skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: what is your opionion on radcom and are there any companies in the
same line of business in canada. RDCM

Thanks
Paul
Read Answer Asked by Paul on July 21, 2013
Q: SCI:US
As a fairly new member I would first of all like to thank 5i for the terrific service.

I am looking for your thoughts on SCI:US.

Thank You
Read Answer Asked by Craig on July 21, 2013
Q: Your thoughts on Second Cup (SCU) would be appreciated. This looks like a logical pickup for somebody like MTY Food Group to me. Good dividend while you wait and trading below book. TANKYOU
Read Answer Asked by John on July 21, 2013
Q: Hry guys just wondering if you have taken a look at nci ntg clarity networks at all.. they seem to be getting contracts more regularily and the the last couple quarters and the fanancials are looking decent considering it is trading around 35 cents. do you think it will finish the year strong if the contracts come to fruition
Read Answer Asked by samuel on July 21, 2013
Q: CU-T May I please have your thoughts on Canadian Utilities as a Long Term investment .
Also , is it Financially Advantageous Tax Wise to hold Dividend Stocks in your TFSA & withdraw the Dividends TAX FREE when needed as opposed to using a Regular Non Registered Cash Account to make use of the Dividend Gross Up & pay taxes on this type of Equities ? Many TXS Peter .
Read Answer Asked by James on July 20, 2013
Q: When I last wrote to you in June we were overweight in Financials, were considering selling but didn't because it felt too much like selling into a panic. Our 2 smallest positions then (and now) are RBC & BMO - both in my opinion now showing positive momentum. Do you believe this is genuine positive momentum or just "irrational exhuberance" courtesy of the central bankers affirming interest rates won't be going up any time soon? A reviving economy should be good news for the banks as there should be more loan demand. My take on positive momentum is to hang-in-there. If we did sell we would likely buy JNJ, Artis or a IShares Hong Kong index EWH (NYSE). Parkland is of interest too.

For me diversification is more tricky than stock picking. We have 28 separate positions which I am trying to bring down to 25.

If you want to improve your web site I would suggest adding spell check!

Thanks in advance for your counsel.
Read Answer Asked by James on July 20, 2013
Q: Thanks for the response, one quick follow up question on Timmys and portfolio balancing in general.

On Timmy’s, I noticed that you have the Sector / Industrial classification as ‘Services / Leisure’ whereas I would have labeled it as ‘Consumer Goods / Food & Beverage’? I’m curious for your rationale?

On portfolio balancing in general, I have typically used a 11 sector system to gauge just how balance my portfolio is, specifically:

Utilities
Consumer Staples
Capital Goods / Industrials
Energy
Financials
Health Care
Consumer Cyclical
Transportation
Information Technology
Materials
Telecommunication Services

I noticed in your portfolio, that you use a 9 sector system, specifically:

Materials
Services
Technology
Industrial Goods
Industrials
Financial Services
Utilities
Consumer Goods
Healthcare

Is there any reason you guys run with a 9 sector system vs. the more common 11? What would you recommend for us amateur retail investors to use as we try to ensure balance within our own respective portfolio? Do you recommend we take this a step further and look at also balancing Industries, and if so, what would be the recommended industry classifications to use? Thanks!
Read Answer Asked by Ray on July 20, 2013
Q: Could you please give an updated opinion on First National Financial Corporation (FN). It is Canada's largest non-bank mortgage broker and currently trades in the middle of its range at $17.20 with an 8.14% dividend, paid on a monthly basis. Is it just an income play, or can I expect additional capital gains? Is the current dividend safe? Many thanks!
Read Answer Asked by Paul W on July 19, 2013
Q: Hi Peter and Team,

Quick thoughts on a company called Aware Inc., AWRE. They have around $3.21 in cash/share.
Read Answer Asked by Graham on July 19, 2013
Q: Good afternoon,

Looking to see if you might have any insights on today's decline in the WPT industrial reit. I understand their earnings are out next month but I did not see any pre announcements. The price seems to have been driven down by some concentrated selling from Raymond James and Scotia over the last several days. Any insights are most appreciatred.

regards,
Brad
Read Answer Asked by Brad on July 19, 2013
Q: Peter, would you please explain the differnce to me between Brookfield Infrastucture and Brookfield renewable power. I have 3% of my portfolio now in Brookfield renewable. Should I be putting some new monies into Brookfield Infrastucture or stick with your high rating of Brookfield renewable? Your insight is really appreciated Peter, Thank You, Ken
Read Answer Asked by Ken on July 19, 2013
Q: Not a question but a remark in regard to a question to you today about GE. I was watching BNN today and Andrew Bell said that GE is cutting back on GE Financial. He said if it was a bank it would be the 5th largest in the USA. GE is reportedly cutting back on the financial business in order to concentrate on the industrial business.
Gary
Read Answer Asked by Gary on July 19, 2013
Q: In reply to Geoff, BMO Investorline has a daily high interest savings accounts AAT770 and AAT780 (US$), that may be of interest to him.
Peter
Read Answer Asked by Peter on July 19, 2013
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!