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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: Model Income Portfolio Holding: ET-Evertz Technologies closed up 6.48% on massive volume of 1,357,407 shares. Please comment.

Dave (Nicholson)
Read Answer Asked by David on January 31, 2015
Q: What is happening with ET, as it has dropped a bit this week? I am considering buying as it is in your income portfolio.
Read Answer Asked by Ken on January 23, 2015
Q: Hello,
I was doing tax loss sale in December and you suggested replacing TCK.B with FM. As you were recommending this stock before (and as a better company than TCK.B), I replaced TCK with FM but the stock started going south rather rapidly. It is about 3% of my portfolio and I am now down about $10K on this stock since my purchase on Dec 11. I am wondering whether I should patiently wait for recovery (I noticed that you added FM to model portfolio), sell it and take a loss, swap back to TCK.B. etc. What do you recommend? What are your short term and long term projections for this stock?
Thanks.
Read Answer Asked by Michael on January 23, 2015
Q: You have mentioned MDA,G,CCL.B as Canadian stocks benefitting from U.S. growth. With the BoC rate cut, could you identify any other stocks in your two Model Portfolios that you think will have additional benefit. Are there any that you would now have concerns with given the rate change ?
I don't hold any non-Canadian stocks - do you feel it is sufficient to benefit from U.S. growth this way or would you still recommend buying U.S. stocks direct ? If so, what U.S. etf's would you now recommend, as I have a (more than) full complement of individual Canadian equities. Many thanks and congrats on such great results for 2014.
Read Answer Asked by Alexandra on January 21, 2015
Q: Morning to all ... Peter could you please give an overview of what the Feds interest rate slash's impact will have on the Portfolios and will this actually strengthen oil stocks? TY.
Read Answer Asked by Alan on January 21, 2015
Q: The inception date for the model equity portfolio is Mar 18, 2014. How do you manage this going forward? I notice that you rebalance the current stocks when thief weight in the portfolio varies too much. Will you start over again with a new list of companies in March of 2015? Please explain.
Thanks so much.
Ron
Read Answer Asked by Ron on January 19, 2015
Q: I am not sure if the answer to my question is on your website. Anyway, I would appreciate knowing your criteria for selecting stocks for your review universe, and your criteria for including stocks in your portfolio.
Thanks
Read Answer Asked by satish on January 14, 2015
Q: Hello,
What are your thoughts on First Mineral? I hold half position in FM and was planning to increase it to a full position. The stock is down 13% in the past 3 days - should I take it as an opportunity or a warning? I am considering holding the stock for 2-3 years. (My current exposure to energy and materials combined is 25%)
Thanks.
Read Answer Asked by Michael on January 13, 2015
Q: ok received your answer , so 25 per cent of my total portfolio in your upcoming growth portfolio,that is 25 stocks plus maybe 15-20 stocks in the rest of my portfolio.
isn't that too many stocks. i never hold more than 20 stocks total, usually around 18.
basically what i am getting from all this ,is to cherry pick which i did with the model portfolio-- amaya enghouse etc and did very well,the income does not interest me. dave
Read Answer Asked by david on January 13, 2015
Q: I find your answer on the coming growth portfolio confusing. I am a seasoned investor, what percentage of my total portfolio should I put into your growth portfolio. I understand that percentage should be equally divided between the 25 stocks but what is your recommended percentage. also I am aggressive and not afraid of risk. dave
Read Answer Asked by david on January 13, 2015
Q: What percentage of ones portfolio do you recommend investors allocate to the growth portfolio you are putting out in April? And what is the minimum one would have to put in each of the 25 stocks to make it worth it with the buy fees? If a Small investors with other holdings from your model portfolio can only afford to put 500 dollars or 1000 dollars in each of the 25 stocks would it still be worth investing? At 10 dollars a trade it would be 1 or 2 percent if the value. What kind if return will you be aiming for?
Read Answer Asked by Carla on January 13, 2015
Q: Hello Peter!

All the stocks from your Model Portfolio accept for Amaya have been trading on the TSX more than 7 years and if the Model Portfolio would be at that time in existence that all of the stocks from Model Portfolio would participate in 2008 stock market crash.

I compared stocks from Model Portfolio to Daily Frame Chart of S&P 500 and noticed that all of them would be
very much affected by "Death Cross" (EMA50 / EMA200) on S&P500 started on the middle of January 2008 and ending with "V" bottom in March 2009.
If one would ride out Model Portfolio through this, then devastation would be at least 50% or more.

My question is do you have any point like "Ded Cross" on S&P 500 or some different criteria that the situation would force you to
"go to cash" with entire Model or future Growth Portfolio to avoid stock market crash losses, and would you advise 5i Research members if the situation would arrive or would you ride it out through the crash.

Regards Andrew B.
Read Answer Asked by Andrzej on January 12, 2015
Q: Hi Peter & team,

I call this a Quicksand Market cause it seems like every other week my portfolio sinks just a little bit but I know the more I move around the faster it will sink.

I own high quality companies with good growth (ALA, AYA, BAD, HCG, GS, AQC, STN just to name a few) but its hard to sit on your hands and do nothing. I'm sure other investors feel the same way. Any advise or insight that would be helpful?

I always appreciate your reassuring perspective.
Read Answer Asked by David on January 12, 2015
Q: Hello,

I have some questions about the growth portfolio you will be offering in March/April:

- Will it be a full 20 stock portfolio like your current model and income portfolio? Or a smaller portfolio of say 10 that will complement the others?
- I really want to buy your full portfolio when it comes out, so want to make sure I have the cash available, but don’t want to stay out of the market with the funds until then. Will you let everyone know about a week before the portfolio comes out so that there is time to free up cash beforehand?
- Is it fair to assume that some of the current growth stocks you recommend through the Q and A will be part of the portfolio?

Thanks!
Read Answer Asked by Carla on January 07, 2015
Q: bdi sorry for being stupid but your comment "Yes; patience will be needed, but in our monthly review for our Model Portfolio we just added a 1.6% weighting to our Black Diamond position.
View 5i Reports on this Company. if you added a 1.6% weighting shouldn't the new weighting be higher than 1.6%
Read Answer Asked by andrew on January 07, 2015
Q: In the Dec 2014 model portfolio results, the last column "Current Allocation" does not reflect the information in the Notes section (e.g. AYA is shown as 7.5%, but the Notes say it was reduced to 5%). Shouldn't the "Current Allocation" column reflect the changes that were made to the portfolio on Dec 31st?

In the Sep 2014 model portfolio you do reflect the changes identified in the Notes (i.e add WCP and FM) in the list of stocks showing their weighting.

Shouldn't the reports be consistent in reflecting or not reflecting what changes were made as identified in the Notes section?

Paul J.

p.s. It is not necessary to keep this private. Publish if you feel others would benefit from the answer.
Read Answer Asked by Paul on January 07, 2015
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