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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: How far will you let winners run in the Growth Portfolio before rebalancing? Given the higher risk context generally, will you tolerate more concentration, resulting from the odd holding going on a tear, or will you follow a discipline to keep your position sizes within strict limits? Thanks!
Read Answer Asked by Lance on April 19, 2015
Q: Peter, I was fortunate to get into PHM at .26C. When it reached .52C I sold half my position and considered anything else to be "gravy" and vowed to myself never to touch that stake until one day they were sold, or became the darling of Nasdaq.
Well its up 119% YTD and now makes up 7.5% of my portfolio. It makes me happy and nervous all at the same time.
Should I reconsider my vow, or put my bigboy pants on and just hang on for the ride?
Read Answer Asked by Barry on April 19, 2015
Q: Hi! When it comes to allocation in the new growth portfolio. If I only have $20 thousand available is it better to concentrate the funds in a few companies or buy what would be a pretty small position in each of the companies? And from what I have read from the questions I would guess the stocks to concentrate on, if that is the way to go, would be the ones were you have taken a 5% position.
Read Answer Asked by David on April 17, 2015
Q: Good Evening Peter and 5i Staff

I want to do a little portfolio cleanup and am down substantially in PRW,QST and DEE. Do you see any catalysts in the near term? I hold several names in your Models and I'm am inclined to add CDV from you growth Portfolio as a replacement.

Thank you
Read Answer Asked by Marty on April 16, 2015
Q: Hi Team, with the recent rise of Surge, I am down (only!) 16% and thinking of bailing to buy a few more stocks in your new growth portfolio. So far I own PLI, PHM, IT, XTC and DRT. Do you suggest this move, and if so, what would be the next 3 stocks you would suggest. Thank-you so much for your service.
Read Answer Asked by Kim on April 16, 2015
Q: Could you please explain how the share offering might affect the price of pli. Would it be a good time to purchase this stock, close to $2.60? Thanks.
Read Answer Asked by A on April 16, 2015
Q: Hi Peter, Over the next couple months I'll be building a $100K+ portfolio split between my trading acct and $35K TFSA. I wish to choose about 20 positions (across 5 sectors) using picks from the Growth and Model portfolios. My time frame is 5+ years. With this goal in mind, are there 5 or 6 stocks you would suggest directing specifically toward the TFSA? And why? Many thx.
Read Answer Asked by Ron on April 16, 2015
Q: Dear Mr. Hodson and Team:
I am still on the % Allocation wagon.
What Percentage of our Canadian equity should we allocate to two 5i portfolios together- Growth and Balanced?
How would you characterize them- Growth as Small Cap, Balanced as Mid Cap- Am I right?
Read Answer Asked by sarah on April 16, 2015
Q: Hello,

Unfortunately, I was not able to participate in the new Growth Portfolio when it was announced and looking at it now I see some stocks are up 20%. With that in mind, what will be your suggestion for somebody today: buy all or only the few that didn't grow so much and wait for a dip for the others?

Thanks
Marios
Read Answer Asked by Marios on April 15, 2015
Q: Appreciate your thoughts on recent quarterly results.
Thanks
John
Read Answer Asked by John on April 14, 2015
Q: Since your most recent adjustment to your model portfolio, I have been looking at Progressive Waste Solutions (BIN). Today, I was planning to purchase until I noticed a PE ratio of about 27. Since this is much higher than the 10 -15 that I usually target for buys, I thought I would investigate further. Their growth is about 5% which indicates a relatively poor PEG ratio of about 5 and I see that their cash flow for the year indicated borrowing to pay a large portion of their dividends and share buy back. Also the dividend is relatively low at about 1.7%. I am certain that you would not place this company in one of your portfolios if the negatives I have described above was the basis for your decisions. Can you explain what I am missing and why this is one of the new replacements to the portfolio? Thank you very much. I always value your analysis and opinions.
Read Answer Asked by ED on April 14, 2015
Q: In your excel spread sheet, for the portfolios can you add a column with start date after the symbol column? This will really help..
Read Answer Asked by Minesh on April 14, 2015
Q: Since I am retiring within the year, would I be wise to move my stocks to a more dividend paying portfolio or as 5I calls it "income portfolio". Would this move protect my RRSP money better if the market slips
Read Answer Asked by david on April 13, 2015
Q: HI Folks: I assume the Growth Portfolio is based on "earnings growth". I can find info on "profit growth" and "Return on Equity", but nothing on Earnings Growth. Is there a source for this information or a calculation available to determine it?
Read Answer Asked by Charles on April 13, 2015
Q: I own 13 of the stocks in your growth portfolio. I previously owned 9 of these stocks in anticipation they would be in the growth portfolio.
my overall portfolio is up 22 per cent ytd which is amazing with half these gains coming since april 1.
my question is how much of the gains in the growth portfolio since april 1 are because of your membership positioning themselves in the growth portfolio. can you evaluate this, personally I think a lot of the gains are from this action. dave
Read Answer Asked by david on April 13, 2015
Q: Hi team!

I currently own Enghouse and would like to now if there is a similar company in the growth portfolio? Thinking of adding Open text(OTC) to my mix, but not if they both are too similar.

Or would maybe descartes(DSG) be a better option or something else?

ps..I don't mind riskier stocks because I am well balanced.

Thank you
Read Answer Asked by Rino on April 13, 2015
Q: Have been watching this stock since since growth portfolio came out,it trades very little and when you put a bid in someone tops it by a few cents with a a 100 share bid.The ask and bid price are often fairly far apart.If I do eventually get some it may be hard to sell when the time comes.
Read Answer Asked by terry on April 11, 2015
Q: To me, it appears both PHM and NHC pre released very good quarterly numbers. What did you think of them?

Also I remember 5i being hesitant on NHC due to past experience with management. Has their recent success tempered your concerns? To me it still seems quite cheap relative to the sector (based on forward estimates).

Thanks
Read Answer Asked by Scott on April 10, 2015
Q: I set my wife's RRSP Model portfolio last year to match what 5I recommended. Even though her portfolio is not large, she did very well thanks to you. She also has a pension plan from work. I have just finished adjusted this years 5I recommendations, but avoided CCL.B and CSU. Can you recommend a couple of less expensive stocks to replace these two?
Read Answer Asked by david on April 10, 2015
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