Investment Q&A

Q: Hello 5i,

Good morning. I'm looking to add to positions primarily within the small cap/growth porfolio. What companies does your research suggest are great buying opportunities right now? My investment objective is to maximize returns over 20+ years and I'm looking for your 8 highest conviction names primarily within the growth portfolio (or balanced portfolio if there is a particularly great opportunity)

I'm not interested in a diversified list, but rather what 8 names present the best risk/return metrics over the long term with attractive entry points right now. I already own Stantec and Home Capital Group as core holdings and have no problem holding stocks that have under-performed provided the fundamentals are still intact. Thank you!

Q: I have been sitting on the sidelines for a few months and have only dabbled in the market since March/April. Im glad I held off. I think I would like to get in now.But have no problem waiting if that is prudent. I have done this before and missed a few opportunities.
I am looking for a 3 year Horizon - maybe up to 5 years as a stretch.
How would I deploy funds in todays market between the portfolios you have helped us with to balance risk. Im hoping for a 12 to 15% return overall.
How would I time it. I was thinking a controlled plan to invest over the next months to average the risk in a volatile market. I was also curious about your thoughts of a cash percent to keep some gunpowder dry for opportunities.
Thanks for your help

Q: 1:49 PM 9/26/2015
Hello Peter
I want to diversify my portfolio into the Industrial, Healthcare[REIT], Telecom, and Consumer sectors. My portfolio is designed to give steady reliable dividend income as we are both retired.

Currently I have :

Industrials - nothing
Healthcare [REIT] - CSH.UN [3.4%]
Telecom - BCE [4.9%], T [2.0%]
Consumer - CSW-A [3.2% ], NWC [2.6% ], RPI-UN [0.74% ], AW-UN [2.4% ], DHX-B [1.7% ].

I am trying to find companies in these 4 sectors that have the Size, Stability, Dividend Yields over 4%, and Safety, as nearly comparable to the big Canadian Banks as possible, but I am having a hard time finding additional companies. Do I just add to the ones I already own? What would you suggest.

Also what percent sector allocations are reasonable for these sectors for a permanent Seniors' Income Portfolio?

Thank you..... Paul K

Q: This is Bill Ackman's hedge fund. The returns look very interesting, but I can't access any research reports, including even consensus numbers. What are your thoughts about this company and do you have any consensus numbers to share? Also, can you think of any negative tax consequences that may occur from owning this stock?

Thanks

Q: Would you be able to give your forecast on the state of the US debt and what might happen in December when they will be deciding to raise the debt ceiling. How much will it affect the currency exchange rate and also the Feds decision to probably raise rates will be around the same time. Or in other words do I hold tight on my US holdings or take my profits over the next month or so and reinvest after their decision?
Thank You
Jeremy

Q: I need to shift more of my Canadian equities into US equities for proper diversification. Based on your many years of investing experience, how long do you think it will take for the US/Canadian dollar spread to narrow? Thanks!

Q: Hello Team
I just recently read a report (thomson reuters)dated sept.25.They have given Intertain a score 3 out of 10.Not a glowing report which may account for some of the weakness.Do you have any comment on this report? Thank You

Q: Any thoughts on whether this stock is a buy ? Is the 6+% dividend safe or is the stock selling off because the dividend is at risk ? Thanks

Q: Given the tight Federal election race, in the event of a NDP or Liberal win, are you aware of any major changes they are proposing to the taxation of dividend or capital gains income? Thanks.

Q: What are your feeling regarding POT's debt levels and any other "survival" metrics. I have no issue holding it thru volatility with this dividend, I
just want to feel comfortable that it will make it to the other side of the storm. What grade would you give it?

Q: At present my only Consumer stock (Staple or Cyclical) is CSW.A. I recently took profits on CCL.B. What three Consumer stocks would you suggest at this time. I am a conservative investor and am considering CTC.A as one addition. Thanks, Barrie

Q: In an answer today you said that BEP.UN is not eligible for the dividend tax credit but indicated that POT is. I hold bep in a non-registered account. If it is not eligible I would consider it better for my RRSP. Is there a rule of thumb or a resource anywhere that can be used to figure this out.

Q: what are your views on sask potash

Q: I'm now in the process of identifying my positions as income, balanced or growth and then tracking these three groups, in addition to the whole portfolio. For Boyd, I think it would be earmarked 'balanced' and so would Stantec, rather than 'income' without getting into the reasons for this. How do you see it?......thanks, again.........tom

Q: This question is about the fixed income allocation in my portfolio. Most of it is invested in a 10 year ladder of provincial and corporate bonds. Given today's low interest rate environment and the slim prospects of rising rates in the foreseeable future, do you think it is wise to stick with this strategy?

Q: I asked a question last week and have not recieved an answer. Was the question too involved?

Q: I have a half position in Agrium my sole agriculture stock should I add to it with the recent drop or go with afn. I am retired, conservative income stocks primarily. Thanks for your incite.

Q: Hi Peter and associates, Considering the market downturn I am planning to deploy 25% of my portfolio(which is in cash) during next month. Can you please give me your top 3 Canadian(does CXR qualify?) and top 2 US name(does PCLN qualify?) considering a 10 year hold? I own all the stocks from your growth portfolio and can tolerate high investment risk.

Q: Hi Peter and team,

Can you get me an overview on the company. Is the dividend is safe. Is the revenue growing and is it a good time to buy. I am looking for income for long term like 5-10 years. Thanks

Norwood

Q: Despite the news today regarding reduced outlook, can these stocks be held for the long term . Will they recover?
Thank you.