Investment Q&A

Q: Is there any reason you know of that has caused the upward move of this stock today. Thanks.

Q: I have an account where Intel has grown to over 5% weighting. I also hold Stantec, but its weighting is under 3%.
I am considering selling some Intel to buy some more Stantec to get them both around 4%. Since STN also trades on the NYSE, I thought I would avoid the currency exchange and just purchase it in the US.

Does this seem like a reasonable move?

Thanks.

Q: Wondering if you know why such a large increase in Veresen's volume on Friday?

Q: Good Morning Peter, Ryan, and Team,
My wife's retirement account is managed to look very similar to the 5i Income Portfolio. Telus has been a holding for quite awhile. She will start taking income from her account within 3 years. Telus grows a bit faster than BCE but the dividend yield is lower. Based upon the above information should I sell her Telus shares and replace them with BCE ??? Thank you. DL

Q: Hi Peter and Team!! I was wondering what you think of FRU (Freehold Royalties Ltd) for future growth and dividends? Regards, Tamara

Q: 5I Team,

I'd like to get your views on the public offering by Infor Acquisition Corp. It seems to me to be a very unique risk/return dynamic given the special purpose acquisition company structure and, given the people behind it, seems quite compelling. It makes me wonder if there is something I might be missing so I'd appreciate hearing your analysis and comments on the shares.

Thanks

Q: After analysis of my portfolio, and finally realizing that building a diversified portfolio is key to limiting risk as much as possible I've discovered that I need to add to the following sectors. Would you please suggest 2-3 companies that I could add to these sectors to help my diversification. Since I'm retired some yield and a company's ability to sustain and increase it would be helpful.
1. Utilities (currently 5% of portfolio) Already own BEP.UN
2. Industrials (currently 7% of portfolio) Already own BIN and WSP
3. Info Tech (currently 5% of portfolio) Already own ESL and XLK.US
4. Energy (currently 4% of portfolio)Already own HSE
5. Materials (currently 0% of portfolio) I own no companies
Thanks again for your guidance.

Q: Hi Peter, I'm just starting out with a view to manage the bulk of my portfolio myself. I would like to take advantage of the stronger returns in the US market, and thought I would allocate about a third to this market. What are your thoughts?With a 3-5 year view, I am wondering whether the loonie will be stronger by then and as a result, I could realize a currency loss - the loonie couldn't get much weaker it seems, and will surely rebound by then, or is this the new "normal"? I'm guessing most people believe the potential of the US economy vs the Cdn, more than outweighs the possibility for future currency losses, correct? I also would like to know whether most people put in stops, or not - what is the general strategy bebind doing this, putting them in near purchase price or well beneath it. Do stop positions have priority in the queue ahead of on the day sellers? Thanks, Kristine.

Q: Which stock do you believe has more upside potential, IT or AYA.
Thx\Jim

Q: What is your take on IM's problem?

Q: Having looked at the US government spending it appears that medicare, medicaid and social security are rising at a double digit pace making a balanced budget impossible. Makes sense given the baby boomer impact. But my question is, do you take this into account when assessing investment risks or do you file it away for tomorrow's worries.

Q: Would appreciate your comments on today's results from HRX.

Thanks!

Q: Hi- your comments on the results today and outlook. Also can you explain the Amaya deal - will they need to do a financing and what is the upside potential? thanks

Q: I know you explained this in the past but I can't remember how I can access the growth portfolio. When I click "portfolios" it does not appear.

Q: Hello Peter;
I need your help rebalancing my portfolio. Using your suggested Sector weightings, I am far too high in Financials (25% v 10%) and too low in Resources (5% v 10%), Industrials ( 10% v 20%) and Utilities (0% v 5%).

In Financials, I own Bank of America (BAC); Wells Fargo (WFC); First Service (FSV); Home Capital (HCG); Brookfield Asset Man (BAM); Currency Exchange (CXI); and VISA (V).

In Resources, I own Keyera (KEY) and Inter Pipe (IPL).

In Industrials, I own Boyd (BYD.UN); CCL Ind (CCL.B); and Exco Tech (XTC).

I own no Utilities.

I am OK with my holdings and percentages in all other Sectors which are mostly mid-caps from your balanced portfolio. In your deliberations, please assume equal $ amounts in each position. Also assume a 3-5 year hold and that I am fine with moderate risk.

It looks as if I need to sell 3 Financials and with the proceeds, buy 2 Resource, 2 Industrials and 1 Utility!

I look forward to your thoughts and recommendations.

Michael

Q: Hello- I'm thinking about adding EQI, CRH and DBO. Good ideads or bad ideas? Thanks

Q: Good day, with some PE ratios getting above normal levels would it be a good time to take some money out of US index funds. I have these for diversification as I am slowly acquiring 5I model portfolio and growth portfolio. It is 8% in my one account and 4% of my wife and I's total portfolio.

Q: Balanced portfolio and revenu from pension: What would be the best approach if one would want a balanced portfolio considering the revenu from a fixed pension revenu. As an example, if one would need a yearly revenu of 75K$ and receives a 50k$ from pension, you would have 66% in fixed income from pension, would the 33% remaining in a portfolio be invested in all stocks growth or value. How much would the portfolio be balanced with growth and value stocks considering the revenu from the pension. In essence, is the revenu from pension considered like bonds because it is fixed income. Thanks
John

Q: Hi Peter,

You mentioned in an earlier question that BAM.A is likely to have a tough year earnings-wise. Can you please elaborate? I was under the impression that it has good growth potential and is an very strong company. Would you recommend holding it? Or is there a better place to put my money? I purchased it close to the high last month, so I'm a bit underwater on it.

Thanks,

Jordan

Q: Peter and His Wonder Team
I realize you are "wary" of this stock and it does not qualify for your watch list. However I am wondering if it might be a reasonable 'contrarian play'...please give me your current assessment of Transat.I realize they are near multi year lows, stiff competition and the USD. I am looking for a strong balance sheet, good management and an indication that the company has made adjustments which gives it a better prognosis.
Thanks in advance for your prompt and enlightening perspectives!
Dr.Ernest Rivait