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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: In my well diversified portfolio, these are losers. I do not need the cash. Which in your view are not worth holding? I am content to hold on for any possible turnaround.
Read Answer Asked by Harold on March 01, 2017
Q: Peter, I have a sector balanced portfolio which is doing very well thanks to 5i.
In energy, I have considerable losses which are as follows:

TOU down 34% today’s value 60K
PEY down 26% today’s value 8K
VET down 11% today’s value 10K
PPY down 14% today’s value 14K
WCP down 2% today’s value 30K

My holdings in PKI are up over 55% and exceed the total value of the energy producing companies above.

Since my sector allocation is appropriate, would you suggest making any changes?
Read Answer Asked by Neil on March 01, 2017
Q: I wonder if you had a chance to listen to the conference call and if it added anything to your assessment of the company? I think the current share price ($3.40-3.50) is not necessarily a screaming bargain but if they execute well, then they ought to see significant share price appreciation over the course of the next few years. The company seems to be in the right place and the growth opportunities seem quite substantial.
Read Answer Asked by Murray on March 01, 2017
Q: Hello 5i
As I watch several investments plumb new lows, it strikes me that things may have turned and I am unaware.

We have seen 5i exit some names that were originally intended for 5 year hold but today I have to say my investment measurements are lacking when it comes to exit signs.
In some cases, I would get out as the stock price breaks the uptrend but have been ignoring this giving some space for volatility.
Given my experience in finding stock prices equal to zero in my portfolio, I would rather buy stocks that go up.
How does an investor distinguish between a stock going to zero versus one that is just doing the volatility dance and on a temporary path to a short lived low price?

I would rather not be found holding companies indicating 40%, 60% and 80% losses going forward.

Your thoughts on this are appreciated.
Thanks
Dave
Read Answer Asked by Dave on March 01, 2017
Q: The prospect of some kind of a border adjustment tax remains in the US, and while the market seems to like the other tax proposals, it does not seem to be responding to this risk. I would appreciate your thoughts on what such would mean for the markets, and the best way to defend a portfolio. Certainly Canadian exporters would be at risk, but I would suspect the damage would be much more widespread than that. It would seem to me that it would be highly inflationary, as well as likely to cause various trade wars.
Whether it will or even could happen depends upon which media one reads, but the risk is not zero.
Thanks for your thoughts. Patrick.
Read Answer Asked by Patrick on March 01, 2017
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