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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: Having just noticed that the two main principals in PHM "privately disposed" of over 13 million shares each, I am wondering if my recent praise was premature. What is the difference between a disposition being carried out privately or publicly? Would privately mean they may have simply transferred their shares to a separate company as both now show zero shares on Canadian Insider?
Thank you.
Read Answer Asked by Steven on July 17, 2015
Q: Confusion abounds me again, a previous question on portfolio allocation consisted of 25% Income ,55% Equity and 20% Growth (high risk) ... I have not bought into high risk portfolio and my other are a 50/50 split ... I am 59 and in the first year of retirement and have set up LIF,RIF etc to access monthly payments. And now your latest news letter says to make sure I have international diversification in my portfolio(s) ... do these 2 portfolios , Income and Equity cover this international allocation?? Disclosure ,I am a follower and am emulating these portfolios to a T , TY for all you have done for all of us.
Read Answer Asked by Alan on July 17, 2015
Q: I'm planning to use your three model portfolios as a guide for my own investments. While your models show percentage holdings for each stock within a portfolio, I haven't noticed a theoretical total dollar amount or relative percentage for each of the three portfolios as a whole.
My question is what percentage of each of the three portfolios would you recommend to someone with a 5-7 year horizon?

Thanks as always for your great website
Read Answer Asked by Michael on July 17, 2015
Q: Good morning. I have taken over the investments of my 91 year old, fairly healthy mother-in-law and have nearly finished rebalancing her portfolio. Dividends are useful but not essential. There is still $13k to invest in her $450k portfolio and I am having trouble in deciding between ATD.B, MDA and ESL for the last position. Assuming her portfolio is now well balanced and understanding her longevity is uncertain, which of these companies (or possibly 2 if the choice is difficult) would you. Thanks for the great service and I value your opinion.
Read Answer Asked by jacques on July 17, 2015
Q: What is your assessment of score's latest result? It dropped 8% following Q3 result.
Read Answer Asked by Normand on July 17, 2015
Q: I go south in the winter and purchase us dollars through out the year.This year I need to convert some more money and with the sinking of our dollar.I thought of buying tucows on the US side and hopefully gain on the stock and the difference in the dollar.I know I am a bit late but the lonnie may fall further. Your thoughts please
Read Answer Asked by robert on July 16, 2015
Q: Please share your considerations and expectations for this company, thanks.
Read Answer Asked by daniel on July 16, 2015
Q: Hello,

I have a question that pops form time to time and I feel bad for asking it again, but in the last few months I was always on the wrong side of a trade.
From the growth portfolio (GP)(I was not able to get in when it was announced) and by the time I got to it things have gone up. I ended buying WIN and GUD (and down on both as we speak).
As you see it now (both markets and companies) which ones from the GP you would recommend or any other company for that matter.

Thanks
M
Read Answer Asked by Marios on July 16, 2015
Q: Hi guys,
I am looking at buying names from your growth portfolio. I prefer more stable revenue/earnings/guidance as opposed to "surprises". Have any recommendations?
Also, a quick thought on dollarama or gildan, I was looking to buy either for some time on a pull back, but I might just buy some now for exposure.
Thank you
Read Answer Asked by Marie on July 16, 2015
Q: I hold CNQ, have lost 24%and want to replace it with a faster recovering energy stock. Is Tourmaline a better choice or do you have any other suggestion?
I have also lost on PHM and it does not seem to recover. I also understand it is over valued. What is your suggestion, should I buy one of your newly valued health/ medical equipment stocks?
Read Answer Asked by Margita Elisabet on July 16, 2015
Q: Dear 5i,
What are your top 5 growth picks (from your growth portfolio) to buy at this time? It is for an RRSP that would not need to be used for 10+ years. There is need to worry about sector / mkt cap as we own to many stocks. From growth portfolio we have already accumulated: AVO, CXI, DHX, XTC, PHM, PLI, SCR, AYA
Thanks for all you hard work,
Kerri
Read Answer Asked by KERRI on July 14, 2015
Q: Hi Peter & Ryan,
I already own just a bit of drt.to. However, I am interested in the 3 stocks mentioned and I am aware of small cap weightings and liquidity. Do you have a recommendation? Airboss looks really good to me.
Thanks guys
Read Answer Asked by Marie on July 13, 2015
Q: I read your review on exact earth and decided long ago I am not interested. my question is on comdev-- I have done well with it so far, once exact earth ipo , is comdev still a company you like. dave
Read Answer Asked by david on July 13, 2015
Q: Hi Peter and Team,
Do you know what happened to People Corp?
It dropped another 5% today. It took a tumble from 4.80 to 3.64 closed today just in about two weeks.
Thanks for your opinion.
Pui
Read Answer Asked by Pui on July 10, 2015
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