Investment Q&A

Q: Hello, I am coming into a significant one time lump sum amount of money. I currently have 44 stocks, all purchased after reading your web site. I have about 80% of the model portfolio. The others are stocks that seemed like good buys and so far I'm very happy with my overall performance. These good buys came from suggestions and comments I've read in your "questions" section (which I love by the way)

I'm considering taking 25% of the portfolio as cash - and waiting for downturns in sectors as we've seen in the last year. 25% in safer vehicles - any suggestions would be welcome.

50% in equity stocks. Am I too late or is the current market too saturated to split this 50% into your model portfolio? In your opinion, is the model portfolio - at this time a reasonably safe investment with potential for good returns from both capital gains and dividends?

For perspective, I'm hoping to earn $130k pretax per year, I'm just retired at 56 and will have slightly over $2 mil invested.

Q: A while back I added Timmins to my portfolio, I didn't have any gold exposure, and it was doing well up until the recent merger with Newstrike Capital. I went from up about 20% to even money....what is your opinion of the merger...should I hold or get out?

Q: Peter; Reading about all the new pipelines I always see that the oil is going to Cushing, Oklahoma. Who are the refiners there receiving all this oil and are they something you would reccomend? Thanks. Rod

Q: Hi Peter and Team,

What are your thoughts on Valmont Industries. Would you purchase at this level with a one to two years time frame?

Many thanks!

Michel

Q: Peter for TFSA would you choose Artis or Leisure world for very long drip hold? Payout ratio? debt? any other recommendations, Thanks Ken

Q: Hi Peter and Team:
so far our RSP accounts have equity only (as per our model portfolio). We do not have any fix income such as bonds.

if we want to have 10% fix income, what's your recommendation to start with? So far we prefer to buy corp bonds. I am 50 now and may want to retire at 60.

Thank you
Adriana

Q: Which ETF do you feel has greater risk as a fixed income vehicle... ZFH or XHY? Thanks. Joe

Q: I took a 1/2 position Dec.1st. in wcp,vet,tou and pey. So far so good. I'm considering increasing my positions and would very much appreciate you thoughts. Current energy holdings represent 7% of our equity holdings.
Thank you
Les

Q: Do you see any potential upside to Uranium in the near future? I have held Cameco for a few years now and it hasnt done much. I am thinking of selling it in order to reaise cash. Thanks.

Q: Hello: My TFSA value is $64,274. This includes $5,638 in cash that I need to invest. My objective is growth. My holdings:

AYA $9,370 (14.6% of TFSA)

XTC $7,424 (11.5%)

DHX.B $9,530 (14.8%)

CSU $32,312 (50%)

Thanks to 5i these stocks have done very well. The TFSA is about 8% of my total investment portfolio. Can you comment on the health of this mix? What stock(s) do you recommend I add with the cash?

Q: Hello 5i Team,
Fairfax has launched a fund for India. Is it too early for you to venture an opinion if this would be a good long-term investment. For the record I am retired and is it something I should avoid?

Thanks....

Q: what does with price in the context of the market mean

Q: what do you think of easy homes results

Q: What is your take on easyhome earnings, i thought they were excellent with a dividend increase. Dave

Q: 5i
I have a half position in GC but just cannot decide on whether to ad to this one or start buying into aya . Aya has been doing much better while GC has lost some ground .
Also I'm thinking of getting back into acq since it has had much better momentum of late and forward earnings look quite solid plus it's well down still from its high .
I would greatly appreciate your advice on these stocks .
Thanks
Bill C.

Q: I currently hold this based on your recommendations, and it has gone up considerably. Is the price at a fair valuation or should i take profits? thanks Clare

Q: In their Fiscal 2014 report, the management "expected meaningful growth in fiscal 2015" and held cash per share $1.65. Given the large portion of business that comes from Western Canada what would you expect in terms of growth for 2015? Also in your October report you noted insider selling. Does this selling affect your otherwise positive opinion of management? Has that selling subsided? Would you be comfortable buying a small position here?
Sorry for the multiple questions.
Many thanks
Mike

Q: what is your opinion of this stock purchased in January 2014 at 17.05 and again in August at 15.26 - it pays a dividend - should I hold or sell.
Thanks for your help

Q: Hello great team. Amaya is in a strong bullish trend in all time frames according to BMO. I am holding 6.9% within my Portfolios along with most of your other PF choices (both PFs). My question is; should I ride this a bit longer? AYA was a bit stuck for a while but is rising nicely again as I am sure you know. Any news? Thank you for all you do. I am doing well with your Q and A's and best of all "makin moola"!

Q: EGL.UN - T 0.5 2.96 · 2.98 0.6 2.96 +0.27 10.0

- EAGLE ENERGY TRUST is up 10% today while other oil companies are down .It has been up 50% in the last week. Any expatiation and would you buy more ?
thanks
Yossi