Q: Could you please comment on FM - First Quantum Minerals Ltd. Many thanks...
Dave
Dave
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Investment Q&A
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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.
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.
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
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
Q: I find your answer on the coming growth portfolio confusing. I am a seasoned investor, what percentage of my total portfolio should I put into your growth portfolio. I understand that percentage should be equally divided between the 25 stocks but what is your recommended percentage. also I am aggressive and not afraid of risk. dave
Q: What percentage of ones portfolio do you recommend investors allocate to the growth portfolio you are putting out in April? And what is the minimum one would have to put in each of the 25 stocks to make it worth it with the buy fees? If a Small investors with other holdings from your model portfolio can only afford to put 500 dollars or 1000 dollars in each of the 25 stocks would it still be worth investing? At 10 dollars a trade it would be 1 or 2 percent if the value. What kind if return will you be aiming for?
Q: Hello Peter!
All the stocks from your Model Portfolio accept for Amaya have been trading on the TSX more than 7 years and if the Model Portfolio would be at that time in existence that all of the stocks from Model Portfolio would participate in 2008 stock market crash.
I compared stocks from Model Portfolio to Daily Frame Chart of S&P 500 and noticed that all of them would be
very much affected by "Death Cross" (EMA50 / EMA200) on S&P500 started on the middle of January 2008 and ending with "V" bottom in March 2009.
If one would ride out Model Portfolio through this, then devastation would be at least 50% or more.
My question is do you have any point like "Ded Cross" on S&P 500 or some different criteria that the situation would force you to
"go to cash" with entire Model or future Growth Portfolio to avoid stock market crash losses, and would you advise 5i Research members if the situation would arrive or would you ride it out through the crash.
Regards Andrew B.
All the stocks from your Model Portfolio accept for Amaya have been trading on the TSX more than 7 years and if the Model Portfolio would be at that time in existence that all of the stocks from Model Portfolio would participate in 2008 stock market crash.
I compared stocks from Model Portfolio to Daily Frame Chart of S&P 500 and noticed that all of them would be
very much affected by "Death Cross" (EMA50 / EMA200) on S&P500 started on the middle of January 2008 and ending with "V" bottom in March 2009.
If one would ride out Model Portfolio through this, then devastation would be at least 50% or more.
My question is do you have any point like "Ded Cross" on S&P 500 or some different criteria that the situation would force you to
"go to cash" with entire Model or future Growth Portfolio to avoid stock market crash losses, and would you advise 5i Research members if the situation would arrive or would you ride it out through the crash.
Regards Andrew B.
Q: Hi Peter & team,
I call this a Quicksand Market cause it seems like every other week my portfolio sinks just a little bit but I know the more I move around the faster it will sink.
I own high quality companies with good growth (ALA, AYA, BAD, HCG, GS, AQC, STN just to name a few) but its hard to sit on your hands and do nothing. I'm sure other investors feel the same way. Any advise or insight that would be helpful?
I always appreciate your reassuring perspective.
I call this a Quicksand Market cause it seems like every other week my portfolio sinks just a little bit but I know the more I move around the faster it will sink.
I own high quality companies with good growth (ALA, AYA, BAD, HCG, GS, AQC, STN just to name a few) but its hard to sit on your hands and do nothing. I'm sure other investors feel the same way. Any advise or insight that would be helpful?
I always appreciate your reassuring perspective.
Q: Do you plan on keeping SGY in the income portfolio?
Q: Hello,
I have some questions about the growth portfolio you will be offering in March/April:
- Will it be a full 20 stock portfolio like your current model and income portfolio? Or a smaller portfolio of say 10 that will complement the others?
- I really want to buy your full portfolio when it comes out, so want to make sure I have the cash available, but don’t want to stay out of the market with the funds until then. Will you let everyone know about a week before the portfolio comes out so that there is time to free up cash beforehand?
- Is it fair to assume that some of the current growth stocks you recommend through the Q and A will be part of the portfolio?
Thanks!
I have some questions about the growth portfolio you will be offering in March/April:
- Will it be a full 20 stock portfolio like your current model and income portfolio? Or a smaller portfolio of say 10 that will complement the others?
- I really want to buy your full portfolio when it comes out, so want to make sure I have the cash available, but don’t want to stay out of the market with the funds until then. Will you let everyone know about a week before the portfolio comes out so that there is time to free up cash beforehand?
- Is it fair to assume that some of the current growth stocks you recommend through the Q and A will be part of the portfolio?
Thanks!
Q: bdi sorry for being stupid but your comment "Yes; patience will be needed, but in our monthly review for our Model Portfolio we just added a 1.6% weighting to our Black Diamond position.
View 5i Reports on this Company. if you added a 1.6% weighting shouldn't the new weighting be higher than 1.6%
View 5i Reports on this Company. if you added a 1.6% weighting shouldn't the new weighting be higher than 1.6%
Q: In the Dec 2014 model portfolio results, the last column "Current Allocation" does not reflect the information in the Notes section (e.g. AYA is shown as 7.5%, but the Notes say it was reduced to 5%). Shouldn't the "Current Allocation" column reflect the changes that were made to the portfolio on Dec 31st?
In the Sep 2014 model portfolio you do reflect the changes identified in the Notes (i.e add WCP and FM) in the list of stocks showing their weighting.
Shouldn't the reports be consistent in reflecting or not reflecting what changes were made as identified in the Notes section?
Paul J.
p.s. It is not necessary to keep this private. Publish if you feel others would benefit from the answer.
In the Sep 2014 model portfolio you do reflect the changes identified in the Notes (i.e add WCP and FM) in the list of stocks showing their weighting.
Shouldn't the reports be consistent in reflecting or not reflecting what changes were made as identified in the Notes section?
Paul J.
p.s. It is not necessary to keep this private. Publish if you feel others would benefit from the answer.
Q: Congr for great results--29.3%(after 34.1% in 2013),which beat 10.4% for TSX Note you reduced weighting in AYA & used proceeds to add to WCP,BDI & FN.Why not BNS,which together with CM & NA were 3 of the most battered big 6 can.banks the last month.Repotedly,some funds in US was selling can banks today & lately.Thanks for your usual great advices & services.Peter,welcome back from your vacation.
Q: I know 5i isn't about the charts or predicting price movements, but the chart of Silver Wheaton SLW from April 2013 to today is shockingly symmetrical. I'm no expert on charts but one would think there's something meaningful in the pattern. The question is, "What happens to the pattern from here?" If the symmetry continues, and looking at a two year chart, the stock is setting up for huge burst to the upside. Any thoughts?
Q: Happy new year and thanks for all your azdvice
would you consider ANY of the stocks in the model portfolio TOO RISKY to purchase right now, that is that they will probably go down in the short term or that the reward/risk ration would be small, either for fundamental reasons or technical
I am considering buying and sellin short term covered call on some of those I do not own, as a way to begin owning them; in particular to buy now (and sell at the money cover ed calls for 17th Jan), 2015 the following: BDI, HCG,MDA,STN,MG,G
would you consider ANY of the stocks in the model portfolio TOO RISKY to purchase right now, that is that they will probably go down in the short term or that the reward/risk ration would be small, either for fundamental reasons or technical
I am considering buying and sellin short term covered call on some of those I do not own, as a way to begin owning them; in particular to buy now (and sell at the money cover ed calls for 17th Jan), 2015 the following: BDI, HCG,MDA,STN,MG,G
Q: Happy New Year Peter and Staff.. I have basket of utilities but did not own Valener yet....seems to look like what you would hope for ......no drop in value though it did not rise as much as many in the sector in 2015. The recent drop in oil has reminded me that if I am getting a healthy dividend with tax credit, and I get my acb back some day I did alright. Having said all that ,what is your outlook for share value future growth and dividend maintenance/growth on VNR
Q: Happy New Year 5I Staff.
Could you please tell me when you hope to have the new growth portfolio available?
I've found a couple of comments about it, but haven't found any specifics, I'm sorry if it has been posted earlier/elsewhere.
Thank you
Could you please tell me when you hope to have the new growth portfolio available?
I've found a couple of comments about it, but haven't found any specifics, I'm sorry if it has been posted earlier/elsewhere.
Thank you
Q: Hi 5i,
if you have to choose 5 companies from your equity portfolio and 5 other from the income portfolio,which one you'll select and why?
regards and happy holidays
if you have to choose 5 companies from your equity portfolio and 5 other from the income portfolio,which one you'll select and why?
regards and happy holidays
Q: IN abscence of new model portfolio till april 1st is it ok to adjust my stocks to current model p?.Is there any stock there not to buy now?i am adjusting as of jan 2nd.
Q: Follow up on CXI. Your report on the firm is positive, but it is not in the model portfolio. Please explain how you decide what goes into the portfolio and when you make changes to the composition. Thanks.
Q: I was disappointed to read this week that the “Growth Portfolio” won’t be available until March. I need to be very aggressive for a while. I currently hold: atd.b, ccl.b, stn, gil, aya, which I suspect will be candidates for this portfolio. Could you name a couple of others that you are considering. Thanks.