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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: Dewflation--it may sound weird but my greatest feat is an outbreak of deflation, perhaps world-wide.

In deflation, I know to avoid commodities but what else to avoid and what to invest in ---how do you handle investments in deflation.

Bryon in Elmira
Read Answer Asked by Bryon on September 02, 2015
Q: Have 1/2 pos'ns in drt & boyd.un. Will move all into byd.un after I have heard your opinion (I'm very aggressive growth).
Thanks, Bill
Read Answer Asked by Bill on September 02, 2015
Q: I missed the ride from the mid-20s to the mid-30s and wonder if now might be a good time to get in, or is it likely headed lower (still rather high p/e)

Thanks,

Bob
Read Answer Asked by Lynn on September 02, 2015
Q: FSV rated on summary portfolio as B- but report shows B. CIG is not rated anywhere. Please advice, should CIG be sold and is FSV a B.
Read Answer Asked by Greg on September 02, 2015
Q: In response to Bob's question about valuation metrics, you mention that "You can often find good value in companies in declining sectors but we would not view this as an attractive opportunity." Can you give an example?
Read Answer Asked by Marc on September 02, 2015
Q: I am just wondering-with the equity markets correcting which two Income Portfolio companies and which two Growth Portfolio companies do you think are now real bargains.
Thanks in advance.
Read Answer Asked by Michael on September 02, 2015
Q: Good morning Peter and team,
I have some cash to invest and the 2 stocks I am still underweight from your equity balance portfolio are SYZ and ATD.B. I tend to favor ATD.B over SYZ although SYZ has dropped significantly. My portfolio is well balanced and would remain so after the purchase of either Co. Which one would you favor for a long term investment portfolio? Thank you for your unmatched service.
Read Answer Asked by jacques on September 02, 2015
Q: I am thinking of putting some money into the beaten up energy sector.
In particular can you please give me your opinions on these 3 companies? I can receive a decent dividend while waiting for the sector to improve. Thanks so much.
Read Answer Asked by Lois on September 02, 2015
Q: hello 5i:
I am VERY interested in ECI, after reading the latest report. BUTTT, I see on another site, that ECIs present P/CF is 6.7 vs a 5-year average if 5.2. So, there is growth already baked into the price. And present P/CF is -4.4. I'm having trouble putting together a negative CF growth rate with a higher P/CF. Please unwind this for me, so I can settle in my mind whether or not this company is fairly valued or overvalued. It just does not seem undervalued. what am I missing?
Read Answer Asked by Paul on September 02, 2015
Q: considering purchasing cew or zeb...
would appreciate your short term outlook for the major banks (how low do you think they may go?)
I like the idea of cew ( it adds some protection/diversity that is not available with just zeb!
Read Answer Asked by edward on September 02, 2015
Q: Hi Peter/team I would like your opinion on what stocks of your balanced model portfolio is better to have on my TFSA-RRSP and regular account. Thanks.Jim!!!
Read Answer Asked by Dimitrios on September 02, 2015
Q: What do you think about Coke for a long time hold. Have held it for 3+yrs and it is flat other than the currency gain.
To the member asking about BNN it can be streamed at bnn.ca on a computer or tablet about 30 minutes after its over under the shows tab. Thanks everyone for your great work.
Chris
Read Answer Asked by chris on September 02, 2015
Q: Hi Peter, Ryan and all at 5i

I am thinking that HD would provide good exposure to the housing and consumer rebound in the US but we have already missed a 5 bagger on this stock in the last 5 years.

Do you think a 5 year time frame for this company would work for initiating a position now?

Thank you



Read Answer Asked by Brad on September 02, 2015
Q: Hi, I have cpg,pxt,re,tou and spe,equal weighting and would like to lighten up on one or two.Which two would you sell or should I just get out of energy for now?
Thanks for the great service,Brad
Read Answer Asked by Brad on September 02, 2015
Q: PLEASE GIVE AN UPDATE ON THIS COMPANY. YOU LAST REVIEWED IT A YEAR AGO. IT'S FINANCIALS SEEM TO BE IMPROVING STEADILY.
Read Answer Asked by ROBERT on September 02, 2015