised of the model portfolio, and about half of the growth portfolio. The stocks I selected from the growth portfolio in particular has done very well so far. However, this means that I currently don't have any exposure to the US or international markets, other than VGG.TO, which I hold a 3% position in my RESP.

I have some funds I would like to invest in a non-registered account, which would represent roughy 10% of my total aggregate investments. Can you please provide some suggestions on what you think I should invest in for better balance, while maintaining a medium-aggressive investing style?

Q: Wondering your thoughts on whether the recent weakness in share price presents a buying opportunity or if there is a fundamental or technical concern that should be considered?
Thanks, Rick

Q: Hello
The following is my tfsa account
TD,CM,CAE,ATD,RY,DOL,MG,SIS,GIB,KXS
I would like to expand my portfolio by two or three stocks
What would you advise
Thanks

Q: Hi 5i

First a comment-it is puzzling why you get so many questions outside of the stocks on your coverage list or portfolios. With the results BE port has achieved it seems to make sense to follow your advice rather than making our own picks. Similarly if you get less questions on uncovered stocks you will have more time for the ones you recommend.

My question is I currently have about 4% in BEP.UN (42.58) which has done great. 2.5% in MDA (63.93) down 25% as I bought just before you removed from BE. 2% in HR.UN (23). And less than 1% in AVO (15.20) bought near peak so down 50%. Also own more than half of BE plus 5% AAPL and GOOGL, 4% DIS and TD.

Don't yet have SYZ,GUD,AIF,CLS,CSU,KXS,NFI,PBH, or TOY. Should I get rid of any of the stocks listed in first section? And which of the BE I don't have yet should I get soon? Have enough cash that I could add 3 and risk tolerance is high.

Thanks, Greg

Q: Saputo earnings were 0.42 cents per share. Can you tell me what the expectations were and what the is the new current P/E ratio? Google Finance doesn't seem to adjust the P/E ratio according the recent earnings. Do you think Metro would be a good switch? Seems like Saputo is starting a downtrend whereas Loblaws and Metro are in uptrends? I'm not looking for confirmation, but rather for flaws in my observations.

Q: Greetings, Peter & Co.
I currently hold AGT at a profit. I would like to replace it with another agriculture stock, small cap or mid cap, that has some growth and some dividend. Failing this, I would consider a moderate sized tech company that meets these criteria.
With appreciation,
Ed

Q: Hi

What are your thoughts and recommendation on Real Matters (REAL).
Thanks
Amy

Q: Because AGT has dropped considerably, I wondered whether it might be a good addition to my TFSA. What do you think of the current evaluation of the company?