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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 and team.Would appreciate your opinion on Crius Energy.KWH'UN.Thank you for your outstanding service.
Gaston.
Read Answer Asked by Gaston on August 15, 2014
Q: I would appreciate your opinion and recommendations on NOC and any other company you know of which is involved with drones.
Thank you, Peter, Ryan and 5iteam.
Read Answer Asked by Gail on August 15, 2014
Q: Hello 5i,
I bought these US securities on the 24 Jun this year. So far this is the performance:
shares $/sh amount book val +/- %
ATHN 24 131.25 3,150.00 2,978.99 +171.01 +5.74
PCLN 2 1,284.81 2,569.62 2,443.95 +125.67 +5.14
ALGN 54 54.71 2,954.34 2,870.87 +83.47 +2.91
SFL 155 18.80 2,914.00 2,877.45 +36.55 +1.27
SBUX 37 76.62 2,834.94 2,873.01 -38.07 -1.33
CLCT 139 20.09 2,792.51 2,883.08 -90.57 -3.14
GMCR 24 114.30 2,743.20 2,976.83 -233.63 -7.85
SNDK 27 93.21 2,516.67 2,793.10 -276.43 -9.90
MSCC 103 24.35 2,508.05 2,866.14 -358.09 -12.49

Just wondering if you can give me an update on my US portfolio.
Thanks,
Rick
Read Answer Asked by Rick on August 15, 2014
Q: Hello 5i,
My current portfolio consists of:
BX:US, COP:US, PXT, HWO, TLA, SYZ, VCM, PHM, DND, XTC, and RDX.
I like to keep a fairly concentrated portfolio and generally stick to smaller cap stocks. Assuming I am fairly equal weight between all of the above names, which would you (if any) recommend adding too today? And is there another small cap name that you think may fit nicely in this list to provide good growth/value and maybe a little diversification at the same time?
Thanks!
Read Answer Asked by Scott on August 15, 2014
Q: Hi, I know you don't concentrate on US stocks but would you please comment on Boeing for me?
Read Answer Asked by Jeff on August 15, 2014
Q: Hi Peter and Team,

Quick thoughts on National Holdings, NHLD.US
Read Answer Asked by Graham on August 15, 2014
Q: What are your thoughts on MAL for a long term hold ?
Read Answer Asked by Ken on August 15, 2014
Q: Hi what's your take on Petrowest's recent earnings report?
Thanks!
Read Answer Asked by Mary on August 15, 2014
Q: Hello Peter & Co,
In my TFSA account, I have allocated $20k in tranches of $5k to invest and the rest is in an easily accessible account Premium savings PSA ETF. I have already invested in FRU (Royalties) and DHX (Media) and thinking of investing in ET (Technology) and Morneau Sheppell MSI (Human Resources). I'm not trying to hit the ball out of the park in terms of returns and, by the same token, have a good diversification.
Thanks as always,
Tony
Read Answer Asked by Antoine on August 15, 2014
Q: Hi 5i,

I've been tracking a few thinly traded stocks for my RSP. Could you rank the following in terms of growth and stability for long term (10+ years)? LGT.B, ALC, KBL, CSW.A. I am particularly partial toward LGT.B. Do you think that this would be the type of company a pension or private equity could eventually scoop up? Thanks!
Read Answer Asked by Wayne on August 15, 2014
Q: We current hold the following ETF's in our RRSP accounts. XEI,ZDM,ZEQ,ZWH,ZUE,VIG and IWO. These represent 20% of our RRSP holdings. The remaining funds are in equities, most of which are funds held in your portfolio. We have a Wealth Management team looking after the rest of our investments and they hold equities and fixed income. Averaging 45% equity and 55% fixed income. We are currently 65 and 69 years of age. We would appreciate your thoughts on the ETF's we hold and are open to different options. Thanks for all your help
Read Answer Asked by diane joan on August 15, 2014