Investment Q&A

Q: Hi there, as part of the new year, I have rebalanced my portfolio with all names in the BE Portfolio with equal weighting. By reading through other's Q&A's and I've broken it down into the following accounts:

UNREG: BNS, SLF, WSP, T, PKI, CGX, ENB
TFSA: CSU, SIS, PBH, KXS, NFI, CXI, TOY, SYZ
RRSP: ATD.B, CCL.B, SJ, WCP, MX, AEM, MG, ENGH

I believe I read you are considering moving a name or two from the growth portfolio over to the BE Portfolio so I have a little bit of cash in my TFSA to make that purchase when the time comes. Based on my breakdown, are there any names you would swap around for maximum portfolio returns?

Thanks so much for your help and for everything your company does!

Q: Please provide your opinion of AGT. Looks reasonably priced with PE just below historical average. It also seems to be in a low/medium risk business with good fundamentals.

Q: Your thoughts on Grande West Transportation and any others in the field that might be interesting. And what do you think of NFI?

Q: BNN aired an interview with the CEO of this evolving, multifaceted energy, solar etc. company. She said a lot of the right things. With its 7% dividend, international exposure and growth potential, what is your concise up to date overview of this changing consumer energy player? Thank you

Q: Hi Peter and Team,

In our portfolios (TFSAs, RRSP, RRIF, and Margin, we are moderately overweight in ATD.B, CCL.B, and KBL; (about one and a half positions in each) and are somewhat more overweight in CSU (slightly over two positions).

In the case of KBL, it has come down over 15% over the last year, so would it be prudent to reduce its weighting (we're still up)?

Should we keep the slightly overweight positions in ATD.B and CCL.B?

There was a recent article in the Globe pertaining to CSU by Andrew Willis "A Canadian firm's strategy for deals finds new roadblocks". Possibly the premise of this article isn't valid, but due to having a bit more than two positions with CSU, would it be wise to take some money off the table here?

It's so hard to sell shares in good companies!

Thanks in advance for your valued recommendations.

Q: I have 21 holdings in my RRSP. All dividend payers and am interested in diversity,safety and income. I have 5% USA and 6% CDN bonds the balance are CDN equities. With the unclear future going forward what do you think my weightings should be for diversity and can you suggest some emerging market holdings.

Q: Would you be able to provide the rates of return of the ten sectors of the TSX for 2016 please? Do you expect similar returns by sector in 2017?

Q: What is your opinion on Halogen Software?

Much appreciated.

Raymond

Q: I thought submitted this question yesterday, but didn't see response so resubmit again

Someone introduced us Principal protected notes (PPNs), which offer 100% principal protection and attractive return on investment. PPNs is new to us so we wonder comparing with bonds from risk-reward perspective, which one is prefered income investment vehicle.

Thanks,

Q: As being 75 plus I am looking at safety, growth, income. would you recommend efn--tcn or other I also need 2 Tech. and 2 Industrial stocks or etf's I only have WSP and Xit which I need to replace. Many thanks for your advice.

Q: Hello,

Any particular reason why GIL is going down every day, for the last two weeks?
Thanks
M

Q: Hi 5 I Team

What are your favorite stocks right now for new money in two existing TFSA accounts disregarding current portfolio assets.
Thanks Maurice

Q: I currently have HCG and WCP in the "explore" portion of a LIRA and they are both nearing break-even after holding for a relatively long period. 85% of the account is in a "core" mix of low-cost CDN, US, and Global EFTs. The remaining 15% is split evenly between HCG, WCP, and SIS. Wondering if I should sell these two positions now that they are back to my ACB and if so, what two alternatives would you recommend from a growth perspective over the next 3-5 years?

Q: Just wondering if you could repost the link to mr Hodson' s latest conference talk on how to choose a stock.

Thx

KR

Q: In my son's RESP we hold AW.UN , ATD.B , BEP.UN , BNS , L , and PBH and all have done well ( thank you 5i ) . We were thinking of cashing out Alimentation to pay this year's tuition fees , but we are not sure if that would be the best move .
Which baby should we sacrifice ?

Q: I am curious to know why ATZ is selling off so much after their secondary offering?

Q: What would your Top 3 dividend companies with growth be. Keep in mind I plan to initiate a full position in each company. I have a diverse portfolio so sectors do not matter. I also have a moderate appetite for risk.

Q: thank you for reading my email - and for your assistance.
I have these above stocks in an rrsp, - can you suggest - how I can diversify

Q: Hello 5i team,
From all the Q's & A's, we seem to agree that the sectors with the highest potential in the foreseeable future are Consumer cyclicals, Industrials, Tech, Health and Materials
My holdings are
Consumer (20% weight) ATD,BYD,CCL,CGX,DHX,DOL,LNR and MG
Industrials (11%) BIP,CNR,MDA,MSI,NFI,PBH,SIS,STN and WSP
Technology (17%) CSU,DSG,ENGH,GIB,KXS,OTC + think to add SHOP
Materials (4%) CHE,MX,SJ + think to add ZMT
Health (4% CRH,GUD,PLI + think to add ZMT,ZJG
Please comment,
Antoine

Q: I was thinking of buying these three stocks for my wife's portfolio (non-registered) - each would be a small position vs the overall size of her portfolio & represent diversification from the big blue chips she owns that pay & increase dividends on a regular basis. As well, they represent industries she currently is not in. All rated a B - so, wonder about risk? Long -term holds.