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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: Is SAS a buy at the current price?
Thanks again for your advice.
Read Answer Asked by Stephen on February 17, 2014
Q: I am (still) overweight in financials...BNS 10.3%, TD 13.2%, PWF 2.3% and SWF 3.7%. I sold out our position in BMO and bought G & AEM for a total position of 3% in Precious Metals. I am thinking of selling PWF and adding to either Precious Metals or Energy sector (PEY, SGY & VET) for an 11% weighting. Does this make sense to you? 5i seems to be generally positive on PWF... Canadian Banks seem to be well managed, protected from competition and well capitalized so the question becomes why sell anyways. The PWF is inside the RSP so there is no capital gains tax to pay.
We are near retirement age but our dividend income seems to be exceeding our expenses without considering CPP and my wife's small pension.
Thank you.
Read Answer Asked by James on February 17, 2014
Q: Peter,
I know you have commented on DEE, Delphi Energy in the past. Have you looked at it recently? It seems like it has had a lot of good news lately. I appreciate your opinion.
Read Answer Asked by Duayne on February 17, 2014
Q: Hi 5i,

My question is regarding the model portfolio.

I am thinking to follow the model portfolio with about 200k starting next week I plan to substitute TCN for FSV (since I hold that one already) and a ~ 5% allocation in each of the 20 stocks.

What are your thoughts on this approach, would you substitute any others at this time?
Are you expecting a major rebalance of some of the names in a few weeks?
Would you change the allocation to the current allocation of the portfolio or is the 5% target reasonable.

Thanks
Read Answer Asked by Joerg on February 17, 2014
Q: Are there any Canadian or U.S. based companies you would recommend in the agricultural industry?
Read Answer Asked by Craig on February 17, 2014
Q: THI - I am down 8%. Is it the time to buy more, hold or sell? Many thanks.
Read Answer Asked by Rita on February 17, 2014
Q: Just wondering about the silver market and where you think its going in the near future. As well what do you think of INM as they have found some silver down there in Mexico. Thanks for your insight
Read Answer Asked by dwight on February 17, 2014
Q: Hello best team.
do you have any insight in dsm?
It focuses on rare earth.
With the precious metals heading in the right direction,could this be interesting as well?
Read Answer Asked by Josh on February 17, 2014
Q: I currently have 25% of my total portfolio in resource stocks with the majority (50%) of that in gold (G, YRI, ABX) and silver stocks (SLW). With Teck’s recent drop, would you sell ABX and use the proceeds to buy Teck (to add some diversity and get a better overall return - hopefully) or would you hold on to ABX and ride the current gold bull up? I have a 2 year time frame.

BTW, the video feature is a nice touch! Thanks
Read Answer Asked by Sandy on February 17, 2014
Q: AVL SEEMS TO BE ON AN UP-TICK. THEIR RECENT AGREEMENT WITH THE NW TERRITORY METIS NATION SEEMS TO BE ANOTHER POSITIVE SIGN.
AT WHAT POINT IN TIME WOULD YOU CONSIDER GIVING A SERIOUS LOOK TO INVESTING IN AVL? EVERYTHING SEEMS TO BE HEADING IN THE RIGHT DIRECTION FOR THEM... THANKS FOR ALL YOUR HELP!
Read Answer Asked by William on February 17, 2014
Q: Do you think JDS Uniphase looks good right now? Is there a reason why they are doing an exchangeable share at the of March. I don't quite understand what that is for. To me it looks like it is acting as a prime takeover candidate.
Read Answer Asked by Helen on February 16, 2014
Q: Currently I hold WIN (5%) and SYZ (12%) in a small, aggressive growth (taxable) portfolio (Majority of my funds are in other well balanced portfolios). Heeding your advice about paring down individual positions that become overweight, I need to sell some of SYZ and acquire another Growth Tech stock. What would your top 2 picks be ? Thanks again for a terrific service.
Read Answer Asked by Alexandra on February 16, 2014
Q: Hi Team,
It's a commonly held belief that the price of gold rises as the economy deteriorates. For the past few weeks, we've been seeing upward movement in the bullion and in gold stocks but no real sign that the economy is tanking or even headed that way. Do you have any recollection of past periods where both gold and the economy grew in tandem? If so, this would make me feel a bit more secure buying miners at this point in time.
Robert
Read Answer Asked by Robert on February 16, 2014
Q: additional comments on lifs and rifs, you have to be 65 on jan.1 before you can split income, all lifs rif and company pensions can be split, but not old age security or Canada or quebec pension. dave
Read Answer Asked by david on February 16, 2014
Q: About 4 months ago, and just before becoming a 5i member, I bought 300 CPG in a TFSA, mainly for income but also a bit of growth (I'm currently under water on the stock price). Since joining 5i, I've read repeatedly that you're not keen on CPG. Would you suggest that, despite holding CPG for such a short time, I would do better to take my losses and move on to SGY, for example? The yield is even better than CPG, but does the smaller market cap make it much riskier?
Thanks for your insight. Chris
Read Answer Asked by chris on February 16, 2014
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