Investment Q&A

Q: Investment firms often charge 2% to manage a portfolio. This equates to a 20% fee on a portfolio that earns 10% (2%/10%) which equals a fee of 100% (2%/2%) of the net gain versus say an 8% benchmark which you can buy as an ETF. How do they get away with this and how do you negotiate lower rates? Thanks. Michael

Q: Pl suggest ETF's for RESP with time horizon 7-8 years

Q: Hi Peter, what's the best strategy for a new subscriber (with cash) at this point in time ? buy your model portfolio or move in as your new recommendations come through ? Thank you, Paul

Q: 5I Team,

I would appreciate to get your thoughts on Ecolab (ECL).

Thanks,
Scott

Q: re. Enwave (ENW-V) vs Urthecast (UR-T)

Analysts on BNN have recommended both stocks in the past few weeks. I fully understand that both generate little, or no, revenue and that any investment would be purely speculative in nature. My question is which co. are you more favorably inclined towards and why?

Thanks for your efforts on behalf of myself and other retail investors.

Owen Neal
Drumheller, Alberta

Q: I have searched through the archives before posing this question, and found you haven't commented on this one since last April. I am interested in finding out more salient information on Hudson's Bay Company in Canada (HBC on the TSX). With its merger with Saks -- and with Bonnie Brooks at the helm -- does this company have a chance of rising to the forefront of Canadian retail? Does it have any hope of developing into something like a Michael Kors?

It certainly doesn't seem to have floundered since its IPO last year, but instead continues to chug along slowly, with a very modest 1.9% dividend yield. Mind you, a dividend of any kind is a good start for an IPO, and so am wondering about things like cash flow, its debt ratio, and what kind of profits would be likely in this company?

I'm not "pulling the trigger yet" -- it's a company I've been watching for about 6 months -- so I would value your opinion on this company before I make a decision.

Thank you.

Q: What are your views on Ten peeks coffee. High div., and no debt..

Q: APD, USA listed recommended by Odlum Brown in recent newsletter I received. I looked at the fundamentals available at CIBC Investors Edge and this stock looks expensive with high debt levels. Apparently activist involved, board changes etc that might move the stock? Your comments/suggestions please.

Q: Hello Peter and the 5I team
I am considering selling off my RMP energy and buying RRX. Do you see more growth out of RRX over RMP? What do you think of this move?

Q: Just started looking at setting up the suggested ETF portfolio in moneysaver magazine. What do you think about substituting IDV for FEZ? It has a higher morningstar rating and looks like very good long term performance? What is the difference for a person trying to set up this diversified ETF portfolia you suggest? thanks very much.

Q: With the fast rise in MX, I am thinking of buying put options for DEC 21 at $64...is this playing with fire or do you think the stock is due for a step back?

Thanks.

Q: Please explain what the pros and cons are of a company being a take out candidate. I know it worked out for PLB. Does it usually result in rapid share price gains?
Thanks!

Q: Contact seems to have some encouraging drilling results, do you still view them as a good speculative play?

Q: I am looking for 2 of your best buys in the industrial sector at this time. I presently own Stantec and Goodfellows. My weighting in the sector is only 5.6%. Also what would you recommend for a weighting in the industrials of your overall portfolio?

Thank you for the great service.

Q: Hi Peter,
Is Loblaw a buy after this major correction?
Thanks
Karl

Q: hi , would you have any thoughts on gabriel res. - gbu. thanks

Q: You said the other day that you dislike leveraged ETFs. Does this include TQQQ - up 107% this year?

Q: Hi Peter and team,
Thanks for all your great information. Please give me your thoughts on CSZ Canexus Corp as a buy, thanks very much.

Q: could you please share a few names from the top of your list of take out candidates thanx robbie

Q: Peter,

Do you still think CEN is a good buy at this point. The financials are definetly good overall but I see come manipulation going on in pricing. Just 4 days before the earnings the stock dropped from 18.5 to 16 and then the news came where they missed the revenue guidance. How do you view this overall scenario, do you think there could still be a takeover and how does this company compared to other companies in this sector.