Investment Q&A

Q: Hi Peter and team. This is the 2nd time I heard someone mention an income portfolio. Has the 5i team published another portfolio, other than the model portfolio, I am not aware of? I remember last year you guys mentioned the possibility of starting a growth portfolio. Any updates on than front?

Lastly, I have zero oil/gas exposure. I was thinking of increasing my monthly income stream and getting a little growth as well by adding a combo of whitecap resources (wcp), torc oil and gas (tog) and surge energy (sgy). I was thinking, initially, these 3 names will collectively make up between 4% and 6% of my portfolio. Do you see anything wrong with the combination of these three names? I see torch sold off today after they released their earnings.

Thanks again and safe travels.

Q: IPL has had a substanial drop-any particular reason-seemed to have good results.

Q: Peter and welcome to Ryan ... the new income portfolio is 90% complete and I , as many members, are excited about this new investment vehicle. My question is this, will the portfolio be best applied to a cash account (tax purposes), an RRSP (protected growth), an LIF or an TFSA. Thanks for all your hard work.

Al

Q: I understand an analyst has written a research note questioning Valeant's (VRX) acquisition strategy. In addition, some potential new US tax changes could impact biotech companies. Apparently these are possible reasons for the share price drop. Can you comment.

Thanks

Q: Just a quick question. Since your model portfolio is up substantially would you recommend that at this time that I follow the portfolio and invest $100,000.00 today using the aforesaid model portfolio. Thanks

Mike Walker

Q: Wow...what good returns YTD at end of February 2014. All resulting from sound analysis.......Tom M

Q: I have a large part of the model portfolio but am still missing CSS, ENB, FSV, G, IPL, SYZ , TOU, VRX, WPK. I can add 2 more at this time , what would you recommend?

Q: Dear Peter and team -
Request you to please recommend a model portfolio (ETF or Mutual Fund) for a 2021 RESP account. Thanks a lot.

Q: Hi Peter. What is happening to Telus? The stock is down 40% in just minutes. Any insight would be appreciated.

Thanks

Bill

Q: CSS-TSX Contrans Group .What is your outlook on the company-is it fairly valued

Q: Peter, I have a niece that I'm gifting 30K to. She's like to put this money into a TFSA as she currently doesn't have a TFSA account. I was going to advise her to pick 6 equities from your model portfolio in different sectors. Would you agree with this strategy and if not what would your recommendations be?

Q: Peter, I am new to 5iR but have subscribed to the Moneysaver for ages. How should I use your model portfolio? should I invest in all the recomended stocks at once for diversification or just pick the individual stocks that I like?
Ron P.

Q: You gave a great answer on why winpak declared a one dollar special rather than raising the dividend, my question is why you would want to have a company like that in your model portfolio, it seems like they are just self serving. Dave

Q: If you could add one stock to your model portfolio, what would it be?

Q: Would you comment on the recent spectrun auction, the state of wireless carriers and impact on portfolio choice Telus?

Thanks