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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: Hello Peter and 5i team,
My YTD numbers are nothing to write home about; the main reason being that I have no exposure to gold, silver and base metals. However I'd like your opinion on the quality of my holdings within the specified market segment shares:
Consumer 10.9% (ATD,BYD,CGX,DHX,DOL)
Cyclicals 2.4% (LNR,MG)
Energy 4.1% (TOU,VET,WCP)
Energy Infra 3.7% (ENB,KEY)
Financials 10.3% (BAM,BNS,CXI,DH,EFN,SLF,TD)
Health/Pharma 4.4% (CRH,CXR,GUD,PLI)
Industrials 9.8% (BIP,BOS,CNR,KBL,MDA,MSI,STN,WSP)
Materials 7.4% (CCL,CHE,SJ)
Technology 15.1% (CSU,DSG,ESL,GIB,KXS,OTC)
Util/Telco/RE 11.8% (AQN,BCE,BEP,CIG,FSV,TCN)
Cash 20.9% (one third of which is set aside for my 2017 income)
Thanks,
Antoine
Read Answer Asked by Antoine on August 02, 2016
Q: We are elderly and fully invested in 23 dividend paying stocks now, and have full positions in TRP, IPL and PPL. I am considering selling IPL and PPL down to a 1/2 position, adding to my VET and AAR.UN to bring each of them to 2/3 pos'n and taking a 2/3 pos'n in EIF. I should add that our present portfolio is 28% in the green with nothing in the red and I manage it daily. Do my changes sound reasonable to you given the present environment? Thanks, Ted
Read Answer Asked by Edward on August 02, 2016
Q: just a comment , but i am quite sure you guys are missing the boat on maryjane stocks, i own the above 2 and all i do is make money.
the point is you do not value these stocks on financial metrics, but on the future and the market is astronomical and legalization is coming in a hurry where licensed producers will mint money.and medical maryjane is huge and getting a lot bigger especially for the elderly with all their aches and pains including me. please comment. dave
Read Answer Asked by david on July 29, 2016
Q: What are your thoughts on gopro? Does it seem good for growth or a possible take over?
Is there any other tech or energy stocks (since many oil companies are down right now) that would make a good takeover target? Buying companies seem to pay decent premiums when it comes to takeovers and id like to take advantage of it.

Thanks
Read Answer Asked by david on July 29, 2016
Q: Hello Peter,
What is happening to Gold standard ventures? It was doing quite well and now it seems to dip every day. Also, would you consider concordia as a good buy right now and in the gold sector, would Agnico Eagle be considered a good buy now. Thanks
Read Answer Asked by umedali on July 27, 2016
Q: Hello 5i,
Which two currencies would you chose to invest in after the Canadian loonie and the American dollar. The term of the investment would be similar in length to the aforementioned currencies and have a single purpose of diversifying the overall portfolio, regarding currencies.
Kind regards,
Read Answer Asked by Mark on July 27, 2016
Q: Peter and His Wonder Team
I realize this is not your "cup of tea". However ...please give your current assessment. The new phone, winning the law suit and more demand for security...may this create a small catalyst? I have held it for a while...The stock has moved up slightly...please give your opinion. Do these positive developments support "holding" for a while or best to sell in this little upswing?
Thanks for your thoughts!
Dr.Ernest Rivait
Read Answer Asked by Ernest on July 27, 2016
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