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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 Peter -New and loving it - I thought you had 2 portfolios with weighting shown - now I see a long list of stocks in a portfolio. With no weighting?
Dennis
Read Answer Asked by Dennis on November 02, 2014
Q: Hello,
What is the inception date of the portfolios?
Thanks,
Tony
Read Answer Asked by Antoine on November 02, 2014
Q: Your equity portfolio has a heavy weighting to Tech stocks (CSU,MDA,ESL,DSG,SYA,AYA). Some of these have had big moves this year - I am looking to add some exposure for a long term hold - which of these offers best value now. Many thanks
Read Answer Asked by Gary on November 01, 2014
Q: In a taxable account with significant gains for the year, I am sitting on a 13% loss with WSP and 10% loss with ET. I could buy RRSP's to negate some of the tax issues on my gains, or sell one or both of my stocks underwater - with intentions of buying them back after 30 days. I'd appreciate 5i's thoughts?

John
Read Answer Asked by Charles on October 31, 2014
Q: this is more of a general question.
I own BDI, WSP, MCB & SJ all down significantly and all losses YTD for me except SJ. I expect that the carnage is over but are they all dead money for some time to come (although the dividend yield has by default improved) and a switch into something else within your two portfolios provide a better return.
Of the 4, which does the team expect the best risk/reward return over the next 12 months and within the 2 portfolios which stocks would you replace them with to be in a better position in 12 months?
On the other hand, if these are strong well managed companies, is it best to wait for an improved Global economy which should lift them back.
thanks so much!
Read Answer Asked by Cyril on October 30, 2014
Q: Do you think Surge Energy is worth holding at current levels given the risk of a dividend cut? I understand their hedging program but as investors continue to panic sell the yield has become noticeably high...knowing the company the way you do, what is your best advice. Much thanks as always, Curtis
Read Answer Asked by Curtis on October 29, 2014
Q: as a newcomer to the 5i stable i was wondering if you would recommend initiating a new position in Valener at its current price of around $16.24 as part of an income oriented portfolio? Thank you
Read Answer Asked by Richard on October 29, 2014
Q: Peter; Coulld you comment on SGY's " sustainability" report of today. Mr.Colborne obviously watches BNN and is ready to defend his company. Thanks. Rod
Read Answer Asked by Rodney on October 29, 2014
Q: I am looking at purchasing 2000 shares of Surge Energy. This will be the one energy company in my portfolio. It will be 7% of the total investible assets. I am looking at holding for 2 years or longer. I like the dividend. I see the company released information about the low oil prices this evening, and their thoughts on this and how it will effect their investments in the future, and the safety of their dividend. What are your thoughts. New member yesterday and I am greatly impressed with your comments on Market Call yesterday. A great website.
Thank you
Read Answer Asked by Ronald on October 29, 2014
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
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