Investment Q&A

Q: Hi Peter
I have a bunch of losers in my well diversified portfolio, specifically BDI, FRC, FM, SGY, WCP and YRI. My question is which stock(s) would you keep (and why) and of the stocks that you would you would sell (if any), what stock would you replace it with? I am thinking a 2-3yr timeframe, am ok with risk, dividend would be a bonus but not necessary and any industry is fine. Thanks and dock as may credits from my account as you deem necessary.

Q: Peter, on a pure risk vs reward basis, and given today's market activity, which of the above would you suggest for an acquisition in a TFSA for a long-term (5+ years) period?
Thanks, James

Q: Looking to add a financial stock. I am trying to stay within the growth portfolio so I am leaning towards cxi and efn. I am thinking GUD could also fall under this category since they essentially borrow to the health care industry.
Thank you and i appreciate you re guidance.

Q: After market close today,BIN stated Review of strategic alternatives to enhance shareholders value.In US,it was up $1.39 to 24.60 in after market.Your expert view please.Appreciate your usual great services & opinions. All the Best for 2016 to Peter,Ryan & all staff @ 5I

Q: Happy New Year to the 5i Team,
I found your answer to the question regarding PHM`s year end results to be clear, factual, but guarded; understandable, considering the dramatic start to this morning`s opening of the North American markets. By the end of the day, the stock went up 25% with huge volume. I am currently with BMO Investorline, who are on record as stating that ``There are currently no news headlines for this security`. Without overstating the obvious, would you be able to offer any further observations or feedback after today`s results, on an otherwise gloomy day? I find it hard to believe that there has not been more interest shown by other members in this event. Thank you as always. Rick

Q: As always, I would value any comments on AL. Tx. Austin

Q: I want to buy into oil and gas now and am prepared to hold for the turnaround. I just don't want the companies to go out of business. What four companies would you rec

Q: Hello Peter and Team,

Happy New Year. I know this is an extremely general question... What do you see as the best investing opportunity or having the biggest upside for 2016? Things to consider could be companies that were quiet/unfairly beat up in 2016, or some momentum/general trends you see emerging this year. Feel free to make this company specific or an overall sector.

Thanks,

Jordan

Q: Hi Guys,

Could you comment on PHM's stock based compensation for 2015 of $9,162,835.

Is this reasonable and what holds in the future for this?

Thanks
John

Q: Happy New Year Peter and the 5i Team,

Last year,I transferred (in-kind) some 'poorly' performing stocks from my RRIF to my non-registered account. The reason for doing this is three-fold: (1) I am in the fortunate position of not needing the RRIF income for living expenses, so am gradually reducing my RRIF portfolio even though I realize that these withdrawals are taxable.
(2) If the stocks continue to under perform, they can be used as tax-loss selling inside the non-registered account. (3) If the stocks turn around, then the non-registered portfolio will grow, and the dividend tax credit will help to reduce the overall tax burden, when applicable.

Given that my 'thesis' is valid, and if what I've outlined is a good idea, which of these "under performers" in my RRIF would you suggest be transferred to my non-registered account? ABT, G, HLF, PEY, and SPB.

Thanks to 5i's timely advice,the "outperformers" in my RRIF have done very well so that even in this difficult market, the portfolio is still up and handily beating the TSX.

Since this is a rather convoluted question, please dock my question credits accordingly!

Thanks as always.

Q: hello, hello...just in from a long morning coffee with friends....and when I turned on the computer, this headline popped up "Chinese stock plunge triggers trading halt" While I hold a diverse balance portfolio, I wondering what this plunge means going forward for canadian and american centric positions?..........wow, with this plunge there and much less here, what at way to open investing for 2016, eh?!........Tom

Q: Hey guys, I will be adding to my TFSA soon and I was thinking about these companies, magna, knight, esl and dh. Both magna and dh have seen major pullbacks during the last few months. Please rank them 1 through 4.
Thanks,

Jim

Q: Symbility has made many announcements over the past year or two which sound positive but the stock price bounces around mostly with a gradual downtrend. Can you update your thoughts on this company? What might be a potential catalyst? Are there any concerns or red or yellow flags here. I am patient and willing to wait. Thank you and Happy New Year. Tulio

Q: What do you predict for Manitoba Tel for 2016? Is the dividend safe? Might there be a takeover? Thanks for all your advice!

Q: RIF withdrawals/ deposit: Lots of interest in TFSA's these days - but some of your customers might be in the same situation as I was re 2015 RIF withdrawals.

I believe the mandatory withdrawal rates were lowered after January 1, 2015. I had taken out my required % .... and then later in the year advised that the difference between the old %withdrawal and the new % withdrawal could be re-deposited in my RIF until Feb or March of this year.

Do you have any information on this? If so, it might be a useful option some folks by re-depositing the difference and reduce their 2015 income tax.

Thanks.

Q: Hi Peter and team, Happy New Year! I am considering two of the above for my daughters TFSA where we are looking for a mix of growth and income. I believe you like all 3 stocks but they have all had a tough 2015. What is the "bear case" for each? I see a lot of positives but why are these socks moving in the wrong direction. Please rank the three in order of preference for a 2016 price recovery. Thanks

Q: HAPPY NEW YEAR
PROS AND CONS FOR THESE 2 BONDS FUND AS A PART OF BOND PORTION OF PORTFOLIO.THANK YOU.EBRAHIM

Q: What is your opinion on Park Lawn Corp, a cemetery and funeral home operator that is growing by acquisition?

I currently hold a 2.0% weighting of this company in my portfolio. Considering that this is a small company and that I am a risk tolerant investor, does this weighting seem appropriate. In light of a recent acquisition in Michigan, I have been considering bumping it up to 3-4%.

Thanks.

Q: Hi there. Could I get your opinion on HRX and its valuation.

Thanks

Q: Any insight as to what is happening with this stock today? or is it the general market?