Investment Q&A

Q: What would be on your top 10 list for high conviction takeover targets in the next 6-12 months timeframe. You can exclude CXR,

Q: Just a comment... I've finally figured out how to view your entire segment on BNN... You may want to share with others (esp people like me who are really annoyed at the short segment/repeative ads format). I've gone to BNN.ca, clicked on videos, did a search on "Peter Hodson" and was given a number of videos - the length (time) of each video is listed in the bottom right hand portion of the screen --- look for length of about 46 minutes.
PS. Love what you do, and have increased my "wealth" for it!

Q: I noticed Martin Ferguson is no longer at Mawer. Any idea why he is gone? The new guy has drastically reduced the Constellation Software position.

Q: Hi Peter & team: Re your answer to Peter yesterday, "Over a long period, sector allocation is in fact more important than stock selection." Please let me know what sector allocation should be, or reasonable.

Thank you and keep up with your great work!

Q: Hi 5i - of all of the growth stocks you're watching (in portfolio or not), what would be your top three today in terms of an attractive valuation and 3 year growth potential? (I know you must love these questions :))

Q: Please help me understand the Target Price spreadsheet. I see companies with forecasted price declines with many Buy and some Strong Buy ratings. Huh? Please provide some context for the source of the data. Thx Frank

Q: A question that has preplexed me for a long time is how should we, as investors, interpret a recommendation to "hold"? This term is used by virtually everyone in the investing community. And I am not referring here specifically to the target price data recently posted.

It seems to me that everyone should only want to always be owning stocks that are either doing well or they feel have the potential to do well - i.e. a "buy" (at least in their own mind) A "hold" signal to me suggests that the stock is in neutral and the analyst has little conviction as to whether it is a buy or sell. Therefore, shouldn't I only want to own stocks that are just "buys"? Whenever I look at my holdings, I am always asking myself if this is the best stock I can own for the long term because I am interested in overall results 5 years from now keeping sector allocation in mind). I have hung on to AVO, for example, because I still feel that the potential returns are better than anything else I can find in the sector. But I sold BTE because I didn't see a future there. Trading costs shouldn't be part of the answer as it only costs me $5 for each trade.

Appreciate yor insight.

Paul F.

Q: I am not looking for a full review. We have the following stocks. Which ones stand out to be dropped and replaced with what?

KXS, CXR, ESL, DH, SYZ, MDA, SIS, CCL.B, GUD, PBH, FR.
PUR, BCI, DRT, FSV, DHX.B, XTC, DSG, WCP, NFI, CSU,
ENB, STN, WSP, BEP.UN, SGY.

Thank you for your great service
PB

Q: Thanks for the bonus report. It is very helpful.

Can you please advise which sector each stock belong too.

Do you have any site where I can find sector information.

Are you planning to create sector information.

SANDVINE CORP
Evertz Technologies Ltd
Savaria Corp
EnerCare Inc
Intertain Group
TRICON CAPITAL GROUP INC
ALTAGAS
Shawcor Ltd
CHARTWELL RETIREMENT RESIDENCES
Sienna Senior Living Inc
Visa


Thanks for the great service

Q: Where can you get company bond information, quotes, etc.?

Q: in your answer to antoine, you said nothing about the fact that he is holding almost 40 stocks, i always thought anything more than 20 stocks is self defeating-- maybe 25 stocks but 40 seems crazy. comments dave

Q: Good Morning Peter, Ryan, and Team,
Could I get your top 5 picks for growth within a TFSA account at this particular point in time ??? Thank you. DL

Q: Hello Peter and 5i team,
My YTD numbers are nothing to write home about; the main reason being that I have no exposure to gold, silver and base metals. However I'd like your opinion on the quality of my holdings within the specified market segment shares:
Consumer 10.9% (ATD,BYD,CGX,DHX,DOL)
Cyclicals 2.4% (LNR,MG)
Energy 4.1% (TOU,VET,WCP)
Energy Infra 3.7% (ENB,KEY)
Financials 10.3% (BAM,BNS,CXI,DH,EFN,SLF,TD)
Health/Pharma 4.4% (CRH,CXR,GUD,PLI)
Industrials 9.8% (BIP,BOS,CNR,KBL,MDA,MSI,STN,WSP)
Materials 7.4% (CCL,CHE,SJ)
Technology 15.1% (CSU,DSG,ESL,GIB,KXS,OTC)
Util/Telco/RE 11.8% (AQN,BCE,BEP,CIG,FSV,TCN)
Cash 20.9% (one third of which is set aside for my 2017 income)
Thanks,
Antoine

Q: Is there an American equivalent to the Canadian site www.sedar.com?
Thanks.

Paul

Q: What are the best websites to keep genarally informed on the U.S. markets throughout the day ?

Q: Hi guys,

I noticed you posted a report entitled Target price Data but did not see any reference or explanation of what it was for, how it was developed, nor any comments on this board when I did a search.

Can you shed some light on that report please?

Thanks

Sheldon

Q: I'm thinking about taking a position in physical gold before the US election thru either MNT or PHY.U. could you compare and tell me the differences between these 2 vehicles. Which is better? I'm thinking about taking a 10% position and increasing cash to 40% leading up to the election. Thoughts on this strategy?

Q: Preferred shares and fixed income

Hi 5i team : I own only common stocks in my portfolio and since I am a mature person that is near retirement, I have the feeling that my exposure to common stocks is very high. So far, to mitigate my risk, I keep daily of the market changes, so I do not get caught in a drastic downturn.
To get more protection, I have thought in buying some preferred shares , but I know nothing about them to start a position.
Are the P.S. a good way to go ?, if so, what should I learn about them and how (references, books, etc), also what would be a reasonable percentage of my portfolio to have in P.S.?
thanks for your help
Alex

Q: Hallo I5, can you tell me why has AD been selling off, the Q report didn't look so bad, is this a good time to add to my 300 shares(cost $28.00). Also please tell me if the above preferreds BCE.pr.k and BPO.pr.r are god time/price to buy and how would their price be effected if interest rates are increased.
many thanks, J.A.P, Burlington

Q: Hi, Where in the market would you store cash in the short term (3-6 months) so that a small return can still be achieved while waiting to get back into the stock market?