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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: Hi:
I am trying to figure out whether I have a reasonably diversified portfolio. The process has been agonizing in deciding what sector to put my shares. For instance, the TSX lists AIM as Industrial. I had thought it would have been Consumer. Is there a relatively easy way to calculate diversity? Thanks a million for everything you do.
Read Answer Asked by Elaine or Gerry on September 04, 2014
Q: Hi guys,

With BKW stock continuing to climb in the last week I'm wondering what I should do with my 200 shares of THI in my TSFA? Your thoughts are appreciated.

Good luck on the ride.

Thank you,
Brent
Read Answer Asked by Brent on September 04, 2014
Q: Peter - there are 2 stocks that I have owned in the past and which are now in doghouse with investors. One is AVO and the next is ACQ. Now AVO is well documented in terms of its history and its CEO. I have read your comments in the past. But this scenario will change. will the change be sudden with news of a purchase or the next set of earnings. Have we hit bottom and will the re-evaluation be sudden.
ACQ has not made any serious mistakes as far as I can tell. They have grown dramatically and taken on debt however. The CEO appears to have a vision and is carrying it out.
In 1year is it likely that these 2 stocks will be dramatically higher than now. Is it a good idea to start to dabble
Read Answer Asked by Jim on September 04, 2014
Q: Morning 5i,

My question pertains to the Cash Distributions (CD) paid per unit on iShares ETF's. If the previous year a particular ETF was paid a high CD per unit does that mean we could expect the same this year? Or do these CD's change drastically from year to year, and if so then what drives the amount of the CD? An example would be iShares Alternatives Completion Portfolio Builder Fund, symbol XAL. 2013 CD was $0.63777/unit paid.
Read Answer Asked by Paul on September 04, 2014
Q: Ryan; I assume you are minding the shop while Peter does his ride so I am addressing this to you. Peter is about $6,000. short of his goal of $75,000.00 if I read the info correctly. I am asking everyone- or just 100- subscribers to ask themselves if they have made at least $60.00 from using this site? Now if 100 of us contributed that $60.00- fully tax deductible next spring- Peter would be at his goal. That's all folks. Rod
Read Answer Asked by Rodney on September 04, 2014
Q: Good Day. Please provide your views regarding MLF 's acquisition of the Canadian operations of Standard Life with particular emphasis relative to synergies, disclosed financing plan, future dividend policy and impact on growth and outlook for MLF? CEO says Three cents/year for next three years. At 12x EPS, it seems like its possible impact on the stock price could be negligible. Thanks.
Read Answer Asked by Ken on September 04, 2014
Q: KBL
I am a new subscriber to 5I and nicely getting into the detailed info.
I have been a long time holder (Oct 2009) of this KBL position and need to sell a half position to offset a capital loss.
What can you recommend to purchase (2 or 3 choices)that would provide similar growth and dividend.Yield has slowly decreased from 8% to~3%. Thx
Read Answer Asked by Peter on September 03, 2014
Q: Petro One Energy (POP) dropped 50% in one day following a financing update. From your experience does this sound like a back out by the Koreans. Should I sell and move on.
Read Answer Asked by Steve on September 03, 2014
Q: Hello Peter..not a question..just want to say.."enjoy the ride" and thanks for all you do!
Be safe!
Read Answer Asked by El-ann on September 03, 2014
Q: What are your views on Bank of New York Mellon (BK) in comparison to Canadian Banks?
Read Answer Asked by Lloyd on September 03, 2014
Q: US company, but can you comment on SFXE.US?
Read Answer Asked by tony on September 03, 2014
Q: Hi Peter & Ryan,
Good luck to Peter on his ride; I have just made a donation both for the cause itself and to support Peter as a way of saying "thanks" for 5i. The weather here in the Lower Mainland is improving and it looks like the sun will be shining for at least the first leg of Peter's ride.
Best of luck and safe journey!!!
Cheers,
Mike
Read Answer Asked by Mike on September 03, 2014
Q: Peter Do you have any insight into Cardinal Energy?
Stan
Read Answer Asked by Stan on September 03, 2014