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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: Hello Peter & Co,
Sometime in 2014, given the current stage of the economic cycle, I reduced my exposure to Energy and to (traditional) Financials and increased my exposure to Health, Technology and Industrials. The sectoral returns so far indicate that the move is encouraging, but I would nevertheless appreciate your opinion.
Consumer: ATD,BYD.UN,CGX,DOL (10.3%)
Consumer cyclicals (auto): LNR, MG (5.2%)
Energy: TOU,VET,WCP (5.4%)
Energy Infra: ENB,IPL,KEY,PPL (8.1%)
Financials: BNS,CXI,EFN,HCG,TD (8.8%)
Health: CCT,CPH,CXR,GUD,RX,VRX (12.0%)
Industrials: BIN,BIP.UN,CCL,CHE.UN,CNR,SJ,STN (14.0%)
Materials (lumber): IFP,WEF (3.6%)
Technology: CSU,DSG,ESL,CGI,MDA,OTC (17.6%)
Util/Telco/RE: ALA,BCE,BEP.UN,FSV,TCN (10.8%)
Cash: 4.1%
Keep up the good work; in my humble opinion, the service you provide is worth quite a bit more than the membership fee you charge.
Thanks as always,
Antoine
Read Answer Asked by Antoine on February 24, 2015
Q: Hi Peter, thank you for all that you do.

My grandson told me today that he has $5,000 in an RRSP and is looking at 2 or 3 stocks to hold long term (10 - 40 years). As far as I know these are his only savings as he just finished University last year. We both agreed that BAM and CSU seem like good choices, but I had not heard much of KBL.

I know you are a fan of BAM and CSU, but wondering your thoughts on KBL and also if there are 1 or 2 stocks that you would prefer over these 3 given such a long term time frame. He is 26 years old and said he plans to contribute $5,000 each year and invest between 1 to 3 (new) companies.

Thank you,

p.s. planning on buying him a subscription for his birthday!
Read Answer Asked by Joe on February 24, 2015
Q: Do you know of a company that is in the fantasy sports, that has recently received funding?
Appreciate your answer. Thanks
Read Answer Asked by Helen on February 24, 2015
Q: Hi 5i
I have been working on our sector allocation and would appreciate your help.This commentary includes Canadian stocks only.
Financials at 24% of the total include Alaris AD,Bank of Nova Scotia BNS and Power Financial PWF.5i has recommened a 10% allocation.
To comply with your suggested allocation,we need 11% up to 15% in Information Technology and 7% up to 10% in Materials
Assuming no income tax implications I could sell our financial investments down to 10% which I am reluctant to do and invest in whateve you might suggest to bring Information Technology up to your recommended percentages.
Thanks again for all your help.
Read Answer Asked by James on February 24, 2015
Q: I have read that US Hedge Funds have been shorting the Canadian Banks because of a pending housing collapse like the one in the USA in 2008. There are also several analysts on BNN that say this is ridiculous because the Canadian housing market is vastly different than the US housing market prior to its collapse. I agree that the Canadian housing market has much less risk than the US market, but I find it hard to believe that the smart people that run US hedge funds don't know this.
what am I missing?

Thanks,
Hans
Read Answer Asked by Hans on February 24, 2015
Q: Looking to add one industrial stock to CNR and WSP which I already have 5% positions in each. I can't decide between KBL and BIN. I am looking for growth and notice KBL has better performance over 1,3 and 5 years. Which would you choose or would you suggest something else? Thank you
Read Answer Asked by Richard on February 24, 2015
Q: I have spare American Cash in my American Trading Account. What would you suggest I invest it in that would be fairly liquid. Thanks for your advice.
Read Answer Asked by VICKI on February 24, 2015
Q: Hello, Peter
I have 20k us dollars and i want to buy some us stocks, could u please give me some growth stocks in tech and heath sectors? Thank you so much!
yingzi
Read Answer Asked by Yingzi on February 24, 2015
Q: Do you see any explanation / reason why WPK had such a high trading volume at the end of Monday.
Thank you!
Albert
Read Answer Asked by ALBERT on February 24, 2015
Q: Hello Peter & Co
Just looking for clarification on these two answers to questions. One says CRH is pricey(Feb.9) and the other says its not(Feb23). What am i missing?
Thanks
Dave

Question: Hello Peter & Co, (Feb.9)
The above represents 13% of my RRIF Equity portfolio. I hold CCT,CPH,CXR,GUD,RX and thinking of nibbling in VRX,CRH,PHM; would you please rank them as if I did not own anything.
Thanks,
Tony

5i Research Answer:
These are all so different it is really hard to rank and compare but we would say VRX (for size and stability), PHM (for growth and a decent valuation) and then CRH (due to it looking pricey).


5i Research Answer: (Feb.23)
We think CRH is still OK; it is a solid company getting new attention; yet is still only 14 X earnings, so not too pricey at all.
Read Answer Asked by Dave on February 24, 2015
Q: Hi Peter and Co.,
I'm a shareholder of VNP and they are releasing earnings tomorrow. Would you happen to know what the consensus expectations are for tomorrow's release?
Thanks,
Michael
Read Answer Asked by Michael on February 23, 2015
Q: Hi Team,

These names would be positions to diversify my portfolio. My portfolio already has exposure to most other sectors. Eventually I would like to own all these companies however, could you comment on the pros and cons of each please. Even substitutes/alternatives within the same general sector would help too.
Thanks again for the great work.
Read Answer Asked by Marie on February 23, 2015
Q: I have recently sold Ship Finance Ltd. SFL.US and now have US funds to invest. This for an RRSP that must be converted to a RRIF within the year. We are underweight Tech sector and Healthcare and would like to have your suggestions for one company (2.5% of portfolio).
Read Answer Asked by John on February 23, 2015
Q: Good morning,

I have some cash in my non-registered account and would like to purchase a couple of stocks. I am looking for some suggestions for stocks that can be purchased and held for 10+ years. I have full positions in ENB, BCE, ATD.B, CSU and AYA. Anything else you might suggest I could add to current positions. Thank you and stay warm! Janet
Read Answer Asked by Janet on February 23, 2015
Q: Based on information from 5i I have been considering purchasing a small position in TMA for dividend income as well as capital gains. Perhaps it would be better to wait until they report in early March? Are your thoughts on TMA still positive going forward? Thank you.
Read Answer Asked by Len on February 23, 2015
Q: For sector diversification purposes, would you consider royalty companies such as AD, DIV, and GRC as financial sector, or is it better to classify them primarily upon the industries they invest in? Ie. AD - industrial / healthcare / costumer discretionary. GRC - technology. DIV - consumer discretionary. Thanks - Robert
Read Answer Asked by Robert on February 23, 2015
Q: I noticed that Rus Metals performs much better the second half of the year. Do you think it is a safe stock to own, just take advantage of the strong seasonality and get the divident as well? Expected earnings for 2015 at $1.56/share compared to $1.96/share in 2014. Thank You very much.
Read Answer Asked by Marinos on February 23, 2015
Q: Any thoughts on Trimac's drop today? I see it is on light volume.
Read Answer Asked by Gregory on February 23, 2015
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