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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: Good morning,

I have some cash in my non-registered account and would like to purchase a couple of stocks. I am looking for some suggestions for stocks that can be purchased and held for 10+ years. I have full positions in ENB, BCE, ATD.B, CSU and AYA. Anything else you might suggest I could add to current positions. Thank you and stay warm! Janet
Read Answer Asked by Janet on February 23, 2015
Q: For sector diversification purposes, would you consider royalty companies such as AD, DIV, and GRC as financial sector, or is it better to classify them primarily upon the industries they invest in? Ie. AD - industrial / healthcare / costumer discretionary. GRC - technology. DIV - consumer discretionary. Thanks - Robert
Read Answer Asked by Robert on February 23, 2015
Q: I noticed that Rus Metals performs much better the second half of the year. Do you think it is a safe stock to own, just take advantage of the strong seasonality and get the divident as well? Expected earnings for 2015 at $1.56/share compared to $1.96/share in 2014. Thank You very much.
Read Answer Asked by Marinos on February 23, 2015
Q: I have a few shares in Salix Pharmaceuticalds which is in the process of potentially being acquired by Valeant. There is a significant breakup fee if Salix does not go through with the sale which would seem to be a barrier to a competitive bid coming forward. Salix is currently trading $2 below the Valent offer of $158 perhaps because there is always a chance that the transaction will not close.

Should I sell my shares or wait to see if a better offer is tendered?

As always, thank you for your advice.

Don
Read Answer Asked by Donald on February 23, 2015
Q: Hello, I would like to have your thoughts on Fairfax preferred share issue. The 4.75% yield seems appealing. What is the major risk ? If rates go up could I be stock with a capital loss and not be able to sell the shares in 5 years at par ? I think that is what stopped me from buying preferred in the past. The reset rate seems appealing to me.

http://www.fairfax.ca/news/press-releases/press-release-details/2015/Fairfax-Announces-Preferred-Share-Issue/default.aspx

I also saw a TRP issue at a yield of 3.8%. Can you please comment on this one as well.

I am considering buying a good position of FFH and some TRAP for the fixed incomre portion of my portfolio. Thank you.

Read Answer Asked by Pierre on February 23, 2015
Q: Hello Peter & Co,
Could you shed some light on the following, please?
Regarding CXI: it seems the share price has remained stable despite the lower than market issue because the institutional demand was very high and also because there was a 12 month trade restriction.
Regarding CGI: it seems that Computer Sciences CSC in the US is planning to split its business in government/commercial halves and that CGI is very much interested in acquiring the commercial half.
Thanks,
Antoine
Read Answer Asked by Antoine on February 23, 2015
Q: Could you please, define by $Market Cap value:

Canadian: Microcap, Small cap, Mid cap and Large cap
USA: Microcap, Small cap, Midcap and Large cap
Read Answer Asked by Jan on February 23, 2015
Q: Are you aware of any Cdn preferred securities (not preferred stock). Had no luck w google - maybe they are a thing of the past?
Read Answer Asked by Bill on February 22, 2015
Q: Hi,

I have a lot of stable lower risk stocks like insurance, banks, BAM, BEP, ZLU, ZUH, and am looking for your recommendation for a growth stock in either tech, gaming, entertainment, or whatever you recommend, for a 5% position for a long term hold. I'm wondering about AYA, AVO, CSU, OTC, CGX or what your recommendation would be.?
Read Answer Asked by Graeme on February 22, 2015
Q: Hi team:
AGU is at 135, a nice return of 20% for me
according to the seasonal investors, AGU does better in the summer months, do you think that the fundamentals of this stock is still solid to hold or should I take some money off the table ?
thanks! (I lost some money on POT)
Read Answer Asked by Michael on February 22, 2015
Q: 5i Team
Seasonality for forest products. Is it not from Oct till the end of Apr? Purchased WEF in mid Nov and has gone nowhere, except down since. Could I please have your views on WEF

Much appreciated.

Burt
Read Answer Asked by Burt on February 22, 2015
Q: Hi 5i,

Of the four listed companies, which three would be the best for income growth over the next few years?

Thanks in advance!
Read Answer Asked by Wayne on February 22, 2015
Q: Hi Peter I think you "like" the stock and it seems to have a nice p/e ,decent dividend to allow for growth...you have also mentioned possible large real estate value not fully recognized on books I think. Time to add a small position in a new non-financial/energy/utility company and I am thinking of this one. Without regard to industry as it will be a small holding do you like it better than GH,RPI.UN, CSW.A and WB and if not which one is your favourite of the group and why over ADW.A
Thanks for all you do
Read Answer Asked by Dennis on February 22, 2015
Q: Regarding the Canadian portion of a well balanced portfolio, in addition to the 5i model portfolio, please recommend some Canadian companies for someone with a 10+ year timeline.
Read Answer Asked by William on February 22, 2015
Q: I've never seen this kind of question asked: If I want to earn 7% on my money by investing in about 15 great, solid companies and selling shares in order to achieve the 7% return, what might such a portfolio look like? Would the 5i Model Portfolio, as it is, fit the bill? How might it be tweaked? I know there are a lot of questions and considerations around the question, but just looking for a general reply and any thoughts on this approach. Thank you.
Read Answer Asked by Jerry on February 20, 2015
Q: I am interested in some exposure to the Canadian Pharma sector but in view of it's volatility and the fact many stocks have already had large moves, could you recommend a basket of say 5 stocks for purchase for the next 3-5 years
Read Answer Asked by Bruce on February 20, 2015
Q: Hi 5i Team, Thanks for your expertise. In our TFSA's (we are retired in our 70's & deriving income from portfolios) we hold 10 securities ABT 6.7%, AYA 12.48%, BAD 4.79%, DHX.B 10.5%, ERF 5.1%, XTC 8.37%, IT 8.53%, LNR 14.23%, TOG 0.7%, WCP 10.57%. We have $10M cash available. Only names duplicated in other accounts are AYA and WCP. We are overweight Consumer Cyclical (18%) and Financials (incl REITS) 21% Underweight Materials 5.1% and Telecom 3.0% and Healthcare 3.9 %. We have 54 securities total and 85% equity. We have $10M available to invest in TFSA's. Sorry for the long question, But would like to invest TFSA money as we wait for portfolio review. Thanks in advance.

Ted

Read Answer Asked by Ted on February 20, 2015
Q: What...many thanks are your views on these 2 companies ....would you choose one over the other
Read Answer Asked by Michael on February 20, 2015
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