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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: Please recommend the strategy to transition old portfolio to new. Do I sell the removed companies today and replace today or do I sell 1/2 positions and buy 1/2 positions over the next 4 weeks?
Read Answer Asked by William on April 01, 2014
Q: I have reviewed the income portfolio with great interest. My question has to do with three of the picks that have a relatively low dividend - ENB, L, SLW. From my previous questions on this subject, I know that these are quality companies with generally growing dividends and therefore increasing share prices. But if you are trying to generate income, it seems that you would have to sell some of these stocks from time to time to generate that income. Why not find other companies that generate larger dividend returns and still provide some growth potential?

Thanks for the learning opportunity.

Paul F.
Read Answer Asked by Paul on April 01, 2014
Q: My question is on Bally BYI. I know US stks are not your preference but I know you have that Bloomberg terminal, so I hope you can help me decide if I should hold on to BYI. Do you think the high debt is a major detriment their success. If you could help me with your analysis of their cash flo to cover this debit I would very much appreciate it. Thank you, your help is most appreciated.
Read Answer Asked by Maureen on April 01, 2014
Q: GVC - you were mildly bullish on GVC some months ago but the stock went down some more. This morning RBC issuedThanks!
Read Answer Asked by Kurt W on April 01, 2014
Q: Just an observation: I have never seen more excitement or anticipation for a new product ( rivalling apple phones etc) than for your model portfolio update and the new dividend portfolio.
I hope the team recognizes this and is proud of what has been achieved in such a short period of time.
Clearly you have many enthusiastic and happy customers and raving fans.
Congratulations. And thank you for your superb service.
Hope you can make time to smell the roses - even if it is chasing Peter up the back roads of K-W on a bike.
Read Answer Asked by Donald on April 01, 2014
Q: Like others I am finding your service very informative. I bought DHX Media a couple of months ago based on what I read here and am now down a dollar a share despite several media releases that appeared to be good news. Any new thoughts on this company?
Read Answer Asked by Denise on April 01, 2014
Q: Hi Peter & Fantastic 5i Team,

I would also like to add my support to David's request for the same reasons he has mentioned.

I am waiting in anticipation for your GROWTH portfolio! PLEASE, PLEASE, PLEASE!

Immense thanks and gratitude for all you do for us.
Kind regards.
Francis
Read Answer Asked by Francis on April 01, 2014
Q: Badger Daylighting is on fire the past week or so... basically since their last earnings report. I'm basically at 6% portfolio weighting and am getting closer and closer to having the diversificaiton and similar picks to the model portfolio. Any thoughts on trimming a little here? I'd actually like to let it run as I believe in the need for BAD's product and can see them being used more and more in Industry and even around my home town here in Calgary which tells me they are growing really well. I also see the long term need for their product as much infrustructure needs to be renewed without destroying it.

Your thoughts would be appreciated! Keep up the good work!
Read Answer Asked by Marc on April 01, 2014
Q: Just wondering if you have any thoughts on ICP? I have held it for some time now and have taken a loss. I am considering selling it. Thank-you!
Read Answer Asked by Denis on April 01, 2014
Q: I have a certain amount of money to invest and want to take advantage of the diversification of both portfolios.

Save for the repeated companies, do you suggest a 50 - 50 split between the two or should we put more in the equity portfolio versus the fixed income. I was thinking of investing 50k with 40k going toward the equity and 10k to the fixed income.
Read Answer Asked by Gregory on April 01, 2014
Q: Dear Team:' I would like your opinion about intellipharmaceuticals please. The ticker is I on the TSX. It currently trades at $4.72. Jean
Read Answer Asked by jean on April 01, 2014
Q: What is your view on US GEOTHERMALS earning and the outlook for the future.
Tom
Read Answer Asked by Tom on April 01, 2014
Q: Peter, Do you agree with borrowing to invest (non registered account) by using your home equity, if you have little to no debt? If I can borrow at 3% as long as I generate 4% in dividends I should stay cash neutral after taxes. To minimize taxes the lower income spouse would take out the loan and record the income. Over a 10 year period I should come out ahead once capital gains are added. All holdings would be high quality dividend growers. Are there any flaws to this strategy?
Read Answer Asked by Albert on April 01, 2014
Q: Could you please comment on Enterprise (E.TO) results. What would be your recommendation, thanks.
Read Answer Asked by Michael on April 01, 2014
Q: Hi Peter: I very much appreciate what 5i is providing and I think it is such a help to small potatoes like me. Thank you.
One thing I have noticed is that several of your profiled companies are regularly appearing on analysts top picks. Would it be that they also quietly looking to 5i to provide research. Shame on them.
Read Answer Asked by Hildegard on April 01, 2014
Q: E - Can you comment on their latest earnings and how it compares to market expectations. Thanks.
Read Answer Asked by wendy on April 01, 2014
Q: Hi Peter and Team,

Thanks for the new income portfolio and updates to the equity portfolio.

I'd like to take positions in the income portfolio and already own the highest rated stocks in the 5i equity portfolio, with a few others you've recommended, in my equity portfolio.

What do you advise if I own, say BNS, which is in the 5i equity portfolio and wish to add the new picks from the income portfolio - double up on BNS or just not buy it for the income portfolio?

Also, you made a few changes to the equity portfolio. That implies you're advising members to sell the stocks that were dropped and replace them with the new ones. Have you lost faith in the dropped companies or is this a rotation of some kind?

Thank you. Michael
Read Answer Asked by Michael on April 01, 2014