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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: First of all, I want to thank the entire team for their services. I think you are all doing a great job and I appreciate the advice 5i provides.
My question is related to when to sell an investment. I've watched the YouTube video that indicates investors should sell an investment when there is:
1) Negative changes to company of industry
2) Over-promising & under-delivering by management
3) Declining revenues
4) Changes in competition
5) High debt

I know people shouldn't sell when a stock has gone up, but how do we know when a stock is overextended / expensive? Is there a metric you use to determine a good exit point, or do you just stick with your 5 reasons? Thanks!
Read Answer Asked by Mike on June 13, 2014
Q: Peter; I am slowly trying to hedge my portfolios for a eventual rise in rates. I have SLF and IAG in
Canada but would like your suggestion for a US interest rate sensitive financial company. Thank you.
Rod
Read Answer Asked by Rodney on June 13, 2014
Q: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Read Answer Asked by Antoine on June 13, 2014
Q: I am wondering what your thoughts are on Chicago Bridge and Iron.CBI.The stock has been under pressure from a poor quarter awhile back but really took a beating today down by more than $4.Is there something going on I should be concerned about?

Thank you.
Read Answer Asked by michael on June 13, 2014
Q: Hi Peter, Argonaut Gold (AR) is up close to 20% this week. Is there any news? Conversely Artis REIT is struggling, any reason for its recent decline. As always, appreciate the service. Rob
Read Answer Asked by Robert on June 13, 2014
Q: Hi Peter & Team:
Can you please explain to me what the significance of High Artic's (HWO) $25 million
Bought Deal offering of Subscription Receipts @ a price of $4.95 per receipt will be on
the price of of the common Shares? If I understand this correctly, the receipts represent the right to acquire 1 common share of HWO per receipt. The receipts will be listed on
TSE as HWO.R. I have noticed the price of the common shares have fallen since the announcement. As the holders of these receipts convert to common shares & sell them
on the market will it not act as a deterrent to the stock increasing in price.
Thanks: Jerry


Read Answer Asked by Jerry on June 13, 2014
Q: Hi Peter

Do you know of any reason for the big spike in volume (10x the avg daily volume) for Gear Energy (GXE.TO)

thx,
Michael
Read Answer Asked by micheal on June 13, 2014
Q: What do you think of Long Runs purchase of Crocotta Energy ?
Read Answer Asked by terrance on June 13, 2014
Q: Hi 5i Team,

You have stated in the past that in your ideal world, stocks would be classified with 15 sectors (itemized below). Over the past year, you have suggested target sector weights that a model portfolio should aim for. I am doing some mid year rebalancing / new capital deployment with my portfolio and hoping you can fill in your updated target sector weights for the next 6-12 months based on what you see in the economy.

Capital Goods / Industrials =
Consumer Cyclical =
Consumer Staples =
Energy =
Financials =
Health Care (CDN) =
Health Care (US) =
Information Technology =
Internet / Software =
Materials (Gold / Silver) =
Materials (Metals) =
Real Estate =
Retail =
Telecommunication Services =
Transportation =
Utilities =
TOTAL = 100%

(Risk Profile = 8 out of 10 with long time horizon, current portfolio consists of 45% small cap, 25% mid cap & 30% large cap)

Thank You.
Read Answer Asked by Ray on June 12, 2014
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