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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: On Friday evening, I took in BNN…first time is many months. Bill Carrigan, a technical analyst was the guest. For auto makers, like MG and LNR, my take is he said auto sales hit a record hit last quarter and there is a topping, and from looking at the trading pattern and applying Elliot wave theory, there is a major correction, downturn, long down leg in the cycle for this sector. (Egad, i hold MG and other related stocks in this sector.) My question is do i monitor this trend and if so sell, or do i hold (because the companies are sound businesses in keeping with 5iR approach to investing)? The reason for asking this is….is this an example of trading investment style as compared with the philosophy of 5iR?…..Thanks for the clarification…..Tom
Read Answer Asked by Tom on November 09, 2015
Q: Thanks for tweeting out any news on dividend changes. Your recent tweets show:


Black Diamond $BDI lowers #dividend 37.5%.

Supremex $SXP raises #dividend 10%.

Telus $T, in our model portfolio, raises #dividend by 10%


There’s been so many lately and I note a few got missed, however I was wondering if there might be a place on your website for “Dividend Changes”? That way we wouldn’t need to put up with all the unwanted Twitter ads etc.

Thanks.
Read Answer Asked by Dean on November 08, 2015
Q: HI Folks: If a stronger US dollar is deflationary, what effect does it have on stocks in general and on gold in particular?
Read Answer Asked by Ed on November 08, 2015
Q: Hi 5i, I read Peter's article in Money Saver regarding the call writing strategy. In the article you mentioned some US names that you like...are there any CDN names that fit the criteria set out in the article?
Read Answer Asked by Mark on November 08, 2015
Q: What is the max weighting in any particular stock you would recommend holding before selling.

For myself I hold between ~50-60 different stocks.

Is this too many, and should I get into 30 or 40 positions, or what is the optimum amount of positions.

With this many positions should I get rid of ETF's as I should be diversified enough?

I have smaller than full positions for more risky and growth names, and i have up to 5.5% for stocks such as CSU and CCL.

Is it okay to let these run longer and up to what percentage of a portfolio?

I know you don't know my exact situation but I am looking for some boundaries or rules that I should follow?

For example: Optimum amount of positions for a diversified portfolio, and max weighting in any one stock. If diversified enough would you recommend letting go of ETF's. I hold 6 ETFs each at around 2%.

Thanks, Colin.
Read Answer Asked by Colin on November 08, 2015
Q: Could you please comment on the q3 results? The stock appears to be trading at a significant discount to fmv.
Read Answer Asked by Murray on November 08, 2015
Q: Can you comment on earnings. Would you consider it a buy? Please comment on insider ownership. Thanks
Read Answer Asked by Bruce on November 06, 2015
Q: Could I please have your comments on Brookfield Assets recently announced earnings. Thank You.
Read Answer Asked by Brian on November 06, 2015
Q: Could you comment on these two companies and do you see much downside risk on either. Also dividend growth. Please charge two questions.
Anyone have trouble logging in to the money show to hear Peter or was it just me. Thank you for a great service.
Read Answer Asked by chris on November 06, 2015
Q: What is your take on the earnings, especially with regard to expectations?
Is business improving? Are they investable>
Thanks
Read Answer Asked by Pat on November 06, 2015
Q: Hi Peter & Team: With your reply to Hugh on Nov. 3 I have VSN in TFSA with a big loss, should I still hold or sell? I also have GWO with a good gain, should I sell half of it to invest in something else to make my acct more diversified? I also have ZDV in the acct with a loss! I am not sure if I should take the loss also. Thank you and have a good day!
Read Answer Asked by LOUISA on November 06, 2015
Q: Hi Peter,
I have small positions in valeant, Concordia, and currency exchange international. I was thinking of adding to these given the pullback. Also, I was thinking of increasing my weight from 3 to 5 percent for Enbridge as it now has a good dividend given recent pullback. Please provide your comments and thanks again for the advice.
Read Answer Asked by umedali on November 06, 2015
Q: How do you judge one year performance for the following stocks:
AAPL versus FB
CNQ versus CPG
And is CCL still OK to buy or too expensive
Thanks
Margita
Read Answer Asked by Margita Elisabet on November 06, 2015
Q: Apart from the similarity of the sticker symbol, are these companies similar enough to expect Transcontinental results to be as good as CCL?
Read Answer Asked by Graham on November 05, 2015
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