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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: PETER,ISEE WI-LAN REPORTS APR29. IHAVE A GENEROUS AMOUNT OF SHARES AT HIGHER PRICES. I ENJOY THE DIVIDEND.WHAT ARE YOUR THOUGHTS ON AVERAGING DOWN PRIOR TO ANY RELEASE? MANY THANKS JOHN
Read Answer Asked by john on April 23, 2015
Q: could I get your opinion on emerging markets and the effect of the higher U.S. Dollar and debt. I own some emerging market etfs and was wondering if I should reduce my position which sits at %5 and if I reduce where should I place the funds.
Read Answer Asked by Paul on April 23, 2015
Q: Hi 5i team

I own some Perrigo and Mylan is trying to take over the company sending the share up.

Now we have Teva trying to take over Mylan...and Perrigo rejecting Mylan's bid.

In your view, what are the chances of Mylan increasing its offer as a strategy to escape from Teva and what would you do with shares of PRGO?

Thx
Read Answer Asked by Dominic on April 23, 2015
Q: Hi Peter,

Had you written the article on PFD shares and I read it about 5 years ago I would have probably been much better off.

At any rate over the years (since the financial crisis I invested in many Pfd share resets, all at ipo price.

Amongst them are :AX.PR.E, DRM.PR.A, DC.PR.B, FFH.PR.F, NPI.PR.C,AIM.PR.A,INE.PR.A and C, PPL.PR.G AND TA.PR.F.

Obviously I am not concerned about the solvency of these companies, however I am underwater substantially on all of them. Can things get worse and can they fall further?

Or should I hold my nose and just keep them?

Small portion of my overall portfolio and income from them is marginal. I am retired.

What say you?

Thanks
Read Answer Asked by Sheldon on April 23, 2015
Q: Dear Gentlemen,
Because I work hard on Sector allocation (since I discovered 5IR), I have a comment on CCL.b, on TMX Money web site tmxmoney.com/company.php?qm_symbol=CCL.B, CCL is classied on Consumer Cyclical.
Thanks for all.
Best Regards.

Read Answer Asked by Djamel on April 23, 2015
Q: Hi Peter and Team!!! Since infrastructure is the politial darling,and it seems that we are gearing up for alot of it...what stock would potentially benefit from this and would you consider it a buy now. Many thanks as always, Tamara
Read Answer Asked by Tamara on April 23, 2015
Q: Is the U.S. Company Almost Family Inc.(afam) similar to phm and do you folks think it could have a similar growth profile?Thanks for your insight.
Read Answer Asked by Maurice on April 23, 2015
Q: The Growth portfolio has a 10% allocation to IWO. Would you view this as a better choice versus Vanguard's VBK. Thanks
Read Answer Asked by Gary on April 23, 2015
Q: On todays report you mentioned that you are discontinuing coverage on this fund. Why?

Also, does JTF strictly invest in canadian instruments?

Thanks
Read Answer Asked by Sheldon on April 22, 2015
Q: Now we can place 10,000. in tfsa can i place 4,500 dollars more right now to have my full tfsa in my account. I had place already 5,500 dollars before. Thanks
Read Answer Asked by Denis on April 22, 2015
Q: Could you please give me an updated view of this company which seems to have posted very strong earnings? I'm looking for a solid growth stock in the utilities/telecom areas.
Read Answer Asked by Madeleine on April 22, 2015
Q: Hi
New to this site, just joined today. I think it is full of information. Would you buy CDV at this price or would you recommend I buy another stock for my first buy
Read Answer Asked by glenn on April 22, 2015
Q: I have a small position in fr 1.6% and am currently down 28%. should I sell and cut my losses? brenda
Read Answer Asked by brenda on April 22, 2015
Q: I would be interested in your views on this company. The ceo is Rob Bakshi, the founder of Silent Witness. I was a SW shareholder in the early days and did well with that one. How much weight do you give to the ceo who has a track record of success?
Read Answer Asked by Murray on April 22, 2015
Q: Stock has been on a run the last couple of days with large volume do you see any news, and what do you see for this company in the future.
Read Answer Asked by dennis on April 22, 2015
Q: Good Afternoon

Could you please comment on Fiera a Capital. I know that you have been positive on the name before but I have held it for close to 2 years and it has not really moved at all. Would you continue to hold or could you suggest something with a little more growth potential
Thank you

Read Answer Asked by Marty on April 22, 2015
Q: I have a full position in AVO, BCI, CXI, DHX, EFN, LMP, PHM, PLI and XTC. Overweight in IWO and half positions in CDV and GXI.
I am wondering which growth stock I should add next, or maybe just increase my CDV and GXI holdings.
This would be on margin borrowing and I am okay with leveraged investment at this point in time. While I understand these are meant for 3-5 year holdings, perhaps your suggestion could factor in a 1-3 year period as an additional variable.
I would appreciate your suggestion as well as your opinion on leveraged investing for the growth portfolio.
Thanks
Read Answer Asked by Rajiv on April 22, 2015
Q: Hi,

I have added nearly all the equities in the Growth Portfolio (excluding financials and IWO) to my holdings with percentages ranging from 1% (SCR, QHR) to about 4% (DRT, XTC). I also have CHR, ET, CLR, ESP, KLS, SIS, RZZ, THO, MTSN, SYZ, CPH, RX and WEF among other holdings in my entire portfolio which 5i has had a favorable view in the recent months. My question is whether this portfolio will be too risky in a market correction as I believe more in Small Cap growth than large caps. Plus one or two takeovers will boost this portfolio a lot. What do you think would the right strategy here. Thanks
Read Answer Asked by Imtiaz on April 22, 2015
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