Q: Hi 5i People: Sent this question over a week ago and have not seen a response? I have $25,500 in my 13 year old grandson's RESP - was looking at TD,CNR,CPG, TRP - ideas appreciated - want stocks with drips and some growth if possible? Thanks, Tom
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: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Q: I am wanting to reduce the number of holdings in the financial sector. Could you please rank the following in order of preference: BMO, BNS, NA, RY, CF, HCG, GWO, IFC and SLF.
Q: Hi Peter
if the rumours are true that AYA has aquired the parent company of PokerStars would you continue to hold or is it time to cash in ?
thanks
John
if the rumours are true that AYA has aquired the parent company of PokerStars would you continue to hold or is it time to cash in ?
thanks
John
Q: Well Peter, the news is out on Amaya. What's your take?
Thanks,
Eric
Thanks,
Eric
Q: Now that the Amaya deal is official and after you have reviewed it, what price would be prudent to sell some so as to maintain the portfolio weight?
Q: Hi Peter, Can you tell me anything about Amaya aya. Its going crazy on no news. Someone must know something? I have been taking profits all the way up, including this morning at 12.05. Now over 13.00. How high are we talking with this rumour. Thanks as always.
Q: Good Morning Peter and Team,
Regarding Fiera Capital (FSZ- TSX): When I look at the Ink Insider Report I see that there is a large amount of insider ownership. Such as:
- National Bank
- Goodman and Co.
- JC Clark
- Special and common shares owned by Fiera Capital insiders
It would appear that the vast majority of the outstanding shares are held by "strong hands" so the public float would be fairly small. This would explain to some extent the lack of analyst coverage and low trading volume. Paladin Labs was tightly held as well and we all know how that eventually turned out. Would you agree that there is hidden value within FSZ and that one should behave like the insiders and wait patiently for the value to surface ??? Thank you. DL
Regarding Fiera Capital (FSZ- TSX): When I look at the Ink Insider Report I see that there is a large amount of insider ownership. Such as:
- National Bank
- Goodman and Co.
- JC Clark
- Special and common shares owned by Fiera Capital insiders
It would appear that the vast majority of the outstanding shares are held by "strong hands" so the public float would be fairly small. This would explain to some extent the lack of analyst coverage and low trading volume. Paladin Labs was tightly held as well and we all know how that eventually turned out. Would you agree that there is hidden value within FSZ and that one should behave like the insiders and wait patiently for the value to surface ??? Thank you. DL
Q: Hi Peter, I've held CVL since 2009 & have done ok but I'm looking for a small/mid cap industrial with a little more growth potential. I also own SJ BAD LNR & STN. Any ideas??
Q: Hi 5I team,
do you have any insight/explanation for AYA 8% increase today, with no apparent news? Don't get me wrong, I love the increase but am uncertain as to the cause.
Also, how much higher do you think Amaya can climb over the short term, or longer term?
Thanks.
do you have any insight/explanation for AYA 8% increase today, with no apparent news? Don't get me wrong, I love the increase but am uncertain as to the cause.
Also, how much higher do you think Amaya can climb over the short term, or longer term?
Thanks.
Q: Can you please comment on Enghouse's earnings? Thx
Q: hi
Re 5NPlus (VNP)
With a recent contract renewal, debenture issue and a stock price coming off a recent high, any update would be appreciated.
Robert
Re 5NPlus (VNP)
With a recent contract renewal, debenture issue and a stock price coming off a recent high, any update would be appreciated.
Robert
Q: Hi Peter and associates; SYZ has a good run this past while. My question is , do I add to my position at this price point or can you recommend one or two other growth stocks?
Thanks for your insight.
Thanks for your insight.
Q: hi peter
trying to understand why enbridge is dropping lately can,t find any negitive news.
your thoughts would appreciated
trying to understand why enbridge is dropping lately can,t find any negitive news.
your thoughts would appreciated
Q: Could you please advise as to Enghouse's (ESL) eps and revenues anticipated in its quarterly earnings to be released after the market closes today? Thank you. Peter
Q: Peter and Team,
Can you please comment on Magna's success in landing the AWD system for Mercedes GLA and CLA models? This seems like a a nice win and the market seems to agree. I think this adds some good company diversification to Magna as well.
Thoughts?
Can you please comment on Magna's success in landing the AWD system for Mercedes GLA and CLA models? This seems like a a nice win and the market seems to agree. I think this adds some good company diversification to Magna as well.
Thoughts?
Q: Hi there
In my spousal RRSP I have recently added DHX.TO,BEP-UN.TO and SJ.TO. I was looking for a fourth to add and was thinking either A&W or Tim Hortons. Which would you recommend or is there some other holding I should consider.
Thanks
Andrew
In my spousal RRSP I have recently added DHX.TO,BEP-UN.TO and SJ.TO. I was looking for a fourth to add and was thinking either A&W or Tim Hortons. Which would you recommend or is there some other holding I should consider.
Thanks
Andrew
Q: In response to an earlier question on Boyd, which I hold, you stated ," BYD is starting to look pricey but is actually cheap on a historical basis..." What particular measures are you using to make this judgement as it seems trailing PE is about 28X and Book about $5? My charts only go back to 2003 but I note it traded under $4 a share for 4 of those years so it's come a very long way to here. Thanks, J.
Q: Hi guy's ,a question about AFN ,they show a dividend far above earnings,how does this work and would it be a good investment at this price.Ihave been watching it for awhile but it never seems to have a decent pullback.Thank you.
Q: Could you give me your top four selections for growth in any sector.
Many thanks
Garry
Many thanks
Garry