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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: CNR appears to be trading at a discount price. Do you agree? What would you think of me adding this stock to my portfolio that more or less replicates your balanced equity portfolio? If I were to replace one of your suggested stocks for CNR which one would you recommend I change? Also can you comment on holding railway stocks in general now and if Canadian Pacific would be a better pick than CNR. Thanks for all you do. You are awesome!
Read Answer Asked by Pamela on June 17, 2015
Q: How safe are these bonds in a portfolio? Barry Schwartz on BNN mentioned that " We would avoid bonds like the plague."
Read Answer Asked by Loretta on June 17, 2015
Q: Hi guys, the following 8 stocks have a half position within my balance portfolio, I can increase 2 of them into full positions, which ones and why. 3 to 5 year hold.
They are PKI, BYD.UN, MDA,MG,DHX.B,DOL,ESL & STN.
thanks
Jim
Read Answer Asked by jim on June 17, 2015
Q: Hi Team, Thank you for clarifying several 5i Portfoilo stocks' sectors. I think I'm almost there. Can you Please also confirm if all the following 5i portfolio stocks are in IT sector?
WIN. ESL. OTC. All IT sector? Thanks for your valuable service.
Read Answer Asked by sarah on June 16, 2015
Q: In reference to another member's question from earlier today, isn't it likely that there will be no Grexit and that the EU will simply force a Cyprus-style bail-in of the Greek banks and country? If so, I'd expect to see very little contagion but I would be highly concerned if a citizen of Greece or any other financially "borderline" EU state.

Post at your own discretion, of course.
Read Answer Asked by Marc on June 16, 2015
Q: Which stocks that you guys cover, including the growth portfolio, have a decent chance of becoming ten baggers, I fully understand the risks associated with this, thanks?
Read Answer Asked by Pat on June 16, 2015
Q: Shopify has rocketed up since IPO and going higher each day, espcially last few days and Globe and Mail said many shares are bought by institution as their holdings has become very substantital.
How is their business revenue and profitability, and growth prospect. Is this a hype or fundamentally very sound?
Is it too late to buy?
Read Answer Asked by Kevin on June 15, 2015
Q: Hi Team, I hope I am correctly identifying the stock-sectors. Please correct me where I am wrong.
GROWTH Portfolio:
CDV- InfoTech.
PUR- InfoTech.
TC- InfoTech.
EFN- Financial.
IT- Cons. Discretionary.
BALNCED EQUITY Portfolio:
AYA- Cons. Discretionary.
DSG- InfoTech.
FM- Minerals/Materials.
WCP- Minerals/Materials.
ATD.B- Cons. Staples? Thanks so much. sarah.
Read Answer Asked by sarah on June 15, 2015
Q: Thoughts on their royalty agreement with the dutton group announced June 9th?

Thanks

Robert
Read Answer Asked by Robert on June 15, 2015
Q: I believe we are on the cusp of a technology super cycle - vehicles/homes/workplace. What are some companies poistioned to benefit from this cycle?
Read Answer Asked by Jason on June 15, 2015
Q: Hey Peter & Team,

This one has me a little confused. I am in at a little over $2.00. Was excited when the news surfaced about the Harvest takeover for $5.00. Saw the jump and watched the stock as it understandably hovered around the $4.80 to $4.85 mark and assumed this is where it would sit until the deal was done and I received the $5.00/share as per the deal.

Now in the past week or so it has dropped almost 11% to $4.35.

Can you please explain why the share price has dropped so low considering there is a done deal at $5.00/share...

Also, what advice you can give moving forward re when this deal will complete and as a shareholder what I should do in the meantime...

And am I correct to expect I will eventually receive $5 per share.

Thanks for all you do

Gord

Read Answer Asked by Gord on June 15, 2015
Q: Hi, Can you please specify the Sectors The following companies are in?
Growth Portfolio: DRT. GXI. KXS. LMP. PLI. PUR. PEO. QHR. SCR.
Income Portfolio: DH. ET. SPB. MCB. VNR. WSP.
Bal. Equity: WSP.
Since this is a long list, feel free to charge question credits at your discretion. Thanks for everything. sarah.
Read Answer Asked by sarah on June 15, 2015
Q: A corus bond maturing in 2020 is yleiding 4.64%. Any thoughts on the safety of this bond.

Many Thanks

Paul
Read Answer Asked by paul on June 15, 2015
Q: I need a transportation company in my balanced portfolio and was wondering which company you would choose today and why. Is there any other "transport" company you would choose instead of these 2 companies if you had a choice?

Thanks!!
Read Answer Asked by Sandy on June 15, 2015
Q: As a follow up to the answer you gave Donald today regarding companies that may be benefit from Europe infrastructure spending, you may wish to consider IBI group on the TSX-- ticker IBG. A risky play given its recent financial difficulties but they may be turning the corner this year. Tons of upside.
Read Answer Asked by Murray on June 15, 2015
Q: Can you please comment on why you would not recommend a hedge fund to be more than 2% of someone s portfolio (i might have misread but my question is in reference to an answer to Bohdan about uber strategies on june 12). Thanks
Read Answer Asked by Pierre on June 15, 2015
Q: Watch PHM and they now have stopped trading again. What gives?
With regard to CXI it is very volitile, and I was wondering if it might have something to do with Greece.

Many thanks
Read Answer Asked by Helen on June 12, 2015
Q: A couple weeks ago I bought half of a planned 2% of portfolio position in POT, at a bit above $39. Hoped to buy the other half a little lower, but it has fallen more than I expected and I have not bid further. Would you suggest adding the other 1% at current prices, or just stay at 1% for now? This is being bought for sector diversification and income. How secure is the dividend?

Thank-you
Read Answer Asked by grant on June 12, 2015
Q: What would you need to see before making a purchase of shares for a potential turnaround? Is there any value in the real estate?
Read Answer Asked by Scott on June 12, 2015
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