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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: Gentlemen,
Is Italie possible to suggest 2 or 3 shares for your sectors suggestion
Industrial 15%
Materials 15%
Cons. Discretionary 10%
Cons. Staples 5%
Utilities 5%
Financial 15%
Energy 10%
Info Tech 15%
Telecom 5%
HealthCare 5%
Thanks a lot
All the best to I5 team
Read Answer Asked by Djamel on January 02, 2014
Q: Hello,

What would you recommend for sector weightings for 2014 for a moderate to aggressive investor?

Thank you and all the best for 2014
Read Answer Asked by Josette on December 31, 2013
Q: Happy New Year Peter and Staff,
I would like to replace my defensive positions and go into more cyclical stocks for 2014.
Could you suggest your best cyclical stocks ideas going into 2014.
thanks and have wonderful holidays.
Read Answer Asked by Raoul on December 31, 2013
Q: What Canadian stocks do you think will get the most American interest and might get the most upside next year? I'm looking for investment ideas for new TSFA and RRSP money in January.

Thanks Peter for your invaluable advice! Happy Holidays!
Read Answer Asked by Mary on December 28, 2013
Q: Hello Peter
My total market value portfolio is about $136,000 it consist of:
ACQ in TFSA 10.8%
CSU in TFSA 11.4%
AD in TFSA 8.0 %
BAD in TFSA 11.1%
AYA 8.5%
STN 6.8%
BYD.UN 8.0%
MG 3.8%
ESL 5.7%
RRX 5.6%
MCB 6.1%
DHX 8.1%
LSI 6.1%
On January 01.2014 I want to invest into my TFSA account $10,500
and another $10,000 into other part of my portfolio.

I am down on AD about 15% and on LSI about 16%.
My question is should I increase existing units number or add another stocks like AVO or HCG or maybe you have any suggestions.
Regards Andrew B.
Read Answer Asked by Andrzej on December 28, 2013
Q: Peter and Team,

With tapering beginning and possibly progressing, what are your thoughts on buying an ETF that is the reverse of the Thirty Year Bond in the US... something like HTD? It seems like interest rates are basically as low as they can go and will rise - its just a question of when.

Thoughts?
Read Answer Asked by Marc on December 26, 2013
Q: Hi team:
great work and thanks for your advice
I have some REITs and are holding them for income for a yield of about 4-5%
From what I understand, switching some of those to FSV and TCN
both are involved in real estates especially in US could offer a better potential of
capital gains (though lower yield) than the current REITs in Canada, would that be
a correct assumption ? Merry Christams!
Read Answer Asked by Michael on December 26, 2013
Q: Hi Peter, I am finally picking up the courage to invest in the stocks in your model and summary portfolio in January 2014. What is the outlook for the next 3 years. I have more than $31500 to invest and am thinking of about 15 stocks at about 5% in each.
Thanks for all the great advice.
Read Answer Asked by Ivan on December 26, 2013
Q: Hi and Merry Christmas!
In recent posts the topic of a company (WIN,ESL specifically) being bought/sold (take-over?) has come up. My question is (although I hold both WIN and ESL)general: what, if any, criteria or factors should one consider in terms of whether to sell early, sell into the offer, hold on with the new entity/owner or ?? Are there any guidelines that apply across the board or is it totally stock/offer specific? Any thoughts would be appreciated. I did not see any Q/A address this in the Market Strategy area.
Best Wishes for the Holiday Season to you, staff and members!
Cheers,
Mike
Read Answer Asked by Mike on December 24, 2013
Q: All things considered, technicals, fundamentals, and current outlook for the global economy and stock market would you say it's an opportune time to take a full position in your Model Portfolio or a half position? Why?
Read Answer Asked by Les on December 19, 2013
Q: HI 5i,

Now that tapering appears imminent, how badly do you think dividend stocks in my portfolio, like Telus, IPL, Suncor and PBH will be affected?

I sent you this question a couple days ago but haven't heard from you. (Perhaps i sent it to the wrong address?)

Thanks G
Read Answer Asked by Graeme on December 13, 2013
Q: A really general question but could you provide a prognostication/guess on the January markets in general. Do you foresee a major shift to the downside and should investors be more defensive than usual.
About 80% of my names are good dividend payers....but I have a few that would suffer when the tide goes out.
Read Answer Asked by Gord on December 12, 2013
Q: RE DHX: I'm considering re-entering DHX after this gap pullback finds a bottom. Is there anything of concern at DHX fundamentally - is it still a Strong Buy? Is there anything else you would like more for capital appreciation in the new year? The fiscal cliff chatter will evidently be looming again quite soon - lol - Your thoughts going into 2014 are greatly appreciated. Thanks.
Read Answer Asked by orion on December 10, 2013
Q: What is your near term market strategy with regards to the Fed set to begin tapering in one of the next four months? Thanks as always.
Read Answer Asked by Curtis on December 09, 2013
Q: I have had good success following 5i's advise on stock picking, so much so that my wife has decided to let me invest her rsp savings.(oh oh)I plan on following 5i's model portfolio with a few stock exeptions. My question is I understand that December is a turbulant month because of large investor sell offs for year end results. if you were me, would you wait for January or go for it now.
Read Answer Asked by david on December 06, 2013
Q: Hi,
In a recent question/answer exchange you cautioned about short term growth for BEP.UN but considered it one of your favorites for a park and hold investment. Could you provide a list of perhaps 10 of your favorite park and hold investments? Thanks
Read Answer Asked by Dave on December 05, 2013
Q: Dear 5i team,
What are you thoughts on the Canadian dollar, short term and long term?
Read Answer Asked by Arvind on December 05, 2013
Q: Good morning Peter and Team,

Is there a "rule of thumb" regarding re-balancing a portfolio? With the great performance of stocks like STN and BAD, as an example, are their weightings perhaps getting too high? OTOH, as another example, I'm reluctant at this time to add to Goldcorp,which is down substantially. Your advice, as always, is greatly valued.
Read Answer Asked by Jerry on December 04, 2013
Q: Potentially weird question - Do institutional investors participate in tax loss selling differently than individuals approach it? Maybe the same question could be posed for realizing profits too. I mean in the last few weeks I have observed some pretty big swings and odd volumes on stocks that have been typically stable throughout the year. Do institutional portfolio managers use now as a major time to rearrange their funds in anticipation of their big 2 month sell period to future investors (RRSP season)? Just trying to understand if there is an opportunity as an individual investor I should be looking to potentially capitalize on. - Cheers.
Read Answer Asked by Philip on December 04, 2013
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