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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: Does the lower price of oil increase the risk of default in some of the holdings in this ETF? Thanks, Joe
Read Answer Asked by Joseph on December 05, 2014
Q: Dear Gentlemen,
I am using both 5IR portfolios + the Summary list.
1)In Income.Port, stocks like ET, BCE, L, SGY, T, WSP are not in your Summary list, that means You don't follow them ?
2)One stock in Income Port need a minimum rating or considerations of ?
3)Its possible to add Sectors (and rating) in Income Portfolio ?
Thanks
Best Regards.
Read Answer Asked by Djamel on December 05, 2014
Q: Hi Guys

I think you might have made an Error on the Income Portfolio regarding the return on Silver Wheaton.The Nov return % should be negative not positive.

Thanks Gord
Read Answer Asked by Gordon on December 05, 2014
Q: Are you going to make any portfolio changes in the near future? I am slowly transitioning into your portfolio and am wondering if you will make any changes in the new year. I have some cash on hand and have been waiting for a timely entry, perhaps the time is nearing! Thank you once again.
Read Answer Asked by Pat on December 04, 2014
Q: I just bought a small position in ET. It looks like a miss on this quarters earnings. Should I treat this as an opportunity to buy more?
Thanks
Read Answer Asked by Peter on December 04, 2014
Q: Please provide your expert opinion on ET,& whether it is Buy,Hold or Sell.Results released today-$82.9m revenue & 0.19 eps- are way short of estimates,$91.6m & 0.23. It declared a increase in dividend to 0.18 & a $10m purchase order on Nov.15,subsequent to the quarter end.
Read Answer Asked by Peter on December 04, 2014
Q: I have some new money to invest. Still working at 56 but plan to retire in the next 5 years. Plan is to live primarily off dividends when I retire. I have no company pension. I am fortunate in that in a worst case scenario I could still work part time if this does not work out. Would you advise investing in the complete model income portfolio or the complete model portfolio. Both have done well. My gut tells me to stick to higher dividend stocks at this stage in life. Thanks
Read Answer Asked by MANFRED on December 02, 2014
Q: Hello Peter & Co.
Congratulations for your equity portfolio's outstanding return in 2014; I now own 15 of your 22.
My exposure to the financial sector consists of BNS, EFN, HCG and TD and the technology sector consists of CSU, ESL, CGI, MDA and OTC.
I am seeking to add SLF to the financials, DSG to technology, DH a hybrid fin/tech; but I only have room for 2. Because I own 2 banks, I'm leaning towards DH and skip SLF.
Your opinion is most appreciated.
Thanks,
ony
Read Answer Asked by Antoine on December 01, 2014
Q: As a portfolio decision, I know you usually trim a position when it reaches 9-10%. However, when do you decide to add to a name when it drops from say a 5% position?
Read Answer Asked by Sheldon on November 28, 2014
Q: Hello Team
I am 79 yrs old and in good health. I have 100k to invest. I do not need this for other than disaster insurance?
65% of money in a RRIF in cash and some BBD.B and CNR stock and 35% of the money is in a TFSA cash and some BNS stock.
Should I be looking to your Income portfolio or the model portfolio or a hybrid of the two as I could accept some risk here.
Thanks
Frank
Read Answer Asked by Frank on November 23, 2014
Q: Hello,
Are you planning to replace Contrans by another name in the transportation sector?
Thanks,
Tony
Read Answer Asked by Antoine on November 22, 2014
Q: Good Morning Peter and Team,
I am slowly but surely moving toward the "Model Income Portfolio" in one account and toward the "Model Portfolio" in a separate account. Different objectives for each account. I have owned PEY since 2010 at about $13 in both accounts. Does it make sense to have PEY and SGY at 2.5% allocations each in my version of the Model Income Portfolio and PEY and WCP at 2.5% allocations each in my version of the Model Portfolio ??? That way I have exposure to half natural gas and half light oil for my energy weightings in each account. As an aside I read Darren Gee's President's Report every month and I strongly encourage other 5i subscribers to do the same. Peyto is one of the most shareholder friendly companies in the energy sector and extremely well run. I would appreciate your opinion of my proposed energy sector allocations. Thank you. DL
Read Answer Asked by Dennis on November 19, 2014
Q: Hello,
What is the inception date of both equity and income portfolios?
Could you please indicate them on your monthly returns reports?
Thanks,
Tony
Read Answer Asked by Antoine on November 19, 2014
Q: Re Feizal's re P.Hodson's top picks on BNN.The 3 picks on Oct 27 were GC(up 17%),TMA(7%) & XTC(11%).You can see the importance of the picks. My request is that if You can provide us with your top 3 picks on your monthly update on the 2 portfolios.There are many benefits to members such as rebalancing of portfolio,entry point(know You do not like timing),confidence @ that point of time etc besides the above appreciations of your picks.Thanks a lot for your consideration
Read Answer Asked by Peter on November 19, 2014
Q: Hi, what's your take on CCL Industries quarterly results form this morning? Is it a buy at these levels? Thanks
Read Answer Asked by rajeev on November 06, 2014
Q: I noticed you did not sell Contrans in the model portfolio at end Oct. If I understand this correctly now that Transforce has 70% it will buy those shares pending regulatory approval but it would need something like 90% to force remaining shareholders to sell. With this as a possible outcome would you continue to hold Contras as a minority shareholders in a Transforce controlled company? If not, sell at discount now or tender?
Thanks
Read Answer Asked by Andrea on November 05, 2014