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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: 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
Q: Good afternoon,

I am underwater on this stock. I know the dividend is good and safe. The company does not seem to do very much to counter the crtc decision that I am aware of. Do you know something that is affecting the stock negatively lately?

Thanks
Read Answer Asked by Paul on June 12, 2015
Q: I would like to know your thoughts on PhytoTech Medical & their upcoming merger with MMJ Bioscience inc?
MMJ is a late stage licence producer applicant under the MMPR in Canada (Currently awaiting final inspection on one facility) and also will be a first to market in July with its one of a kind gastro resistant CBD capsule.
thoughts/opinions? And would you consider this a buy or...?
Thank You.
Read Answer Asked by Joe on June 12, 2015
Q: As a relatively new subscriber and who values your service greatly, what is meant by a " full position, half position" etc.
Thanks again your team has helped me a lot.

Hal
Read Answer Asked by Harold on June 12, 2015
Q: Hi , I have an inheritance of $445,000 and I would like to invest in an aggressive growth portfolio for the long term. Assuming I follow a max of 5% per position, 100% equity (I have FI in another portfolio), what would be your top 5 stocks? As a filter, I would like to see dividends in those positions but it's not mandatory, any industry (except O&G) and I'm a patient investor.
Read Answer Asked by Robert on June 12, 2015
Q: I am considering a position in the above fund as a recommendation from investment manager that considers himself a book value investor. I cant find much about this fund except it was started in 2013. 2015-Year to Date + 22.47 % 2014 Performance + 35.84% What are the negatives and would you invest your own money in this fund?
Read Answer Asked by Bohdan on June 12, 2015
Q: Obviously TCL missed street expectations with today's earnings report. To me it didn't look bad although they did reference Target's demise in their outlook. What are your comments?
Read Answer Asked by Christopher on June 12, 2015
Q: BAM represents 6% of my (mostly well-diversified) portfolio at this time. Is this too much? My aim is always growth, with growing dividend, and given that BAM seems to be going sideways in the short term, I was thinking of trimming back to 4% and using the extra 2%, along with some cash sitting in the account, to buy into something with more potential and/or more momentum. If you think this is a good idea, could you provide a favourite name or two in the Energy Sector. My only holding in this sector is TOG at this time, which represents 4.25% of the portfolio. Thanks for your help.
Read Answer Asked by Sylvia on June 12, 2015
Q: Am considering buying either Loblaws or Alimentaion Couche Tarde and would like your opinion on your preference. Thank you. Anne
Read Answer Asked by Anne on June 11, 2015
Q: Peter, Aecon seems to be behaving better as of late, and has won a new contract. I'm about 20% under water on this position, but as I'm looking for a 5 plus year hold I'm considering adding to my current half position. Your thoughts appreciated. Also, might this be a stock you might commence coverage on?
Read Answer Asked by James on June 10, 2015
Q: I submitted a similar question last night but it seems to have been missed.

I am looking at managing the portfolios for a couple of family members and I have some questions as to the basic construction of these portfolios. Each of the portfolios is valued in the mid 6 figure range.

First, I am considering using a Canadian broad market ETF for perhaps 15% of the funds and then spreading the remaining money among 25 fully diversified stocks. I am thinking of the ETF as a way of providing a foundation but am I really only diluting the effects of the growth of the other investments?

Secondly, I would put 25% of the money into US dollar investments. When doing this, is it best to treat that as a "separate" portfolio, meaning that it should be fully diversified in its own right or are the Canada and US markets similar enough that I can ignore the border when diversifying?

Finally, do you treat spouse's investments as two separate portfolios or as one, meaning theoretically should two spouses have identical holdings?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on June 10, 2015
Q: Hi Peter and Team, My wife's TFSA is doing very nicely, thanks in large part to 5i's suggestions. (Allied Properties REIT is the only stock she owned prior to joining 5i). At present, the holdings are:
AP.UN 25.4%
CXI 15%
DH 13.2%
XHC 3.2% (a place to put distributions with no fee)
KBL 43.2%

She just deposited $4500 to get to the $10K allotment for this year's contribution. Where would you suggest putting the $4500, either in something new to improve diversification? We also expect that some re-balancing may be necessary. Thanks as always for your great service and advice.
Read Answer Asked by Jerry on June 10, 2015
Q: How would you rank these stocks in terms of Growth and Safety combined and which one would you buy at this time.

DRT, CMH, XTC, CRH, QHR, PEO, ET, SYZ.

Thanks
Read Answer Asked by Imtiaz on June 10, 2015
Q: Hello team,

Would you swop FB for LULU (lululemon) for a bit of more momentum? I know they have nothing to do with each other but which one will you think would do better in the next couple of years? I appreciate how you change my mind by shedding light on what is hidden to my untrained eye. Have a wonderful day@
Read Answer Asked by Saeed on June 10, 2015
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