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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: Hi 5i team,
I'd appreciate a clarification to your response to Michele this morning. You suggested it would be okay to add to OTC but in a post a few days earlier, after the big plunge of OTC, you indicated that you may have to review it's inclusion in the growth portfolio. I'm not sure if it means you've had another look at OTC and decided it's good to hold, even given current conditions. I'd appreciate clarification since I had been thinking about purchasing more (but luckily wasn't too quick to pull the trigger since it lost significant share price).
As always, thank you for everything you do!!!
Read Answer Asked by Brenda on May 27, 2015
Q: I have all of the holdings from your growth portfolio in my TFSA as per the percentages you recommended. I now have $10,000 more to add to my account. Would you recommend that I top up the companies that have done well or the companies that are down since buying them all? And/or would you suggest 3 or 4 that you think are the best bet at this time (so I don't have too many trading fees)?
Thanks so much, your advise is appreciated
Read Answer Asked by Michele on May 27, 2015
Q: I'm a new member. Looking at your portfolios, would you suggest that someone who wants to take a position in one of your portfolios buy the listed stocks at roughly the listed allocation? Or is there an element of these portfolios being geared towards investors who bought in at the portfolio start price or ACB?

From some of your recent responses I'm gathering that you sometimes let growing stocks grow in allocation percentage. For example, CSU looks like it has had a great run and is 6.8% of the BE portfolio, but it looks like it may be highly priced (only looking at price relative to recent past). Do the listed portfolio allocations apply to new investors who are taking a position in the stocks in the portfolio?
Read Answer Asked by Chris on May 26, 2015
Q: Hey Peter & Team,

Have approx 25% cash on the side and am waiting for something of value to appear.

I have been watching Whitecap closely and noticed today @$14.04 it is trading below it's 200 day moving average ($14.08) and considerably below it's 50 day moving average ($14.47)

At the same time on a technical basis it has been showing higher lows and higher highs since it's low point Jan 12.

Please provide advice regarding whether now would be a good time or not necessarily a good to take a 5% position and why you think as such?

The balance of my portfolio contains 7% in O&G. (TOU & BTE) and I recently put new U$ money into BP (20% of my US portfolio) @ $39.64.

As always, thanks for all you do

Gord
Read Answer Asked by Gord on May 26, 2015
Q: Hi, what are your thoughts on todays massacre. Seems over done but thats the way these days. Buy more, sell apptreciate your ideas.


Read Answer Asked by Cameron on May 22, 2015
Q: Hi, any news that would cause this morning's 15% jump in price? I haven't seen anything since their recent quarterly report.
Read Answer Asked by Glenn on May 19, 2015
Q: In your growth portfolio, in your opinion, which top four or five companies would you say had the best management, thanks?
Read Answer Asked by Pat on May 19, 2015
Q: I rebalance my income portfolio as per your april portfolio updated,not particularly thrill of these changes especially as WIN is concern i managed to build a position at 3.06 the stock is right now at 2.59,i felt that SLF and T could being replaced by more (reliable) sources of income.

Thank You
Read Answer Asked by DANIEL on May 14, 2015
Q: hello 5i:
have read a lot recently about GUD and J Goodman. Mr. Goodman seems to be the main resource; how dependant is the company on him, and what would management look like without him. Could they survive?
Read Answer Asked by Paul on May 14, 2015
Q: Hello Peter,
My wife has all stocks in the balance equity portfolio except the following five ESL, FM, CXI, G and T. We would like to add 3 positions and at present valuations which 3 would you recommend adding or would you pick a couple from the growth portfolio. Thank you, Ronald
Read Answer Asked by Ronald on May 14, 2015
Q: Hey guys,I would like to increase my position from 1% to 2%, could you pick 4 of them;
MG,CGX,GIL,BIN,BDI,DOL,KBL,GUD,STN,L and OTC.
Thanks Jim
Read Answer Asked by jim on May 14, 2015
Q: 5i
Could you rate the following 4stocks in terms of expected earnings growth rates over the next 1-2 years , lmp , peo , pur , and tc .
Thanks
Bill C.
Read Answer Asked by Bill on May 12, 2015
Q: You have this stock in the income portfolio, do you still consider this stock as buy as I own some and down 11% and is a very small percentage in my RRSP account and wonder if I should average down.
Thanks
Dolores
Read Answer Asked on May 11, 2015
Q: Can I get your updated views on Lumenpulse? Previous comments seem to suggest you are warming up to it, but the stock hasn't done much in the past 6 months. What would be a catalyst to provide some positive stock momentum?

Thanks!
Read Answer Asked by Mike on May 10, 2015
Q: I am sorry to hear that you've decided to exclude dividends as an item separate from returns. I think yield and returns are quite different. I'm in retirement and by nature have little confidence in future growth,surmised from historical information and predictions. Simplistically, my general prejudice is to filter out anything which doesn't distribute half its profits.
Read Answer Asked by Carl on May 10, 2015
Q: If you could only keep 10 companies in your Balanced Equity Portfolio, which would they be?

My portfolio has become too large for managing and gleaning acceptable returns.

Thank You
Frank
Read Answer Asked by Frank on May 09, 2015
Q: Could you please comment on Dirrt's revenue and earnings vs estimates? Also the forward outlook?
Thank you
Dave
Read Answer Asked by Dave on May 08, 2015
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