Investment Q&A

Q: Hello Peter & Co,
Could you shed some light on the following, please?
Regarding CXI: it seems the share price has remained stable despite the lower than market issue because the institutional demand was very high and also because there was a 12 month trade restriction.
Regarding CGI: it seems that Computer Sciences CSC in the US is planning to split its business in government/commercial halves and that CGI is very much interested in acquiring the commercial half.
Thanks,
Antoine

Q: Could you please, define by $Market Cap value:

Canadian: Microcap, Small cap, Mid cap and Large cap
USA: Microcap, Small cap, Midcap and Large cap

Q: Are you aware of any Cdn preferred securities (not preferred stock). Had no luck w google - maybe they are a thing of the past?

Q: Hi,

I have a lot of stable lower risk stocks like insurance, banks, BAM, BEP, ZLU, ZUH, and am looking for your recommendation for a growth stock in either tech, gaming, entertainment, or whatever you recommend, for a 5% position for a long term hold. I'm wondering about AYA, AVO, CSU, OTC, CGX or what your recommendation would be.?

Q: Hi team:
AGU is at 135, a nice return of 20% for me
according to the seasonal investors, AGU does better in the summer months, do you think that the fundamentals of this stock is still solid to hold or should I take some money off the table ?
thanks! (I lost some money on POT)

Q: 5i Team
Seasonality for forest products. Is it not from Oct till the end of Apr? Purchased WEF in mid Nov and has gone nowhere, except down since. Could I please have your views on WEF

Much appreciated.

Burt

Q: Any thoughts on SNC Lavalin. Looks cheap after this sell off, but of course big question is the long term impact of these fraud and bribery charges. Good long term buy here or not worth the risk?

Q: Hi 5i,

Of the four listed companies, which three would be the best for income growth over the next few years?

Thanks in advance!

Q: Hi Peter I think you "like" the stock and it seems to have a nice p/e ,decent dividend to allow for growth...you have also mentioned possible large real estate value not fully recognized on books I think. Time to add a small position in a new non-financial/energy/utility company and I am thinking of this one. Without regard to industry as it will be a small holding do you like it better than GH,RPI.UN, CSW.A and WB and if not which one is your favourite of the group and why over ADW.A
Thanks for all you do

Q: Regarding the Canadian portion of a well balanced portfolio, in addition to the 5i model portfolio, please recommend some Canadian companies for someone with a 10+ year timeline.

Q: I've never seen this kind of question asked: If I want to earn 7% on my money by investing in about 15 great, solid companies and selling shares in order to achieve the 7% return, what might such a portfolio look like? Would the 5i Model Portfolio, as it is, fit the bill? How might it be tweaked? I know there are a lot of questions and considerations around the question, but just looking for a general reply and any thoughts on this approach. Thank you.

Q: I am interested in some exposure to the Canadian Pharma sector but in view of it's volatility and the fact many stocks have already had large moves, could you recommend a basket of say 5 stocks for purchase for the next 3-5 years

Q: Hi 5i Team, Thanks for your expertise. In our TFSA's (we are retired in our 70's & deriving income from portfolios) we hold 10 securities ABT 6.7%, AYA 12.48%, BAD 4.79%, DHX.B 10.5%, ERF 5.1%, XTC 8.37%, IT 8.53%, LNR 14.23%, TOG 0.7%, WCP 10.57%. We have $10M cash available. Only names duplicated in other accounts are AYA and WCP. We are overweight Consumer Cyclical (18%) and Financials (incl REITS) 21% Underweight Materials 5.1% and Telecom 3.0% and Healthcare 3.9 %. We have 54 securities total and 85% equity. We have $10M available to invest in TFSA's. Sorry for the long question, But would like to invest TFSA money as we wait for portfolio review. Thanks in advance.

Ted

Q: What...many thanks are your views on these 2 companies ....would you choose one over the other

Q: Hi Peter and Team,
What is your thought on Finning International's qtr report.
I understand it tied to mining and energy business, would you see any growth in the future when these sectors get improvement, do you think this company can overcome this downturn.
Thanks for your advice.
Pui

Q: Wondering how you interpret their latest results. They seem quite tied to the oil industry and with capx down across the board, do you see growth and continued dividend payments?

Thanks.

Paul F.

Q: Due to seasonality should I sell this (wft) or hold longer. I am currently up 10%

Q: Presently, I own CRH Medical (CRH), Patient Home Monitoring (PHM) and Prometic Life (PLI). CRH is going up nicely every day - is the valuation stretching?
Please suggest a fourth name to add to this list. I don't mind some risk for the rewards the three mentioned have given.
Thank you.

Q: Hello, I am coming into a significant one time lump sum amount of money. I currently have 44 stocks, all purchased after reading your web site. I have about 80% of the model portfolio. The others are stocks that seemed like good buys and so far I'm very happy with my overall performance. These good buys came from suggestions and comments I've read in your "questions" section (which I love by the way)

I'm considering taking 25% of the portfolio as cash - and waiting for downturns in sectors as we've seen in the last year. 25% in safer vehicles - any suggestions would be welcome.

50% in equity stocks. Am I too late or is the current market too saturated to split this 50% into your model portfolio? In your opinion, is the model portfolio - at this time a reasonably safe investment with potential for good returns from both capital gains and dividends?

For perspective, I'm hoping to earn $130k pretax per year, I'm just retired at 56 and will have slightly over $2 mil invested.

Q: Do you see any potential upside to Uranium in the near future? I have held Cameco for a few years now and it hasnt done much. I am thinking of selling it in order to reaise cash. Thanks.