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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: I have invested in your model portfolio and now want to also put 20% in your income portfolio. But since there's overlap in many of the companies I'm not sure how to figure out the allocation.
Read Answer Asked by Carla on April 01, 2014
Q: Thank you Peter and good crew. I asked a question Re BOX.un. The answer provided was very worthwhile. My one concern was that I had hoped to hear some news re. whether the vacancy situation in the N.Y office buildings had been addressed. Could you please advise. Thank you,
Read Answer Asked by Phyllis on April 01, 2014
Q: I already have AVO and doing very good as well as a small position in CMI and looking to buy another Technology co. but cannot decide between ESL & SYZ. Both look very good. What would you suggest and why. Good appreciation with less risk would be best right now. ESL has taken a substantial downturn and SYZ on the financing so I am undecided on what to buy, or would you suggest another from your list.

Thanks, Doug

Thanks
Read Answer Asked by Douglas on April 01, 2014
Q: peter, I am curious as to why you will not do a growth portfolio. your equity portfolio is fantastic but your income portfolio with targeted returns of 5-7 per cent would I think have little interest to most of your subscribers unless you are retired. even though I am retired i still have zero interest in the income portfolio but a growth portfolio would be something I think a majority of your subscribers would want, especially the subscribers under 50. will you do a growth portfolio. dave
Read Answer Asked by david on April 01, 2014
Q: Would much appreciate your analysis of Aeterna Zentaris(aez).Thanks for your insight.
Read Answer Asked by Maurice on March 31, 2014
Q: Hello,
The model income portfolio is not coming through. The page comes up empty. If you don't know already. Thanks,
Rick
Read Answer Asked by Rick on March 31, 2014
Q: has any one been able to open income portfolio
Read Answer Asked by Scott on March 31, 2014
Q: Forgot to say thanks in the question I posed earlier today - as noted by a number of other members, this really is a fantastic and, as far as I know, one of a kind, service.

Tom
Read Answer Asked by Tom on March 31, 2014
Q: Following up on Christopher question, when you say that you are at the mercy of management at SEC, why would management, who are insiders, harm the share price? I did buy 100 shares at about $139 last year.
Thank you. You have transformed my portfolios into money making machines.

Jim
Read Answer Asked by james on March 31, 2014
Q: Hello 5i,
I’m looking to buy company’s with my US dollars, the list of candidates is, Amlin PLC (APLCY), GEO Group (GEO), FLY Leasing (FLY), Ensco (ESV), Belgacom SA (BGAOY) and SSE PLC (SSEZY). I’m looking for a company with a good sustainable dividend with some growth. What do you believe is the best two or three stocks in the group, for the long run?
Many Thanks!
Read Answer Asked by Mark on March 31, 2014
Q: Hi Peter - I purchased GOOG stock on March 28th @ $1,120. I also received notification of a Special Dividend. Do you have information on the special dividend and how it may impact the GOOG price in the short and long term. My investment objective is LONG TERM as I view GOOG as a premium company in this space.

Thank You for the great service! My best investment in recent Years has been membership to 5i.
Read Answer Asked by Luigi on March 31, 2014
Q: What is your view of the senior loan floating rate funds, like SSF.UN or MFR.UN? They look interesting with fairly high yields and mostly ROC for tax purposes. Also seem to trade below NAV. How secure are the loans and does the floating rate really provide any inflation protection (as they promote)? Would you buy today, solely for income, and do you have a preference in the group?

Thank-you
Read Answer Asked by grant on March 31, 2014
Q: Good morning,

Agjunction (AJX) recently reported earnings. May I please have your comments on it and is it an opportunity to enter this stock.

Thanks for your great service.

Doug
Read Answer Asked by Doug on March 31, 2014
Q: Hi 5i I would appreciate any new thoughts you might have on Timber Creek Senior ( MTG ) Thx
Read Answer Asked by Gerry on March 31, 2014
Q: Hello Dynacor (DNG) just reported today and the numbers look quite good to me. I would appreciate your take on this company and their 2013 results
As always very much appreciate your service
Read Answer Asked by Robert on March 31, 2014
Q: Hi Peter, a very illiquid stock, Senvest (SEC.to) is showing huge earnings, trades at only 2x or so right now. Any thoughts on this co, is it just too illiquid to touch or is it worth a taste.

Thanks a lot
Read Answer Asked by Christopher on March 31, 2014
Q: Peter and talented crew. Andy Nasr was on BNN today, suggesting that Box.un was undervalued,the best value in retail office properties co., with a decent dividend.Has the US holdings concern now lessened? and your opinion please re growth ?
Thank you,Phyl in BC
Read Answer Asked by Phyllis on March 31, 2014
Q: This is in response to Kelly's question about good books for recent grads. I've found the rich dad poor dad series to be informative. One concept that's very helpful is the author's suggestion of looking at investments through young eyes. The younger generation knew about facebook, Michael Kors, Under Armour, Chipotle, LULU well before they became mainstream. In the same vein Peter Lynch, how to beat the street is an easy to implement investing strategy that compliments the above.
Read Answer Asked by Clinton on March 31, 2014