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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: Good Morning Peter, Ryan, and Team,
My question this morning is general in nature. I manage an RRSP account which I pretty closely follow the 5i Income Portfolio. However in several cases I substitute companies in the Income Portfolio with the following:
- Sub PKI for SPB
- Sub T for BCE
- Sub FSZ for IGM
The above subs have better growth rates which should translate into better dividend growth over time. I would like your opinion of the above subs please ??
Also you have removed IGM from the Income Portfolio. Does this mean you are bearish on the asset manager sector generally or just IGM in particular ??
Thank you for your sage advice. DL

Read Answer Asked by Dennis on April 13, 2016
Q: I am substantially down on PUR. Is it a good time to top it up? Also down on PEO. Would that be a top up candidate as well?

Thanks!
Read Answer Asked by Wayne on April 12, 2016
Q: Hello Peter and 5i team!

I am in the process of having my portfolio mirror the 5i Model Portfolio. I currently own Tricon Capital, would it be considered a good substitute for Home Capital Group or would you recommend making the switch? Which one currently has the higher upside potential? The portfolio is held in RRSP/TSFA accounts.

Thanks for the great service!
Angelo
Read Answer Asked by Angelo on April 11, 2016
Q: Regarding the much anticipated new portfolio picks: I am not looking to put words in your mouth, but is part of your thinking here related to the periodic tendency of the market to swoon/ re-trench around this time of year ..... commonly phrased as "Sell in May and Go Away." .... except you will add a new wrinkle to it and step in when others are abandoning stocks at attractive "buy" prices?

Thanks.
Read Answer Asked by Donald on April 11, 2016
Q: hi

I have about 20K to invest in stocks. I have been thinking about investing in the companies listed in the balanced portfolio. So the only stocks I would own would be the ones listed in the balanced portfolio, what are your opinions on this? Are there any other companies that would be a good addition to the list as well?
I already have money in fixed incomes.
thanks in advance,
Read Answer Asked by chris on April 11, 2016
Q: Hi guys, I have both ADW.A and ADW.B (not sure why -- mistake on my part?) The stock has done very well but today, ADW.B is down 10.5% while ADW.A continues to trickle up as usual. Can you tell me why there would be such a difference? Thanks!
Read Answer Asked by Kate on April 08, 2016
Q: What factored into your decision to sell Tucows in your growth portfolio?

Thanks.
Read Answer Asked by Adam on April 08, 2016
Q: Hi there,

I follow your BE portfolio and I noticed CSU and SJ seem to be down a bit this morning. Do you think at these prices, it would be a good entry point?

Thanks!
Read Answer Asked by Michael on April 08, 2016
Q: Do you recommend holding onto the cash resulting from the sale of stocks dropped from the growth portfolio or rebalance and add to those with significant losses; say any from the following: BOS,CXR,DRT,EFN,PEO,PUR or all? thanks again Henry
Read Answer Asked by Henry on April 07, 2016
Q: Even though you have SPB in one of your portfolios, you do not report on the company. What is your opinion of the stock? TD Waterhouse has it on their
Action List.
Read Answer Asked by christianne on April 06, 2016
Q: I own most of the stocks in the Balanced Equity portfolio and applaud the recent changes. I sold AYA last July and purchased some KXS recently (picking a momentum stock from the Growth Portfolio). Now have placed an order for PBH. Would have welcomed a replacement for MDA as it has not done much but maybe next time.
So thank you for some interesting new additions and keep up the good work.

Steve

Steve
Read Answer Asked by Steve on April 05, 2016
Q: Your response to Elliott Apr. 4th you commented you are "holding cash and deciding from a list of 10 potential additions to growth:" - can you suggest some names sooner than later?



'






holding cash and deciding from a list of 10 potential additions to growth for a few weeks or so
Read Answer Asked by don on April 05, 2016
Q: Would you choose BCI or NFI for growth? or perhaps both?
Thank You Ron
Read Answer Asked by Ronald on April 05, 2016
Q: Hello Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine
Read Answer Asked by Antoine on April 05, 2016
Q: with the 9% cash position does this mean 5i feels there is no good income stocks on sale and igm is now fairly valued.

Thx Blake
Read Answer Asked by blake on April 05, 2016
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