Investment Q&A

Q: Hi Team,

In an answer to a question from Paul J. about when to sell Magna you said the balanced portfolio is "a little more focused on one-year performance."

Much of you Q&A commentary is about long-term investing and performance.

It would be easy for members reading the Q&A regularly to get the impression the balanced portfolio should be a long-term portfolio - but maybe it is not.

Do you think it would help if you clarified for each model portfolio what the intended investment time horizon is and include that information with your explanatory/cautionary statements about each one?

Otherwise things are a bit confusing.

If in fact the balanced model portfolio is not for long-term investors, do you have any plans to introduce a portfolio that is?

Many thanks for the great service and for taking my question.

Michael

Q: Hi Peter,

Is it safe to pick up stocks with a book value lower than the market price. the above stock is trading at 4.00 cad and the bv is 7.00 cad

Thanks
Paul

Q: Do you know the reason for the large jump in this stock today?

Thanks. Dave.

Q: i notice that csu, kxs, otc, dsg and many of the u.s. tech companies have gotten hammered over the last few days, anything going on here like a rotation out of tech to energy and gold, i know csu is one of your favorites but reached levels last seen last april from a high of 600 seen not that long ago.is this just profit taking or something else. dave

Q: I have a few questions around the model portfolio:

Around what amounts in $ terms do you assume an investor has to replicate a model portfolio.

Also can we pick a few from a model portfolio and not follow it a 100%

Q: dear team 5i: took a tax loss on pgf. could buy back at same price or less sold at 1.08. do you concer with opinion of canaccord on page 33 of dec. jan. moneysaver as for pgf could benefit in market recovery How so? Ifso? thanks Larry

Q: I just wanted to tell you and everyone that you all do great work and please keep it up. I am asking about autocanada, is this becoming a buying point? and is the yield safe? Because no body likes it might it go down further.

Q: Hello: Would you recommend buying WSP at the current price? Or some other growth stocks? Objective: capital appreciation and dividends. I'm looking for some capital growth to offset the stocks in the red in my TFSA. In order of unrealized losses from high to low: CXR, AYA, LNR, CRH, BOS, TC, CXI. My losses range from 61% to 21%. Thank you.

Q: What is your exit strategy for cyclical stocks?

I am referring to Magna. It has been noted many times that is it a cyclical stock. Your start cost of MG in the Balanced Equity portfolio is $55.72, You rode it up to $74, and back down to $44 and never seemed to consider selling it along the way. So when do you sell it, or are you "buy and hold"?

Paul J.

Q: What do think of Dycom? Growth looks good and it has, along with everything else, pulled back substantially. S&P has it sell, but I am not sure why, unless its the debt. Is there a Canadian rough equivalent that has a similar specialization in telecommunications infrastructure? Thank-you.

Q: We were wondering if we should sell our 600 shares of RUS in anticipation of further earnings weakness expected in the 4th quarter, bleak future outlook and the possibility of a dividend cut.
We hold WTE and we're punished with 2 unexpected dividend cuts, so the hold strategy did not work here. Should we sell this one too.

Thanks you for your reply.

Q: Further to my recent question on IWO, your reply seemed a little unclear. Do you think the drop in IWO is based on fundamentals? Thanks.

Q: I would appreciate your opinion on Rockwell Medical (RMTI.US).
Is it buy at this level?
Thank you.

Milan

Q: Hi team
I have a small position in ATD already, wants to add to the consumer sector
with the pull back in Dollorama, would you add to ATD or buy a partial postion in DOL ? at least a 3 year hold
thanks

Q: What's your opinion on this company? Thanks - Richard

Q: I am thinking of adding Facebook to my portfolio. What would be a good entry point in this type of market?

Q: Can you comment and give your opinion on Cerf's acquisition of Zedcor Oilfield Rentals. They have suspended their dividend to preserve/assist the balance sheet as part of this acquisition. Your take on this move is most appreciated. Bill Y.

Q: Why is the share price of this company just can't seem to get ahead? In particular whenever the company makes a positive announcement of some sort - like yesterday - share price takes a hit. It has happened too many times to be just a coincident. Are the shorts playing games here and just won't let go? Your insight is much appreciated.

Q: Hi Peter, I have a LIF with $600 that is just going to sit there for the year. It's not much but I'm thinking of buying 300 shares of WEF. I own Northland Power and Power Corp. in it and would prefer to have a third dividend stock rather than adding to one of those. I should be able to hold all three stocks for years. Would this be worth doing and would you have any other suggestion? Thanks.

Q: Hi, I have had this stock for a year,and it seems to be on steady downtrend from around $14. I'am alittle overweight at 7%,would you hang in or reduce to 4-5%.Financials look to be weak right now, your thoughts .
Thanks