Investment Q&A

Q: Hi, Peter and team,


Do you know of any material reason that accounts for the recent loss in the value of sgy shares?

Thanks for you7r input.

Joe

Q: 5i, what is your opinion on CUM? With its high debt and poor epc, I was thinking of sell now and buy back later when things are going well?
Always great to read 5i, --the best

Q: re: KcKesson Corporation... MCK is the symbol I used with no results. I know you have mentioned in the past you are not necessarily well informed on US Companies and that this will be changing in the future. Do you have an opinion on McKesson? Do I have the wrong symbol?

Thank You 5i family

Q: Please comment on the results for MKP (MCAN).Thnkyou.

Q: Not sure if this has been previously asked, but would it be possible to include another column per your portfolios ('Summary' and 'Model') of an exact date of when you formally recommended a company into your portfolios for subscribers? It would certainly help for backtracking purposes to monitor your track record (a good one at that) in pulling up daily/weekly charts.

I use CF as an example, you posted a writeup on Jan 20/2013 at a price of $7.29 with a 2014 P&L and Total P&L the same of -6.2%. These numbers being the same brings up a further query upon looking at your reports, it says this is a "Review of Canaccord Genuity Group" which has me looking for the "Initial" report (of which I don't think there is a previous report). Just a little confusing in looking for another report, but if there was an initial date recommendation column then no further searching would be required. The 2 same P&L numbers tells me there is only 1 report.

I would find the inclusion of dates to be a valuable data set. Thank you 5I team for the service you provide.

Q: ESL: there appears to be insider selling in January, should this be a concern.?

Q: GE... while being a holder of GE right now with the recent down turn may not have much appeal, this is a quality well diversified company which should be able to take advantage of any US recovery over the next few years. My questions are at what price do when think would be a good entry point or, do you think an investor should wait until April when quarterly results will be published?

Thank You 5i family

Q: Good Morning
What is your advice on the % of high risk/reward stocks one may hold in their portfolio? I know this may comes down to an investors personal profile but at what point does it effect overall returns? Through 5i I have become aware of several small but interesting companies such as PLI,DND,INP,ASG,IFA. I have followed your comments closely and hold half positions in each. I now hold about 25 stocks in my porfolio. Should I have been more disciplined and doubled up on some of these positions to keep my porfolio closer to 15 to 20 in size?

Q: Hi 5i team, I had some US dollars in my account so I followed your recommendation and bought IWO which I believe is same as Canadian XSU. However, I notice a big difference in trading volume. Can you explain how the zero point something expanses work? Thank you.

Q: WHICH SMALLER CAP STOCKS WOULD YOU RECOMMEND TO ADD TO MY PORTFOLIO. IF YOU COULD LIST THEM FAVORITE TO LEAST FAVORITE AND WHAT % OF EACH WOULD YOU RECOMMEND. I AM WILLING TO HOLD 6MOS TO 2YS. THANKS SO MUCH FOR YOUR VALUABLE SERVICE, IT IS EXTREMELY INFORMATIVE.
P.S. I OWN AVO,FLY,LOY,DND,E,ENT,MCB,PXT,SUM
I ALSO OWN TOG & MEG WHICH IS THE ONLY ENERGY STKS I OWN, THINKING MAYBE I AM LIGHT ON THAT SECTOR.

Q: hi folks,please ask opinion on Q results for 5NPlus vnp/t,forward looking comments on company/stock,light at end of tunnel?? thanks as always

Q: Hi, wondering what your views and recommendations would be for a midcap 400 etf. Would you favor growth versus value? There are many choices like MDY, IJK, MDYG, IVOG, and then there's the ultras. What would you favor / company?

Q: We would like to invest in a preferred share. Can you recommend some of the best for us?

Thank you

Q: Peter, I am new to 5iR but have subscribed to the Moneysaver for ages. How should I use your model portfolio? should I invest in all the recomended stocks at once for diversification or just pick the individual stocks that I like?
Ron P.

Q: I am just starting out and have about 4000 to start a portfolio. How many stocks would you recommend and which ones for growth?
Thanks

Q: LUC wondering if you have any further thoughts on Lucara Diamond after its recent results and the company's announced that it will be the first Lundin group of companies to pay a dividend.

Cheers,
rtk

Q: Hi! Team,about PMI.V is this Sheaffer fellow knows what he is talking about;or just trying to pump this stock.Do you think his assessment is valid on PMI sudden surge again.Thxs. for yourtime Gerry.G.

Q: A newsletter to which I subscribe has changed their rating on Western Forest to 'sell half' due to it's price appreciation and the valuation being above 'fair value'. Do you agree with this assessment of WEF?
With appreciation.

Q: BPF.UN I been a customer and shareholder for years. My returns have been excellent and the food is good. Recently I paid $28.00 for a four topping pizza at lunch. A menu change including prices had occurred that I didn't notice.
I mentioned the cost to the waitress and the response was " we are getting lots of comments". I'll be watching the next quarter closely.

Phil

Q: Hi Peter
I have been overweight stocks for some time, and while it may still a bit premature, for piece of mind I would like to increase my fixed income weighting to approx. 30%. My feeling is that over the next 2-3 years interest rates in the US will slowly trend higher, and likely even more slowly in Canada. With this in mind, my bias is to allocate towards shorter term corp bonds, REITS, and Preferred issues (recognizing that the latter two are more fixed income proxies more than true plays). For each of these sectors do you think I am best allocating exposure via ETF's (for example, VSC, ZRE and XPF), or do you think that there is a case to be made for buying best of breed individual issues in each class. Specifically in concerns with the ETF approach is that slightly higher rates over time may see a fall in the price of VSC negate all of the dividend benefit (whereas holding an individual bond to maturity will ensure I earn a return), while I understand that there may be inefficiencies within the Canadian Preferred market (pricing/liquidity) which mean that an ETF may not be the best approach here either. Your thoughts would be most welcome. Thanks.