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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: thank you for your solid responses it makes a difference
Read Answer Asked by Cliff on August 05, 2016
Q: I have a small position in MNW,p/p $11.45,so have a loss of 7% after big jump today following Q results.Your take on the results today please.Is it worth keeping MNW.If not,please,suggest a replacement.Appreciate your usual great services & views.Peter you were great yesterday-- your top 3 picks are up please other suggestions like SYZ
Read Answer Asked by Peter on August 05, 2016
Q: I own both of these in my TFSA. I think of them as different because ATD is international with a focus on gas sales while PKI is Canadian and has propane distribution along with its gas. However, given your comments on BNN last night, should I consider them more as similar companies and combine my investments when calculating my portfolio exposure?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 04, 2016
Q: Hi Peter and 5i Team.

I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.

Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)

Thanks,

Scott
Read Answer Asked by Scott on August 04, 2016
Q: I would like to increase my investment in the Canadian health care sector. I am looking for yield. What are your top recommendations? I already have enough Sienna (SIA) and Chartwell (CSH.UN). Pharmaceuticals and laboratories interest me.
Read Answer Asked by Carl on August 04, 2016