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 5i Team, I'm currently considering investments in the following securities/ETF's >> ZRE, LW, HR.UN, BEP.UN, AQN. Considering our current economic environment,would you please rank them in order of greatest gains over the next 5 years. (please include dividend returns plus capital gains). As always, thanks for the much appreciated guidance. Peter-All the best regarding the bike ride.
Read Answer Asked by Les on August 20, 2014
Q: HWD-T
Hardwood Distributors has been drifting down for awhile.Is it worth continuing to hold or is it time to bail?
Thank you.
Read Answer Asked by michael on August 19, 2014
Q: Hello Peter & Co.
A question regarding portfolio rebalancing. The average weight of my holdings is 2.3%; assuming that all the holdings are "good", one should take profits from holdings with the higher weight and buy ones that have not grown as much. To give myself some leeway, I should be taking profits from holdings that are of higher than 3% weight, namely CSU 4.5%, LNR 3.5%, KEY 3.5%, IPL 3.4%, PPL 3.3%, IFP 3.2%, CGX 3.1%. But I have already trimmed those holdings a few times in the past only to see them make new highs whereas the ones I switched to did not perform as well; therefore the assumption that all the holdings are "good" does not hold water; some are obviously better than others.
I need your help to sort this out.
Thanks,
Tony
Read Answer Asked by Antoine on August 19, 2014
Q: Could you rank the following stocks. I'm looking for growth 3-5 years.
BYD.UN
QST
ACQ
DHX
I'd like to add all of them but my CA weighting can only handle 2.
Thanks so much for all your solid advice.
Read Answer Asked by Andrew on August 19, 2014
Q: Hello 5i,
The five (5) stocks below are on my watch list for buying with a potential buy within the next few months. I have a diversified portfolio which is a revenue generator. If you please, how would you rate them starting with the best stock of the bunch.
Old Republic International Corp (ORI), MCAN Mortgage Corp (MKP), United Utilities Group PLC (UUGRY), Linn Energy LLC (LINE), WesternOne Inc (WEQ) and DUET Group (DUETF)
Your help is always appreciated,
Read Answer Asked by Mark on August 18, 2014
Q: Hello 5i team,
I own BIP.UN for almost 3 years now and have generated over 20% compound annual return. As usual, the Brookfield family tends to complicate things by adding another infrastructure product in their line-up BGI.UN; as I understand it, this one invests in infrastructure companies outside of the Brookfield family. What is your take on these 2?
Thanks
Tony
Read Answer Asked by Antoine on August 18, 2014
Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks
Read Answer Asked by Cindy on August 18, 2014
Q: I intend to run with the following group of stocks. I have half of my equity holdings in XIU and the balance in: AVO,ESL,SYZ,AYA,BYD,DHX,LNR,CNR,QST,WSP,SJ,MND,VET HCG & SLF.

Do the individual names compliment each other and if not would you please suggest alternatives. Any other feedback is appreciated. Thank you.
Read Answer Asked by Richard on August 18, 2014
Q: Hello 5i,
My current portfolio consists of:
BX:US, COP:US, PXT, HWO, TLA, SYZ, VCM, PHM, DND, XTC, and RDX.
I like to keep a fairly concentrated portfolio and generally stick to smaller cap stocks. Assuming I am fairly equal weight between all of the above names, which would you (if any) recommend adding too today? And is there another small cap name that you think may fit nicely in this list to provide good growth/value and maybe a little diversification at the same time?
Thanks!
Read Answer Asked by Scott on August 15, 2014
Q: Hello Peter & Co,
In my TFSA account, I have allocated $20k in tranches of $5k to invest and the rest is in an easily accessible account Premium savings PSA ETF. I have already invested in FRU (Royalties) and DHX (Media) and thinking of investing in ET (Technology) and Morneau Sheppell MSI (Human Resources). I'm not trying to hit the ball out of the park in terms of returns and, by the same token, have a good diversification.
Thanks as always,
Tony
Read Answer Asked by Antoine on August 15, 2014
Q: Peter: In your experience, has it ever happened that a company does a bought deal financing and instead of buying something with the money, they instead receive a takeover offer? My intuition tells me something is going on at Heroux Devtek HRX. I am probably wrong but the last time I saw this kind of activity was with a company I owned called Dalsa (though I don't think they had just done a financing)and within a few months it was taken over at a huge premium. Just wondering.
Read Answer Asked by Helen on August 15, 2014
Q: I am an investor in my mid seventies. In the past I have been able to purchase new issue convertible debentures for 5 yr, paying on average 5.5%. Unfortunately this market has dried up. Several of my debentures have come due and as a result I now hold a large amount of cash. Can you suggest 5 or 6 blue chip stocks that pay dividends in the 5% range? Should I hold my cash and wait for a correction or begin buying now? Thank you for your opinion.
Read Answer Asked by wayne on August 14, 2014
Q: Could you please provide me with an update on the prospects for Laramide(LAM), Loyalist (LOY) and Petra Nova (PNA)..any future for these three....many thanks
Read Answer Asked by Michael on August 14, 2014
Q: Hi,

What do you think of WesternOne (WEQ TSX).
Is 7.7 dividend sustainable?

Suitable as a bond replacement in a RRSP account? Any other high yield safe(er) stocks?

Thanks
Read Answer Asked by Marios on August 14, 2014
Q: Greetings and my best wishes for all, your families and friends.
I hold Chorus Aviation (CHR.B) for income and I am ok with the volatility. However, the last time the stock reached new highs a large block of shares was dumped on the market. There was a large gain today and the stock seems strong. I would be interested in your thoughts on the reasons for the move and if there are any large blocks that may be dumped by fund managers.
Thank you
Bill
Read Answer Asked by william on August 14, 2014
Q: hi I bought agt. at $13 With their earnings report do you think I should sell some or all now or wait for the dividend to be paid out
Thanks Ken
Read Answer Asked by Ken on August 13, 2014
Q: Hello,

I was wondering for a TFSA (40K) for maximum growth what stocks would you propose. I don't envision needing the funds in the next few years (I have the model portfolio in a non taxable account).

I know that you specialize in Canadian equities, but if you would have to select a few US growth stocks (30k taxable account) what would you select.

Thank you so much.
Read Answer Asked by Marios on August 13, 2014