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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: I participated in a private placement and the stock certificates have been sent to me. How do I get them into my td waterhouse account, and how long does it take to get them into the account. thanks
Read Answer Asked by don on March 18, 2015
Q: Hi Peter & 5i team: After reading many of your answers to members it seems to me more or less the holdings in your model portfolios are for "hold" if no further news from you. Am I right on this? I prefer not to take cap gains and let it grow instead, but when the market comes to a correction my "strength" gradually goes down also and I had times resulted buy high sell low. Or at the end of the year I just rushed to take tax losses. I have a number of holdings from your model portfolios and the rest that your comments to members are positive. Also, my portfolios are well diversified. Any suggestions that I can do better? Or I just sit back and watch out any new comments from you on the 5i site? I am really impressed by your answers to members. Thank you for your wonderful service.
Read Answer Asked by LOUISA on March 18, 2015
Q: They have pulled back quite a bit, with lower fuel prices what do you forecast for them?

thanks, Jean
Read Answer Asked by Jean on March 17, 2015
Q: Could you update your opinion on Dundee Corp. Is there a reason for the sell off or are their investments just out of favor? Are the Goodmans building the underlying value of their company?
Read Answer Asked by Mark on March 17, 2015
Q: Hello 5 I Team,

Happy St Paddy's day!!
What is you comments on this company.
Insider ownership.

Thank you so much.

Any Idea how to profit on Snow.
We have tons of it on PEI


Read Answer Asked by susan on March 17, 2015
Q: Down on results today, is this a buying opportunity? Thanks
Read Answer Asked by richard on March 17, 2015
Q: I'd like to get Peter's opinion on Ray Dalio's all weather portfolio. Has 5i ever thought of releasing a version of this type of portfolio or would you already consider the income portfolio to achieve a similar result?

Thanks!

Read Answer Asked by Marc on March 17, 2015
Q: Correct me if I am wrong. Your research and investment advice has leaned towards mid to small caps and generally a bit safe from the risk reward perspective. By that I mean that there is a far lower probability of making a loss as compared to making above market gains. I have done well with your advice and am wanting to clear room for buying some stocks from your next portfolio coming out end of the month. I am fully invested and therefore will need to raise cash by doing some selling. Although my holding pattern is 3-5 years, I would probably have to exit my oil and gas stocks with significant losses and also trim gains from other holdings. The rationale being, there would be a better opportunity with the newer portfolio recommendations.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
Read Answer Asked by Rajiv on March 16, 2015
Q: with new housing growth in the U.S. not that great, slow down in Asia. What makes Western Forest Products a preferred choice in the sector. Japan has been devaluing their currency and from what I understand wef is facing competition from other countries like Russia. With a bunch of negatives out there it may be a good time for a contrarian to buy the stock. Can you throw a bone that would likely be cause the fundamentals for the company to improve, other than the fact that it is cheap.
Read Answer Asked by Anthony on March 16, 2015
Q: Hi Peter & Team,

I hold this debenture in my account and with the recent news would like your opinion if I should hold or sell ?

Thx
Dave
Read Answer Asked by David on March 16, 2015
Q: I am considering Tma or Tfi in the transportation sector. Which do you favour at current prices for income and growth, or would you have another choice. I have no stocks in this category at present. Thank you, Barrie
Read Answer Asked by Barrie on March 16, 2015
Q: Yes James, like Noel said, I 2 find it difficult to get it right in stepping in. Blast, eh! 5iR suggested technical analysis. On that score I like Alexander Elder, like come into my trading room. I promise myself 'follow it'. But I become impatient aha ahaha...
Read Answer Asked by Tom on March 13, 2015
Q: I'm a bit worried about my WCP and CEU holdings which I hold for income and income growth. In light of ever increasing oil inventories and oil service stocks hurting big time I don't see much hope for these companies this year. I'm thinking about selling these two for other income stocks I feel are a bit more stable such as Exchange Income (EIF) & Veresen (VSN). How do you feel about these moves and could you possibly suggest other suitable income replacements.
Read Answer Asked by Bernie on March 13, 2015
Q: Hi, Could I get your opinion on KPT? I've owned it for several years and am considering adding to my position.
Read Answer Asked by Edward on March 13, 2015
Q: Do you have plans to do a report on this company anytime soon? At this point, could you "eyeball" a grade to it.... maybe A- ?
Read Answer Asked by Brenda on March 13, 2015
Q: In response to James, thanks for the great comment and the humility to post it. I remember reading somewhere that the stock market is designed to make the majority of investors look foolish. With my increased wisdom and trading skills it now takes up to a week before the stocks I buy diminish in value.
Read Answer Asked by Noel on March 12, 2015
Q: Hi Peter & co., I am reluctant to reduce my holdings in in two stocks that have each crept up to almost 7% of my over all portfolio: CSU and BCE. Are they both ok to leave at this level and hope my portfolio fills out to adjust them organically? The percentages seem to fluctuate almost daily.
Many thanks for you steady hand on our tillers!
Read Answer Asked by M.S. on March 12, 2015
Q: do you have any new information regarding the delay in release of the financial results. Would you recommend the we stay with the holdings we have
Read Answer Asked by gilbert on March 12, 2015
Q: 10:53 AM 3/12/2015
Hello Peter
I am trying to decide on a good dividend paying "Consumer" stock as I have very little in that general category [ie non energy, non utility, non financial], and have narrowed my choice to NWC, CSH.UN, AW.UN, and CSW.A.

How would you rank these 4 choices, and which do you think will be the best choice for me for moderate long term growth and a sustainable and growing dividend and please explain your choice?

Thank you....... Paul K
Read Answer Asked by Paul on March 12, 2015
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