skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Due to seasonality should I sell this (wft) or hold longer. I am currently up 10%
Read Answer Asked by don on February 19, 2015
Q: Good Afternoon,
I will be making my annual RRSP contribution in the next week or so and based on your research and all the Q & A here I have narrowed it down to 2 stocks, CXI or DHX.b. I was leaning toward CXI but it has taken a huge run in the last week or so now not so sure. This is for the very long term, which one of the two do you feel has the most upside. Thank-you
Read Answer Asked by Chris on February 19, 2015
Q: Hello 5i. In answering subscribers' questions, you often discuss a security, or a sector not exceeding a specific percentage. In a case where a portfolio consists of Cash, Fixed Income, and Equities, are you referring only to the percentage held in Equities in these replies ? Please elaborate. Thanks T.
Read Answer Asked by Terrance on February 19, 2015
Q: Please comment on the quarterly results released today. I hold a 2% position, and am considering adding to this sector. Would Goldcorp remain your first choice?
Read Answer Asked by gordon on February 19, 2015
Q: If you had a choice today between these two companies, which would you buy for a 2 year hold, with growth being the major intent? I know I keep asking these apples and oranges comparisons, but somehow they make sense in my mind, even if in no one else's. Thank your for your patience -- and as always, for your help.
Read Answer Asked by Sylvia on February 19, 2015
Q: Hello

This is a follow question on a Q&A I read about Glentel.

Basically you suggest to the Gentel shareholder to 'TENDER' their shares as otherwise there may be some delay.

My Question may seem silly, but how do I go about Tendering shares, when shares are held through a broker? I emailed my broker and they where not informative on how to do that.

Thank you.

Original Q&A I saw is cut and paste below.


Question: I talked to I trade where are GLENTEL shares are held and was told that you can no longer choose the option of cash or shares in BCE. If you wanted to do so you had to say so three days before the shareholders meeting earlier in January. Most people would obviously choose the shares with BCE hitting new highs. Is it still possible to get shares in BCE? THANKS

5i Research Answer:
In most cases, if you have missed the deadline, then you will by default get the pro rata allocation that everyone else gets: i.e. some BCE shares and some cash. You do need to tender your shares, otherwise there may be some delay. You will then need to buy BCE shares with the cash received if you want to swap all of the value of GLN into BCE.
Read Answer Asked by Stephane on February 19, 2015
Q: Presently, I own CRH Medical (CRH), Patient Home Monitoring (PHM) and Prometic Life (PLI). CRH is going up nicely every day - is the valuation stretching?
Please suggest a fourth name to add to this list. I don't mind some risk for the rewards the three mentioned have given.
Thank you.
Read Answer Asked by Steven on February 19, 2015
Q: Hi Peter, I am a believer in dividend growth investing. Can you please provide a top 5 list of mid-cap companies that are likely to continue to increase dividends over the next 3-5 years. thanks for the great service. Rob
Read Answer Asked by Robert on February 19, 2015
Q: Good morning,

Can you please provide an updated investment opinion on FTG.

It has recently announced a few new long term contracts and is performing well from a technical perspective recently.

Please include the prospects for future growth and a picture of their balance sheet.

Thanks
Thomas
Read Answer Asked by Thomas on February 19, 2015
Q: Hi Peter! My 21 year old has 10k in his TFSA and is looking to invest the proceeds with a 3-5 year time horizon. He's looking for growth and would like to put 1k in 10 different names. Could you include your thoughts on 10-12 names for inclusion. Ian

M
Read Answer Asked by Ian on February 19, 2015
Q: I have only a small percentage of US securities in my portfolio: MS, CSX, WMB and DFS. I've just heard about ENTG and am considering buying. I know you don't specialize in US stocks, but I'd sure appreciate an opinion if you know the company.Many thanks.
Read Answer Asked by Elaine or Gerry on February 19, 2015
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.
Read Answer Asked by David on February 19, 2015
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?
Read Answer Asked by Edward on February 19, 2015
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
Read Answer Asked by Rodney on February 19, 2015
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
Read Answer Asked by Michel L on February 19, 2015
Q: Peter for TFSA would you choose Artis or Leisure world for very long drip hold? Payout ratio? debt? any other recommendations, Thanks Ken
Read Answer Asked by Ken on February 19, 2015
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
Read Answer Asked by hong on February 19, 2015
Q: Which ETF do you feel has greater risk as a fixed income vehicle... ZFH or XHY? Thanks. Joe
Read Answer Asked by Joseph on February 19, 2015