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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: after previous 5I recomendations for portfolio adjustment could you please reanalys as it now is.phn balanced fund 20% cig686 div. mthly. income 20% xtr div. mthly. income 30% xgd5% xsu5% xhd5% vus12% and international fund 3%. this is a retirement growth and income portfolio . i also keep my tfsas and operating cash as gic and bond fund seperate as a bearmarket reserve and cushion. i am considering selling the phn fund for the current 5I model or waiting for the growth or income one that is in the works.the phnfund sits at 100k.and the tfsas and cash are about15% of the core. do you think i should leave things as is or could you suggest some allternatives. greatly appreciated. larry
Read Answer Asked by Larry on January 17, 2014
Q: Can you give me your opinion on Altus group (AIF)? Would you consider it cheap and do you believe it holds fair, good or excellent growth potential going forward? Thanks for the excellent service!
Read Answer Asked by Michael on January 17, 2014
Q: Hello 5i
What is your opinion of First Trust Senior Loan ETF "FSL" for fixed income? Do you also have any recommendations for fixed income type investments?
Read Answer Asked by Richard on January 17, 2014
Q: Hi, just wanted to know if anybody was aware that on top the MER of 0.73 percent BMO also charges 0.22 percent "trading expense ratio" for a total of 0.95 PC for the etf ZWB. This was brought to my attention in a summary document I received in the mail. When one looks on their website it only states annual management expense of 0.65 PC. I phoned them and confirmed this extra charge has always been there but is not disclosed on the website. I find this rather misleading and wonder if there are other etf providers who don't make the total fees black and white on their website. Any comment would be appreciated. Post this if you feel it is relevant. Thank youverymuch.
Read Answer Asked by Adam on January 17, 2014
Q: Hi Peter and Team,

Artek Exploration experienced unusually high volume today (4mm+ shares). I have been in and out of this stock as a somewhat levered play to increased natural gas prices. I also like the fact that they are somewhat of a "sidecar" to Kelt (KEL) on some of their plays. Do you see the current price (3.60ish/sh) as a fair price to add to my position or would you wait for a pullback? Any idea on why the high volume today and is that cause for concern/optimism?

Also, if you could briefly compare/contrast to Crew Energy (CR), as i'm also considering dipping my toe back into that one.

Many thanks, Peter & Team. Truly, you guys are the best!
Read Answer Asked by Scott on January 17, 2014
Q: Hi Peter and Team,

What are your thoughts on Lorillard, LO.
Read Answer Asked by Graham on January 17, 2014
Q: I would like your opinion on AGT. Is it a good long term hold? Thank you.
Read Answer Asked by John on January 17, 2014
Q: Both Legumex Walker Inc. (LWP)and Input Capital Corp. (INP)are in the canola business in different ways and they both seem to be doing well on the chart. Would you consider them as reasonable additions for a growth portfolio? Your advice is much appreciated. Peter
Read Answer Asked by Peter on January 17, 2014
Q: I would like to invest in "DND" , what is your opinion on Cipher Pharmaceuticals and for quick viewing, under what category this stock is in. Appreciate your expert advice. Tks
Read Answer Asked by Catherine on January 17, 2014
Q: Hi Peter & team - My portfolio includes AFN(30%), CGX(13%), INN.UN(10%), WIN(4%), HCG(13%), SGY(17%), G(4%), AHF(3%) and AQN(6%). AFN, CGX & INN.UN are up 42%, 20% & 13% respectively for me and the rest are all up or down within a +5% to -5% range. With a focus on growth, what positions, if any, would you sell or reduce and what would you then add? Thank you for your response. Dave
Read Answer Asked by David on January 16, 2014
Q: Hi Peter and Team,

Your thoughts on Washington REIT, WRE?
Read Answer Asked by Graham on January 16, 2014
Q: HI
E is looking very good since their recent news.
What is your intermediate term outlook for this growth company?
It would be nice to have you write a report about them in the near future.

Best Regards
Hersh

Thanks
Hersh
Read Answer Asked by Hersh on January 16, 2014
Q: Hello team, thanks for the well reasoned reply to my AYA question. I am thinking it may be time to add an industrial mining company to my portfolio, like a VALE for iron ore or TCK or FM in the coal or copper space. I have no miner exposure presently. Your only miner is in gold. What would you do here? Are you tempted to add one to your portfolio as a value play on eventual global recovery to include these stocks. Many thanks.
Read Answer Asked by Keith on January 16, 2014
Q: Re: Member comment about brokerage Cdn-US$$ exchange rates , perhaps a look at "Norbert's Gambit : The Complete Guide" ( Google search) may be of interest - Peter, I'm sure you folks can comment - regards Don
Read Answer Asked by don on January 16, 2014
Q: Hi team
I am considering taking a position in the 3d printing for my rrsp for up to 10 years. what is your best pick in this area? Or would you just buy a etf and which one?
Thanks Ken
Read Answer Asked by Ken on January 16, 2014
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