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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: What are your thoughts on Cummins as a long term buy and hold?
Read Answer Asked by Robert on July 07, 2015
Q: Hello 5iResearch. I bought, for my RRSP, Atco at 52.91$ (yeah, pretty close to the top). It is hovering around 39$. Should sell and buy some other utility like Emera or just bear it and grin it? Thank you.
Read Answer Asked by L J on July 07, 2015
Q: Hi 5i team
What do you think the effect will be on the TSX traded DHX.B stock share price of the announcement today of issuance of 8.7 million voting and non-voting shares. Should we be concerned of a drop in value?
regards
Kathy
Read Answer Asked by Kathy on July 07, 2015
Q: Today Peter asked about the Sector of each stock within the Balanced Equity Portfolio.

You listed:
AYA - IT.
TMX says "Amaya Inc is a technology company....Sector: Consumer Cyclical." (Under the Company tab, Industry Classification section.)

http://web.tmxmoney.com/company.php?qm_symbol=AYA:TSX


ENB - Utilities
TMX say "Sector: Energy".
http://web.tmxmoney.com/company.php?qm_symbol=ENB:TSX


I was surprised that the TMX site stated ENB, ALA & TRP are listed as Energy but yet FTS is listed as an Utility, as ENB has lots of utility and ALA has some also.

I have not looked at the others from 5i's Balanced Equity Port.

Have a great day.

Stan
Read Answer Asked by Stan on July 07, 2015
Q: Would you recommend BHP for a long term hold. Thank you.
Read Answer Asked by Pierre on July 07, 2015
Q: Hi Peter, I need to deploy some capital and wanted to pick 3 names up during this "Grexit" correction. Can you please suggest 3 of your best names based on total return basis for a 5 year hold? (Fyi, I hold all the stocks of your growth portfolio, but I can also double down if you suggest)
Read Answer Asked by Sridip on July 07, 2015
Q: Good Afternoon Peter, Ryan, and Team,
In my wife's RRSP she holds a position in Fiera Capital (FSZ-TSX). Her account holds most of the companies in your Model Income Portfolio. She will start taking money from this account in 2-3 years. I see that you now have included IGM Financial in the Model Income Portfolio. FSZ has had better dividend growth (lower yield though), is as cheap or cheaper than IGM, and FSZ is run by a savvy management team. Does it make sense to switch from FSZ to IGM ??? Thank you, as always, for your sage advice. DL
Read Answer Asked by Dennis on July 07, 2015
Q: Hello Peter & Co,
How is one suppose to interpret these types of responses to clients' letters, eg:
1. Engineering: you prefer WSP now better than STN because it is behaving better after its recent acquisition; you then proceed to make a switch in the balanced portfolio
2. Gold: you prefer AEM now better than G but you keep G in the balanced portfolio
What do we do? adopt the flavour of the day or hold both?
Auto parts: you prefer MG and I prefer LNR; so I hold both
Transport: you like TFI and I own CNR; should I also hold TFI?
If I kept doing that I would end up with a much larger portfolio of stocks.
I would not mind that as long as my grey cells are working (age 72).
Antoine
Read Answer Asked by Antoine on July 07, 2015
Q: What are your views on this company? Is it worth holding at this price? I am down about 20%.
Thanks
Read Answer Asked by satish on July 07, 2015
Q: I notice FSV and Colliers stocks continue to do well post split. I would like to reenter my positions or is it more prudent to wait as 5i thought might be a good idea to wait a couple of quarters. If I do reenter a 2.5 % in each company would be okay? Jay Hennick and company seem very good at creating shareholder value long term.



Thx Blake
Read Answer Asked by blake on July 07, 2015
Q: Please give some opinion on this new IPO. They are a global toy company with HQ in Toronto. Earnings grew very fast in the last 2 years, though was flat for 6 years before that. Insider will continue to hold more than 90% of shares after IPO.
Read Answer Asked by Kevin on July 07, 2015
Q: Good morning,

Shares of IMP have sky rocketed recently, apparently due to the signing of a "megadeal".

Your comments would be much appreciated.

Cam
Read Answer Asked by Cameron on July 06, 2015
Q: Within my RSP, I am looking for one or two ETF’s (CAD hedged) that will give me exposure to many of the large US consumer company dividend payers(JNJ, PG, PEP, KRFT…) . Any suggestions would be appreciated.
Read Answer Asked by Toni on July 06, 2015
Q: Please assign a sector to each stock in your Balanced Equity Portfolio(eg BNS is in the Financial sector) as well as the Growth Portfolio.Appreciate your usual great services & Advices
Read Answer Asked by Peter on July 06, 2015
Q: Thank you for your top pick suggestion. I need to ask you how you figured this company's price to be a cheap valuation. I am a novice so I just want to understand. Looking at TD Waterhouse they don t even have a p/e ratio due to insufficient data and EPS is actually below industry avg.
Both price to sales and book are also high compared to industry.

Thank you for your patience.
Read Answer Asked by ron on July 06, 2015
Q: LMP's slide since its last quarterly result is surprising. What is your current view of the company?
Thanks, Peter
Read Answer Asked by Peter on July 06, 2015
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