skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 and Staff:
More of a comment than anything else . First a thank you - I would not have hung in for such a large gain if you had not been comfortable enough to leave it in your portfolio.
I do wish that other than situations like Concordia where you decide you cannot stay in due to a bad situation that you would not drop good companies unless you added your replacement at the same time - I follow your strategy of not sitting in cash - When you toss a stock from your portfolio without a replacement despite comments you make that there is nothing wrong , I think you leave us scratching our heads as to why you feel it is so important to drop it to sit in cash . For one thing you may add a stock that we already own so we would not have sold ADW or you may add one we are not 100 percent sold on and would only sell 1/2 of Adw and buy the replacement for a 1/2 entry .
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 22, 2017
Q: Good morning,
If I sell ADW.A (which I am tempted to do) as I am trying to follow the Income Portfolio as well as the Bal. Eq. Portfolio I will need about a 5% ($35000) position in another equity to replenish the Consumer Staples sector. Currently hold ATD.B, DOL, L, and PBH. Thanks as always for your insightful responses.
Ted
Read Answer Asked by Ted on January 22, 2017
Q: Good Day. I purchased Andrew Peller @ 3.77. To date I have made 198% (3 years) and it is currently paying 4.50% on my original investment. I read a blog concerning investors that tend to sell their winners as opposed to their losers, which seemed to indicate that this is a bad strategy. As such I have kept this stock up & down and that theory as proven to be correct in my case. I understand that in an Income portfolio the current 1.40% divined doesn't really cut it. That said, I look at the Capital gain implication, the history and the potential future upside given the government approval for wine sales in major grocery stores coupled with the weak Canadian dollar that makes imported wine more expensive and exported Peller less expensive and I can't bring myself to sell. Perhaps I am too enamored with this stock. The old adage that says "don't fall in love with a stock". PS My wife, who is from Grimsby Ontario, suggested I buy this stock. If I sold I would have to put up with her nagging. (LOL) I would appreciate your thoughts on this situation and keep in mind that I am in no way questioning your decision. Regards.
Read Answer Asked by roland on January 19, 2017
Q: I asked this morning when ADW.A was removed from your Balanced Equity portfolio and you answered that it had never been in the Balanced Equity portfolio. I must have misunderstood when it was added to the Income portfolio. I have now sold it out of my BE portfolio. But in the meantime, I made over 86%. Now that's the kind of mistake I like to make.
Read Answer Asked by Fred on January 19, 2017
Q: Starting another trading acct. without any banks. Your opinion would be appreciated on the selections above. Thank you.
Read Answer Asked by Robert on December 23, 2016
Q: A couple of years ago I transferred 25% of my sdrsp into a sdrif so I could set up the basic structure and start adjusting to appropriate holdings to produce a revenue stream and a bit of growth. I will transfer the remainder of the RSP in 3 years. I have gradually been selling stocks that do not seem to fit and have been moving the proceeds into some of the 5i income portfolio. I currently hold 9 of them, as follows :
ABT, BCE, BEP.UN, BNS, ENB, ET, FSZ, XHY, WSP

I have some cash available and would appreciate your suggestions for which 3 or 4 of the remaining ( ADW.A, AGU, AW.UN, CPD, CVD, ECI, L, SPB VNR, ZRE) you would suggest I acquire. Also, given possible year end/new year movement and events, could you shine up your crystal ball and give any comments on what timing might be best for those acquisitions?
Please note: I hold IPL (6%) as well as ENB (8%)– would you recommend IPL be changed to VNR ?

(I also have a fully funded TFSA with a growth tilt and a non-registered account with a dividend/growth tilt and OAS/CPP gvt pension).
As always, THANK YOU to Peter and the 5i Team for being there ... May your Christmas' be Merry and Bright !
Read Answer Asked by Alexandra on December 20, 2016
Q: Peter and team:
I hold all equities in your balanced portfolio and a couple from your growth in a portfolio worth about 450K (Thank you). I currently have about 35K to invest and would like to choose one stock from your growth and two from your income to "round things out".
At current valuations and looking at a 10 year plus time frame could you please rank each of the four equities per group. Sector allocation is not a consideration.
Please deduct 2 credits and Thank you as always for a fantastic service.

Phil
Read Answer Asked by Phil on November 21, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!