Investment Q&A

Q: Why is it selling off. Should I sit tight if I own it. Thank you.

Q: Carl Icahn shorts S & P 500. He has taken these measures to protect his stock portfolio. He says the correction is going to get worse. Do you think your 5i followers should hedge their portfolio and, if so, what products would we use? It is nice that I can get this info. from 5i. The people I know wouldn't be able to provide me with this information. Dennis

Q: Mullen has been beaten up pretty bad lately, would you buy this stock today (for 1-2 yr overall gain) or would you still prefer Trimac (TMA) or TransForce (TFI)?. Is there another transportation stock that you would prefer over the 3 mentioned above? Thanks and keep up the good work.

Q: Peter, there are a couple of errors in your graph. Since the yellow line is derived from the red and blue; it must always be between them. Hope the cockroach theory doesn't apply.

Q: long term investor catching my breath

anything other than market conditions to be concerned about here after a very big drop?

Thanks for all you do

Gord

Q: Hi Peter,

Brutal few weeks. I am down on the following stocks:
ACQ -22.04%
Ikkuma Resources -IKM 44.8%
AVO -39.76%
BAD -21.73%
BDI -36.54%
FQ -24%
QST -24.8%
TOU -19.2%
WCP 10.90

My hope is that all the above companies have good fundamentals and will recover once the sell off id done.
For the above stocks which one you suggest to add more and in what time frame?

Thank you
M

Q: Hi, I have 75% of the holdings in your Canadian portfolio with a few extra stocks (DHX, ACQ, AVO). This represents 45% of my portfolio. My US side is 20% mostly indexes but I'd like to switch that into ten stocks. I already own WFC, AT&T and Gilead and would like to add Met Life, GE, MacDonalds, JNJ, Coca Cola, Apple and P&G.The idea would be to just hold these for years and add to the positions as I get extra US cash. Does this line up look good or would you suggest amy alternates? I could choose one of Coca Cola and McDonalds and one of JNJ and P&G and then that would free me up with two others in other sectors that are maybe a little higher risk? What would you suggest? Thanks so much! carla

Q: I have primarily a Canadian investment portfolio (with large caps and many of the 5i stocks) but have some money in a US dollar account that needs to be invested. Is there a US sector or stock(s) that you would suggest for investment? Thanks!

Q: Hello: I would like to segregate my portfolio into 4 segments. 1. Can. income (DGI), 2. Can. growth, 3. Registered account; USA income (DGI), 4. Registered account: USA growth. I want dividend growth and capital appreciation for the DGI (dividend growth investing) companies. I already own all the Can. banks, BCE, DH Corp. I own other stocks as well. In my TFSA, I own: AYA, CSU, DHX. I am overwhelmed with all the various choices and recommendations. I made the mistake of buying Fortis, which is okay for dividends, but not for growth. I'm interested in Open Text OTC.

Can you please recommend 3-4 stocks in each of the 4 categories? I have a reasonable to aggressive risk tolerance. Overall goal; grow the portfolio net worth over the next 2-5 years.

Q: This stock is doing very well in this market. Can it be bought and do you have a target price. Thank you.

Q: Hello Again Folks:
As a retired farmer I am interested in agricultural companies. The only one I currently own is Agrium (many years) which continues struggling because of fundamental issues. Most miners including Agrium and Potash Corp are in the same difficult situation. Are you aware of other agricultural based companies with better outlooks.......I have owned Monsanto and Archer Daniels in the past?
Thank you again for your consideration.
brian

Q: Hi Folks:

Do you have some favorites in the oil/gas midstream companies....I have held Gibson in the past and currently own Interpipe, Trimac and Parkland Fuel. I think this is as good a sector as the actual producers?
Thanks again
brian

Q: I would appreciate your thoughts on cp.
thanks

Q: Hi Peter,

Congratulations on the money you raised this summer with your ride! I've been watching the pipelines correct over the last 3 weeks. I sold my pipeline holdings on the way since I thought they became quite expensive. I'm now looking at getting back into ALA, IPL, PPL AND KEY, but the P/E multiples are still around 30x forward earnings. How do we know what earnings multiple to attach to a particular sector of the market and is this a good time to re-enter the pipelines?

Thanks,
Jason

Q: Team,

E or MCR, which falling knife do you prefer standing behind? I own small positions in both as part of a basket of small caps, but they are both back under my 1% threshold where I either have to add to the position, or cut it loose. I'm thinking of selling one, and topping up on the other. thoughts?

As always, thank you!

Q: this is a bit of an unusual question and I am putting you on the spot but the markets have been crushed the last few weeks, so peter is you went on bnn market call today what would be your top 3 picks.i keep looking at avo but cannot pull the trigger something going on there we do not know, but you must have 3 others you like, a surge or something. dave

Q: Peter and Team
Would you please provide your opinion on SAP, value and future prospects.

Q: Of the stocks you guys follow, which would be your top four or five value buys, thanks?

Q: Hello 5i. There was an interesting article in Monday's Globe & Mail about retirement investing strategies. Intent is to help retirees protect their capital, given that their ability to recover from a major market crash could be more difficult due to more limited time horizons.

http://www.theglobeandmail.com/globe-investor/personal-finance/retirement-rrsps/two-ways-to-game-plan-for-retirement/article20937727/#dashboard/follows/

Would appreciate your thoughts on the article, and the two ways to approach stock market investing it describes.

As always, thanks for your advice.

Q: IFP looks interesting at this level. Can I have your opinion.