skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter,
My portfolio is poorly diversified and I am working on trying to correct this. Can you give me a general guideline on what percentage you would allocate to each sector for a well balanced portfolio. thank you for a great service. Clare.
Read Answer Asked by clara on June 02, 2015
Q: Hi,
Great appearance on bnn!!
For a portfolio management approach I understand the importance of setting position limits being 5%, 10% and trimming positions if they breach a limit. However, holding a company for years can result in a position being 20% of a portfolio etc.
What argument can you make to sell or trim positions in a good company that pays a dividend of 4%+ but would be too large of a weighting your intended position limits.
Bottom line question: I know some people have a certain great stock that might be 20%+ in their portfolio. Those are difficult to sell/trim when they pay a nice dividend too.
Thanks
Read Answer Asked by Marie on June 02, 2015
Q: Last question on this company was in Jan. 2015. Can you explain the last quarter as I am confused as to what was reported?
5i has provided the best advice I have had in my 40+ years of investing.
Read Answer Asked by William on June 02, 2015
Q: Are there any analyst estimates on the impact of the Westeel acquisition on revenue and earnings for AFN. Thanks.
Read Answer Asked by wendy on June 02, 2015
Q: I campionissimo its for Peter. I have 350 shares of Lassonde bought at 38.25. I may be want to sell and buy something else whithmore growth and dividend. Do you have something else in the same quality of cie. Thanks a lot.
Read Answer Asked by Denis on June 02, 2015
Q: SPRYLOGICS 0.58 cents is down over 20% the past month. Do you think it will recover?

On my watchlist, PTS 18.21 up 30% in one month. URTHE CAST 3.17 up 40% in one month. FTP 4.15 up 84% in one month. Are some of the better performers on my watchlist. Do they all look like they've gotten farther upside?

Thank you very much,
Dennis
Read Answer Asked by Dennis on June 02, 2015
Q: Hi 5i:

I am in the process of boosting the fixed income portion of my portfolio (knowing full well that nothing interesting is really fixed). I hold a preferred share ETF, a convertible share ETF, some short term laddered bond ETFs, and a high yield bond ETF. I'd like to add an income fund, and I'm more concerned about not losing capital than getting a lot of growth. AW lost less than BPF during the recession, and though BPF has gained more since, AW has done better from pre to post recession. I'd appreciate your advice as to which (if any) of these two to pick. Given my goals, do you have a better suggestion? As always, thanks for your great advice.
Read Answer Asked by Roland on June 02, 2015
Q: Hello,

I sat in on a presentation by Jeremy Siegel and his view was/is that demographics combined with supply and demand are playing a large part in interest rates staying lower for longer. With such a large segment of the population searching for yield, it has pushed interest rates down, and will keep them down while the boomers go through old age. Obviously there are many combined reasons for why interest rates are low, but I would like your thoughts on this view and his belief that interest rates will stay relatively low for an extended period of time.

Thanks

Robert
Read Answer Asked by Robert on June 02, 2015
Q: 91 year old has business, pension, preferred share, dividend and bond income. Not dependant on additional cash flow to live, but could use some more. With $100k-500k of new money, please recommend some investments to create cash flow or additional wealth. We have a few subscriptions in our family, Thanks to everyone at 5i
Read Answer Asked by William on June 02, 2015
Q: Re: Your response to Jason earlier today with specific reference to RBC offering 'Synthetic DRIP/s"...Just curious why you would single-out RBC ? ALL Brokers offer synthetic DRIPS as far as I know. (TDDI does for sure)
Read Answer Asked by Scot on June 02, 2015
Q: Hello Peter and Co:
Great job on BNN yesterday. I have 2 questions so charge me for 2 no problem.

I own PEY in the Oil & Gas sector, total sector exposure (including sector exposure in my US ETFs) is 4.5%.

I own ALA, IPL and PPL also Oil & Gas but I consider them utilities, total sector exposure (including sector exposure in my US ETFs) is 7.2%.

Question 1: Is replacing PEY with WCP a good trade?

Question 2: Between ALA, IPL and PPL which one is worth keeping?

Thanks for everything, I've learned a ton of stuff from you over the last 2 years. cheers
Read Answer Asked by Andrew on June 02, 2015
Q: I am holding Transalta since long.I bought for dividend and now I am loosing a lot. on sherrite , thought about relations between US and Cuba will get better but here also I am wrong. and on RNW.to I am looking for your comments.
Your advise will be appreciated on above given stocks.
Read Answer Asked by kaushikbhai on June 01, 2015
Q: Is che.un considered 'materials' or 'industrials'? I'm thinking of selling it to buy some HLF? Does HLF have better growth potential? It's for a registered account, so growth is key.

Thanks in advance!
Read Answer Asked by Wayne on June 01, 2015
Q: I just started to buy walmart via a drip I have over 33% in U.S. stocks. I am low with consumer cyclical (only have AYA). That's why Wmt interested me. Should I refocus purchases on Cdn consumer cyclical since I've got enough U.S. stocks? If so which stock would you recommend? Hopefully one with a share purchase plan that allows me to buy over time.
Read Answer Asked by Jason on June 01, 2015
Q: Please provide you expert opinion on this stock. I noticed a sizable stock buyback was just announced.
Read Answer Asked by george on June 01, 2015
Q: Hi Peter, I have been "dabbling" in the stock market with equities and options over the last 20 years. While I have gained some knowledge, I would like to develop the ability to manage my own portfolio over the next couple of years as I approach retirement (in 5 years). Can you recommend some readings and courses / seminars / etc I can take to enhance my knowledge of equities, derivatives and portfolio management.

Thank you
Read Answer Asked by Vineet on June 01, 2015
Q: Is there any reason you know of that has caused the upward move of this stock today. Thanks.
Read Answer Asked by wendy on June 01, 2015
Q: I have an account where Intel has grown to over 5% weighting. I also hold Stantec, but its weighting is under 3%.
I am considering selling some Intel to buy some more Stantec to get them both around 4%. Since STN also trades on the NYSE, I thought I would avoid the currency exchange and just purchase it in the US.

Does this seem like a reasonable move?

Thanks.
Read Answer Asked by Mike on June 01, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!