Investment Q&A

Q: Hi Peter and team,

Considering my fairly limited Knowledge on fixed income products, i have a real penchant to buy some convertible debentures for my RRSP or LIRA account. My question is would you be including a selection in your end of month Income portfolio?

Thanks

Q: Hi Peter. I have been very happy with your recommendations and as a new member love the forum. My question is as the Fed starts to put less money into the markets and interest rates rise what effect do you see on the model portfolio and what should we as investors avoid. Thank you Bob.

Q: Hi Peter and Team,

Do you anticipate any scenario(s) where an investor might want to hold positions in both your current model portfolio and the upcoming income model portfolio. That would imply 40 securities - half in the dividend/growth category and half in income only.

To elaborate, for a conservative investor, would it make sense to have 35% of investment assets in the dividend/growth portfolio and 15-25% in the income portfolio, representing a 50-60% allocation of investment assets to equities?

Thanks for your thoughts on this as always.

Michael

Q: Good Day, I'm wondering if it would be a good idea to sell my LSG shares in favor of G. I have taken a loss on LSG however would like to keep a gold position in my portfolio. Does this make sense? Thank You

Q: Good day Peter....Read that you're posting the RRSP model portfolio at the end of March. And I'm "chopping on the bite" to see it.....because I have funds to invest. With that background, I wondering what the general gist, or over arching principle will be? (For example, the non-registered portfolio has at it's core non-trading risk profile and stability.) Any chance of getting a glimpse of the positions that likely will make it to the RRSP model portfolio?....Tom M, aka curious guy.

Q: Hi Peter and team. This is the 2nd time I heard someone mention an income portfolio. Has the 5i team published another portfolio, other than the model portfolio, I am not aware of? I remember last year you guys mentioned the possibility of starting a growth portfolio. Any updates on than front?

Lastly, I have zero oil/gas exposure. I was thinking of increasing my monthly income stream and getting a little growth as well by adding a combo of whitecap resources (wcp), torc oil and gas (tog) and surge energy (sgy). I was thinking, initially, these 3 names will collectively make up between 4% and 6% of my portfolio. Do you see anything wrong with the combination of these three names? I see torch sold off today after they released their earnings.

Thanks again and safe travels.

Q: IPL has had a substanial drop-any particular reason-seemed to have good results.

Q: Peter and welcome to Ryan ... the new income portfolio is 90% complete and I , as many members, are excited about this new investment vehicle. My question is this, will the portfolio be best applied to a cash account (tax purposes), an RRSP (protected growth), an LIF or an TFSA. Thanks for all your hard work.

Al

Q: I understand an analyst has written a research note questioning Valeant's (VRX) acquisition strategy. In addition, some potential new US tax changes could impact biotech companies. Apparently these are possible reasons for the share price drop. Can you comment.

Thanks

Q: Just a quick question. Since your model portfolio is up substantially would you recommend that at this time that I follow the portfolio and invest $100,000.00 today using the aforesaid model portfolio. Thanks

Mike Walker

Q: Wow...what good returns YTD at end of February 2014. All resulting from sound analysis.......Tom M

Q: I have a large part of the model portfolio but am still missing CSS, ENB, FSV, G, IPL, SYZ , TOU, VRX, WPK. I can add 2 more at this time , what would you recommend?

Q: Dear Peter and team -
Request you to please recommend a model portfolio (ETF or Mutual Fund) for a 2021 RESP account. Thanks a lot.

Q: Hi Peter. What is happening to Telus? The stock is down 40% in just minutes. Any insight would be appreciated.

Thanks

Bill

Q: CSS-TSX Contrans Group .What is your outlook on the company-is it fairly valued

Q: Peter, I have a niece that I'm gifting 30K to. She's like to put this money into a TFSA as she currently doesn't have a TFSA account. I was going to advise her to pick 6 equities from your model portfolio in different sectors. Would you agree with this strategy and if not what would your recommendations be?

Q: Peter, I am new to 5iR but have subscribed to the Moneysaver for ages. How should I use your model portfolio? should I invest in all the recomended stocks at once for diversification or just pick the individual stocks that I like?
Ron P.

Q: You gave a great answer on why winpak declared a one dollar special rather than raising the dividend, my question is why you would want to have a company like that in your model portfolio, it seems like they are just self serving. Dave

Q: If you could add one stock to your model portfolio, what would it be?

Q: Would you comment on the recent spectrun auction, the state of wireless carriers and impact on portfolio choice Telus?

Thanks