Investment Q&A

Q: Hi Peter.
Are you still positive on Riffco(RFC). Stock continues its downward trend, I only have small position, should I relax and stop looking at it?
Thanks for your advise.
John

Q: Tamarack Valley TVE is often on the new highs list. What is
your opinion of this company now?

For me your help is "the icing on the cake". Thank you!

Q: Peter
Some great questions today. Badger has gone from a 2% initial position in my portfolio to a 10.5% position. I thought I had seen you write earlier that you might ride a winner up to 15 % of a portfolio is BAD that kind of a stock. Also I think you also recently mentioned that Badger could now be considered an Industrial does this increase the multiple applied to BAD or is there some other impact(s). Also could you provide the link to your twitter account. I lost it when I traded in my Blackberry. Thank you again for your excellent and timely advice.

Q: Could you please give me your thoughts on CWC well services and the their new deal to acquire Ironhead. It's seems to be a solid little dividend payer that has a price that can oscillate 10% in a day. Thank you again.

Q: Hi, 5i team, This is a comment on Claire's question. I believe risk is a variable concept because of the following two reasons. (1) if you include inflation into the risk equation which is sensible if purchasing power is more important than capital preservation, then nothing is risk free. Bank notes under the mattress may still be there years later but they won't buy as much. (2)The other side of the coin from risk is opportunity. There is such a thing as missed opportunity. Based on these concepts, my risk in the portfolio varies. If, as I believe the next 3-5 years will have a slow growth and lowish inflation, I adjust my fix income portion of the portfolio downward. So, I am 72years old, an income invester with a small pension, my fixed income is down to less than 20%. Apparently, I agree with the latest theory. Thank as ever. Henry

Q: Hi Peter and Team
My 35 year old has transferred his $5300 in RRSp account out of mutual funds. I would like your advice on whether the following is a good strategy to get some growth into this account.
I am considering XIC for half the money and the rest divided among TCN, SGY,and SYZ or DHX. Would you think this wise? or do you think 2 ETF's one US and one Canadaian and if so which ones? Thank-you

Q: Morning,
Your comments on MRE results. Thanks

Q: What is your opinion on MXF as means of getting some exposure to precious metals with a little income on the side? Is the payout reasonably secure with this kind of product?
Thanks for the info.
Brian B

Q: Peter: What is your rationale for investing in hedge funds? They don't appear to generate superior returns versus long only portfolios and often carry more risk because there is no loss limits on short positions. Thanks. Michael

Q: BNK the price is off over the last few days. Last comments listed are positive. Do you see this as a slight correction with continued upside to come? Or has something changed?

Q: What are your thoughts on BYD.UN ? Is it a good 3 to 5 year hold ?

Q: Is Microsoft now a long term buy. Target for next two years. Also should we sell in May and go away? Thank you very much.

Q: I am interested in starting a position in WTE Westshore Terminals,I was wondering if in view of its recent correction,would this be a good entry point or not?

Q: I am interested in PPY. Over 5 years it has twice gone from $14 to $6, and the price is now climbing again. It is at @8.90. Do you know the reasons for why PPY fluctuated so much, and do you believe there is still a strong upside from the current price of $8.90?

Q: Hi,
I purchased TMC at $10.44, as recommended by my previous management firm, for my TFSA. In view of Thursday's transactions, should I continue to hold or cut my losses and run?
Thank you.
Paul

Q: Hello 5i,

I wonder how a new member should invest using your model portfolio. Should he buy equal portions all at once? If not, how should he phase in?

What signal/signals should he use to sell a stock? Would you be updating members? I am not into frequent trading, however,there will come a time to sell when favorable conditions no longer apply.

Thanks

Q: In the thrust and parry of market opinions, the Globe today referred to BAD as overbought with an RSI of 71. How would you rebut?

Q: HI PETER..we have about $35,000 in our online investment account and will be out of country until end of May. Not sure weather to let it sit for opportunities after summer sell off but prefer to invest in stocks with some growth and minimal downside while away. I may continue holding on return if prospects are good. I would look at about 5 or 6 stocks.
I am looking at BAD, MG, LNR, HLF, TOU, BEP.UN, DH, HCG, L, We already hold IPL, SU, PPL, BTX and banks
Any of your suggestions? Thanks enjoy your site. Gloria

Q: hello there just wondering what you think of Parallel Energy Trust?

Q: I am thinking of purchasing some more AVO. I would be "averaging down" as I am currently negative with AVO. I would be liquidating a 3% weighting in PWF and increasing my weighting in AVO to 4%. Of course PWF pays a dividend and AVO does not. Both stocks are down this year with AVO down about 8% and PWF down 5% which isn't suprising as AVO is more volatile. I have a relatively diversified portfolio except I am a overweight in financials...(BNS, TD & SLF)
Any cautions?
Thanks
Jim