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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 - my TFSA of $32,000 is currently invested as following:

CDH - 50% (recently come alive again; still a believer :-)
Front Street Growth Fund - 7.68% (tough 2 years for Lamarche)
MEI - 25% (good long-term potential - liking it)
CASH - 17% (where to go?)

The goal of my TFSA is aggressive high growth. I like MCR; AVO; BYD.UN and DHX for the cash. Any comments and suggestions to potentially restructure the portfolio and deploy the cash to achieve diversified aggressive growth are appreciated. thx!
Read Answer Asked by Al on January 23, 2014
Q: I am considering PHE, but am concerned about it's size, and lack of liquidity. I would appreciate your insights.
Read Answer Asked by gordon on January 23, 2014
Q: Hi Peter:My riff has your model portfolio @$4.000 each company ($80,000) plus 2000 DH, 1000 MX, 1,500 ZUB and $65,000 cash. Would you recommend adding $2,000 to each company ($60,000) in the model portfolio? Other suggestions? I am 78 yrs old, in good health and so thankful for your services. Ron
Read Answer Asked by ron on January 23, 2014
Q: hi , so lets say that you knew gold was going down too $1000 oz and oil down too $60 a barrel , and bottomed there , what would you want to purchase if you had a couple hundred thousand to spend in the T.S.X. and how would you divvy it up? thanks , look forward to your answer.
Read Answer Asked by jim on January 23, 2014
Q: I am wanting more exposure to Amazon and Google. I own 35 shares of Amazon and 100 shares of FDN. I am considering purchase of 10 shares of GOOG, and possibly selling FDN. How do you rate the other holdings in FDN? Alan w.
Read Answer Asked by Alan W. on January 23, 2014
Q: Hello 5i crew -

I've had my eye on Element Financial for awhile now. I know you consider it expensive at this point. If you cannot recommend a price entry, can you advise of a metric or two you would watch before pulling the trigger?

How much faith do you have with Mr. Hudson as CEO? He seems to have big plans. My concern is his history. The Newcourt Credit Group that he had built didn't exactly end very well. Your thoughts?

Thanks.

Jim
Read Answer Asked by James on January 23, 2014
Q: Hi 5i team,

Couple of beginner questions: I've recently graduated, and am starting to build a portfolio for longer term savings. At the moment, I have 500 shares of Power Corp (POW), and another ~$10 000 cash that I'm looking to invest. First, how concerned with diversity should I be right off the bat? - that is, would you recommend taking a larger (say $5K) stake in 2 companies, or several smaller stakes in a number of companies? Would it be worth selling some of my stake in POW and invest in other sectors for more balance?
Read Answer Asked by James on January 23, 2014
Q: BLD. seems to have attracted 'some' attention. I got beat-up on this stock during the dot-com bubble. Do you have an opinion....is it worth a small investment? Best regards.
Read Answer Asked by Donald on January 22, 2014
Q: Apologies if you have already explained this: Will you be starting a new model portfolio in March or continuing with the same one? Thanks.
Read Answer Asked by Catherine on January 22, 2014
Q: would you recomend sitting on some cash at the present time?
At the turn of the year most experts seemed positive on both the Canadian and U.S. markets. Now there is a significant number of the same people calling for a general, large, pullback. Self fulfilling prophecy, perhaps?
Read Answer Asked by John on January 22, 2014
Q: http://www.mining.com/web/five-ways-to-play-the-end-of-the-natural-gas-renaissance-bill-powers/

Here's an interesting report on natural gas supply and demand with some hot tips. Any thoughts. Seems like a well thought out analysis. I don't have the background to analyze the information but the person who sent me the article does and seems to think it's valid.

Read Answer Asked by Vern on January 22, 2014
Q: Hi Peter and team, thanks for all your great advise in 2013. I'm looking at several converts to spruce up my fixed income side. I would appreciate your thoughts or ranking of the following debentures: afn.db.a, are.db.b, ahf.db, eif.db.e, fr.db.h, mrt.db.a, weq.db.c, di.db.c and nwh.db.
I'm 70 and plan to hold to maturity and would represent about 10% of my fixed income.

thanks in advance
Read Answer Asked by Cyril on January 22, 2014
Q: What do you think of HNL's prospects going forward?

Thanks,
Read Answer Asked by Hans on January 22, 2014
Q: I am trying to rebalance my spouse's RRIF with either income stocks or ETFs.We are seniors. What strategy could I use in juggling $ 120,000.00 to get the best bang for the buck?

Thanks very much.
Read Answer Asked by EDWARD on January 22, 2014
Q: Enablence (ENA.V) restructured last fall; I expected tax-loss sales to follow, but shares still haven't found a floor - at a time when many semiconductor enterprises (well, excluding JDSU) are booming. But Enablence seems adequately funded, and continues to produce new components; ideas?
Read Answer Asked by John on January 22, 2014
Q: Hi Peter. Thank you for answering so quickly regarding Surge Energy. I had included NPS Pharmaceuticals as well and also in yesterday's question. Is there a reason you are not commenting on this stock? Thanks.
Read Answer Asked by Cam on January 22, 2014