Q: I currently hold relatively small positions in CXI, GUD, PHM and PLI. I am thinking of adding VRX. Do you consider it reasonably priced? It does not seem to me to be too late to get onto that band-wagon. In some respects it reminds me of Constellation Software. Thank you, Peter
Knowing you do not cover US stocks, what are your thoughts on the company slashing their forward profit and revenue forecast and its sales miss (3rd quarter in a row).
Would this be a good entry point or is it a catching a falling knife. Realizing the biotech sector is a risky one, but Biogen seems to have little debt and it is well diversified.
Thank you.
Elaine
Q: I have looked at firstservice latest investor circular where they talk about 20% for 20 years. They say a $100 thousand dollar investment in 1995 is now worth over 3 million.Jay Hennick has been the CEO during this period.He is now with Colliers as CEO. I am looking at increasing my positions in these companies. Is 5i still going to wait a few more quarters to see how the split works out.I am very tired of commodities.There looks to be lots of factors that move these stocks down and are way too volatile for me.
Q: Re Sylvia's etf dividend question
Just my two cents but I think her question is a very good one. ETF dividends can be tricky. I hold a CIBC canadian index etf that I bought through a friend who is a broker. I didn't research the fund much other than note it has relatively low MER.
I learned though that the dividends are automatically reinvested in units (I was never consulted on this), and in any case are only paid once annually even though all of the underlying paying companies pay either monthly or quarterly. I never actually "see" any dividend. Seems like I am losing some compounding effect there, as the reinvestment occurs only once per year. Over a long period I think this may be significant. Anyway, suggest you research carefully before you buy. Email the fund directly and ask specific questions about the div.
Good luck fellow investors!
Q: Hi Peter and Team!!! It gearing up for a great weekend weather wise, Yay! I have 16,000 to deploy in my RRSP. I would like to buy one or two ETFs that cover the US market, broadly and perhaps dividend aristocrats. VUN and VGG...are in Canadian funds. I would like the equivalent listed in US dollars, paying out in US dollars as well. I asked my investment advisor, and she could not give me any alternatives except for the SPY. Could you suggest some ? And on that topic, is it a good idea to hold another currency (in this case US dollars) in the RRSP, or just have an ETF representing the US market in Canadian funds? Thank you, and have a great weekend!! Cheers, Tamara
Q: I never thought Oil would of went this far down. I am under water on most but not all. My percentage of oil is at 12.98% of my portfolio. My stocks are BNE, BTE, CPG, FRU, HWO, PGF, SGY, PER.US and SBR.US Just curious should I keep all or some of these. Like Rod L some days I feel like just throwing in the towle on these stocks and move on. Is 12.98 too high and if I should trim. Which ones should I trim Thanks.
Q: Hello Peter,
I have XHY and CHB as part of fixed income portfolio. However, wondering the benefit / role of these 2. Very volatile and the dividend not enough to offset the decline in share price ( net loss on year basis). Is it worth holding these with any specific purpose or would you recommend better alternate. My need is more stability and bit growth than pure income. Thanks.
Q: It would appear high production of oil by OPEC and the US is successfully driving down the price of oil. Can you tell what the end game is here, is there an overt pending event that we can monitor that they are driving the market to? If prices are not set by the market, but at the will of foreign entities, why are we investing in Oil Companies?
Q: Hi Peter and Team,
People Corp delivered very disappointed earning result, share price got a big drop today.
What is your thought of this company, still expect some growth?
Should I continue to hold this stock
Thanks for you advice.
Pui
Q: Hey guys just a quick question. I am trying to diversify my portfolio and just recently bought MDA at $90. I know you have highly recommended this company in the past but it seems to be falling quite a bit lately. Do you see any reason for the recent decline and do you still like the company?
Q: I appreciate that this is a US holding and brand new, but just wanted to get your thoughts on its potential. Cyber security is getting a lot of press these days and I do not see this changing anytime soon. Is there any other ETF out there that does the same thing but with a lower MER?
Q: I currently have 16% of my portfolio in Consumer Discretionary (CCL.B, DHX.B, DOL, GIL) and about 5% in Utilities (BEP.UN). I was thinking of selling Gildan (GIL) and using proceeds for Interpipeline (IPL).
What are your thoughts of this change based on future growth outlook and share appreciation? Am I selling a good performing stock and trying to catch a falling knife?
Q: Hey 5i, I sold my ACQ at $67 and $42 THANK YOU! I am holding BYD.UN at an upside of 143% AGAIN THANK YOU! I have taken profits on Boyd along the way but wonder what makes it different than ACQ which would help me decide to continue to hold it? Do you see continued growth and what red flags would I look for which would indicate a reversal in growth.
Would you considered this two equivalent in terms of future potential? If not do you have a another one?
I am considering selling TOR (for tax reasons) and buying VII?
Q: I have been waiting patiently for HCG to show signs of recovery, but it's chart looks like a steep waterfall. I am seriously considering selling it and buying a more stable financial such as SLF or BNS. I would appreciate your opinion on this strategy.
The article suggest the the current environment may be more suitable for value stocks versus growth equities. Given 5i tends to favour growth (I think), what do you think of this? How does one know when a stock is too expensive in relation to its growth?