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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 Peter.Thanks for all your good work. I did a comparison between Corus Entertainment (CJR.B) and DHX and found on every investment criteria CJR.B seemed to be a superior investment. I understand the greater diversification and larger cap aspects of Corus. Also they may be more at risk from the moves towards video on demand. Still, I fail to understand why DHX keeps going up in price while Corus doesn't, given both have a childrens'programming focus. Any thoughts?
Read Answer Asked by Ken on April 30, 2014
Q: just a comment and suggestion. In looking at being accountable,I look at past results only superficially.Your past results in 2013 were great. What I am subscribing for is for the future performance of your recommendations, whether inside the samply portfolio or in your answer to subscribers, questions. I want to receive your prediction on stocks for the future, at the current point in time. I am not interested in what a stock did last year, last month, only what it will do next month, or within the next year or so. Timing is important as price is truth about that point in time. I pay for research which should make me more money than I would be able to do, without it. many thanks. just my opinion of course.
Read Answer Asked by john on April 30, 2014
Q: CSU

Fastest turnaround ever on my question about the CSU AGM - thank you. But if they have not announced the AGM, and I only know about it via 5i as being in their lawyer's office which I don't know, and assuming they don't return my phone call I guess I am out of luck? I understand Mr. Leonard's legendary privacy concerns but trying to come to the grips with the legality/morality/transparency of this approach. Any further comments are appreciated and thanks.
Read Answer Asked by Kim on April 30, 2014
Q: CSU

Noted with surprise the comment earlier today about the CSU AGM being tomorrow. This time of year I am flooded with invites and proxies for other stocks that I hold. For the one I am most interested in, CSU, I received nothing. I am in Toronto so attending is easy. My question: is it mandatory for companies to make their AGMs open to shareholders? I assume not given this example. I called the company number on their website, got an answering machine, and left a message which has not been returned as yet. Any insight is appreciated and thanks.
Read Answer Asked by Kim on April 30, 2014
Q: Hi 5i Team,

I plan to establish a long term holding position for NYSE:SCI for the uniqueness of its business, its leading market position as well as relative high barrier. But, I have a little concern about its high P/E and debt ratio.

Looking for your valuable comments.

Thanks a lot.
Read Answer Asked by Eric on April 30, 2014
Q: Does it make any sense to buy 5 year GIC's as part of a balanced portfolio given that interests rates are at all time lows and rates are forecast to rise over this time frame? Thanks. Michael
Read Answer Asked by Michael on April 30, 2014
Q: Good morning,
What do you suggest (1st pick, 2nd pick) from CSU, BAD, STN and AYA today to hold for 3 yrs or so if I'm looking for growth but lower risk is important to me?
Read Answer Asked by Brenda on April 30, 2014
Q: I have approx $600,000 to invest over a number of accounts. For example RESP's, RRSP's, TFSA, Investment acounts.

Currently I invest a Maximum of $5000 in each stock that I own.

Would you suggest I only own 25 stocks total for all the accounts.

Thanks for your great service.

John
Read Answer Asked by John on April 30, 2014
Q: Hi
Which of the oil and gas stocks do you currently find most undervalued.
I`m interested in those more concentrated on the gas side.
Thanks
Hersh
Read Answer Asked by Hersh on April 30, 2014
Q: Could you explain how investors in western Canada buy stocks after the TSX closes at 4:00 EST (which is only 1:00pm to them)?
Read Answer Asked by Gerald on April 30, 2014
Q: I have set up my wife's RRSP account after the model portfolio. Since the start of April the portfolio is down about 3%. When you get Dividends etc. should we wait until we get a larger amount before we buy. Also should we buy the stock that is losing the most or buy the one that is gaining the most.

Thanks for your advice.

John
Read Answer Asked by John on April 30, 2014
Q: WIN announced pretty good earnings this AM in addition to some good announcements in the quarter and a change to the legal expense risk sharing model. At this price seems to be good value even if they don't sell the company in the short term. Thoughts?
Read Answer Asked by william on April 30, 2014
Q: Any thoughts on Pure Multi-Family Reit ruf.u, do you think this would be good long term hold.Thanks
Read Answer Asked by Jim on April 30, 2014
Q: Hi Peter and Team,

A quick update on Altius Minerals, ALS.T would be good with all of the recent news and prospective growth.
Read Answer Asked by Graham on April 30, 2014
Q: Hello 5i
I am trying to re-balance my 25 stocks in a combined portfolio, at 4% for each position. I have not included ETFs. Should ETFs, such as XIU and XIC, be included in the number of positions, or treated separately? For instance, I hold BNS and TD as part of the stock portfolio, but they are also included in the ETFs. Your advice is greatly appreciated. Thank you.
Read Answer Asked by Kathy on April 30, 2014
Q: I have a question about diversification. My understanding is you should not have more than 20% of your stocks in any one sector. Right now I own HWO, POU, BXE, WCP, TOG, RMP, RE, RRX, TOU in the oil and gas sector, with a portfolio weighting of 13.5%. However, if I include BAD, ENB and BDI that takes my weighting to 28%. Would you include the last three in the oil and gas sector even though they're not producers?
Read Answer Asked by John on April 30, 2014