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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: Good Morning
What is your advice on the % of high risk/reward stocks one may hold in their portfolio? I know this may comes down to an investors personal profile but at what point does it effect overall returns? Through 5i I have become aware of several small but interesting companies such as PLI,DND,INP,ASG,IFA. I have followed your comments closely and hold half positions in each. I now hold about 25 stocks in my porfolio. Should I have been more disciplined and doubled up on some of these positions to keep my porfolio closer to 15 to 20 in size?
Read Answer Asked by Marty on February 26, 2014
Q: Hi 5i team, I had some US dollars in my account so I followed your recommendation and bought IWO which I believe is same as Canadian XSU. However, I notice a big difference in trading volume. Can you explain how the zero point something expanses work? Thank you.
Read Answer Asked by victor on February 26, 2014
Q: WHICH SMALLER CAP STOCKS WOULD YOU RECOMMEND TO ADD TO MY PORTFOLIO. IF YOU COULD LIST THEM FAVORITE TO LEAST FAVORITE AND WHAT % OF EACH WOULD YOU RECOMMEND. I AM WILLING TO HOLD 6MOS TO 2YS. THANKS SO MUCH FOR YOUR VALUABLE SERVICE, IT IS EXTREMELY INFORMATIVE.
P.S. I OWN AVO,FLY,LOY,DND,E,ENT,MCB,PXT,SUM
I ALSO OWN TOG & MEG WHICH IS THE ONLY ENERGY STKS I OWN, THINKING MAYBE I AM LIGHT ON THAT SECTOR.
Read Answer Asked by Maureen on February 26, 2014
Q: hi folks,please ask opinion on Q results for 5NPlus vnp/t,forward looking comments on company/stock,light at end of tunnel?? thanks as always
Read Answer Asked by John on February 26, 2014
Q: Hi, wondering what your views and recommendations would be for a midcap 400 etf. Would you favor growth versus value? There are many choices like MDY, IJK, MDYG, IVOG, and then there's the ultras. What would you favor / company?
Read Answer Asked by Michael on February 26, 2014
Q: We would like to invest in a preferred share. Can you recommend some of the best for us?

Thank you
Read Answer Asked by Vicki on February 26, 2014
Q: Peter, I am new to 5iR but have subscribed to the Moneysaver for ages. How should I use your model portfolio? should I invest in all the recomended stocks at once for diversification or just pick the individual stocks that I like?
Ron P.
Read Answer Asked by Ronald on February 26, 2014
Q: LUC wondering if you have any further thoughts on Lucara Diamond after its recent results and the company's announced that it will be the first Lundin group of companies to pay a dividend.

Cheers,
rtk
Read Answer Asked by Richard T. on February 26, 2014
Q: BPF.UN I been a customer and shareholder for years. My returns have been excellent and the food is good. Recently I paid $28.00 for a four topping pizza at lunch. A menu change including prices had occurred that I didn't notice.
I mentioned the cost to the waitress and the response was " we are getting lots of comments". I'll be watching the next quarter closely.

Phil
Read Answer Asked by thomas philip on February 26, 2014
Q: Hi Peter
I have been overweight stocks for some time, and while it may still a bit premature, for piece of mind I would like to increase my fixed income weighting to approx. 30%. My feeling is that over the next 2-3 years interest rates in the US will slowly trend higher, and likely even more slowly in Canada. With this in mind, my bias is to allocate towards shorter term corp bonds, REITS, and Preferred issues (recognizing that the latter two are more fixed income proxies more than true plays). For each of these sectors do you think I am best allocating exposure via ETF's (for example, VSC, ZRE and XPF), or do you think that there is a case to be made for buying best of breed individual issues in each class. Specifically in concerns with the ETF approach is that slightly higher rates over time may see a fall in the price of VSC negate all of the dividend benefit (whereas holding an individual bond to maturity will ensure I earn a return), while I understand that there may be inefficiencies within the Canadian Preferred market (pricing/liquidity) which mean that an ETF may not be the best approach here either. Your thoughts would be most welcome. Thanks.
Read Answer Asked by Shane on February 26, 2014
Q: Hi Peter and 5iResearch Team,
Do you like palladium? Is the demand for it increasing, and can you provide your opinion of both it's ST & LT outlook. If you like it, what company would you recommend in this area?
Thank you.
Linda
Read Answer Asked by Linda on February 26, 2014
Q: Hello,
In my TFSA account, I was thinking of buying higher yielding securities and trading them within their range eg BA or CPG. However, you do not encourage active trading and prefer longer term growth strategy in a TFSA; Would you please suggest 3 or 4 lower beta names?
Thanks,
Tony
Read Answer Asked by Antoine on February 26, 2014
Q: Re: Owning Rental property vs. REIT's
Hi 5i,
If you feel that this holds no value for the members, don't worry about posting it. My preference is for holding REIT's and this is as a direct result of having been a landlord. We bought a rental property that had long-term tenants. For the first year or two, things went very well, but then the bread-winner in the family developed a mental health issue and things went very poorly. Even though (or perhaps because) the house was only a block away from our house, the issues piled up and the stress in dealing with the tenants (whom we thought of as friends by this point)became overwhelming. Then, unexpected job insecurity at my workplace. Long story short: we sold. While we did not lose money, we didn't make a bundle either, but the stress (for us, anyway) of being landlords was more than we were comfortable with. REIT's, on the other hand, offer far more peace of mind and stability. I appreciate that for every negative story about direct ownership there will one or more positives - but I thought I would share this story and point out that with ownership comes a greater vulnerability to the unexpected. In our case, both "macro" and "micro" issues. You have to know yourself very well to be able to manage these challenges. Best of luck to Andrew either way!
Cheers,
Mike
Read Answer Asked by Mike on February 25, 2014
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