Investment Q&A

Q: I currently have a portfolio of 20 stocks with about a 5% weighting in each position. My investment objective is long term growth with increasing dividends. Three of my holdings are IPL.un(Inter Pipeline), GEI(Gibson)and ALA(Altagas. Are these companies sufficiently different to continue holding all three or would it be better to diversify into another sector? And if you were to sell one or 2 of these which would it be?

Q: Prometic Life Sciences (PLI) was really promoted on BNN last week on Market Call. Would appreciate your thoughts on this small cap stock. Thanks for this amazing service. Lorraine

Q: With the Reits down am looking at investment income in reits what in your opinion would be best Rio-can or HR

Q: Hello.
Hardwoods Distribution {HWD-T} has come to my attention as an equity that would allow me to invest in the lumber section. I understand that it is not a commodity stock .I would appreciate your opinion on HWD-T.
Thank You:
Duane Campbel

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Q: Hello:
I would like your opinion on Home Capital I like equities which pay a decent dividend and have some growth potential. One of the guests on BNN has invested in this stock from the beginning and still considers it a long term holding. What are your views on HCG-T?

Q: With nci scoring another 3.9 million in ontracts beginning next year.. and with the closing of debentures that cannot be traded till nov.. how do you feel about ntg clarity..and what type of multiple can you give this company being that it trades around 11 x trailing eps

Q: Which company's that you cover do you think are in the best position to keep increasing their dividend over the next several years,thanks.

Q: Hi,

I have a question about ATRS. One of their treatments got approved by FDA today. Do you think there is potential at the current price as it didnt change much after the approval.

Thanks

Q: Could you please provide an update on Alimentation Couche-Tard ATD.B

Thanks

Q: An article of interest to members on Nobelist Eugene Fama: "So Fama’s ideas have made an enormous contribution to how people invest, saving them billions in fees which generated beautiful homes for fortunate mutual fund managers but less than nothing for their customers." - See more at: http://marginalrevolution.com/marginalrevolution/2013/10/eugene-fama.html#sthash.fZuPDfSt.dpuf

Q: Good morning 5I, you commented on SSF.UN in Sept. 2012, do these comments still apply and would 5% be too much in a RRIF? Thank you

Q: I am looking to diversify into US and International markets using Vanguard ETFs. Would you recommend purchasing Canadian Hedged or Non Hedged ETF?

Thanks

Q: Peter,

About a year ago you were on BNN stating that you’re after the next ‘50 bagger’. A few months ago, another member asked you about your fav past picks, to which you replied Priceline and one other (I believe). My question is related to smaller cap / speculative stocks, you current favs, and is obviously geared more towards those willing to go up on the risk curve:

1. Do you have a couple, more speculative, names that you are a fan of right now (ie. what you feel can be the next 50 bagger)? Anything that you are ‘pounding the table’ about?

2. Do you have any general tips / guidelines that you can share relating to investing in these size companies (ie. Don’t invest more than ___% of your portfolio in micro cap / spec stocks?)

Thanks you!

Q: 5i,

I currently own KBro and Magna, but remain underweight in Health Care and Industrial sectors. Based on your reports and comments, I think I will be adding all of: Paladin Labs, Stantec and MDA shortly. My questions:

1. Are they still good buys given recent positive run, or do you have another name with more upside?
2. Can you recommend a US name in Health Care and Industrial sector for me to consider (younger investor after growth)?
3. I can only buy 1 company now, the others in 30 days, which would you get asap?

As always, thank you. I was raving about the value received here at 5i around the Thanksgiving table!

Q: Thanks for the great advice over the past year or so. I've done very well with BAD, CSU, MG, ESL, STN and VRX. Now I want to lock in some of that "paper" profit. Two questions: how do the safety of bonds compare to bond ETF's (or do you recommend another option)? Second, what bond ETF would you recommend,if capital preservation is the main priority? Thanks!

Q: hi badger bad is now 71.3 with p/e of 29.5; div yd down to 1.5% and forward earnings 19 x. do you feel this is an expensive stock and if you have a big gain it may be time to exit or do you believe there is still room for advancement

Q: hi, pvg pretium took a big tumble because strathcona minerals resigned as a qualified person yet the other qualified person is still there. i own this stock and was going to add, what is your opinion? should i stay on side lines till dust settles .

Q: A few questions about FXM and WXM, which are Morningstar's ETFs that follow a momentum and value style respectively. These have spectacular >20 year 'theoretical' ie. backtested records. Is this something that will likely beat the TSX in the future or are there usually problems with backtested mechanical strategies going forwards? Do they trade at a premium to NAV and where do I find their NAV figure? Thanks.

Q: Hi This is a follow-up of Neil's question (Oct 11) about CIPF coverage. If I have a margin account but don't use margin or shorts, would it have the same safety as a cash account? What if I have some options? Thanks Henry

Q: AET.UN Is there a reason to sell at this time? Is it going lower or will it recover. I bought at $10.13. Thanks