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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 All, I concur with Neil's suggestions regarding your forthcoming growth portfolio. Would not need to be extensive reasoning. More just one or two liners on each selection with a rating system. Thanks in advance for your consideration. Have only been a member for a short while but can see your good work already.
Read Answer Asked by dale on February 05, 2015
Q: Hello,
I have been slowly adding names from the model portfolio and now have money to add three more names. I currently own DSG ESL G SJ SLF WCP T from the model and I also own KBL PPL DHX SGY AVO BAC. What do you think I should add. I'm a medium risk, long term investor. Thanks for the help. I'm doing a heck of a lot better since becoming a member!
Read Answer Asked by luke on February 05, 2015
Q: From your model portfolio what 4-5 stocks would you suggest to be adding at this point in time? Excluding ESL, HCG, T, WCP and Goldcorp.
Read Answer Asked by Jacques on February 05, 2015
Q: Peter (et al)
Just caught you on BNN. Great info as always.
At the end of the show you mentioned the "growth" portfolio coming this March. Your brief comments about it (riskier, mainly small cap etc.)got me thinking. Without wanting to burden your resources, but because you may be including stocks not generally well known, would it be at all possible to provide a very brief summary of each of the stocks in the portfolio with your reasons for including it - nothing like a full report, just essentially, what you like about the stock. And, also, perhaps a rating of each stocks "risk quotient" compared to the whole portfolio (perhaps in "risk stars" or some other such goofy summarization) - just to give us an idea. What would be totally cool is if one could click on the name and pull up a brief summary and risk assessment.
Again, you already provide so much, I feel bad in making these suggestions, but, in the long run, perhaps doing something along the above lines may actually reduce the number of questions you would field about each of the stocks.
Thanks for you consideration.
Read Answer Asked by Neil on February 05, 2015
Q: I follow and am invested in the Cdn Moneysaver ETF portfolio. I just read the February update in the magazine on this portfolio and wondered why you did not top up XEG back to the 10,000 level of the original investment and possibly sell some that had gone up like XIU and SPY. Wouldn't it be good to top up on XEG now that is down? Thanks for all your help.
Read Answer Asked by joanne on February 03, 2015
Q: Peter and team,

I currently hold CBO and HFR at 5% each of the portfolio. Rest of the Portfolio is currently stocks that are pretty close to the 5i model portfolio. Due to high personal exposure, I am thinking of selling TRP stock (5% of the portfolio) and adding XHY in its place.

I think the XHY should add some currency diversity to my portfolio as well as providing nice yield and it looks like the recent decline in value is finding a bottom.

Any thoughts here? By the way, my opinion on interest rates is that they are going to continue to stay lower for longer than anyone thought possible but I am cognicent that they can almost only go up from here and therefore have stuck to floating rate and short durations so far.

Thanks,

marc
Read Answer Asked by Marc on February 02, 2015
Q: concerning the model portfolio what are the allocations by sector represented as it is. in other words what percentage is in each sector as it stands today...cheers
Read Answer Asked by gene on February 02, 2015
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
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