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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 team, I have become (happily) overweight in Whitecap, and will trim it to buy a couple of new positions. I am slowly rolling into your growth portfolio stocks. I own AYA, BNS, CGX, CSU, and from your income portfolio I own SLW and SGY. Continuing to build on your Growth Portfolio, which 2 stocks would you suggest I add. Thanks so much.
Read Answer Asked by Kim on June 11, 2014
Q: Hi. I have bought the stocks in your model income portfolio. Now I am looking to add a few from the other model portfolio to add some sector diversity and a bit more growth potential. I am thinking of CCL.B, CGX, CSU, SJ, MDA and CCS. Can you suggest any additions/subtractions/substitutions to create a better mix? I won't start using any of this money for 7 to 10 years, but would like to error on the side of caution rather than being too aggressive.

Thanks for your help.

Craig
Read Answer Asked by Craig on June 06, 2014
Q: Hi Peter, Please tell me when you are going to update the "summary" list of stocks.

Thanks,

Peter

Read Answer Asked by Peter on June 05, 2014
Q: Hello. Enjoying having information flow from 5i.
Question is on the growth portfolio.
What is the reason for change of ACB sylogist; from 4.90to 4.70.......in one month period? (April vs may report)
Thank
Dave
Read Answer Asked by David on June 04, 2014
Q: The Income Portfolio for May seems to have the yield percentages wrong on most of the holdings.
Read Answer Asked by Catherine on June 04, 2014
Q: Greetings: I would like to know how many shares are "owned" (not the right word, I realize) for each company in the new Model Portfolio. I see the ACB but not the number of shares.

I like to set up the model portfolio in Yahoo Finance and see how it performs compared to mine. I have learned quite a lot by doing this, sadly the main thing being that I should have duplicated the Model Portfolio from day one and left it alone. Period. Thank you very much for stellar service. No rush for this.
Read Answer Asked by Gordon on June 04, 2014
Q: Hi

Is ot possible to reduce you income portfolio to 10-11 nsmes foe a 25k acciunt?

Many thanks
Read Answer Asked by Behrouz on June 03, 2014
Q: I'am about to set up a income portfolio to match the one you have ,is there any changes you would make to it ?
Read Answer Asked by Walter on May 26, 2014
Q: 5IR Income PF
Dear Gentlemen,
Is it possible to add the Sector & Industry for stocks in Income PF ?
Thank You
My Best Regards
Read Answer Asked by Djamel on May 26, 2014
Q: Telus and SLF have been components of the model portfolio for more than a year with no rating and I assume they would have to be at least a B- or better to join at all but I wonder if you could assign a provisional rating, perhaps subject to adjustment when full reports are done, so that members can get a better idea of just how keen you are on them. I note also that the Income Portfolio doesn't have a column for ratings, at least for April; would it be possible to add it and assign provisional ratings for the stocks not yet covered too? Thanks, J.
Read Answer Asked by Jeff on May 25, 2014
Q: Good afternoon...I am looking at adding to my portfolio with available cash...based on your current portfolios and stock prices can you advise what are the top 6 you would currently buy based on current price and future growth/dividends...

Thanks again
Read Answer Asked by Matthew on May 23, 2014
Q: Are any of the companies in your model portfolio besides Magna available on the US stock exchange? I'm going to have some US dollars available that I would like to use on a model portfolio stock if possible. thx!
Read Answer Asked by John on May 22, 2014
Q: Peter and crew:
At year end in your model portfolio, you made some adjustments to the equities held. As a new subscriber I was wondering if this ever occured during the course of the year (i.e. if you felt a company was no longer worth holding). If this was the case would you put out an updated report prior to the switch, or give your subscribers any sort of warning/justifications about upcoming changes to the portfolio.
Thanks as always for a great service!!

Phil
Read Answer Asked by Phil on May 19, 2014
Q: Hi Team..Can you tell me what the yield is on XFR (the Canadian alternative for FLOT) I do not have a U.S. account which leads me to my second question. Is it still a good idea (with the US $ being so high) to buy some US $ and put FLOT in a US account? I own CDZ and most of your income and growth portfolios but no bonds! Thanks so much for all that you do!
Read Answer Asked by El-ann on May 16, 2014
Q: You have Superior (SPB) in the income portfolio, so you must think it is a pretty safe, conservative investment. What happened when the share price went from $30 in 2006 to $6 in 2011, and even all the convertible bonds were trading at 60. I thought the main problem was the debt. And what has changed so much in the past 2 years that it's moving in the right direction?
Read Answer Asked by Ian on May 15, 2014
Q: In your income photo folio you have FLO and CPD.Return ( yield ) of CPD seems better than FLO.What is the reason?I appreciate your response.ebrahim
Read Answer Asked by ebrahim on May 15, 2014
Q: New member. On your model portfolio I have decided to buy & hold
as long as the stock remains on your list. However because my capital is tied up in other stocks I could buy only the 9 rated
A or A-. Am I talking a risk by not diversifying to all 20?
Tony
Read Answer Asked by Winston on May 13, 2014
Q: Peter and crew:

I really like the look of your model "income" portfolio, and am looking to largely mirrror it in a non registered account with a 10 year + time horizon. My concern is with the tax implications of XHY, CVD, CPD and ZRE in a non registered fund (higher tax than dividends). Would you be able to suggest three of four solid dividend companies (not included in your other portfolio) that may be used to replace these. I understand this would make the portfolio more aggressive, but am comfortasble with that due to bond exposure in registered funds.

Thanks as always for a great service.

Phil
Read Answer Asked by Phil on May 12, 2014
Q: Hello Peter & Co.
I notice that your equity portfolio has no exposure to the energy sector except for ENB (pipeline) and no exposure to the pharma/health care sector; however, some 25% of your portfolio is in the technology sector.
What was your thought process to arrive at that?
Tony
Read Answer Asked by Antoine on May 11, 2014
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