Investment Q&A

Q: hello 5i:
have read a lot recently about GUD and J Goodman. Mr. Goodman seems to be the main resource; how dependant is the company on him, and what would management look like without him. Could they survive?

Q: Hello Peter,
My wife has all stocks in the balance equity portfolio except the following five ESL, FM, CXI, G and T. We would like to add 3 positions and at present valuations which 3 would you recommend adding or would you pick a couple from the growth portfolio. Thank you, Ronald

Q: Hey guys,I would like to increase my position from 1% to 2%, could you pick 4 of them;
MG,CGX,GIL,BIN,BDI,DOL,KBL,GUD,STN,L and OTC.
Thanks Jim

Q: 5i
Could you rate the following 4stocks in terms of expected earnings growth rates over the next 1-2 years , lmp , peo , pur , and tc .
Thanks
Bill C.

Q: You have this stock in the income portfolio, do you still consider this stock as buy as I own some and down 11% and is a very small percentage in my RRSP account and wonder if I should average down.
Thanks
Dolores

Q: Can I get your updated views on Lumenpulse? Previous comments seem to suggest you are warming up to it, but the stock hasn't done much in the past 6 months. What would be a catalyst to provide some positive stock momentum?

Thanks!

Q: I am sorry to hear that you've decided to exclude dividends as an item separate from returns. I think yield and returns are quite different. I'm in retirement and by nature have little confidence in future growth,surmised from historical information and predictions. Simplistically, my general prejudice is to filter out anything which doesn't distribute half its profits.

Q: If you could only keep 10 companies in your Balanced Equity Portfolio, which would they be?

My portfolio has become too large for managing and gleaning acceptable returns.

Thank You
Frank

Q: Could you please comment on Dirrt's revenue and earnings vs estimates? Also the forward outlook?
Thank you
Dave

Q: Hi Peter and Team,
I have been building up the 5i growth portfolio gradually, and am looking to buy both BCI New Look Eye Wear and PEO People Corp.
What would be the good entry point for the above two stocks?
Thanks a lot for your help as always. Pui

Q: Hello Peter, thanks to the extra $4500 in TFSA room and some additional uninvested cash, I'd like to now add two stocks from your Growth portfolio to my TFSA (where, of course, one prefers one's largest gains to occur). I already have full positions in AVO, DHX, XTC and GUD. Can you please recommend two choices based on current prices. (I know you have favoured CDV and CXI very recently, but given the large gains I've missed in the last month, I worry about pulling the trigger on those.) Also, kindly suggest a good current choice from your balanced portfolio for my non-registered account. (I already own AW, ESL, FCR, HCG, MDA, BIN, SJ, and WPK amongst others.) I was considering TELUS? Thanks in advance! James

Q: Your view on their first quarter. Thanks dave

Q: I am a little confused on the ACB Share Price for Magna in your recent report on the Balanced Portfolio. It states a price of $55.72 with a total return of 9.1%. I was wondering if the stock split has been factored in to this assessment. Please keep up the excellent work.

Q: Hello "Team Peter", I have cash to deploy and would like to add to my existing holdings in the Balanced and Income portfolios. Can you give me your top 5 stocks to add to at this time? I am a long term holder and weighting is not an issue as all holding are below 5%. Should I do it now or gradually over the summer?
Many thanks!

Q: Hello Peter & Co,
My RRIF portfolio consists of 83% equity and 17% cash. When I calculate my equity returns, I do not consider the cash position; do you consider the 5% cash position (as long as it is not redeployed) in the original model portfolio in calculating the returns?
Thanks,
Antoine

Q: In an answer to Clint on April 30, regarding good management teams, you provided PEO as a possibility. I'm guessing you meant PEY (Peyto Corporation) rather than PEO (People Corporation)? Is that correct? ... or are you actually endorsing the management team of the latter?

Q: Hi Peter,

I've had success buying stocks of companies that have good management teams. What companies in your growth portfolio would you consider as having very good to excellent management teams.

Thanks

Q: Can you tell me what the consensus revenue and earnings expectations are for this quarter. Thanks.

Q: I am looking at buying all of the stocks in your Growth Portfolio. We will use all of our funds in our TFSA accounts (around $100K) as well as around $200K in one registered account. Overall we will target your suggested allocation %'s. If we buy all of the stocks pro-rata across the 3 accounts it will result in some pretty small holdings in the TFSA accounts. I was thinking that if we were to hold the IWO allocation entirely in the registered account - and none in the TFSA accounts it would free up funds to allocate to the individual stocks in the TFSA's (and would mean lower holdings of the individual stocks in the registered account). Is this a reasonable approach - I think it means risk and reward potential is higher in the TFSA accounts without the IWO allocation. Any other suggestions or should I just stick with a pro-rata allocation (including IWO) across all of the accounts. Many thanks

Q: Hi I am a new member
I have look at all your Model portfolio and need to make a decision on how to invest 50k that is sitting in bank saving account not doing much
I am 54 years old plan to retire in 6 years
I think the Income portfolio is well suited for me
I am not sure if 50K is enough money to invest in all 20 equities
Should I pick 10 out of 20 to make my trading fee more reasonable (I have a self manage RRSP trading account)
if yes what would be your first 10 pick in the income portfolio