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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: I am new to your service and would like to begin purchasing your model portfolio and income portfolio. Which stocks in each portfolio specifically would you suggest for new money at this time.
I know that it is not possible to time the market but I would like to take advantage of the recent pullback in prices. I am just not sure which stocks are best to begin with. I would appreciate specific suggestions. My goal is to adventually own your portfolios. Thank you in advance for your help. I am really enjoying your service.
Vic
Read Answer Asked by Anna on October 21, 2014
Q: I am approaching retirement and want to transition from a growth portfolio to an income portfolio. The stocks/ETFs in your model income portfolio look great, but I am concerned about potential price declines in higher yielding stocks/ETFs when inflation and interests rise as all the money being printed by central banks actually starts circulating in the economy instead of being held by the big banks.

Which stocks in your income portfolio do you think have the pricing power to grow profits in an inflationary environment?

Thanks, and compliments on the high quality of your service.
Hans
Read Answer Asked by Hans on October 19, 2014
Q: Hi Peter New member,very happy...wondering what your parameters are to keep a stock in equity portfolio as far as growth targets going forward (share value). For someone hopping on the some new names.....wondering if we have missed the boat on some of your real winners like AYA/CSU/SYL/ESL and what you continue to target for gains in some that have not so far like DSG/MDA or SJ before you would toss them out
Thanks for all you and your staff do
Read Answer Asked by Dennis on October 19, 2014
Q: Hello,

From your model and /or income portfolio can you name a few stocks which look even more attractive from a value perspective after the recent correction. I would like to invest about $10000 with a 2 year time frame in an investment account with a growth focus (some dividents would be great too).

Also I am hoping Peter and Ryans talks at the Moneyshow would be posted on this site. Thanks. Regards, Shyam
Read Answer Asked by Shyam on October 17, 2014
Q: Would you consider this a good time to buy FM in view of the article in the globe that states a "heightened level of risk" from a possible decline in copper prices following Zambia's decision on Friday to raise royalties for open pit copper mines to 20% from 6%." The price still appears to be going down.

thank you,
Read Answer Asked by Janice on October 17, 2014
Q: I finally took the plunge in early Sept, and sold my mutuals to buy your equity portfolio, minus CSS, plus positions in AVO, DHX, SGY, and QST, for a little extra zest. Not so zesty now however! At some point would you consider raising some cash from the model portfolio to average down on the zest? If so is there a position(s) worth culling, or re balancing to achieve this. From previous comments I expect you might say "just stay the course".
Your hand holding over the course of this correction has been invaluable.
Many thanks, Peter.
Read Answer Asked by Peter on October 15, 2014
Q: I've been following 5i for a while now and am very grateful for your unbiased advice and responses. I couldn't afford to buy ALL of the stocks in the Model Portfolio when I first joined so started out with 6. I now have BNS, FSV, MG, STN, SYZ and TOU as these seemed a fair "micro model" group. Although they've taken a hit of late, I'm holding long and am still pleased with gains so far this year. I'll soon have a bit more cash to buy - should I stick with these 6 and do some re-balancing and adding, or would you suggest a few more from the Model, and if so, which ones. I'm in for the long haul.
Read Answer Asked by Chris on October 14, 2014
Q: what is your view between CBO and VSC.Any preference?
I see you have CVD in income portfolio,why? Have 160K to allocate to fix income in my RRSP.loOking at CBO,VSC (REAL SHORT TERM),CVD,XHY.
US industrial really taking a hit!Just a correction?UTX,FLR,PCP,BA.
Read Answer Asked by Denis on October 09, 2014
Q: I am interested in buying your model portfolio but don't know if it is still all recommended i.e.css. thanks. vic
Read Answer Asked by Linda & Vic on October 08, 2014
Q: Good day, I would appreciate your thoughts on this technology company

thanks again, Cy
Read Answer Asked by Cyril on October 07, 2014
Q: I continue to be concerned about SGY because of the commodity price action in the background. I inquired late aug about same & you were strong on holding thru any correction. However I am hearing more talk of a long term US $ bull mkt which in the past has driven non commodity stock pricing upward & driven commodity pricing downward. Do you also now feel that we have entered a secular bear for commodity pricing & would that not push oil stocks like this out of favor regardless of dividend? Dividend is nice but 9%/yr pales with a 25% drop in a month.
Thx,
Read Answer Asked by LJ on October 07, 2014
Q: Hello Peter and the 5I team
To me VNR looks like a reasonable buy at this time. I look at the PE ratio( 15.3), PB ratio (1.0), low debt metrics, excellent dividend yield (6.3%) with a 96% pay out ratio. Are these metrics a good way to value the company? Is there other factors that I should take into account when it comes to this stock or with other utility companies? What are other companies in this sector do you like?

Thanks for your service
Read Answer Asked by Darren on October 07, 2014
Q: In your response to Rajeev, you indicated that Superior now may not be able to increase it's divvy in the near future. Based on today's price decline, the current divvy looks pretty good for an income oriented investor. Do you consider the current dividend secure, and would you view Superior as a buy at the current price (with income being the primary objective)?
Read Answer Asked by grant on October 07, 2014
Q: Model Portfolio
I have been out of the market due to circumstances and travel. I am now prepared to re-enter the market and wish to be relatively passive. Since your team do all the research work with excellent returns over-all I want to invest in your Model Portfolio now.

I have questions about the approach to investing at this time.
1) Are you still recommending each and every holding in the Portfolio?
2) Weighting: Should I apply equal weighting per holding at this time?
2) Even though we have had a minor correction, would it be wise to dollar cost average into the portfolio - say between now and ??? mid-December... weekly perhaps.

Thank you for all your great work and I look forward to a response.
Read Answer Asked by Andie on October 06, 2014
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