Investment Q&A

Q: i would appreciate your comments on CRP's recently announced quarterly results.

Thanks!

Q: Which of the Brookfield spinoffs (Infrastructure, Renewable Energy, or Property) would you feel would provide the best growth over the very long term, buy-and-forget-it portfolio (10+ years)? Would property be the least attractive because of where we are in the interest rate cycle and fears of some kind of property bubble in major canadian cities? Thanks.

Q: It seems the value being given to Exact Earth in the proposed spin-out is roughly $125 million. Does this value seem reasonable given current market sentiment towards small cap growth stocks? CDV at $6 seems to implie a much lower valuation for Exact Earth. Would you expect the price to rise as we approach closing in first quarter 2016?

Q: I have taken the overall diversified portfolio and allocated each stock into one of three portfolios - income, balanced and growth....with the weightings being about 20%, 65% and 15%, respectively.
When it comes to rebalancing, do I consider the percentage for a specific stock relative to the overall portfolio or to the specific portfolio?.......Tom

Q: Trying to figure out what's up with Chorus. So many positives:

- low beta
- solid ROE of around 20%
- low payout ratio around 34%
- forward PE of 7
- high yield yet appears to be very supportable
- security with the Air Canada contract renewed out to 2020

And yet the stock price is off .60 in the last three months. Am I missing a negative? I know the Q3 results are this coming Friday.

Thanks!







- forward PE of 7
- security with Air Canada contract out to 2020
- very high yet sustainable dividend

And yet the stock price is off .60 in the last three months. Is there a negative that I am missing. I know the Q3 results are this Friday.

Thanks!

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

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.

Q: HI Folks: If a stronger US dollar is deflationary, what effect does it have on stocks in general and on gold in particular?

Q: Has Russell Metals ever eliminated or reduced their dividend ? And how sustainable is their dividend now ? Thanks.

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?

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.

Q: Could you please comment on the q3 results? The stock appears to be trading at a significant discount to fmv.

Q: Thanks for the best advise you giving to your members.

What are your thoughts on MRE results. I only hold 5% Linamar and sold Magna at higher price. Do you prefer MG or MRE or buy both. Is current price ok to buy. Do you know why CDV is trading at below offer price.

Q: Can you comment on earnings. Would you consider it a buy? Please comment on insider ownership. Thanks

Q: Could I please have your comments on Brookfield Assets recently announced earnings. Thank You.

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.

Q: Please your opinion on MNW's results & guidance today.Thanks a lot for your usual great services & views.

Q: What is your take on the earnings, especially with regard to expectations?
Is business improving? Are they investable>
Thanks

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!

Q: Hi 5i. Could you give your views on ATA latest news. Bought in Feb/15 with price of $14.37. Should I hold or sell. Thanks. T.