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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 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
Q: Just a general question. I'm I wrong in thinking that this time of the year where allot of people are making last minute investments in RRSPs and TFSAs seems to give some extra momentum in the stock market? It just seems that even though we had a bit of a panic in the oil sector and an unexpected rate drop, there still seems to be allot of areas which are pushing above or hanging around yearly highs.
Read Answer Asked by Paul on February 11, 2015
Q: Good Morning

Would you know if owning shares of BAM.A requires CRA filing of form 1135 when held in a non registered account. I can't seem to tell if this is a company that reports to the IRS or not. I know that BAM.A trades on Toronto, and BAM trades on New York and that the home office is in Toronto.
Read Answer Asked by Ed on February 10, 2015
Q: Peter, here’s a challenge of sorts for you; I hope you can help. We are about 5 years from retirement. Our RRSPs and TFSAs are topped up, so we’re starting a non-registered account for excess savings. We have no need for income from the account (though, as you’ve said, it’s a good sign when a company initiates or grows a dividend). Can you suggest around 6 or 7 ‘lowish-risk’ stocks for long-term ownership? By this, I don’t mean we’re unduly concerned about volatility or short-to-medium term losses. Rather, we’d like stocks for which you think a loss of more than, say, 25% after 5 years is highly improbable. We are already topped up on banks, energy producers and REITs, but are probably a bit light on IT, Industrials and consumer stocks, amongst others. To add to your challenge, we already have fairly full positions in FSZ, SJ, WPK, ESL and DHX, all of which have done well for us, thanks to you! (ENB, DSG and BIN seem like possible candidates? But we’ll leave the advice to you.) Thanks for the TRULY excellent service and the unbiased guidance you are providing to us smaller individual investors. James
Read Answer Asked by James on February 10, 2015
Q: Hi team,

I'm working on diversifying my portfolio with a canadian media company. I have been looking at Corus Entertainment (CJR.B). I'm a bit concerned with their relatively high P/E ratio for the sector as well as the drop in their EPS form 1.7 to 0.6 recently. I like their 5% dividend payout, but wonder if this is sustainable given their reduced profitability.

Do you think corus's profitability will improve or continue to decline? Would you consider it a good option to buy at present or would another stock such as DHX media be a better purchase (even though teletubbies freak me out).

Thanks,
Jill
Read Answer Asked by Jill on February 10, 2015
Q: is this a good time to take a position in the above?

Thanks
M
Read Answer Asked by Marios on February 10, 2015
Q: Most of my money has been handed over to professionals who have more time to focus on investing and frankly have abetter track record than I do! However I'd like to keep 10-15% of my portfolio as a serious hobby (2 TFSAs and an unregistered account). Thanks to your wise words, I am getting more diversified and now have about 35 stocks (some of which will likely be sold when resources recover a bit). I'd like to add to Healthcare as this is under represented in my portfolio. I currently own some Knight (GUD) and Chartwell (CHS which is only sort of healthcare). Am I correct that of the Canadian healthcare choices, CCT would be your top choice even after the recent run up? Am I also correct that you would view my number of holdings as being at the upper limit for a diversified portfolio?

Thanks for your patient assistance!
Read Answer Asked by Dave on February 10, 2015
Q: The recent financial results for CAE SEEMED good but the stock dropped considerably,,, Is there something in the report or forward advice that is the cause.. Please give your take on the finances and growth prospects of this enterprise going forward and if this is an opportune time to invest; and perhaps what other company might be 'better' ( more sound, better growth prospects) than this. Also would you consider their business to have a fairly secure "moat"
Thanks
Read Answer Asked by lyle on February 10, 2015
Q: Given that the markets (except for Canada) are near all time highs and appear to be quite stretched, do you feel that it is wise to enter any long positions, even 5i's picks? My instinct tells me that I should be hedging my portfolio and search for short opportunities rather than go long? Any thoughts on this? Thanks so much.
Read Answer Asked by Kyle on February 10, 2015
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