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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: Can you tell me what the consensus revenue and earnings expectations are for this quarter. Thanks.
Read Answer Asked by wendy on April 30, 2015
Q: I am looking at buying all of the stocks in your Growth Portfolio. We will use all of our funds in our TFSA accounts (around $100K) as well as around $200K in one registered account. Overall we will target your suggested allocation %'s. If we buy all of the stocks pro-rata across the 3 accounts it will result in some pretty small holdings in the TFSA accounts. I was thinking that if we were to hold the IWO allocation entirely in the registered account - and none in the TFSA accounts it would free up funds to allocate to the individual stocks in the TFSA's (and would mean lower holdings of the individual stocks in the registered account). Is this a reasonable approach - I think it means risk and reward potential is higher in the TFSA accounts without the IWO allocation. Any other suggestions or should I just stick with a pro-rata allocation (including IWO) across all of the accounts. Many thanks
Read Answer Asked by Gary on April 29, 2015
Q: Hi I am a new member
I have look at all your Model portfolio and need to make a decision on how to invest 50k that is sitting in bank saving account not doing much
I am 54 years old plan to retire in 6 years
I think the Income portfolio is well suited for me
I am not sure if 50K is enough money to invest in all 20 equities
Should I pick 10 out of 20 to make my trading fee more reasonable (I have a self manage RRSP trading account)
if yes what would be your first 10 pick in the income portfolio
Read Answer Asked by André on April 28, 2015
Q: Hello Peter and team
I am starting to build the growth portfolio and the only 2 names I already own are CXI and DHX, what would be the next 2 names you would suggest adding, these 2 would be held in TFSA thanks to the new limit.
Thanks for all you help, amazing service for the do it yourself investor.
Read Answer Asked by Peter on April 27, 2015
Q: Good Evening, I would like to ask about Guestlogix. I am curious about them because of what they offer in the airline industry. When you think about it, when one goes to the airport they almost always have to purchase something, such as food, because it is more of a hassle trying to get it through the gate. Anyways, would appreciate your input on this company.
Seamus
Read Answer Asked by Seamus on April 24, 2015
Q: Hi Peter and company, At first thanks for this great service, it adds a lot value for small investors like me. So today I completed buying the whole growth portfolio(i was buying over last week). For most of the companies I bought them more or less 10% of your recommended price. But looking back I realized I did pay big premiums(from your recommended price) for these companies.

DRT - 26% more of your recommended price
CXI - 21% more of your recommended price
GXI - 15% more of your recommended price
XTC - 14% more of your recommended price
SCR - 13% more of your recommended price
CDV - 12% more of your recommended price
KXS - 10% more of your recommended price

I know you guys don't believe in 'target price'. But can you please give me your honest opinion for these mentioned companies at these elevated prices?

Should I sell some of the positions(I think I still can as their current price still hover around where I bought them)? I have a 2-5 years time horizon.

Please be selective, even if you can find one which does not look attractive at these price, please suggest.
Read Answer Asked by Sridip on April 24, 2015
Q: Hi
New to this site, just joined today. I think it is full of information. Would you buy CDV at this price or would you recommend I buy another stock for my first buy
Read Answer Asked by glenn on April 22, 2015
Q: I have a full position in AVO, BCI, CXI, DHX, EFN, LMP, PHM, PLI and XTC. Overweight in IWO and half positions in CDV and GXI.
I am wondering which growth stock I should add next, or maybe just increase my CDV and GXI holdings.
This would be on margin borrowing and I am okay with leveraged investment at this point in time. While I understand these are meant for 3-5 year holdings, perhaps your suggestion could factor in a 1-3 year period as an additional variable.
I would appreciate your suggestion as well as your opinion on leveraged investing for the growth portfolio.
Thanks
Read Answer Asked by Rajiv on April 22, 2015
Q: Hi,

I have added nearly all the equities in the Growth Portfolio (excluding financials and IWO) to my holdings with percentages ranging from 1% (SCR, QHR) to about 4% (DRT, XTC). I also have CHR, ET, CLR, ESP, KLS, SIS, RZZ, THO, MTSN, SYZ, CPH, RX and WEF among other holdings in my entire portfolio which 5i has had a favorable view in the recent months. My question is whether this portfolio will be too risky in a market correction as I believe more in Small Cap growth than large caps. Plus one or two takeovers will boost this portfolio a lot. What do you think would the right strategy here. Thanks
Read Answer Asked by Imtiaz on April 22, 2015
Q: I have additional funds available to purchase new positions from the growth portfolio. Can you recommend 2 or 3 for me?
I purchased AVO, CDV, CXI, DHX.B, DRT, EFN, XTC, IWO and SCR already.
Thanks!
Read Answer Asked by Greg on April 22, 2015
Q: Hi folks: can't seem to get this Growth thing right. For example; according to Yahoo finance,the growth rate for XTC for this year will be 34.7%. The growth est. for next year is only 18.4% so is this is a "growth" stock for only the rest of this year? Several of the other stocks in the Growth Portfolio seem to have the same problem.
Read Answer Asked by Charles on April 20, 2015
Q: Can you list your Growth Portfolio under "Portfolios" please? I have great difficulty finding the Growth portfolio on your site and I like to refer to it often. Thanks.
Read Answer Asked by Pat on April 20, 2015
Q: What percentage of the growth stocks should make up for a total portfolio as you mentioned that these stocks should not be the only stocks in a well balanced portfolio? If I was to make my RRSP the income portfolio and then have my TFSA and also have an investment account outside the RRSP what would be the percentage?

Thanks
Dolores
Read Answer Asked on April 20, 2015
Q: Hi 5i: How far will you let winners run in the Growth Portfolio before rebalancing? Given the higher risk context generally, will you tolerate more concentration, resulting from the odd holding going on a tear, or will you follow a discipline to keep your position sizes within strict limits? Thanks!
Read Answer Asked by Lance on April 19, 2015
Q: Peter, I was fortunate to get into PHM at .26C. When it reached .52C I sold half my position and considered anything else to be "gravy" and vowed to myself never to touch that stake until one day they were sold, or became the darling of Nasdaq.
Well its up 119% YTD and now makes up 7.5% of my portfolio. It makes me happy and nervous all at the same time.
Should I reconsider my vow, or put my bigboy pants on and just hang on for the ride?
Read Answer Asked by Barry on April 19, 2015
Q: Hi! When it comes to allocation in the new growth portfolio. If I only have $20 thousand available is it better to concentrate the funds in a few companies or buy what would be a pretty small position in each of the companies? And from what I have read from the questions I would guess the stocks to concentrate on, if that is the way to go, would be the ones were you have taken a 5% position.
Read Answer Asked by David on April 17, 2015
Q: Good Evening Peter and 5i Staff

I want to do a little portfolio cleanup and am down substantially in PRW,QST and DEE. Do you see any catalysts in the near term? I hold several names in your Models and I'm am inclined to add CDV from you growth Portfolio as a replacement.

Thank you
Read Answer Asked by Marty on April 16, 2015
Q: Hi Team, with the recent rise of Surge, I am down (only!) 16% and thinking of bailing to buy a few more stocks in your new growth portfolio. So far I own PLI, PHM, IT, XTC and DRT. Do you suggest this move, and if so, what would be the next 3 stocks you would suggest. Thank-you so much for your service.
Read Answer Asked by Kim on April 16, 2015
Q: Could you please explain how the share offering might affect the price of pli. Would it be a good time to purchase this stock, close to $2.60? Thanks.
Read Answer Asked by A on April 16, 2015
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