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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: Hello Peter & Co.
Auto parts = 5.1% of my portfolio; own LNR,MG; XTC seems similar to LNR but on a smaller scale. I could add it with new money or shift profits from LNR & MG.
Industrials = 6% of portfolio; own CCL,CHE.UN,SJ; thinking of replacing Chemtrade with either BIN (garbage) or Magellan (aerospace) for more kick. By the way, I own MDA (Technology)
I value your opinion
Thanks,
Antoine
Read Answer Asked by Antoine on February 16, 2015
Q: Hi Peter
Cannabix technologies (BLO) is a Vancouver firm tha has developed a breathalizer test gadget for marihjuana and my understanding is that they are about to launch the product commercially in the next couple of months. Anything you can find out would be helpful
GUY R
Read Answer Asked by Guy R. on February 16, 2015
Q: Hi, I'd like to get your opinion on Crh's Q4 release that came out yesterday after the close. Did it beat or miss expectations? Was their acquisition expense just one time in Nature or did anything look off? I've done quite well with this name in a short time period but I think I'll hold or add a little for further growth if everything looks okay.

Thanks
Read Answer Asked by Scott on February 16, 2015
Q: Hi - your comments on the financing- it appears to have been upsized and over subscribed. What do you think of the theory that this will be used for more acquisitions?
Read Answer Asked by Scott on February 16, 2015
Q: CTC.a keeps falling and the market is strong. Surely
something is wrong - maybe bad 4th quarter numbers
anticipated? I'm thinking of dumping it. Your advice
please.
Read Answer Asked by claudette on February 13, 2015
Q: Good morning on this cold winterday...hope you are all thinking warm thoughts...Bombardier suspended its dividend.( Naiive question...Is a suspension as bad as a cut?) I happen to hold a tidy sum in this stock...I bought it low, so I am wondering if I should just hang on...its train section is quite good. Do you think that they will split into two separate companies..train and plane? Your insight is appreciated as always. Thank you Tamara
Read Answer Asked by Tamara on February 13, 2015
Q: I am trying to build a portfolio (total size about $110k) finally after 13 years of playing blindly and losing money every year and I am trying to flirt with diversification as well with positions ranging from 1% to 6%(excluding any financials and SIN stocks for religious reasons). I have the following current holdings. Can you let me know if I am diversified by sector and whether I am taking on too much risk. What would you recommend adding should I get rid of and what can I add? You don't have to do a detailed review and a brief answer will suffice. Thanks

APT.US,ACQ,BTO,RX,ZEO,CFL,CPH,CLR,CRH,DEE,DHX.B,DRT,DIV,ECI,
ET,XTC,FM,GRC,XIT,GUD,NHC,PHM,PGF,BIN,HACK,RKN,SVC,SCL,SYZ,
THO,TD-NASDAQ eFund,TGD,WEF
Read Answer Asked by Imtiaz on February 13, 2015
Q: Cipher recently announced that one of its products was accepted for Health Canada review. How long does this process typically take? and what do you think of the company for a 1-2 year investment?

Thanks
Read Answer Asked by Scott on February 12, 2015
Q: Hi Peter & Crew - CHR.B is on a bit of a tear and I would like your opinion on them from a sustained growth perspective. The parts division seems like a good idea and from what I can glean is building supporters. thank you kindly!
Read Answer Asked by DOUG on February 12, 2015
Q: Just wondering how you report changes to the model portfolios? What I mean is, when a particular holding is removed, added or rebalanced. I don't mean price changes.
Read Answer Asked by Ron on February 12, 2015
Q: Hi Peter
Rejigging and adding today to non financial/utility/resource
1. About to add to Trimac,my transportation ,not a large holding...is it still better than Transforce or should I switch?
2. KBL has been great but dividend now lower than ADW, which I saw you think has unrecorded equity. would you switch KBL for ADW
3. Big loss on AIM so far......will it recover or would you dump it in favour of adding to stocks like XSR,DH,CGX,PKI?
thanks for all you do
Read Answer Asked by Dennis on February 12, 2015
Q: The banks seem to be big into mutual funds and TD is introducing low volatility funds, retirement funds, and shaking up their portfolios. So in the bank mutual fund space what are your overall impressions of TD Mutual Funds for the $100,000 client who does not want to manage their own investments?
Read Answer Asked by Michael on February 12, 2015
Q: I am considering opening up an information trust account for my 9 year old. He has 'savings' from gifts of around 5k that we have been keeping for him. To get him comfortable in the market, I thought it would be fun to start an account for him. However, I am unsure how well I could diversify only 5k. That got me thinking about buying holding type companies and splitting the money the best I can among them. I have been thinking about BAM.A, FFF, MRC, OCX. Are there any others that would fit this criteria? I'm primarily looking at TSX traded stocks for simplicity. Do you think this is a good approach or would you just buy "single" companies? Thanks in advance - I value your advice!

Read Answer Asked by Wayne on February 12, 2015
Q: I would appreciate your opinion on BAM.A - is it too expensive to buy now?

With thanks.
Read Answer Asked by Doris on February 12, 2015
Q: How do we track companies through history when companies merge, change their names or perform any other activity that causes them to change their ticker symbol? Is there a public data source that tracks this information?
Read Answer Asked by Mark on February 12, 2015
Q: Hi 5i team,

To start an TFSA account with$10,000, what would you suggest to do? buy an eft or pick stocks, please suggest some names for long term holding with low risk. Thanks. Lin
Read Answer Asked by Lin on February 12, 2015
Q: Hello Peter & Team,
I have no exposure to Food related stocks except indirectly through ATD and DOL; How would you rank CLR and MTY at current levels?
Thanks,
Antoine
Read Answer Asked by Antoine on February 11, 2015
Q: Hello Peter & Team,
I think it is important to classify holdings by segment because holdings in the same segment respond to the same drivers; this in turn gives us an additional picture of our exposure to a segment.
Let's agree on the following 11 segments: consumer discretionary, consumer staples, energy, financials, health care, industrials, info tech, materials, real estate, telecoms, utilities.
How would you classify CCL Industries, CNR (transport), Stantec (engineering), Alimentation Couche Tard, Dollarama, Boyd Income Group, Cineplex, First Service, Altagas (utilities or energy), Clearwater Seafoods, MTY Foods, Badger Daylighting, Progressive Waste.
Thanks,
Antoine
Read Answer Asked by Antoine on February 11, 2015
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