Investment Q&A

Q: I was wondering if you can comment on the Forge First hedge funds in specific and in general it is a good idea to be investing in market neutral and income hedge funds when interest rates are rising.

Q: Peter; Regarding Peters question about investing books for his son- I might also suggest his son sits down and read the questions and answers in 5i. You might consider doing a book based on them too !? Merry Christmas to you and all your dedicated employees. I appreciate your in depth insight and plain talkiing advice.
Rod

Q: We are involving our kids (ages 7 and 8) in choosing companies that they are interested in for their RESP holdings. They love watching their dividends get deposit into their accounts, almost as much as I do.

My son has chosen: CGX (because he likes going to the movies), L (because he sees how busy the grocery store and Shoppers are) and ICE (because he likes playing hockey and noticed how busy the rinks are where we live).

My daughter has chosen: CTC.a (because she likes to go to Sports Check to buy her sports equipment) and CARA (because she likes going to a few of their restaurant brands).

I added T, for some stability and extra dividends.

I realize this mini-portfolio is pretty concentrated in the consumer sectors. Do you have any suggestions to diversify things?

Also, given their age, what percentage of their RESP would you recommend being in equities?

Thanks in advance.

Q: Hello 5i team,
I searched the TMX site to look for the stocks breakdown by sector; but can't find it. Could you suggest a site that provides that information?
Thanks,
Antoine

Q: I am not sure if my question was cut of. I did it on my phone. I would like to get your perspective on the number of companies that should be in various portfolios e.g. Income portfolio, growth portfolio and capital appreciation portfolio. For example 20 - 5% each, 10 - 5% each and 20 - 2.5 % each or some other combination.
mike

Q: Hi !

How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?

For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52

Many thanks,

Jacques

Q: Hi Peter and gang,

Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.

Q: Hi Peter, Ryan, and Team, I need to top up my consumer discretionary holdings and already have close to full positions in the above stocks. Please recommend several possible purchases, or are there any of the stocks I already hold that could be overweight by a bit (excluding XTC)? Alternatively, since I don't have much US exposure, might there be a suitable ETF with decent growth? Thanks in advance.

Q: you tout yourselves as small to midcap specialists as your strengths. advice please on a couple of your favorites heading into 2017 tkx pat

Q: Hi All at 5i!!! I have a small portfolio with the following holdings: BAD, CSU, BMO , FTS, GWO, HR.UN, WSP. I have made money on BAD and would like to swap it out for. CSU. Could I have your thoughts on this? Would you trade another stock in the portfolio instead? I am up on all of them. Cheers and thanks, Tamara

Q: Hello 5i
I have been reading a great deal of your responses that include comments implying a short term top developing in many 2016 good stocks.
Rotation out of the winners.
Year end Selling
Manger Positioning
Easy to sell winners for cash

And on the other side, 5i continues to recommend many of these names as investable today.

How is an investor to reconcile buy recommendations(at what feels like short term high) with declining stock prices and the scepter of a January pull back after the 2016 tax year passes.....and when the typical selling period begins for previous year winners?

If one is not a trader, what investor action is to be taken to ensure long term success with volatile names that appear to be in decline today?

(as a note: I may not be in some of these names without 5i.....good(a few nice gain positions-thanks) and bad(dealing with volatility)

Thanks
Dave

Q: I manage my husband's and my TFSA's as if they are one account so we do not duplicate the stocks in the 2 accounts and can have a reasonable size of position. We have a similar weighting of ALA, REI.UN, SIA, WSP, ZEB, BEP.UN, CGX, and HR.UN and PKI, and a double weighting of CPD and CDZ. We currently have about $110K in the two accounts and $20K of that is in cash. Can you suggest what we might add to or change in the above list, considering that we prefer income paying securities with some growth prospects and want the TFSA's to act independently of our other investments as a relatively conservative growth vehicle.

Q: What is your outlook on these companies for 2017?

Q: I thought I was being careful but I've still ended up overweight in industrials ( 17%) owning the above 5 companies. Is there any chance I could relabel any of them to get down to a better level, or must I drop some? If i "relabel" ECI as consumer staples, and SIS as health, I bring my holding down to 12%. Still high, I know, but acceptable? If I must sell some of them, would you rank them in order of reverse preference ?( Keep to not keep) Many thanks for your steady hand as always. I'd be on Advil without you!

Q: Hello 5i,
Made a nice profit with Opsens. Is it time to move on or there is still nice growth ahead? Would you recommend to maintain a full position of this company? Thanks.

Q: Hello, in which sector of the economy do you consider TRI? TMX Money put it in the industrials sector, does that make sense? I am underweight in both the consumer discretionary and industrials sector, could you suggest two names(with dividends)for each of these two sectors? Thank you, Gervais

Q: Good day,
I have seen some fairly substantial losses with some of the listed stocks in my portfolio. I would like your advice on whether you think I should continue to hold the above or to sell , take my losses and move on. BEP.un and ZUT have just been flat, so your advice on wether to sell or hold would be great!
Thank you
Thank you.

Q: Hi Ryan, Peter

Apparently there is some sector rotation going on. I noticed some quality names can go on sale pretty quickly, could you name some non-resources that look good to buy.
Great job as usual!

Q: When I go to the "ask a question" box there is always the start of someone elses question? Please fix.
To my question on TOY; the drop today of nearly 10% has occurred with only 100+/-unit bids & trades this AM at 6-8500 - whereas daily volume is generally around 50-60,000 trades. Just curious & would appreciate your comments. Thank you.
-

Q: Reviewed your reply on above, and in view of the current runup is this buyable at todays prices. Do you feel there could be a pull back?
Thanks