skip to content
  1. Home
  2. >
  3. Investment Q&A
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: With most names on your Income Portfolio and still 50,000 to invest. Not needing this money for 10 years can you suggest a couple of ETF or a few stocks.
Read Answer Asked by Tom on May 09, 2015
Q: A year or so ago 5i wrote in response to a question, "In the Stantec high-quality group we would place Cineplex, Enghouse, Constellation Software, Home Capital, Dollarama, Gildan, IPL, Winpak and Telus." I realize the response wasn't meant to include every high quality stock, but just looking for an update. I like to think Stella Jones SJ would be a good fit. Thank you.
Read Answer Asked by Jerry on May 09, 2015
Q: Hi I currently have these 3 I am concerned about their ability to grow in the Alberta political scene can you give me 2 or 3 different div payers to replace these thanks
Read Answer Asked by Dale on May 09, 2015
Q: Peter & Co.:
How would you rank the following companies? IPL, PPL, PEY, VET and ALA. Thanks
Read Answer Asked by Andrew on May 09, 2015
Q: Last night on BNN, Barry Schwartz suggested buying banks (TD and NA specifically) and holding them "forever". If memory serves me, Sherry Cooper has previously indicated that most of her retirement savings are in bank stocks as well, figuring that if they get wiped out, we'll all have bigger problems than the stock markets. Recognizing that managements and other things change and forever might not be quite the right time frame, if you were going to buy five or six stocks to hold for a very long time (over 15 years?), what names would you pick today? Would it depend if they were going to be held in a TFSA or an unregistered acount?

Thanks for your help.
Read Answer Asked by Dave on May 09, 2015
Q: Hi. Y is acting well this morning after their earnings came out. Any comments?

thanks.
Read Answer Asked by Christopher on May 08, 2015
Q: The Yahoo website has earnings growth of;
CSU-2015 +25% 2016 +20% & avg. for next 5 years of 20%
ACQ-2015 -11% 2016 +54% & avg. for next 5 years of 25%
AYA-2015 +800% 2016 +39% & avg. for next 5 years of 15%
AVO-2015 +14% 2016 +34% & avg. for next 5 years of 22%

What numbers does your service have for these stocks & years above?
Also do you have growth numbers for CXI & SYZ?

Thank You
Read Answer Asked by Joseph on May 08, 2015
Q: Hello,



In March, ICL was offering 0.50 per share to buy out Allana Potash. Now, the market is trading between 0.485-0.49 a share. I am wondering how firm is the deal?

Should I invest my money in it? I estimate the profit is around 3% for a period of 3 months. If you think this is a secure investment, I am considering buying some shares.



Thanks in advance for your response.
Read Answer Asked by Esther on May 07, 2015
Q: Hi 5i,
What is your outlook on IMG and LRE, and their respective sector?
Feel free to deduct 2 credits for this.
Thanks,
Read Answer Asked by Yi on May 07, 2015
Q: What do CNR's future prospects, and of North American railways as long term investments in general. Could you suggest any other well priced investments in either the transportation or infrastructure sectors that are priced well, provide growth at a reasonable price and decent dividends that have a chance to grow consistently Thanks again for the unbiased advice.
Read Answer Asked by Les on May 07, 2015
Q: Your comments, please, on Calians Q2 results and your overall opinion of them since your last comments in Dec 2014.

Thank you.
Read Answer Asked by Adam on May 07, 2015
Q: Hello,

I'm down at least 14% on all the above. Would you buy them now, wait for the end of summer or sale. If sold any, do you have a better replacement?

Thank you
M
Read Answer Asked by Marios on May 06, 2015
Q: hi could you comment on earnings of bam, and also bep.un, thx chris
Read Answer Asked by chris on May 06, 2015
Q: Hello Peter & Co,
Your response to my previous letter (equity portfolio sectoral mix and holdings) was quite positive. But you had suggested that, for some inflation protection, I could add a few names in consumer cyclicals. I hold Linamar and Magna; could you suggest a few other names in that sector?
Thanks,
Antoine
Read Answer Asked by Antoine on May 06, 2015
Q: Peter and team,
Can you give me 7 names that have gone thru the bust and the boom of the economy life cycle and still deliver exceptional returns to shareholders? Two names I have in mind are HCG and CSU. What are the other five? Thanks in advance.
Read Answer Asked by Iskandar on May 06, 2015
Q: Hello 5i.
TMX and others show BRK.B to be in the Financial sector.
Berkshire's businesses cover much more than just Fin'l.
Could you offer your thoughts on what the major sectors
and percentages might be for allocation purposes.
Thanks T.
Read Answer Asked by Terrance on May 06, 2015
Q: My wife inherits 1 million(done deal). Please suggest a portfolio what provides some growth, with dividends of 35k to 50k annual income. She has financial advisers looking for the business and I need advice to counter them (including the 8k to 10k management fees). Her current self directed portfolio (160k) is: AW.UN, AYA,CAR.UN, DH, GH, IPL, NPI, PKI, PPL, RY, WJA, DHX.B, & XTC.

CHEERS
Dennis
Read Answer Asked by Dennis on May 06, 2015
Q: Can you compare patient home monitoring (phm) to merus labs (msl) for me on valuation metrics? I am wondering which is cheaper right now, thanks.
Read Answer Asked by Michael on May 06, 2015
Q: We don't have any consumer staples yet as we have been focusing on dividend yields for retirement income. We are looking at adding one or more of the above to our holdings for growing income and capital gains. We see that you have L in the income portfolio and we see that emp.a has acquired the co-op stores. What are your comments and preference(s) on the above at this time? Thank you very much.
Read Answer Asked by Len on May 06, 2015