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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: Hi - your analysis of the pending acquisition and financing please. Does this give them some gravitas they have been lacking? the market seems to approve. what does the combined company look like? valuation? thanks
Read Answer Asked by Scott on June 23, 2015
Q: I've been helping my son build a portfolio of stocks and so far he has the usual collection of banks, pipelines and utilities that pay dividends and that he can DRIP. Since he is only 23, he'd like to add two growth stocks to his portfolio. In the model portfolio, I've looked at Amaya, which has more than doubled this year (and faces insider trading problems) and ccl.b, which has gone up over 50%. At this point in time, with a longer time frame, what 2 growth stocks would you recommend for us to consider?
Read Answer Asked by Stephen on June 22, 2015
Q: Hi Peter and Team: Given your market update would you take some profits in your portfolio holdings that has a big gain? In our fall Fed election if a change in government it might affect the market further. Your comments please. Thank you for your insight.
Read Answer Asked by LOUISA on June 22, 2015
Q: Peter, I am retiring from working soon and I have sufficient fixed income to cover all of my living costs. I have a decent size portfolio and I was looking at the various robo advisers, but they do not take into account your existing fixed income and most want to allocate up to 50% into bonds. I know that allocation between countries is a personal decision but wouldn't mind your thoughts on what I am thinking. Canada 60% (comprised of XEI, CDZ, VDY); US 30% (IWO, VGH, IBB, XUS or a hedged version) and 10% (VEE, FEZ). I prefer hedged ETF's over unhedged.

I do have a 5i portfolio of stocks in addition to this new one that I will be setting up. Great service!
Read Answer Asked by stephen on June 22, 2015
Q: Peter, if the upcoming election is looking like Stephen may lose his majority or if it looks like he may not even form a minority government, would it be prudent to sell off a good portion of my portfolio before that time and sit on the sidelines with cash in hand? I can't imagine that an NDP government or a Liberal government under Trudeau would be a good thing for the markets.
Read Answer Asked by Neil on June 22, 2015
Q: Hey Peter & Team,

Have noticed something today that I am hoping you can explain. Besides being down across the board, Volumes for all the Canadian financials are exceptionally high.

TD 11.87M (2.79)
RY 7.84m (2.30)
BNS 7.47m (1.93)
NA 2m (948k)
+
MFC 10.76m (3.23)
SLF 3.81m (1.14)

With all these share values being down, it appears to me there is a massive sell off happening in Canadian Financials.

Am I reading this correctly or is there something else at work here I am not aware of.

Thanks for all you do

Gord

Read Answer Asked by Gord on June 19, 2015
Q: DDC has plummeted over the last few days with no news. What's the problem- funds raising cash?
Read Answer Asked by Bob on June 19, 2015
Q: I'm an younger investor with a relatively high risk tolerance. Which one would you recommend for a five year + holding period? To me, HLF looks to have a better valuation but PBH has more aggressive growth plans. Also, do you think the 37% ownership stake in HLF by the founding family is an overhang?

Thanks
Read Answer Asked by Robert on June 19, 2015
Q: hi

In my non-registered a/c:
I'm down 23% on Russel Metals. I have a 2% position. Industrials make up 10% of my holdings.

I'm down 10% on Artis. I have a 2% position.
REITS make up 16% of my holdings.

I have this urge to average down whenever I lose 10% or more on a holding.

Should I resist the urge to add to my REITS and add to Industrials instead? The 8% yield on Artis is appealing.
Thoughts?
What Sector would you be overweight in these days if any?

Thanks

Read Answer Asked by Carlo on June 17, 2015
Q: Your updated views on TPK please. I noticed Cormack recently initiated coverage of the Company. Based on their estimates, the Company trades at ~5x EV/EBITDA with ~14 fcf yield, 3.5% yield + 25% payout ratio.

I find this to be abnormally cheap for a company with decent growth prospects and a high margin business. Would you recommend purchasing shares? Have you met management?

Cormark thinks a reasonable multiple is 8x EV, which i tend to agree with. That yields a target of 13 dollars, which is considerably higher than the current share price. What do you think?
Read Answer Asked by Sasha on June 17, 2015
Q: Good Morning,

I Hold CJR.B,CHE.UN,PZA, and BAM.A and each has weight of 5% in my portfolio. Which one of these are interest sensitive and should I continue to hold them or which one should I get rid?

Except for PZA I am all under water in each one of them. PZA has been going down since the bought deal. Usually a bought deal is there to buy another company and not for operational purposes since it dilutes the share earnings. What do you think this bought deal will be use for?

Tahnks
Paul
Read Answer Asked by Paul on June 17, 2015
Q: CNR appears to be trading at a discount price. Do you agree? What would you think of me adding this stock to my portfolio that more or less replicates your balanced equity portfolio? If I were to replace one of your suggested stocks for CNR which one would you recommend I change? Also can you comment on holding railway stocks in general now and if Canadian Pacific would be a better pick than CNR. Thanks for all you do. You are awesome!
Read Answer Asked by Pamela on June 17, 2015
Q: How safe are these bonds in a portfolio? Barry Schwartz on BNN mentioned that " We would avoid bonds like the plague."
Read Answer Asked by Loretta on June 17, 2015
Q: Hi guys, the following 8 stocks have a half position within my balance portfolio, I can increase 2 of them into full positions, which ones and why. 3 to 5 year hold.
They are PKI, BYD.UN, MDA,MG,DHX.B,DOL,ESL & STN.
thanks
Jim
Read Answer Asked by jim on June 17, 2015
Q: Hi Team, Thank you for clarifying several 5i Portfoilo stocks' sectors. I think I'm almost there. Can you Please also confirm if all the following 5i portfolio stocks are in IT sector?
WIN. ESL. OTC. All IT sector? Thanks for your valuable service.
Read Answer Asked by sarah on June 16, 2015
Q: In reference to another member's question from earlier today, isn't it likely that there will be no Grexit and that the EU will simply force a Cyprus-style bail-in of the Greek banks and country? If so, I'd expect to see very little contagion but I would be highly concerned if a citizen of Greece or any other financially "borderline" EU state.

Post at your own discretion, of course.
Read Answer Asked by Marc on June 16, 2015
Q: Which stocks that you guys cover, including the growth portfolio, have a decent chance of becoming ten baggers, I fully understand the risks associated with this, thanks?
Read Answer Asked by Pat on June 16, 2015
Q: Shopify has rocketed up since IPO and going higher each day, espcially last few days and Globe and Mail said many shares are bought by institution as their holdings has become very substantital.
How is their business revenue and profitability, and growth prospect. Is this a hype or fundamentally very sound?
Is it too late to buy?
Read Answer Asked by Kevin on June 15, 2015
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