Investment Q&A

Q: My portfolio is a combination of the Balanced and Growth model portfolios. I'm torn between your advice to "let winners run" and your advice on keeping sectors reasonably balanced. Tech is up and energy is down....so in theory, I should be selling some Shopify and Kinaxis and buying more Whitecap and Raging River. SHOP and KXS are not yet over 5% of my portfolio so I don't need to sell them to reduce risk. My instincts tell me to let the winners keep running until I see some life in the energy stocks, even if that means being very light in that sector. Your advice, please. Thanks!

Alan

Q: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.

Thanks and keep up the great work!

Q: I sold CRH last week. I bought it a couple of years ago so I luckily had a 109% gain on it. I was thinking about getting back in but after VRX, PHM and CXR I just can't do it! I have these stocks:

ATD.B, AIF, BNS, CCL.B, CNR, CGX, CSU, KXS, GUD ,MG, MX, NFI, PPL, PBH, SIS, TOY, SJ, T, WSP, ENGH, VET, BCE and TD.

This reflects your balanced model portfolio pretty closely...What would you recommend to replace CRH in this mix?
cheers
Andy

Q: Would you kindly comment on this morning's earning release?

Thanks, Bryan

Q: Please provide your opinion on AGU after latest results. Is it still a keeper for growth and income? Is full position still appropriate?

Thanks for awesome service.

Q: Over the last 2 years, I lost quite a lot of money investing in a promotional companies, or, companies with growth profiles too good to be true. On the other hand, I always made money investing in a company that meets all the following criterias: (1) boring (2) sells products I use (3) existed for 5 years (4) pays a dividend under 4%. Jean-Coutu meets passes this test so I'm considering it my father's portfolio. Is there something *not* to like about it? How about the latest news on the government meddling with drug generics pricing. This this take a positive turn? Thank you!

Q: Hi 5i team,
Can I have your comments on the recent results published by Colliers intl? Also is it a buy, hold, sell at currel level. Thanks!

Q: hi Peter, your opinion please on K and GILD.
ARE THESE WORTH NEW MONEY.THANKS.

Q: Do you know how to simply purchase a single stock as a gift for a child. Thanks.

Q: Do you know when MAL, BOS and XTC report Q1? What one should expect given the industries and companies..?
Thank you

Q: The recent decline in CAD/US exchange rates has me somewhat concerned for my US investments. If you believe,as I do, that the CAD has reached its low point and may move up slowly from here, should you buy US shares in CAD funds? Or is it best to convert now and hold these in US dollars? In general do you believe it is best to have a mix of US shares in an even split of US and CAD currency? What should the factors be to determine how this is handled individually? Or does it even matter?

Q: Over the past two years I have acquired all three of the above companies and they now (together) comprise 10% of my portfolio. Do you see any problems with this? My portfolio is well diversified.
THANKS!
Bryan

Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait

Q: I'm looking to add to my TSFA acc. I know you like all 3 but, how would you rank in order of preference at this particular time and which do you think has the biggest up side in the next 1-2 years.

Q: I expected Norbord to be affected by the turmoil regarding
NAFTA, but it keeps going up.

Any idea why?

Q: Which of these two for growth,income,and dividend increases in both the near and long term, up to 5yr hold.
Thank you

Q: Hi, Could you please provide quarterly estimates for Rev, EBITDA and Adj EPS for KXS and SHOP. Thanks

Q: What is your opinion on Cbl at these levels?
Or would you recommend another company in this space?

Q: Is the acquisition a good idea? Or do you think that a grocer should stick to what it knows instead of trying to buy airplanes? According to EIF's new release, it was giving NWC a very competitive price already for they transport services. Does this make NWC still a buy or more a wait and see?

Thanks in advance!

Q: Dear 5i, I've read some good questions lately on REITs and return of capital, dividends, business income, and the adjusted cost base for these securities.
I just wanted to follow up and ask if my understanding of the different tax treatments is correct.
1. RRSP: all monies paid to the RRSP is basically exempt and no need to keep track of ROC, dividends, etc.
2. TFSA same as RRSP
3. Cash Account, monies paid to the account must be kept track of and the ACB will be reduced each time ROC is paid back to the investor.
Please confirm this means over a very long period of time the ACB could be reduced to zero or even negative? Is the ROC, Box 42 on a T3, the only amount I have to keep track of?
and another question, on BYD.UN, Why is BYD.UN allowed to operate under .UN status and in your opinion will they eventually be required to convert to a Corp.?