skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i - just wondering about sector weightings - your answers generally indicate that one shouldn't invest more than 15% in one sector, however it appears as though the model portfolios have large weightings in technology and financials? Which sectors would you feel comfortable right now in "over weighting", if any? Thanks!
Read Answer Asked by Neil on September 21, 2015
Q: Hi,
I hold potash and I'm down about $5/share at current price. I'm fine to hold pot long term given the yield (assuming it's safe) and outlook for the Agri space. I am considering adding to my position to lower my cost and add more yield to my portfolio. Pot is about 3.0% of my portfolio. What do you think about adding at this level or would you advise waiting until the bid for K+S is determined given the stock price could fall with shareholder acceptance of their 41 EURO bid. On a side note, what do you think about buying some K +S?
Thank you
Read Answer Asked by Douglas on September 21, 2015
Q: I would like to invest in a restaurant stock in my balanced portfolio. I was thinking of SHAK, HABT, CMG in the US or MTY, QSR in Canada. Could you give a break down of each, which is the best investment for a greater than 5 yr hold. I'm looking for GARP.
Read Answer Asked by Rob on September 21, 2015
Q: Is it a good time to buy Cognizant Technology in the current markets?
Thank you
Read Answer Asked by Linda on September 21, 2015
Q: Could you please comment on the pending Hydro One IPO issue. How might it stack up against other utilities such as EMA, FTS, BEP, VNR etc in terms of safety, growth and potential dividend yield? When might the issue come to market? Thanks
Read Answer Asked by Gary on September 21, 2015
Q: I was thinking that I may sell CSE to realize a capital loss to offset some realized gains - and then reinvest into either CPX or ECI since I would like to replace a the yield. Your views? Thanks
Read Answer Asked by Gary on September 21, 2015
Q: I have shares in Osiko, Goldcorp, B2Gold, and Argonaut. Of course, all have been performing poorly with Argonaut the worst of the bunch. With the current gold price at $1140 US and the Canadian $ at about $0.75, the gold price in Canadian terms is about $1500. When the Canadian $ was close to par, a $1500 gold price was quite attractive and gold stock prices reflected this. Since these are Canadian companies, on the basis of what I have stated above, does it seem that these companies are currently undervalued and it is just market pessimism that is being reflected in the share prices of these companies. If my thoughts make any sense to you at all would you recommend other gold companies to consider or buying more of the existing. As always, I value your opinion very much. Thank you
Read Answer Asked by ED on September 21, 2015
Q: Peter and His Wonder Team
I was following the tap on HMY right until the close...in fact several minutes after the close to make sure I got the final and accurate numbers. Then later in the day I noticed that over 65 million shares were sold several minutes at or after the close...I am puzzled.Please explain how this happened! Also with such a tremendous sell order would you consider a 10% drop in price respectable?
Thanks...always great to know that clarification is only a click away!
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 21, 2015
Q: Hi peter, with the upcoming IPO of hydro-one, would you participate into the issue or just wait it out, theres already alot of utilities we can buy in Canada,EMA.TO,FTS.TO,CU.TO, , Its a big IPO, but I dont see the point of participating into this. thanks for the clarification.
Read Answer Asked by samuel on September 21, 2015
Q: Hi 5I,

I recently sold ET for a tax loss and am considering buying it back. Is it still a good quality company worth repurchasing? Would it be better to wait until maybe November - closer to tax loss selling time? or should I just re-buy it now?

Thanks!

Read Answer Asked by Wayne on September 21, 2015
Q: Hello Peter and Team,
Given the weakness in lumber prices, would you recommend Home Depot as a better way to play U.S. housing than lumber stocks such as West Fraser Timber? Do you have any companies you would prefer to either?
Thank You,
Barry
Read Answer Asked by Barry on September 21, 2015
Q: Regarding iFabric….2 questions. First they were just listed on the TSX and secondly the insiders own 77% of the share structure. I understand that these are both positive conditions. However could I have your comments. Thanks
Read Answer Asked by Dennis on September 21, 2015
Q: For the "balanced" portfolio, the target % for transportation is 5% and the current actual is at 2.6%. The existing equal weight % positions are CNR and TFI. I would like to add to this sector in CDN and/or US dollars, say at least 2 more positions What are a few names you suggest would be a good mix with the existing ones, for me to consider within a portfolio managed 5iR approach?.....Thanks....Tom
Read Answer Asked by Tom on September 21, 2015
Q: How many stocks should one own? I have a position in most of the stocks in your BE portfolio and have supplemented that with smaller positions in some of your Growth stocks. I recognize this is not the intended use of a "portfolio" but I am comfortable with my sector and risk weightings. Also a very long term investor for what it's worth. All that said, what is your opinion on per-security weightings on a whole-portfolio basis? Should an investor stick to about 20 securities (the number in the BE portfolio) with bigger positions? Any harm in owning 30-40 different securities or otherwise?
Read Answer Asked by Chris on September 21, 2015
Q: Gentleman/Ladies

I see you last update on BIR was sometime in Feb. Has anything changed since then regarding BIR
Read Answer Asked by Burt on September 21, 2015
Q: The security is WisdTr Europe Hedged Equity Fd

Your thoughts on this security please.
Read Answer Asked by Burt on September 21, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!