skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My Consumer-Cyclical sector is 6% too high and Technology sector is 2% too low.

So need to sell one of (AW.UN, BPF.UN, BYD.UN, CCL.B, CGX, ECI), each with ~ 2% position. Hard to sell any of these tried-true 'favourites' -but trying to take the emotional side out of the decision, and be disciplined. So, I think I should sell CGX because it has been flat for 2 years and I don't expect much upside. Can you provide your an order of selling preference?

And I need to add to these existing Technology Sector holdings (CSU, ENGH, KXS, MDA, PUR, SHOP). Thinking (OTEX, ITC) or more of existing ones.

57 year-old with a Growth & Sector & Dividend oriented portfolio.

As always, thank you for your wise guidance.

CSU, CCL, MDA, ECI, ENGH, BYD, OTEX, SHOP, AW, BPF, PUR, ITC
Read Answer Asked by J Carl on February 27, 2017
Q: Please comment on whether to buy or sell these companies. GGD has cash flows of $2.8M in Q1. Is it good buy at these levels.
Read Answer Asked by Imtiaz on February 27, 2017
Q: I subscribe to StockCharts.com Do you know of any similar type of charting service or website where it is possible to chart Canadian MARKET CAPITALIZATION changes over time?

Thanks for what you are doing in the small cap niche. Interesting too how trading volumes react as various market cap thresholds are achieved.

I know you mentioned on one of your previous webcasts but could you indicate again what market cap value thresholds are significant when it comes to potential formal institutional coverage as well as fund purchase eligibility.
Read Answer Asked by Richard on February 27, 2017
Q: Peter, can you kindly suggest five investments that typically pay no dividend or other distribution (tax minimization). This would ideally be for a 5-10 year+ holding. My risk tolerance is medium-to-high (but just short of 'stupid'). If one or two of these suggestions were US companies (other than Alphabet; already owned), that would be fine. Thanks as always!
Read Answer Asked by James on February 27, 2017
Q: Good morning Peter and Team,

You have said that you prefer to "sell the losers". What criteria would you suggest to decide what to sell, and when
to sell it? Specifically, in a balanced portfolio, I am frustrated with HLF as it's down 28%. Your recent answer to Lee
in which you expressed disappointment in their earnings release has caused me to question continuing to hold HLF.

In the Consumer Staples sector, we hold ADW.A, ATD.B, ECI, HLF, PBH, and SAP. We also have a small amount of XST for re-balancing as it's a commission-free ETF in our iTrade account. (I happily note that XST is a top-performing ETF in the Canadian Money Saver).

If we were to dump HLF, what would you suggest we add to among our existing holdings in this sector? My feeling is that there are better opportunities elsewhere, but as always, I appreciate your insight and advice.
Read Answer Asked by Jerry on February 27, 2017
Q: I have been a longtime owner (10+ years) of PSI and ARX which are held in my RRSP. Their performance over that time has been ok but not stellar.I am considering selling one or both and replacing them with IPL,VET, or KWH.UN. I am more interested in income with reasonable growth at this point in time. Thanks, Joe
Read Answer Asked by Joseph on February 24, 2017
Q: Hi on Feb 9th you mentioned it was hard to make a case for owning RKN
today they announced their "New Strategic Plan for long term growth and sustained profitability" as the share price is now $1.20 do they look any better . No position currently
- Also the former CEO and current board member Lucas Skoczkowski sold well over 2 million shares in a black out period . Will this create any negative scenario for the company
Thanks
Read Answer Asked by David on February 24, 2017
Q: 11:31 AM 2/23/2017
Hi Peter:

I don't quite understand your rationale for owning gold bullion, gold streamers or gold miner shares as insurance. Today you said : "The key for 'insurance' such as gold is to own it when you need it, not after." It seems to me that this implies selling your gold at a crisis time since insurance only pays off if the house burns down.

Does this mean you advise actually selling gold positions if the market plunges? Golds get hammered too in crisis situations so may not be winners either. Holding golds through a crisis is almost pointless since if you don't sell you just ride the price up and back down again and almost all golds have trivial dividends, so no meaningful income from them while holding. I just don't see the point. Much better to own BCE or RY or TRP! Would you agree?

Thank you.... Paul K
Read Answer Asked by Paul on February 23, 2017
Q: Spinmaster and Exchange have both had positive news lately , can you give me an estimate on what the ceiling would be for each of these strong gainers and time frame. TY for all you do.
Read Answer Asked by Alan on February 23, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!