Investment Q&A

Q: I notice FSV and Colliers stocks continue to do well post split. I would like to reenter my positions or is it more prudent to wait as 5i thought might be a good idea to wait a couple of quarters. If I do reenter a 2.5 % in each company would be okay? Jay Hennick and company seem very good at creating shareholder value long term.



Thx Blake

Q: Peter and 5i Team,

Conducted review of my portfolio and I would greatly appreciate your assistance in order to rebalance my portfolio.

Consumer Cyclical presently represents over 15 % of my portfolio and I’m looking to trade one of the following stocks BOYD, DHX, WPK and CGX in order to bring the weighting within approx 10%.

Technologies: Presently owns OTC, CGI, and ESL which represents 10% of my portfolio. I’m looking to add MDA, DH and ET for a mix of growth and income. As well, I took a 20% hair cut with OTC and I would like to know if it is worth holding.

Material: Presently we own SJ. Looking to add either G or AEM to increase my weighting to 5%

Energy (4% weighting): Looking for a dividend stock that would complement WCP, XEG.

Thank you for an excellent service.

Sylvain

Q: What are your thoughts about carmanah, you mentioned in a response to an earlier question it could be suitable for high risk investors, what makes this a higher risk company? It seems to be in the midst of a successful turnaround, great insider ownership, historic metrics are not great but looking forward things look quite rosy. Is it just that its a show me stock but you're paying for some of those results already?

Q: I'm trying to decide which one of these two forestry companies is the better choice - in terms of a combined return (dividends + growth). Can you help?

Q: Since joining 5i service I've been tracking my portfolio gains and loses. My question is around cash additions and withdrawls from the portfolio and how to calculate total return including these transactions. Could you help?

Q: I noticed an early redemption of my Superior Plus Conv Debt on June 30th.
Should I have been given advance notice of this?
Mel

Q: I'm wondering what an A+ company would look like. Would it look something like Disney DIS.US?

Q: Hi 5i team,

All my GICs mature in July and August. They make up <5% of my overall portfolio. Rates are very low (typically 1 year: 1.3%, 5 year 2.0%). There is even talk of a further interest rate cut in Canada.

Should I just split the cash 20% for each of 1, 2, 3, 4, and 5 year terms, or do you have a better strategy in the current interest rate environment?


Paul J.

Q: Just an FYI, I think your the month end P&L for the portfolio coverage PDF needs to be split adjusted for GIL and MG (maybe others as well I'm not sure). It's showing negative returns where these stocks have been going up.

Q: What hedge fund would you recommend. My take is they protect on the downside as well as providing opportunity on the upside. Is this correct, if so sounds like a place I want to be. Thanks for your help.

Q: Please advise five or more dividend growth stocks you would recommend at this time. Thank you, Barrie

Q: What is your opinion on Hudson Bay Company? Is there more potential as a real estate play as opposed to its retail stores?

Q: Good day Peter, Can you suggest 4, 5 companies in the renewable energy, carbon capture type of buzz? I have a feeling this is where investments will be going in the near future. Thanks

Q: looking to invest in a microbiome company.not sure what to enter in symbol and company name when looking for certain fields in stocks .thanks

Q: Could you give us your opinion on this company after their recent deal ?

Q: Peter, Freehold or Prairie Sky. Which would you choose for long term dividend and a bit of growth. I think Freehold is much older? Thanks Ken

Q: Do you have any thoughts on DOOR as a play on the US housing sector? Thanks as always!

Q: 5i's tone seems sanguine on the North American economy, and generally constructive on stocks, but could you provide 5 short recommendations, perhaps with the caveat that these are likely to come into play if markets are weaker than 5i's expectations?

Q: This stock has good upside potential with downside protection. A recent article in Globe Investor Magazine about Hanif Mamdani talks about "asymmetric payoff" where potential upside is greater than potential downside. In the high risk growth category without regard to sector what would be your top 5 stocks that meet this criteria?

Q: I recently browsed through the 2014 annual report of western forest and was surprised to discover that the native tribes may have a claim on their lands. Do I need to be concerned?