Q: Your view on stb ? Been dropping lately.
You can view 3 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: Hello Peter & Co,
You have added Air Boss (tonight's top pick) to your growth portfolio at the end of June ($22.30) when the price was way into overbought territory. I would have waited for a pull back (perhaps wrongly); what was the thought process that made you decide to buy at that time at that price?
Thanks
Antoine
You have added Air Boss (tonight's top pick) to your growth portfolio at the end of June ($22.30) when the price was way into overbought territory. I would have waited for a pull back (perhaps wrongly); what was the thought process that made you decide to buy at that time at that price?
Thanks
Antoine
Q: My husband and I are 65 and 60.
Total investment – 25% Canadian, 25% US & global, 50% fixed income.
These are the stocks we have accumulated the past two years. Some of them are at a loss and some of them are not. I still have 26% cash sitting in the account. Please help me to make decision to SELL(don't mind), to BUY or to KEEP. Please comment.
Cash - 25%
ETF – ZLB(22%), XIU(3.2%)
Consumer( Cyclical and non-cyclical) – 26.9% includes HBC(4.7%), MG(8%), XSR(4.1%), ECI(6.8%), EMP.A(3.31%)
Financial - 14.66% includes CF(1.88%), EFN(7.08%), HCG(3.6%), TD(2.1%)
Utility – 11% - NPI(3.6%), AQN(7.4%)
Technology – 10.5% includes OTC(6.7%), WIN(3.8%)
Industrial – 9.81% includes DH(5.8%), BIN(4.01%)
Health Care – PHM(1.2%)
Basic Material – WEF(0.7%)
Energy – 3.87% includes ERF+PGF+ATH
THANK YOU
Total investment – 25% Canadian, 25% US & global, 50% fixed income.
These are the stocks we have accumulated the past two years. Some of them are at a loss and some of them are not. I still have 26% cash sitting in the account. Please help me to make decision to SELL(don't mind), to BUY or to KEEP. Please comment.
Cash - 25%
ETF – ZLB(22%), XIU(3.2%)
Consumer( Cyclical and non-cyclical) – 26.9% includes HBC(4.7%), MG(8%), XSR(4.1%), ECI(6.8%), EMP.A(3.31%)
Financial - 14.66% includes CF(1.88%), EFN(7.08%), HCG(3.6%), TD(2.1%)
Utility – 11% - NPI(3.6%), AQN(7.4%)
Technology – 10.5% includes OTC(6.7%), WIN(3.8%)
Industrial – 9.81% includes DH(5.8%), BIN(4.01%)
Health Care – PHM(1.2%)
Basic Material – WEF(0.7%)
Energy – 3.87% includes ERF+PGF+ATH
THANK YOU
Q: Would you be kind enough to comment on my current allocation below. Does it make sense to sell some of my dogs in my overweight sectors and start to chip away at sectors where I have smaller allocations? If yes, could you give a few sector and company suggestions to buy? Please comment on my Cdn/US allocation as well and do I have too much cash. I have 25 stocks in my portfolio, spread across TFSA, RRSP, LIF, 20+ yrs before I need to access any of this money.
Consumer Discr - 7.6; Consumer Staples - 6.3; Energy - 3.1; Tech - 32.1; Matls - 1.7; Industrials - 3.1; Healthcare - 11.1; Financials - 19.6; cash - 15.5
Cdn - 56.3
US - 43.7
Thanks!
Consumer Discr - 7.6; Consumer Staples - 6.3; Energy - 3.1; Tech - 32.1; Matls - 1.7; Industrials - 3.1; Healthcare - 11.1; Financials - 19.6; cash - 15.5
Cdn - 56.3
US - 43.7
Thanks!
Q: Hi Peter, Neulion had an outstanding 2nd Q report and the stock devastated. Any word on PHM? should I take a loss or hang on?
Many thanks, J.P.Burlington
Many thanks, J.P.Burlington
Q: Hi Guys
Looking for some suggestions on stocks to purchase unregistered.Dividends are good.Have $40,000.00 to invest.Tmeframe 1-3 years.
Thanks
Michael
Looking for some suggestions on stocks to purchase unregistered.Dividends are good.Have $40,000.00 to invest.Tmeframe 1-3 years.
Thanks
Michael
Q: Hi Peter and Staff
I got out at $39 and missed a nice ride up. TD projects close to $50.lpng term hold if I consider price. Jump and dividends should I replace ABT, SYZ or ET or stand pat and why?
Thanks for all you do
Dennis
I got out at $39 and missed a nice ride up. TD projects close to $50.lpng term hold if I consider price. Jump and dividends should I replace ABT, SYZ or ET or stand pat and why?
Thanks for all you do
Dennis
Q: Hi there
Corby is off about 10% from its highs earlier this year. I don't see any significant news. Just wondering if that is because of perceived interest rate increases coming later this year? I was thinking of adding to my small position to bring it up to a 5% weighing for income. Any thoughts on the company and this move?
Corby is off about 10% from its highs earlier this year. I don't see any significant news. Just wondering if that is because of perceived interest rate increases coming later this year? I was thinking of adding to my small position to bring it up to a 5% weighing for income. Any thoughts on the company and this move?
Q: Not sure what happened, I submitted the following question last week (can't remember exactly which date, sorry) but still no answer, in case it was missed, here it is again:
We have ala, arx, cos, cpg, sgy, wcp in our energy allocation, currently approx 7% of portfolio, besides ala & arx which we held a few years already, others are down 20-60%, we are not too concerned, plan to ride out the downturn as is.
Just wondering in your view, is there any better energy names you would recommend to swap for better gain during upturn and at the same time, log some capital loss for future gain?
Thanks
We have ala, arx, cos, cpg, sgy, wcp in our energy allocation, currently approx 7% of portfolio, besides ala & arx which we held a few years already, others are down 20-60%, we are not too concerned, plan to ride out the downturn as is.
Just wondering in your view, is there any better energy names you would recommend to swap for better gain during upturn and at the same time, log some capital loss for future gain?
Thanks
Q: There is possibility that next year there will be a minority Ndp/Liberal government in Ottawa. As a result it could be detrimental to the Canadian dollar, banks & telcos,etc.
Although the U.S dollar now is over $1.30 is it too late to switch say 50% of one's holdings in the above to the U. S. ie sell 50% of Bce Royal buy At&T &J P Morgan
Although the U.S dollar now is over $1.30 is it too late to switch say 50% of one's holdings in the above to the U. S. ie sell 50% of Bce Royal buy At&T &J P Morgan
Q: Avo issued shs 11/13 at $78.00 now $33.57
Acq 07/14 at $24.10 now $15.93
Phm 05/15 at $ 1.50 now $ 1.07
Drt 06/15 at 8.35 now $ 7.01
Should shareholders reduce their position when small/mid cap companies issue additional shs?
Could you alert us when you are aware that companies you cover intend to issue additional shares?
Acq 07/14 at $24.10 now $15.93
Phm 05/15 at $ 1.50 now $ 1.07
Drt 06/15 at 8.35 now $ 7.01
Should shareholders reduce their position when small/mid cap companies issue additional shs?
Could you alert us when you are aware that companies you cover intend to issue additional shares?
Q: Hi 5i, On many occasions you have indicated that you like to watch earnings and interest rates when it comes to your view on where the overall market might be heading. Could I please have your updated market view based on what we have seen from Q2 earnings season and the Fed comments of Wednesday.
Thanks Rob
Thanks Rob
Q: Hi, Just wondering your thoughts on Quebecor earnings release? TD has it as an Action List buy and looking for some exposure in telecom space.
Q: Hi Gents,
I have sold my house and moved to a new city. I am renting to start. Can you please advise how to invest the proceeds from the house sale for one year or so.
I would like some sort of capital appreciation but also want relatively decent protection. I think I might want to put some in to the U.S. market as well as the Canadian market.
Perhaps a selection of stocks from the income portfolio and/or etfs?
Or if I wanted to be really conservative, what would be the best money market type vehicle?
Thanks, Chris
I have sold my house and moved to a new city. I am renting to start. Can you please advise how to invest the proceeds from the house sale for one year or so.
I would like some sort of capital appreciation but also want relatively decent protection. I think I might want to put some in to the U.S. market as well as the Canadian market.
Perhaps a selection of stocks from the income portfolio and/or etfs?
Or if I wanted to be really conservative, what would be the best money market type vehicle?
Thanks, Chris
Q: Can I get your comment on the earnings? I noticed this was a 45 dollar stock in the past. What made it difference back then and now? Thanks for your feedback.
Q: Having a little correction, think it's a buy with its postponing of the ExactEarth ipo?
Q: I am very happy with my suscription and have been since 5i was started. I am sure you are very busy with the questions, updates, portfolio analysis and all but was wondering if we can expect more reports on new compagnies and new ideas in the coming months/ year. I often find new ideas in the question section but usually prefer your summary analysis including rating and detailed comments. Just my 2 cents. Thank you again for your great work.
Q: CDV postpones exactEarth IPO and stock plunges. Management needs to learn that market doesn't like uncertainly. What's your view on this and is it presenting good entry point? Thanks for your unbiased advise!
Q: Good Morning 5i,
I hold 5% of each of MDA and GIB.a. On MDA I am down approx. 10% today but On GIB.a I'm up 41%. Both of those holdings have missed expectation in this quarter. Should I sell or Hold?
Thank You
Paul
I hold 5% of each of MDA and GIB.a. On MDA I am down approx. 10% today but On GIB.a I'm up 41%. Both of those holdings have missed expectation in this quarter. Should I sell or Hold?
Thank You
Paul
Q: RE: Information Technology stocks in the TSX.
I am looking to buy a stock in the IT sector of the TSX as part of my portfolio diversification.
I prefer a IT stock that pays a dividend.
Absolute software, Constellation, Com Dev, DH Corp, Open Text are some of the names I came up with.
I always try to get familiar with the businesses I buy stock in but in the IT sector I do have difficulty understanding these businesses even after reading the company description on their websites.
Could you give me your opinion on IT stocks listed in the TSX that pay a dividend. And also possibly give me a description of the business in layman's terms?
Thank you very much.
Best regards
I am looking to buy a stock in the IT sector of the TSX as part of my portfolio diversification.
I prefer a IT stock that pays a dividend.
Absolute software, Constellation, Com Dev, DH Corp, Open Text are some of the names I came up with.
I always try to get familiar with the businesses I buy stock in but in the IT sector I do have difficulty understanding these businesses even after reading the company description on their websites.
Could you give me your opinion on IT stocks listed in the TSX that pay a dividend. And also possibly give me a description of the business in layman's terms?
Thank you very much.
Best regards