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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: I only have enough money to buy two of your companies in the growth portfolio. These are for very long term holds and higher risk. I want "buy and forget" two companies in my RRSP for 5 to 10 years plus, and I wonder if you favour any of them for a 5 bagger or more in that time frame. I would have leaned towards the smaller companies in the portfolio, but then I look at the rest of my portfolio and I note things like CSU have gone up for me more than five times and they weren't exactly tiny when I bought them! Thanks again.
Read Answer Asked by Michael on April 09, 2015
Q: Hi Peter & Team,

I would like to add Wi-Lan but I would need to sell a company in the same sector in order to make room for it. I'm trying to keep the sector at around 15%. I was thinking of selling Descartes Systems (DSG) in order to make room for Wi-Lan. Please let me know what you think of this switch. Which company do you prefer? Thanks, Mario.
Read Answer Asked by Mario on April 08, 2015
Q: Hello Peter and Team
With the recent success in the Software sector, my RRSP portfolio is very heavily overweight in this sector. I would like your advice on trimming and rebalancing to sectors other than financial or energy that are also overweight.
I currently have now 40% in CSU, DSG, ESL, MDA (with large gains) and SYZ and AVO with significant losses over last year or so.
Would you suggest trimming all back to much smaller positions or eliminating 2 or 3 companies altogether?
With the funds, what 2 or 3 new positions from the new growth portfolio should I consider?
A second question will follow on my Financials!

Thanks for all the help
Peter
Read Answer Asked by Linda on April 08, 2015
Q: I AM IN THE PROCESS OF REVIEWING YOUR NEW GROWTH PORTFOLIO AND HAVE A COUPLE OF QUESTIONS
A)BECAUSE I HAVE A NUMBER OF THESE COMPANIES IN MY CURRENT PORTFOLIO I WOULD BE FORCED TO BUY AND SELL SOME IN ORDER TO MATCH YOUR % ALLOCATION. I WOULD LIKE TO UNDERSTAND YOUR METHODOLOGY ON HOW YOU ARRIVED AT YOUR % ALLOCATION IN ORDER TO DETERMINE IF I NEED TO ADJUST MY CURRENT HOLDINGS.
B)YOU HAVE OFTEN COMMENTED UPON AMAYA GROUP BUT YOU CHOSE INTERTAIN GROUP FOR YOUR PORTFOLIO. COULD YOU EXPLAIN WHY PLEASE.
THANKS YOU FOR ALL THE INFORMATION YOU PROVIDE.I LOVE READING THE QUESTIONS AND ANSWERS EVERY DAY. THANKS AGAIN
Read Answer Asked by Michael on April 08, 2015
Q: I notice that the market had a positive response to the announcement that CDV was acquiring Pacific Wave Systems. What do you think of the acquisition and recent results. Thanks
Read Answer Asked by Ross on April 08, 2015
Q: On March 31, 2014 the B.E. Model Portfolio was rebalanced back to 5% weightings for all holdings, something that didn't occur at the annual review in 2015. Is there a new philosophy to let winners like CSU and ESL run and laggards lag or will this issue be addressed during April when the $10,000 cash is deployed (a 5.4% weight that could go to a new name)?
Read Answer Asked by Jeff on April 06, 2015
Q: Re: Balanced and Income Portfolios. What are their debts by percentage for the companies listed in these portfolios. Your answers may be of interest to other members. Thank You.
Read Answer Asked by Ben (Balbir) on April 06, 2015
Q: I just finished reviewing the growth portfolio and I thought it was curious that there is no junior gold miner in the list. I can think of a couple like Teranga Gold or Lakeshore and I am sure that there are many more that have actual mines running and are low cost producers. If gold ever sees a substantive increase, many of these producing juniors should also move. Historically many investors have done very well by going into out of favour sectors.
Read Answer Asked by Bradley on April 06, 2015
Q: Hi great 5i team , I wonder how to buy and sell stocks e.g. TC with low daily trading volume ? How does the fund manager go around this problem ?
Read Answer Asked by victor on April 06, 2015
Q: I have been moving towards replicating, as much as possible, your Balanced Equity Model. I am with Scotia iTrade who now have a performance tracking system. In February, my return was 5.48% (March is not yet available). Your portfolio, on the other hand, returned 7%.
I do not yet hold AYA, CSU, DSG nor SYZ. But I do hold SLW and IPL plus some Low Volatility ETFs for international diversity. All holdings have a initial purchase balance of 5% or less.
Do you have any suggestions as to which I might sell and which I might buy with the proceeds?
Read Answer Asked by Fred on April 06, 2015
Q: When starting to build the new Growth Portfolio,with $50,000.Is it better or more efficient to buy exact dollar amount ( $2500 per position for ex.) or by even lots? Also, should you start with the 5% positions first and then work you way to the 3% positions overtime?
Thank you very much for your expertise.
Read Answer Asked by Jacques on April 06, 2015
Q: When you close out a position, in this case Surge, do you still factor in the loss to the portfolio since inception. I presume that is the case.
Read Answer Asked by roland on April 04, 2015
Q: You say BCE,Telus, and A.Couche-Tard (ATD,B) are not rated. Why not
rate them? And, why not use only rated stocks for the Model Portfolios?
In addition, Why are you not replacing a A-rated stock with another A-rated stock in the Model Portfolios? Thus, why are you changing the value of the Model Portfolio?
Read Answer Asked by Herbert on April 02, 2015
Q: How should I approach buying the small caps in your new growth portfolio if they've recently taken a big run? Two of the four I want to purchase have recently jumped. Com Dev is up 8% in two days and DRT is up too. Is it best to just get in now or wait for a pull back?

Also, is IT (from your growth portfolio) a good alternative to AYA? Would I be safe to buy a full position in it or would half be better?
Read Answer Asked by Carla on April 02, 2015
Q: It would be helpful if you could give a relative ranking of risk for each stock in the new growth portfolio. Do you consider them all high risk? Are certain ones not as risk as others? What do you consider to assess risk?
Read Answer Asked by Brenda on April 02, 2015
Q: The new Growth Portfolio was up approximately 2.28% yesterday while the TSX was up only .27% and the Venture was up .18%. Is the reason for this that 5i members are piling in, or are there other factors at work here?
Read Answer Asked by Clarence on April 02, 2015
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