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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: Peter and Team:

I am a long term investor and understand your thoughts on market timing and political influences.
Having said that, which companies in your balanced portfolio stand the most to loose if we get into a protracted trade dispute with Donald and his gang.

Thanks

Phil

Read Answer Asked by Phil on June 13, 2018
Q: Would you be able to comment on this article and suggest some defensive strategies to prepare for this?
As always, thanks for your insight.
https://www.washingtonpost.com/business/economy/beware-the-mother-of-all-credit-bubbles/2018/06/08/940f467c-69af-11e8-9e38-24e693b38637_story.html?noredirect=on&utm_term=.1408c8689773
Read Answer Asked by Robert on June 13, 2018
Q: I wonder what your thoughts might be on this co. they have some production from both n.e. B.C. & Texas they have had some recent exploration success in northeastern b.c. I am somewhat concerned with their debt levels specifically 8.42 mill. of short term.

thanks
Lance
Read Answer Asked by lance on June 13, 2018
Q: What do you think generally of trailing stops as a protective strategy? And specifically, I was fully invested in Shopify at an average cost of about $90. Now it is starting to seriously unbalance my portfolio, and yet I hate to sell any of it when it is doing so well. If you think a trailing stop would make sense in my case where would you set the delta?
Thanks.
Chris
Read Answer Asked by Christopher on June 13, 2018
Q: Hi

Two months ago I invested a severance that closely followed your balanced portfolio. It has done well. I recently had a pension transferred to a LIRA and want to invest that too. A part of me is hesitant to invest the LIRA in equities such as CSU or GC as examples given their terrific gains already. 8 weeks ago CSU was $900 and I thought I was taking a risk then but it went up even higher so it worked out. My question is when is it too late to hop on the 5i train? especially if you are a relatively new subscriber such as myself. Note, I still do my own research and make my own adjustments on my portfolio.

I'm really glad I subscribed. It has been a great decision thus far.

Thanks!
Read Answer Asked by Brad on June 13, 2018
Q: Good evening 5i gang. Stryker has dropped with the talk about Boston Scientific purchase. Could this be a good time to purchase more. ? I have half a position. Should we expect more volitility?
Also..I just want to say thankyou. I joined in around March or April 2014. I am up 50%. That was one of the best decisions of my life.
Thank you
Read Answer Asked by El-ann on June 13, 2018
Q: Would you consider the Stars Group still a reasonable buy at its current share price?

Would you consider the Stars Group a potential take-over target?

Thank you so much. I still hold the Stars shares I bought many years ago when your dream team recommended it. It has been a wonder stock - right up there with Constellation Software and many other winners you have recommended.

Well done and thanks, Peter
Read Answer Asked by Peter on June 13, 2018
Q: Good morning
I’m wanting to refer someone to your fabulous service. I copied and pasted the site into the email and then before sending wanted to check - I could not get into your site - is there something else you can suggest I try. Or should my friend just get ahold of you Thank you
Read Answer Asked by Marla on June 12, 2018
Q: Keeping in mind the extended length of the current bull market, the often bewildering ‘noise’ emanating from our once friendly neighbour to the south, and a myriad of other moving parts, I’m finding it difficult to identify Canadian companies that can survive and continue to grow over the long term. I would greatly appreciate it if you would share with me a list of dividend paying Canadian companies that are so well-managed and have such strong stories that you believe they have an excellent chance to continue to grow and flourish well into the future. I would consider these companies to become core holdings and held for 5 to 10 years. Hopefully, your choices would represent multiple sectors.
Read Answer Asked by Les on June 12, 2018