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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 & Team,

I note that you frequently talk about anticipated future revenue growth for certain companies (eg, 2018 projections). I also find that future expectations re sales/eps growth are often an available screening criteria in many online stock screening programs (eg, Finviz). Can you tell me the source of these projections as well as your professional opinion as to how much rigor there is behind behind these estimates? Are they purely based upon company projections and, if so, do analysts ever weigh in as to the integrity of these numbers or lack thereof? Thank you.
Read Answer Asked by Greg on December 18, 2017
Q: Want to pass on a greeting...and at the same time, say many thanks for the investment advise and especially the insights on managing a portfolio of equities. Here's to 2018, too.........Tom
Read Answer Asked by Tom on December 18, 2017
Q: I'm thinking of selling these 2 for tax loss selling but want to buy something else right now to replace them in case energy goes up. I already own Vermillion. What might you suggest?
Read Answer Asked by Maria on December 18, 2017
Q: I am reviewing my portfolio and find myself woefully short of exposure to industrials. Could you list your 5 favourite Canadian industrials in order of preference. Many thanks and have a great holiday season.
John
Read Answer Asked by John on December 18, 2017
Q: Hi - I have an additional $50k to add to my real estate portion of my portfolio and would like the best reits in the following spaces: a) Low cost residential b) High end residential c) non-retail commercial d) Utilities and Heavy duty industrial e) Non-North American Commercial

What would be your top 5 picks for a long term hold (8 -10 yrs)
Read Answer Asked by Ron on December 18, 2017
Q: I'm new to the system, and unable to access your Reports in the Report section. For instance, under your Report category, I typed in the symbol GWO, and clicked on Great West Life. Great West Life appeared in that area ... but when I ran a search, there were no results. If I get a report in your Question area, it's not identical to the reports in the Report area. For instance, I don't see your Ratings in the Question area Report.
Read Answer Asked by Jean on December 18, 2017
Q: Hello 5i,
In response to Dale's question this morning about Alaris: when I read the press release I interpreted the comment about the $2 million in distributable cash to be some of the monies flowing from the partners to Alaris and not an increase in the distribution to shareholders. Perhaps their wording was a little ambiguous or perhaps I totally misinterpreted. Could you please confirm either way for me? I know they talked about their "run rate"? being under 90% now, but again, the wording left me a little confused as to whether that confirmed a shareholder distribution increase or not.
Thanks!!!
Cheers,
Mike
P.S. Merry Christmas and Happy New Year to all at 5i and the 5i community!!
Read Answer Asked by Mike on December 18, 2017
Q: I am starting a Growth Portfolio with $100,000 to be phased in over three years. I purchased DOL and SHOP with each 5% weighting, or $5000 each. What weightings should I consider for each of ECN, GSY, OTEX, PHO? (These positions will be in my TFSA and held for the long-term, more than 5 years.) Are there any other positions that I should consider at this time and if so, what weighting?
.PS...I currently hold KXS and GUD in my balanced portfolio.
Read Answer Asked by Tom on December 18, 2017
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