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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: I'm helping my retiring parents clean-up/rebalance their portfolio. This is a two-part question that's related.

i) How important is it to compare their portfolio's performance to a benchmark?
ii) If i) is important, which funds/etfs can serve as a good benchmark considering their desire to generate a 3.5% dividend in a balanced portfolio?
Read Answer Asked by Eugene on May 27, 2015
Q: Can I have your thoughts on the latest quarter. Thanks.
Read Answer Asked by wendy on May 27, 2015
Q: How would you compare Bam.a and Davis Henderson going forward long range ?
Read Answer Asked by terrance on May 27, 2015
Q: I am in the camp of sale in may do you think I am making a mistake?Where can I keep my money very conservative but not intrest bearing account/.
Read Answer Asked by Nizar on May 26, 2015
Q: Hi Peter
I am attempting to reduce the number of smaller holdings. Which
one of Gibson, Teck or Trican would you keep for long term growth and income?
Thanks
Read Answer Asked by Gary on May 25, 2015
Q: Dear 5i team,

In the current economic climate could you provide an appropriate percentage attributed to each of the main sectors to comprise a diversified portfolio?
Read Answer Asked by Peter on May 25, 2015
Q: Hi Peter and group, I presently own LNR (Linamar) and am up 80%.I am thinking of selling it to buy MRE. I believe that MRE may have more upsize/growth potential. LNR has had a great run but am thinking any more upside may be limited. Your thoughts please
Read Answer Asked by Terence on May 25, 2015
Q: I have 3% positions in each of the following companies: AVO, DRT, LMP, EFN, PHM and GUD. I require cash for an emergency and am forced to sell 2 of the listed positions. Please give me your thoughts as to which two companies you would let go today. Thank you.
Read Answer Asked by Richard on May 25, 2015
Q: hi peter;i have money to be invested for 8 or 9 months .as our new house is being built,do you know where I can get a better rate than 1.05%and be totally safe.tangerine have a special but only for new customers. thanks brian
Read Answer Asked by brian on May 25, 2015
Q: What is you current view on HWD in conjunction with the U.S housing market? I see two analysts on TD Waterhouse call it a Strong Buy. HWD increased their quarterly dividend. Is there potentially more upside ?

Thank You for your help
Clarence
Read Answer Asked by Clarence on May 22, 2015
Q: Hi Peter, For a retirement portfolio needed after 5 to 7 years, can you please recommend a) a mix of equities versus bonds / fixed income, b) the percentage of Canadian vs us vs international equities c) a sector mix.

In the ideal situation, I am aiming for an average annual return of 8% with manageable risk.
Read Answer Asked by Vineet on May 22, 2015
Q: I have a small position (2%) in Senvest stock, which is a montreal-based value hedge fund. They have been growing book value quickly, recently to $305 while the share price is about $190. Barron's just listed them as #2 in their top 100 hedge funds ranking. I'm wondering if you have heard of these guys and whether you endorse them as fund managers or have heard otherwise, because I am thinking of taking it up to a 4% allocation. Thanks!
Read Answer Asked by Michael on May 21, 2015
Q: Hi Peter ... I'm looking for another stock for my TFSA which currently includes BEP.UN, CCL.B, ET, XTC, HCG, BIN and MDA. I am looking at both CNR and CLR which have each pulled back around 20% recently. Which of the two would you prefer over the next 1-2 years? Or, perhaps you have a better suggestion? Thanks for the great service.
Read Answer Asked by Lloyd on May 21, 2015
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