Q: AVO represents 5% of my folio holdings; should I half since it looks like it's going nowhere and redeploy to OG sector? My IT exposure is currently 16% and OG is at 8%.
Merci Charlie
Merci Charlie
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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: BEP. indicate a p.e. of 156.4 and a 3 years EPS. of -24 could you please elaborate on this issue also the high volatility,i've enjoyed the run so far.Thank You as always for the (comforting)service.
Daniel
Daniel
Q: Hello,
What are your thoughts on First Mineral? I hold half position in FM and was planning to increase it to a full position. The stock is down 13% in the past 3 days - should I take it as an opportunity or a warning? I am considering holding the stock for 2-3 years. (My current exposure to energy and materials combined is 25%)
Thanks.
What are your thoughts on First Mineral? I hold half position in FM and was planning to increase it to a full position. The stock is down 13% in the past 3 days - should I take it as an opportunity or a warning? I am considering holding the stock for 2-3 years. (My current exposure to energy and materials combined is 25%)
Thanks.
Q: I don't know if this question has been asked. (I'm sure it has, but here goes anyway...) Do you foresee a time when you might start covering US stocks? Or at the very least, starting a US Model Portfolio, which would be great to see here. In this environment, where everyone is saying "invest in the US" it becomes crucial to have a source of reason to turn to when picking from the infinitely large minefield of companies that make up the US market. I, for one, would not be averse to paying extra for this service so you could hire some like-minded people to initiate this. Thanks for listening.
Q: ok received your answer , so 25 per cent of my total portfolio in your upcoming growth portfolio,that is 25 stocks plus maybe 15-20 stocks in the rest of my portfolio.
isn't that too many stocks. i never hold more than 20 stocks total, usually around 18.
basically what i am getting from all this ,is to cherry pick which i did with the model portfolio-- amaya enghouse etc and did very well,the income does not interest me. dave
isn't that too many stocks. i never hold more than 20 stocks total, usually around 18.
basically what i am getting from all this ,is to cherry pick which i did with the model portfolio-- amaya enghouse etc and did very well,the income does not interest me. dave
Q: Based on the info I have, this co. has: no earnings, no debt & a four digit payout ratio. Either they print money or have huge non-cash write-offs? What am I missing here as I am looking for something for my TFSA with good upside and dividends.
Q: I find your answer on the coming growth portfolio confusing. I am a seasoned investor, what percentage of my total portfolio should I put into your growth portfolio. I understand that percentage should be equally divided between the 25 stocks but what is your recommended percentage. also I am aggressive and not afraid of risk. dave
Q: Good morning: purchased Nal a few weeks ago and it has dropped about $4 per share recently. What is the reason and what do you see for the future. Thanks.
Q: would appreciate a comment on EXN now that the precious metals seem to be moving upwards. Thanks
Q: Hi Peter,
What do think of XMU and XUS for U.S. exposure? THANKS.
What do think of XMU and XUS for U.S. exposure? THANKS.
Q: This company has shown up on my radar with solid fundamentals; though it has been substantially higher in the past 5 years. Do you have any thoughts on it please? Thanks
Q: Hi folks, I've been looking at adding this bank to my holdings. My view is the stock is not ready to buy yet as it appears to be trading in tandem with the price of oil. According to what I see the stock would be a buy around $15. Do you agree? What's are your thoughts on this strategy to play the fear in the oil markets. With much thanks!
Q: Do you consider 18-20% exposure to the energy sector (oil and oil servicers) at the moment too high ? I have a long term horizon (10y+) and my losses are very limited so far since I have started adding to a 5-7% position in the last few weeks ? I also have excess cash that I could add in the next fews months to oil or other sectors if prices fall.
Also, just a guesstimate, do you think current oil price could stay this low or even go much lower during the next 12-24 months ? Thank you.
Also, just a guesstimate, do you think current oil price could stay this low or even go much lower during the next 12-24 months ? Thank you.
Q: Any info or thoughts about the senior mgmt changes announced? Two senior VPs both 14 yrs with the co leaving or retiring.
Thanks; enjoy your service tremendously!
Mark
Thanks; enjoy your service tremendously!
Mark
Q: GEI has been sliding hard along with the energy sector. But what is the real net impact of lower prices on its earnings? Isn't trucking of oil (due to full pipelines) a more recent development and wouldn't lower energy prices benefit GEI's input costs? Is GEI's sell-off overdone?
Q: What percentage of ones portfolio do you recommend investors allocate to the growth portfolio you are putting out in April? And what is the minimum one would have to put in each of the 25 stocks to make it worth it with the buy fees? If a Small investors with other holdings from your model portfolio can only afford to put 500 dollars or 1000 dollars in each of the 25 stocks would it still be worth investing? At 10 dollars a trade it would be 1 or 2 percent if the value. What kind if return will you be aiming for?
Q: Thanks for your quick reply to my previous question. Perhaps I was not clear enough - but I was hoping for your current recommendation for sector allocations.
Thank you.
Thank you.
Q: Happy New Year Team 5i. I have no Canadian or US healthcare. I am well diversified with both of your PFs. I do not have any US dollars or direct US equities (only those within your PFs which have US exposure) I am interested in XLV but what would be the best way to purchase? Should I open a US account and buy enough US dollars to purchase XLV and hold within that account or should I just purchase within my TFSA (or RRIF) with my Canadian $. I'm quite naïve about US purchases as you can see. Thank you for all you are doing. It gets easier and better because of all of you!
Q: I hold this basket of stocks(AVO,BDI,CF,DH,DHX.B,EF,MNW,SJ,TCN,WCP,WSP) in an RSP account. I would like to add 2 stocks to it. I am retired and do not need the money now. The rest of the portfolio is well diversified following 5i recommendations in the model and income portfolios. Can you provide a few suggestions to balance this basket of stocks a little further. Many thanks!
Q: I have relatively balanced portfolio and have some GICs coming due soon, which I’m considering replacing with preferred shares. What do think of ENB.PR.B ? It’s down quite a bit recently. Do you know why it’s dropped so much and are there any preferred share that you like better?