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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, I am considering buying Chubb (CB). I like that they are buying back shares, that they have a good history of raising the dividend (although the yield is not very high) and that debt seems low. The p/e seems also reasonable but I don't know if it is average for this type of company. I would like your view on whether it is good value at this price. Thanks.
Read Answer Asked by Bernard on January 27, 2014
Q: It would appear that gold may have bottomed out. I already hold G and like it because, apart form the price of gold, it is well run, with sound business practices in place and attention to generating decent returns for investors. l am looking to add another gold stock and am looking for your guidance. I would like a company that, regardless if gold stays where it is now or drops a bit further, still looks okay on fundamentals (e.g. producing gold at a low cost per oz, & has good reserves), has lots of cash on hand, does not need to go to the capital markets for more financing, trades at a substantial discount to book value, would provide excellent upside if gold moves higher, and hopefully has mines in stable countries. Ross Healy, a guy I really respect, picked IMG the other day on BNN as a gold stock having substantial upside however I see their main operating mines are in West Africa (Burkina Faso, Suriname, Mail) which turned me off a bit in terms of stability.
Any comments on a pick would be appreciated. Love your service.

Stuart
Read Answer Asked by Stuart on January 27, 2014
Q: Have $10,000 to invest in our joint account. We're heavy in banks, oil, pipelines, telecom, etc. and I'd like a suggestion for some REITS to check out. I'm looking for good income with safety primarily, but some growth would be nice too. In other words, I want the moon! Cheers, Ted
Read Answer Asked by Edward on January 27, 2014
Q: Your thoughts on CHKP check point as well thanks
Read Answer Asked by dave on January 27, 2014
Q: I am considering investing $30K split evenly across the 20 model portfolio stocks. I have some questions regarding the portfolio. 1) Do you re-balance the portfolio to get it back to the 5% weighting and if so is there a particular date that you do so? 2) How often do the stocks held in the portfolio change? 3) Do you do a revision of the stock list on March 1st of each year? 4) Do you remove stocks from the portfolio when they become to expensive (dividend yield to low, P/E to high or some other criteria 5) Should I wait until March 1st/2nd to invest in the stocks listed in the model portfolio? 6) Are there any other considerations I should make in investing in the model portfolio? I have about $475K of other RRSP investments (diversified).
Read Answer Asked by Daryl on January 27, 2014
Q: Good day folks. a question regarding U.S.investments in a Canadian exchange etf, now that the Cdn $ is trading around 90 cents, does it make more sense to use a hedged etf in Cdn $ rather than a non hedge etf in either Cdn or U.S. dollars.

from cold Panama City Beach, Fla, thanks
Read Answer Asked by Cyril on January 27, 2014
Q: Hi Peter

I discovered a stock Ergoresearch (ERG)that no one I know has heard of it is in the foot orthotics and healthcare business It trades on the Venture Exchange
Could you shed some light on this stock as I am thinking of adding to my position. Thanks again for your wonderful service Paul
Read Answer Asked by Paul on January 27, 2014
Q: FrontFour announced the removal of it special meeting requisition, presumably because they figured they would lose. With this in mind would you think the shares are unlikely to move up since it's going to be same all same all? Interested in your thoughts. Thank You
Read Answer Asked by john on January 27, 2014
Q: Why has Big Rock Brewery stock rallied while EBITDA has fallen YoY?

Thank-you for your efforts!
Read Answer Asked by malcolm on January 26, 2014
Q: Hi Peter and Team:
I would like to start my own equity portfolio and emulate your impressive 5I equity portfolio. Most of the issues in your portfolio have run up nicely, so how do I start entering positions to build a portfolio? Portfolio size would be the same as yours with about 20 positions. Thanks in advance, Henry
Read Answer Asked by Henry on January 26, 2014
Q: Hi 5I,
You have an excellent concept and service. Love it!!!
I'd like to know how you define a blue chip company and which Canadian companies do you see as meeting this criteria.
As always, MANY thanks!!!
Read Answer Asked by Brenda on January 26, 2014
Q: Hi Peter,

I'm looking for some mortgage funds similar to Timbercreek's offerings (MTG and TMC). I'm more interested in the higher risk (higher yield) opportunities such as TMC. Could you point out a couple of other names that I could take a look at?
Read Answer Asked by Brian on January 26, 2014
Q: What are your thoughts on DFE as a way to play the European market? This small cap etf has been enjoying a good run since 2012 & pays a reasonable dividend. Would you suggest pairing it with FEZ, or buying on its own. Thx for such a great service.
Read Answer Asked by Ron on January 26, 2014
Q: Hi Peter,

Would you 5-6 names of company which recently declares its first-ever dividend? what's your thought of those names?
Love your service and just renewed membership.
Thank you

Santos
Read Answer Asked by Santoso on January 26, 2014
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