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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: Nobilis reported what appeared to be robust Q4 results this morning, and the stock soared 20% in response. What are your thoughts on this name now, bearing in mind that you wrote back on Jan 18 that you had trust issues with some members of management. Have those concerns been alleviated since you wrote this, and if not, would your concerns be sufficiently great to steer investors away from this name at this point, or would they simply prevent you from fully endorsing a purchase? Thanks.
Read Answer Asked by Shane on March 24, 2015
Q: Which company would you choose for a 3 to 5 year time horizon between sylogist and avigilon, disregarding sylogist's dividend, thanks
Read Answer Asked by Pat on March 24, 2015
Q: I like the idea of international exposure but my preference is to hold Canadian listed companies. Can I get a list (maybe 5 to 10?) of 5i covered companies that have the best international or US exposure?

Thanks in advance!
Read Answer Asked by Wayne on March 24, 2015
Q: Can you comment on their latest earnings. thanks
Read Answer Asked by wendy on March 24, 2015
Q: Hello, could we have your thoughts on the current valuation and prospects for Savaria. It is approaching 6 per cent of my portfolio which is pretty high for a company of this size I think. Thanks.
Read Answer Asked by Adam on March 24, 2015
Q: I have two stocks- in my portfolio that are to my mind dogs. Bombardier and Canadian Oilsands- like most investors I am slow to get out of the losers- but there does come a time. Neither position is that large- not after the recent debacles, now I'm thinking I should put these two behind me and move on. Your thoughts.
Read Answer Asked by Warren on March 23, 2015
Q: Previous question on REBALANCING still pending?
My RRSP is heavily overweight in Financials (35 %) and Tech (25 %) and I would ask your advice on the three positions that are considerably down AVO,SYZ,SGY.
Would you consider trimming all of the banks and adding to healthcare or consumer products ? Should I hold these three or add to them with the depressed prices and the Energy sector as a whole
Thanks for your input
Peter
Read Answer Asked by Linda on March 23, 2015
Q: Can you give me your opinion on NYX Gaming Group? Thanks
Read Answer Asked by Theresa on March 23, 2015
Q: Pli volume yesterday was 22,463,456 compared with a 2,500,000 average(Aprox.)with kind of volume one would expect the price to go up ( no bad news), but it went down. Does this seem strange? How would explain the relation ship between volume and price with no bad news in this case. Is this pure manipulation by the 'big boys'?
this service is great
as usual thanks
Yossi
Read Answer Asked by JOSEPH on March 23, 2015
Q: Greetings 5i and thank you for your great service. I read your recent and excellent article in the Financial post.I currently hold 39 stocks in my portfolio.
I am holding all of your model and income and portfolio stocks except:
FLOT, AYA, CSU, and Magna.
In addition I am holding:
BYD-UN, ECI, TMA, DHX-B, GC and GWO
I understand the point and concept of only holding 20-30 stocks for diversification purposes and beyond that number it won't make any difference.
Each stock represents 2-3 % of my portfolio and I have done very well since joining 5i in 2012 (THANK YOU)
My current losers are FM, BDI, SGY, TMA (flat) and SYZ
My question is two part related to the Financial Post article: Do I need to pare down my portfolio to 30 stocks, will it hurt me to keep all and do I sell my losers to achieve the 30 stock level?
I am retired but I am not worried. I survived the 2008-2009 meltdown.
Many thanks!
Martin
Read Answer Asked by Martin on March 23, 2015
Q: Hello Peter & Co,
Does it make sense to invest in US$ when one does not have any US$?
It would have been OK if I had converted a portion of my RRSP/RRIF in US$ when the CAD$ was at par. If I do so now, I would lose 25% or so right off the bat; mind you, I would regain my F/X loss when I sell the security +/- the exchange rate at that time.
But...Would I get a better return from US investments?
The 5i Model Portfolio had a return of 80 to 90% since its inception; ditto for Jason Donville’s Capital Ideas Trust, adjusted to the same start date. These 100% Canadian portfolios have inspired me a great deal and, consequently, my RRIF Portfolio of 40 diversified holdings generated around 60% over the same time period, which I believe is quite respectable.
Is any additional return from US investments worth the additional F/X risk?
Thanks,
Antoine
Read Answer Asked by Antoine on March 23, 2015
Q: I'd like to know your philosophy regarding taking gains. Recently I've heard from "knowledgeable" (I think it's true) people who believe in selling half of your stock when it doubles, as a rule. What are your thoughts on that?
Also, that leaves me pondering what to do with my losers... I've heard not to hang on, hoping for a turnabout... just take your losses like a big girl and move on. Your thoughts generally?
And in particular, I'm holding onto AHF, CHW, AVO BAD, SGY, BXE, MCR, ACQ with this hope... which ones should I dump???

Always grateful,
Brenda
Read Answer Asked by Brenda on March 23, 2015
Q: Dear Peter and team.

I am switching a $25,000 family plan RESP (for 2 kids ages 6 and 4) to a self-directed account and would like to create a diversified and safe portfolio. I plan on maximizing annual contributions and expect the government top up as well, so will add $6,000 per year. The funds will not be needed for 12 years and I am willing to weather some volatility. Do you think an 8-10 stock portfolio is a good starting point, with the annual lump sum contributions used to add 1 or 2 new positions each year? If so, could you recommend 8-10 stocks to be acquired over the next month or so?

Many thanks for an amazing service!
Read Answer Asked by Arvind on March 23, 2015
Q: Hi Peter,

Thank you for your great subscription service. I have a pretty balanced portfolio and want to add some good dividend yield stocks. What do you think of CTY, Calian Technologies, Russel Metals, Wajax, Precision Drilling and Chemtrade Logistics. Some of these have stock prices that have gone down due to their exposure to oil and gas, but it might be a good time to buy low cost companies that pay good dividends.

thank you
Anne
Read Answer Asked by Anne on March 23, 2015
Q: I am down $4.00 on 1000 shares of Corus since the CRTC announcement. The dividend is 5 per cent. Since Shaw owns most of Corus woukd it not make sense for Shaw to buy out the rest of the shareholders? Consolidation makes sense to me only one dividend from Shaw after a takeover and possible synergies. Or would you sell and move on maybe to lions gate in the US which has momentum.
Read Answer Asked by Helen on March 23, 2015
Q: From a technical point of view, Lumenpulse seems to have reversed it's slide at major support with high volume. Without knowing what may have prompted it would it be a good entry point?
As always, your insight is greatly appreciated, Peter
Read Answer Asked by Peter on March 23, 2015
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