Q: Do you plan on keeping SGY in the income portfolio?
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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: 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!
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!
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%
View 5i Reports on this Company. if you added a 1.6% weighting shouldn't the new weighting be higher than 1.6%
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.
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.
Q: Congr for great results--29.3%(after 34.1% in 2013),which beat 10.4% for TSX Note you reduced weighting in AYA & used proceeds to add to WCP,BDI & FN.Why not BNS,which together with CM & NA were 3 of the most battered big 6 can.banks the last month.Repotedly,some funds in US was selling can banks today & lately.Thanks for your usual great advices & services.Peter,welcome back from your vacation.
Q: I know 5i isn't about the charts or predicting price movements, but the chart of Silver Wheaton SLW from April 2013 to today is shockingly symmetrical. I'm no expert on charts but one would think there's something meaningful in the pattern. The question is, "What happens to the pattern from here?" If the symmetry continues, and looking at a two year chart, the stock is setting up for huge burst to the upside. Any thoughts?
Q: Happy new year and thanks for all your azdvice
would you consider ANY of the stocks in the model portfolio TOO RISKY to purchase right now, that is that they will probably go down in the short term or that the reward/risk ration would be small, either for fundamental reasons or technical
I am considering buying and sellin short term covered call on some of those I do not own, as a way to begin owning them; in particular to buy now (and sell at the money cover ed calls for 17th Jan), 2015 the following: BDI, HCG,MDA,STN,MG,G
would you consider ANY of the stocks in the model portfolio TOO RISKY to purchase right now, that is that they will probably go down in the short term or that the reward/risk ration would be small, either for fundamental reasons or technical
I am considering buying and sellin short term covered call on some of those I do not own, as a way to begin owning them; in particular to buy now (and sell at the money cover ed calls for 17th Jan), 2015 the following: BDI, HCG,MDA,STN,MG,G
Q: Happy New Year Peter and Staff.. I have basket of utilities but did not own Valener yet....seems to look like what you would hope for ......no drop in value though it did not rise as much as many in the sector in 2015. The recent drop in oil has reminded me that if I am getting a healthy dividend with tax credit, and I get my acb back some day I did alright. Having said all that ,what is your outlook for share value future growth and dividend maintenance/growth on VNR
Q: Happy New Year 5I Staff.
Could you please tell me when you hope to have the new growth portfolio available?
I've found a couple of comments about it, but haven't found any specifics, I'm sorry if it has been posted earlier/elsewhere.
Thank you
Could you please tell me when you hope to have the new growth portfolio available?
I've found a couple of comments about it, but haven't found any specifics, I'm sorry if it has been posted earlier/elsewhere.
Thank you
Q: Hi 5i,
if you have to choose 5 companies from your equity portfolio and 5 other from the income portfolio,which one you'll select and why?
regards and happy holidays
if you have to choose 5 companies from your equity portfolio and 5 other from the income portfolio,which one you'll select and why?
regards and happy holidays
Q: IN abscence of new model portfolio till april 1st is it ok to adjust my stocks to current model p?.Is there any stock there not to buy now?i am adjusting as of jan 2nd.
Q: Follow up on CXI. Your report on the firm is positive, but it is not in the model portfolio. Please explain how you decide what goes into the portfolio and when you make changes to the composition. Thanks.
Q: I was disappointed to read this week that the “Growth Portfolio” won’t be available until March. I need to be very aggressive for a while. I currently hold: atd.b, ccl.b, stn, gil, aya, which I suspect will be candidates for this portfolio. Could you name a couple of others that you are considering. Thanks.
Q: I am a newbe to your site, and looking forward to your direction on future positive returns.
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick
Q: I am a newbe to your site, and looking forward to your direction on future positive returns.
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick
Q: I would like to use the Income strategy for my portfolio in 2015. Do you have a recommended approach when adding positions?
Should I simply buy all positions on the first day of trading in 2015? Should I dollar cost average into positions over some time frame?
Your recommendation would be most welcome.
With thanks, Don
Should I simply buy all positions on the first day of trading in 2015? Should I dollar cost average into positions over some time frame?
Your recommendation would be most welcome.
With thanks, Don
Q: I add new money to the model portfolio on a regular basis, is the idea to always top up the companies which have the lowest current % allocation (for example BDI and G) or what do you recommend for new money in the Equity portfolio?
You have a 1/2 position with the new names (FM and WCP), I assume thats the recommendation until you change that?
You have a 1/2 position with the new names (FM and WCP), I assume thats the recommendation until you change that?
Q: Have 100K set aside for the new growth portfolio. Is it still on the front burner for early 2015?
Q: Hello 5i team,
I am wondering if there is an update on the growth portfolio. Are you still planning on initiating this in the new year? If so, would it likely begin at the start of the year, in March like the other two portfolios, or potentially later in the year? One final question: is it safe to assume the growth portfolio will have roughly 20 stocks as well?
Thanks in advance,
Rory
I am wondering if there is an update on the growth portfolio. Are you still planning on initiating this in the new year? If so, would it likely begin at the start of the year, in March like the other two portfolios, or potentially later in the year? One final question: is it safe to assume the growth portfolio will have roughly 20 stocks as well?
Thanks in advance,
Rory
Q: Peter, only for the information file, I spoke with management at Surge this week. They told me the dividend is safe and they will protect it at all costs. They said they had prepared for this scenario in oil and would see there commitment on dividend through. Who do you believe, analysts or the boss of the company. I will take the boss of the company, Ken