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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

I am relatively new to investing and have just come into some money. I am looking to properly diversify my investments, do you think that if i were to only keep the stocks listed in the model portfolio, would that be a good place to start? (Assuming the rest of my investments were in fixed incomes) and if so, do you think that right now would be a good entry point into those stocks? Thanks in advance
Read Answer Asked by Chris on October 28, 2014
Q: Which one would be your preferred choice in the restaurant casual dining space, Boston Pizza or A&W? It looks like the cash flow is not covering the A&W dividend.
Read Answer Asked by Andrew on October 26, 2014
Q: Good Morning Peter and Team,
We own the portfolios + a some complimentary companies. With all the volatility of late what 3 or 4 companies from the portfolios would you add to at this time ?
Thank you.
Read Answer Asked by Paul on October 26, 2014
Q: Regarding the 'Model Portfolio' and the 'Income Portfolio'.

Do you Post any "changes" made to the Holdings within these two Portfolios?
Thank you for the Great Service.
D Mc
Read Answer Asked by Dennis on October 24, 2014
Q: Hello 5i
The recent stock price decline has left me with a few positions underwater due to buy timing. In the context of a well diversified portfolio and holding all three names, would you please comment on adding to ET(Evertz) at this time as it has not really bounced back from the recent decline. Is there something to the lack of bounce? In comparison, would you consider adding to SYZ(Sylogist)or FSZ(Fiera Cap) ahead of ET?
Thanks for the informative service
Dave
Read Answer Asked by David on October 24, 2014
Q: Hi 5i team, your answer is very very helpful to lead us to become an investor. In the past, you have trimmed AYA as it gained quite a bit. Is there any rule , when and how much, behind such trimming process?
Read Answer Asked by victor on October 24, 2014
Q: The markets have been quite strong the last few days, yet WSP is not participating. Today, for example, the stock was down while the market was up nicely. My concern is, if the stock is weak in a strong market, what happens when the market comes back down. For some reason, my impression is that this company is not well liked by investors. Any idea why and what might turn this around?
Read Answer Asked by John on October 22, 2014
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
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