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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: if keystone gets approved which 3 or 4 Canadian companies would be your favorites to benefit other than trp.dave
Read Answer Asked by david on November 06, 2014
Q: I currently have a full position in ZRE and half positions in FSV and HCG at 44.65 and 38.75 respectively. In order to reduce interest rate sensitivity I am considering selling ZRE and using the proceeds bring FSV and HCG up to full positions. Other financial holdings are TD, SLF, and BNS. The dividend income from ZRE is not required and is currently being re-invested. Sector allocations are: Financials 15%, Utilities 10%, Consumer Discretionary 10%, Consumer Staples 9%, Industrials 15%, Health Care 7%, Telecom 9%, Info Tech 12%, Energy 9%, Materials 4%. Any feedback on this idea would be appreciated.
Read Answer Asked by Stephen on November 06, 2014
Q: After doubling on DHX I painfully sold half to address balance issues in my portfolio.Do you have another idea that could be as successful as Dhx regardless of sector(excluding energy).Just a comment,after this latest correction it became evident that my portfolio has to many Canadian stocks.TSE is not a diversified exchange and many good Canadian stocks where effected by Energy and Materials.So I love that you answer the odd question about U.S. stocks,it gives me some names to do homework on.
Read Answer Asked by Randy on November 06, 2014
Q: Just wondering what your opinion is on SUM, CLR, NRI and MRI.U? Also, two I hold, SYZ and XPO US. Is it better to buy a stock with good earning that are up 10% or buy a stock which missed earnings down 10%?
Thanks,
Dennis
Read Answer Asked by Dennis on November 06, 2014
Q: Your thoughts on yesterday's earning release and short term outlook on the stock.

Thanks
Read Answer Asked by satish on November 05, 2014
Q: Would you recommend which company(s) to sell in my cash account for tax loss selling? PRW, BAD, VET, BTE, BDI?

As others have mentioned, I certainly appreciate your service. Thanks.
Read Answer Asked by Catherine on November 05, 2014
Q: Good Morning 5i team, I am currently underweight energy and zero weight materials. I am looking to allocate new dollars to both sectors in the coming months. Could you please rank the following sectors on their current risk/reward: oil, natural gas, energy services, gold, silver, base metals. Also, a top pick from each of the six sectors indicated. Thanks for the great service. Rob
Read Answer Asked by Robert on November 05, 2014
Q: Can you define the concept of over the top programing(OTT).And can you explain how it works and if you think it will continue to be used wildly.
Thanks
CDJ
Read Answer Asked by claude on November 05, 2014
Q: Peter, any thoughts about Aptose Biosciences - APS? Also, could you share the highlights of the questionnaire done by us some time ago?

Thanks a million.

S. M.
Read Answer Asked by Ray on November 05, 2014
Q: Russel Metals and Wajax are two companies that have ties to the oil industry. Wajax reported what appeared to be good results and the stock is down and I haven't been able to find RUS results, although the stock was down significantly today.

Are both down on their own merits or do you suspect the energy sector decline is largely responsible?

thanks for your insight. It helps to keep me off the ledge!

Paul F.
Read Answer Asked by Paul on November 05, 2014
Q: Hello 5i !

What are your current favorite 5 non cyclical, high growth, dividend growth stocks?

Thanks!
Read Answer Asked by Randy on November 05, 2014
Q: I picked up a small position in XSR earlier this year. I'm now down by over 25% due to recent "bad" news. In your opinion, is this a long term hold or should I cut my losses? Is there a stock in the sector with better potential? Thanks
Read Answer Asked by Angela on November 05, 2014
Q: Hi Peter,
Superior Plus reported good quarter and increased dividend but share dropped below 12, do you know why.
For income, would you recommand to buy Superior Plus or ERF Enerplus?
Thanks
Read Answer Asked by Pui on November 05, 2014
Q: Latest quarterly a huge surprise. You were absolutely correct in your last opinion stating that with this company you are never sure what will happen next notwithstanding the financials. I should have listened to you but given that the honourable Brian Mulroney is on the board of Quebecor I took a chance. (LOL) In your opinion (I will listen this time)where is this mess going?
Read Answer Asked by roland on November 05, 2014
Q: I am wanting to improve my portfolio diversification and am looking for more consumer, health care and transportation holdings. Could you recommend the 5 best for each sector, bearing in mind that I am looking for growth and some income. Thanks.
Read Answer Asked by Lloyd on November 05, 2014
Q: Hi Peter and Team
Glad to be in the cue for a portfolio review. After I registered, however, I was unable to get back in to the screen that outlined the specifics required for submitting the portfolio. I believe it must be in Excel or Word. As a technically challenged retiree I would like to get things set up well ahead (eight accounts in two banks) . Could you please list the requirements.
Greatly appreciate your service. Thanks
Gary
Read Answer Asked by Gary on November 04, 2014
Q: A subscriber has just mentioned that you announced your portfolio service. I wish to sign up but I don't see where I would do that. Can't wait. Need advice. Thanks.
Read Answer Asked by Helen on November 03, 2014
Q: Hi Guys, I have just taken over my corporate account from my financial advisor, my thoughts would be replacing Pathfinder convertible debenture, Dream Industrial and Artis real estate and adding to my Home Capital, Magna, Stantec and CCL positions.
thanks
Jim
Read Answer Asked by jim on November 03, 2014
Q: The stock has been trading in a range for close to two years. Is there reason to believe that the adage "the longer the base, the greater the case" applies to CDV? Further, is ExactEarth a "game-changer" as it is being touted by some analysts? Finally, who is the activist investor who purchased an interest in the co. and what are his stated plans?

Thanks for your analysis and insights. Your service is invaluable.
Read Answer Asked by Owen on November 03, 2014