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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: I have a very small weighting in Materials in my portfolio (1.3% thru ADN). I was thinking of selling ADN (I'm up about 7% including the dividend in 2 years) and building a position in either FM, WEF or both. My current portfolio weightings (TFSA, RRSP, LIRA) are 18.6% Financials, 8% Healthcare, 1.6% Industrial, 24.6% Technology, 14.4% Consumer Staples and Discretionary, 5% Energy and 26.7% Cash; all mixed between blue chips and smaller growth companies. I have a 20+ year time horizon. Do you have any other suggestions to deploy about 20% of the cash and some potential stocks to buy. I'm looking for more growth and I am not adverse to risk.
Read Answer Asked by Rob on January 26, 2015
Q: Hello,
Can you explain the recent drop in eldorado and should i continue to hold? thanks
Read Answer Asked by clara on January 26, 2015
Q: Is this deal now final or is there still risk of failing. Also with BCE share price at 58.57 is the total consideration going to be more than 26.5. Would you recommend buying for short term gain till the thing is final
Read Answer Asked by Imtiaz on January 26, 2015
Q: What to you think of Amiee Chans move to croos list Norsat on the NYSE.After the consolidation there are only 5 million shares outstanding, doesn't make much sense to me unless you are trying to maybe sell the company? Appreciate your opinion.

thanks Gord
Read Answer Asked by Gordon on January 26, 2015
Q: My college age Son had over a double in DHX (his only equity), with my advice he sold half, bought into Surge at $5.53. His account balance is now back to where he started. He's not happy with his advisor at the moment - hero to zero you could say. Should he hold Surge or take the loss, if the latter, any suggestions for a youngsters TSFA?
Read Answer Asked by Charles on January 26, 2015
Q: Hey Folks, In a recent response you liked OTC. I hold a few of the larger Canadian tech names, including CGI. How does its growth profile compare to OTC? I also noticed that CGI has had tons of insider selling over the past year. How concerned should I be about that? Thanks for you comments.
Read Answer Asked by Noel on January 26, 2015
Q: In Dec. 2014 a question was asked about Neptune Tech. Your comments were fairly positive yet you said this company was not one of your favorites. Could you please list a company or companies that you would favor more in the Neptune sector?
Read Answer Asked by Ernie on January 26, 2015
Q: Hi 5i team!

I am scratching and pounding my head on which stocks to buy next. Here is my dilemma, I know I should buy stocks to diversify my portfolio. However, when there is blood on the streets(oil sector) it is time to buy. Need you to give me a clearer path on which stocks to buy to complement my portfolio. Here is what I have so far:

ETF; VSB 15%, VTI 15%, VEU 12% and VCE 10% which will be sold once I am a handful of stocks away from completing the model growth portfolio.

Stocks; Raging from 2% to 5%.
SJ, NUS, CXI, AYA, BNS, STN, ESL, HCG, GUD, SGY and 12% cash.

Thank you
Read Answer Asked by Rino on January 26, 2015
Q: If you had a choice between B2 Gold (BTO) or Richmont Mines (RIC), which we would you choose and why. Thank you and keep up the great work!!
Read Answer Asked by David on January 26, 2015
Q: Hello

Noticed TWX slipping a little as of late despite very strong box office results along with other positives moving forward. Any reasons we should be aware that might explain the 9% drop since the end of December

Thanks for all you do

Gord
Read Answer Asked by Gord on January 26, 2015
Q: Hello

Can you please provide an update and what street consensus might be for the next report

Thanks for all you do

Gord
Read Answer Asked by Gord on January 26, 2015
Q: In a recent question and response, concerning STB (Student Transportation), reference was made to SNCF. Who or what is SNCF? Thanks for your help on this.
Read Answer Asked by Bill on January 26, 2015
Q: Adding to the question I sent a little while ago....I just found this:

http://www.bankofireland.com/fs/doc/wysiwyg/bank-of-ireland-nyse-delist-21-1-2015.pdf

They're delisting from the US!!!! Would you please tell me what should I do? Thanks so much!
Read Answer Asked by Silvia on January 26, 2015
Q: Hi team, Hopefully you can help me. Supposedly Ireland will be the fastest-growing economy in 2015 for the second consecutive year.

According to the Goodbody report, the Irish recovery is solid and based on strong domestic demand. After 5 years Ireland's budget deficit will dip to 3% from 32%. More on the link:

http://finance.yahoo.com/news/goodbody-ireland-once-again-europes-115939440.html

On top of that, Moody's upgraded deposit ratings of Bank of Ireland (not sure how important this would be).

Would've thought these were all good news and IRE would be up not down by almost 8%!! Any thoughts please.

Thank you!!
Read Answer Asked by Silvia on January 26, 2015
Q: What is your take on exe at this point given they are getting out of US soon

Thanks MIke b
Read Answer Asked by Mike on January 26, 2015
Q: Your views on the company now in the $0.30 range?
Read Answer Asked by David on January 26, 2015
Q: What is your outlook for Liquor Stores, and is the dividend stable?
Thanks, How
Read Answer Asked by Howard on January 26, 2015
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