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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: In your Updated news report July 18th you said to make sure you have international exposure. What do you recommend? I follow closely your investment advice and my portfolio consists mainly of stocks from your balanced model portfolio. I have a 5-10 year time frame.

Thank you so much,
Louise
Read Answer Asked by Louise on July 22, 2015
Q: Can you give me your opinion on recent acquisition of
softgate systems?
Thanks.
Read Answer Asked by howard on July 22, 2015
Q: I have both which would you own?Thanks for your great effort! What would you replace if you think I should in the same sectorThaks Cliff
Read Answer Asked by cliff on July 22, 2015
Q: Hi Peter,

You mentioned that if you had to pick a mutual fund, you like CI Financial. I personally am very fond of the Mawer Balanced fund, which you also mentioned as a good family of funds.

Of coarse a good way to make money is to buy the fund company rather than the funds...
I currently hold IGM (Investors Group), but I am wondering if you think CIX would be a better choice going forward.

Thank you for your great service.
Read Answer Asked by Mike on July 22, 2015
Q: Peter/team -do you any thoughts on The Howard Hughes Corp . ??
Read Answer Asked by Kim on July 22, 2015
Q: I've been a member for over a year now and appreciate all the help you have given regarding individual equity choices. My wife and I are both 70 years of age. Our pensions provide enough money to meet all of our monthly needs so we are able to take on some risk. I am having some difficulty determining what percentage of our portfolio should be in each sector. I would appreciate it if you would suggest how much we should relegate to each of the following categories and one or two etfs (I like the Vanguard family for their low fees) that you think would provide the exposure we need.
1. Fixed income
2. Canadian equities
3. American equities - I'm leaning towards VUN
4. Global equities.
Thanks once again for your guidance.
Read Answer Asked by Les on July 22, 2015
Q: Peter and Team,

I believe gold is needed for portfolio insurance. It costs you to have it but the day you need it you will be very happy you had it.

My current portfolio breakdown is 86.7% equities including cash and 13.3% bonds. Of the equity exposure, 9.6% is cash, 7.3% gold and silver bullion, and 5.44% precious metals stocks (BTO - 1%, MUX - 0.33%, NGD - 0.83%, SGN - 0.2%, and Goldcorp is 3.1%). All of these are down from higher levels.

My question is about Franco Nevada. I like the company and the business model and am thinking of selling all or some of the stocks to replace with Franco Nevada. I currently have total exposure to PM's of 12.74%. Can you suggest if FNV is a good replacement for any or a group of the above? I think its cash position is still strong and it still makes free cash and pays a decent yield.

Your thoughts?
Read Answer Asked by Marc on July 22, 2015
Q: What are the risks with agt? Is bad weather its primary risk? Could you please give a short mention of its roe, margins, debt etc.
What stocks do you guys think have the most favourable outlook?
Thanks
Read Answer Asked by Marie on July 22, 2015
Q: I recently asked about Firan and the stock has done well, but I recently noticed a very large disposition ~750,000 shares (4.2% shares outstanding) by the company's new chairman - Beutel, Robert Jonathan:
www.canadianinsider.com
This worries me a lot as the shares were disposed at $2.10/share and it seems a very odd time to sell given the stock's positive momentum, USD tail winds, and the fact that its going into a quarter which should be extremely easy to beat materially from the year prior (Q3 2014)...

I realize insiders can sell for a number of reasons and should not always be seen negatively, but this sale seems a little fishy to me.

Should I think about taking profits or ignore the insider sale?

Thanks
Read Answer Asked by Scott on July 22, 2015
Q: You just answered a question for Doris on the relative merits of CGI and Enghouse. You were quite definite in your opinion on the superior quality of ESL management, but you lost me after that. The wording of your answer implied that a large backlog for ESL was not a good thing to have. More importantly however, on valuation, I am getting much higher P/E values and much lower Growth/P/E values for ESL from my usual financial information source.
Am I misunderstanding your answer, or is your valuation based on parameters that I have not considered?
Read Answer Asked by Graham on July 22, 2015
Q: Hi Peter and 5i Team,

I currently own SGY. Because of the decrease in the stock price my position is only about 2.5% (down from 5%). Do you recommend keeping this stock, putting more into it or selling it and buying another stock from your Growth portfolio? Like BOS, DRT, or TC?

Thanks for all your help!

Best wishes,
Terri.
Read Answer Asked by Terri on July 22, 2015
Q: While I'm a shareholder in Boston Pizza for the income, I'm concerned about the risk to a downside in the stock price. With pressure coming from fast-food and also fast-causal, how risky is this to be held for the long term?
Read Answer Asked by Eugene on July 22, 2015
Q: Hi Team,
Are you aware of any funds or ETF's that focus on sport companies, teams or anything sport related? Rather than pick a company like Nike, I'm looking for a managed basket.
Read Answer Asked by Gregory on July 22, 2015
Q: Hi. I've been watching Trimac for a while and $6 seems to offer some support. What do you think of $6 as an entry point for a long-term hold (5 years or longer)? Thanks in advance for your great advice!
Read Answer Asked by Steven on July 22, 2015
Q: What are your thoughts on SLW at these low prices, both from a trade perspective and for the longer term.
Read Answer Asked by Russell on July 22, 2015
Q: Hello on such a fine morning. My memory must be fading faster than I imagined. I seem to remember reading your answer to a question concerning the relative merits of PM and SIS but I can't find it. As I recall, you preferred SIS over PM. If PM is C+ with tendency toward upgrading then SIS would surely be B- if it was covered? Of the two, which one would you own? Is it OK to own both? (Is there much overlap in terms of product mix?) Thanks as always. Henry
Read Answer Asked by Henry on July 22, 2015
Q: Good morning Peter and Team,

I am another unfortunate soul who has a position in G (down 48% at the present). Thank goodness though for diversification, as my overall portfolio is up a lot in large part because of 5i's picks.

Having said that, since gold is normally held in a portfolio to add stability in tough times, and since the Canadian dollar is currently very weak, wouldn't an investment in a US dollar currency ETF such as DLR accomplish the same goal with substantially better safety and much lower volatility? I'm not saying this "theme" would be valid forever, but what do think about it for the next little while?

Thanks as always for your insight.
Read Answer Asked by Jerry on July 22, 2015
Q: I wrote you on MIL.us in Oct 2014. Your comment resonated with me and I held on(I have a large capital loss which I cannot use). I am still perplexed about MIL. Biases aside, I would throw MIL overboard. However MIL shows it is as generally an excellent value-growth situation. MIL looks very good on commonly used metrics ---except for momentum.

MIL has proposed to buy a small bank in Europe and is making changes on its board. I am hard pressed to find anything overly negative on MIL-- certainly nothing that would prevent it from winning the passionate love of investors.

Are you aware of reason(s) that prevent MIL’s share price from getting off the mat? Is the attractive dividend vulnerable to cuts?

Read Answer Asked by Adam on July 22, 2015
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