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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 hold a full position++ in surge and like it. what do you make of the company now in light of their last news.

SURGE ENERGY INC. ANNOUNCES A 52 PERCENT INCREASE IN 2014 YEAR END RESERVES, NEW NET ASSET VALUE OF $7.36 PER SHARE; SALE OF NON-CORE ASSETS FOR $35.6 MILLION; RECORD WEEKLY PRODUCTION; NEW BANK LINE REVIEW
thanks
yossi
Read Answer Asked by JOSEPH on February 12, 2015
Q: could you please comment on the chatter about the royalties/tax issues by Zambian gov't and if and how it may affect FM. thanks,
just joined 5i, because after watching BNN and managing my own portfolio for 15 years, know Peter is the smartest guy out there and admire his desire to help us plebes.
Read Answer Asked by Diane on February 10, 2015
Q: Is VNR a Stock that I should be holding my portfolio. Eddie.
Read Answer Asked by Eddie on February 10, 2015
Q: I'm wondering if you would consider any of the stocks in either portfolio too expensive at this point to buy new positions in? Some are doing great and have grown so much, and are great to hold in the portfolio, but you may not want to buy new positions at their current prices. Thank you!
Read Answer Asked by Ann on February 10, 2015
Q: Are you still comfortable with all the components of the Canadian Money Saver Model Portfolio for the next couple of years or are there any suggestions for changes.
Read Answer Asked by Martin on February 09, 2015
Q: Hi
Looking for an update on a few of your recommendations I currently own:
Surge- Seems like oil has found some footing for now. Would seem like some kind of move to the middle would be in order after such a panic adjustment. Looks like you are suggesting a hold here. Do you have a sense for the underlying commodity price going forward.
Avigilon- seems to have recouvered from weakness. is there upside here or a good time to sell.
Descartes- same
Fiera Cap - same
Questor-same
Read Answer Asked by LJ on February 09, 2015
Q: Hello 5i Team,

A co-worker is basically starting out on the investment journey and I mentioned your expertise in portfolio development/management. My question is, can you recommend a group of ETF’s that would offer good diversification (international included) with little maintenance. The idea would be to have the basic structure there and as more funds become available he would just add to them. I think this would be a good start. I recommended he become a member so his investment knowledge grows over time with the portfolio, the portfolio is approximately $100,000.

Thanks,
Read Answer Asked by Mark on February 09, 2015
Q: Hello. I while back you had mentioned that you were thinking about adding a "Growth Portfolio" to your service at 5I. Is this in the works for 2015?

Nicholas
Read Answer Asked by nicholas on February 08, 2015
Q: Hi Peter et al, I see BCE has been downgraded by two analysts from Hold to Sell. It has performed so well for me and I love the dividend, so what am I missing? Is it tome to unload some of it? It's about 6% of my portfolio so I could take a bit off... Thanks!
Read Answer Asked by Kate on February 06, 2015
Q: Hi All, I concur with Neil's suggestions regarding your forthcoming growth portfolio. Would not need to be extensive reasoning. More just one or two liners on each selection with a rating system. Thanks in advance for your consideration. Have only been a member for a short while but can see your good work already.
Read Answer Asked by dale on February 05, 2015
Q: Hello,
I have been slowly adding names from the model portfolio and now have money to add three more names. I currently own DSG ESL G SJ SLF WCP T from the model and I also own KBL PPL DHX SGY AVO BAC. What do you think I should add. I'm a medium risk, long term investor. Thanks for the help. I'm doing a heck of a lot better since becoming a member!
Read Answer Asked by luke on February 05, 2015
Q: From your model portfolio what 4-5 stocks would you suggest to be adding at this point in time? Excluding ESL, HCG, T, WCP and Goldcorp.
Read Answer Asked by Jacques on February 05, 2015
Q: Peter (et al)
Just caught you on BNN. Great info as always.
At the end of the show you mentioned the "growth" portfolio coming this March. Your brief comments about it (riskier, mainly small cap etc.)got me thinking. Without wanting to burden your resources, but because you may be including stocks not generally well known, would it be at all possible to provide a very brief summary of each of the stocks in the portfolio with your reasons for including it - nothing like a full report, just essentially, what you like about the stock. And, also, perhaps a rating of each stocks "risk quotient" compared to the whole portfolio (perhaps in "risk stars" or some other such goofy summarization) - just to give us an idea. What would be totally cool is if one could click on the name and pull up a brief summary and risk assessment.
Again, you already provide so much, I feel bad in making these suggestions, but, in the long run, perhaps doing something along the above lines may actually reduce the number of questions you would field about each of the stocks.
Thanks for you consideration.
Read Answer Asked by Neil on February 05, 2015
Q: I follow and am invested in the Cdn Moneysaver ETF portfolio. I just read the February update in the magazine on this portfolio and wondered why you did not top up XEG back to the 10,000 level of the original investment and possibly sell some that had gone up like XIU and SPY. Wouldn't it be good to top up on XEG now that is down? Thanks for all your help.
Read Answer Asked by joanne on February 03, 2015
Q: Peter and team,

I currently hold CBO and HFR at 5% each of the portfolio. Rest of the Portfolio is currently stocks that are pretty close to the 5i model portfolio. Due to high personal exposure, I am thinking of selling TRP stock (5% of the portfolio) and adding XHY in its place.

I think the XHY should add some currency diversity to my portfolio as well as providing nice yield and it looks like the recent decline in value is finding a bottom.

Any thoughts here? By the way, my opinion on interest rates is that they are going to continue to stay lower for longer than anyone thought possible but I am cognicent that they can almost only go up from here and therefore have stuck to floating rate and short durations so far.

Thanks,

marc
Read Answer Asked by Marc on February 02, 2015
Q: concerning the model portfolio what are the allocations by sector represented as it is. in other words what percentage is in each sector as it stands today...cheers
Read Answer Asked by gene on February 02, 2015
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