Investment Q&A

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

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.

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

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.

Q: As you know Resolute is the former Abitibi paper. I purchased at 9 and sold at 17 thinking that the upside was limited. It keeps pushing higher. Book value is 29 but no profits and future prospects not clear. Your opinion appreciated.

Q: Hi 5I Team,
I was wondering which company you liked better: SJR.B OR CJR.B? I would like to buy and hold for a longer term.

Thank you for your hard work.

Best wishes,
Terri

Q: Could you please tell me your top 3-4 picks for pure growth stocks in Canada to buy today. I'd appreciate if a couple could be more established (such as CSU) and a couple more "up and coming." Thanks.

Q: Hello Peter and Team,
I have available cash in a non-registered account which I will not need to access for several years. My goal is long-term capital gains WITHOUT any other income along the way. Currently, I hold non-dividend payers TOU, AVO and GUD in the account. Which one or two of these would you feel best about for a solid long-term gain? Also, if I were to add two other non-dividend paying shares for the long-term, can you please suggest two? PS. Any explanation for the wild (10%) ride on DHX today? Thanks for the terrific service!

Q: Hi,
The equity portion of my Income Portfolio contains the following with % weightings shown. Any names you would remove or add to? Any sectors you would trim or add to? Any names from your Income Portfolio you would strongly suggest I include? My average yield is 4.3%.

Consumer 1% (CTC.A)
Banks 20% (BMO,BNS,NA,RY,TD,TMC)
Insurance 11% (MFC,POW,SLF)
Utilities 8% (EMA,FTS,TRP)
Telecom 15% (BCE,MBT,RCI.B,T)
Precious Metals 6% (AEM,TCK.B,SLW)
Energy 19% (CNQ,COS,CVE,CPG,FRU,IMO,SU)
REIT 17% (CAR.UN,CHP.UN,D.UN,DIR.UN,HR.UN,REI.UN,TCN)
Technology 2% (ET)

Looking forward to your Portfolio Analysis feature/service.

Thanks for this,
Carlo

Q: Peter,
If there were 12 important items you reviewed of a company before buying a stock, where would ROE rank in this list as its level of importance? What might influence your decision to buy a company despite having a sub-par ROE?

Q: I have a significant position in this stock Can you give me your outlook given that lumber prices stay relatively stable. As a general comment I recently became a member of 5I and I am getting tremendous value. I like that. Excellent format.

Q: Hello Peter and the 5I team
When markets correct as the tsx has done so, I like to search for companies that are able to hold their own in down times. I was surprised at how well CXR held up throughout the correction so far, the SP seemed to hold its own while the market came down. I was wondering if you could give us a few names of stocks that surprised you on their resilience to the market correction. Or maybe a few names that have a habit of holding up in down times.

Thanks for your response

Q: I own CRP shares and, as an owner, have recently received (for "free") an equal number of CRP.RT rights, giving me the right to purchase one CRP share at $5.84 for every 1.1063 CRP.RT. (CRP itself closed at $6.41 on Friday.) The rights expire on Nov. 28, but in the meanwhile may be traded on the TSX.

It seems to me that this is more or less equivalent to participating in a bought deal at 1.1063*5.84 = $6.46, and, as is usually the case with bought deals, that the share price is likely to fall in the short term as a result of the substantial dilution.

I like CRP for the long term, but wonder if I wouldn't just be better off selling my CRP.RT on the market now (Friday's close was $0.45) and then perhaps buying more CRP shares directly after Nov. 28 if their price falls. I would appreciate your opinion on this.

Thanks!

Q: In my equities-only portion of my portfolio, my Finance-REIT weighting is 34% (22% and 12% respectively). The utilities sector is 19%, Consumer-Health is 16%, Manufacturing-Info Tech is 10% and Resources is 21%.

Ideally I'd like to decrease Finance-REIT to 30% in order to increase Mfg-Tech towards 15%, but I like the Finance-REIT holdings (AD, BNS, RY, SLF and Sentry REIT, TCN). I'd like to rebuy CSU in the process.

I am a retired dividend-income investor. Are my current Finance-REIT weightings too high? If yes, would you simply create the CSU cash by trimming the Finance-REITs?

Secondly, is my Resource weighting too high? Among my holdings are BTE, CPG, SGY, WEF.

Thanks in advance...much appreciated.
Steve

Q: For my TFSA which of CNR or TMA would you pick? Is Mullen MTL a possible, considering the dividend and valuation?
Thanks for all you do.

Q: Good morning Peter and staff

Since the the market has gone down quire a lot,, can you recommend 2 growth, divided stocks for a 10 year old RESP Portfolio.
Thanks

Q: Hi there,
I am enjoying the Bull run on DHX.B, with a P/E of greater than 138x do you think this can sustain?
I plan to trim down on DHX from my TFSA holdings would MDA or AYA be a good alternative for portfolio balancing purposes at the current prices?

Also what is your opinion on GSK (US) for my RRSP as a healthcare stock? Thanks a lot. cheers, Shyam

Q: Hello Peter,
Do you think atd.b, aya, and dhx.b are getting close to being fully valued. I understand they are growth stocks, but they seem be getting quite high. I was thinking of increasing my position in atd.b, but was wondering from a valuation standpoint. Thanks for the advice.

Q: Could you give us your opinion on XSR given their latest results. I've owned a small "starter position" (about 1% of my income portfolio) for about a year now and am trying to decided whether to drop it or add to my holdings. Thanks for everything.

Q: Is it better to sell agrium now with the recent jump in the stock price or wait for further news? Many thanks