Investment Q&A

Q: Hi Peter
Our annual stock picking contest starts on Jan2nd ---WE each pick 2 stocks--throw in $100 each and the best growth wins
Can you tell me the 2 that you would pick? I am not adverse to trying to hit a home run with a penny stock if you so chose
Thanks

Q: Merry Xmas

And many thanks for your advice! I'm a long term investor looking for reasonable stable growth over five years.
Which of these growth companies would you recommend? Atd.b, CTC, or National Bank at these levels?
Which of these energy companies would you recommend, PPL, BAM, or BEP at these levels?

Q: Please recommend appropriate broad based ETFs (preferably low MER) given a 10 year plus investment horizon for:
(a) The Canadian market
(b) The US market
(c) The World (ex US) market
(d) Bond exposure

Q: Happy Holidays! All the best to you and your families! I currently have a 1.5% weighting in Catamaran and would like to slowly bring it to a full position in my portfolio. Do you feel today's price is a good time to start adding? Also, do you have any suggestions for a cyber security stock in Canada or the US, something like PANW? I have long time frame and high tolerance for risk.

Q: What blue chip companies look good now and for 2015?

Q: It seems that noses are out of joint in the recent Couche-Tard acquisition of The Pantry. With an investigation being launched against The Pantry directors for an alleged breach of fiduciary trust, what would be the implications to ATD? Would/should ATD walk away from this deal, or would/should it simply raise its share price, if it is found that they did indeed "underpay" for Pantry shares. Your analysis of this situation would be appreciated. Thanks, as always.

Q: Please advise which of the listed companies you are comfortable increasing to a 5% weighting at this time: AVO, ESL, AYA, BYD, DHX, LNR, CNR, QST, WSP, SJ, HCG, OTC and PRW. Thank you and Merry Christmas

Q: Hello 5I,
Is there any reason that the natural gas price was down (lower than summer season) in the last few trading days beside the warmer weather & storage level a bit higher than last year
(5 bcf) ?

Thanks
Loni

Q: Hi 5i team,
being an active investor for about 20 years, I calculated my industry allocation for the first time (meaning: I focus more on company selection): consumer staples 22%, industrials 20%, consumer discretionary 15%, materials 13%, financials 11%, energy 6%, healthcare 6%, technologies 6%,utilities 0%, telecom 0%. I invest in companies that I understand the products, and financial statements (including notes): my "financials" do not include banks or insurance companies.
On these information only and the fact that I won't be needing this capital for the next 20 years: how would you qualify my investor type/profile? What type of economy (refer to growth, inflation, etc.) should I be afraid of? What should be the first corrections to be made to my asset allocation (please suggest companies to buy)? Which industry weights should I aim (S&P/TSX seemed flawed, is S&P500 better?)? Any other comments would be appreciated.
Thank you, and the best in this holliday season, Eric

Q: Just following up to an earlier question: Would you rate PLI, CHW and BXE as holds?

Q: I still own and owned loblaws during the spin off of choice properties REIT. I was eagerly waiting for my share of the REIT but alas none appeared. I now see the REIT trades on the TSX. I still,do not understand what happened. Who got the shares? I recall when other large companies sun off portion of their business shareholders received shares of the spin off. Can you please explain what happened.
Manfred

Q: I'd like any updated thoughts on Dollarama (DOL). I currently hold it and have seen it rise significantly over the last few months. They had good earnings, but the rise seems to be greater than expected. Although I'm not complaining, is it overbought? Prior to becoming a 5i member, I probably would have sold already, so I'd like your thoughts on whether I should keep holding.

Thanks for everything, and I hope your team has a wonderful Christmas!

Q: Have your views changed on this company after they got the regulatory approval from FDA. Are there more risks or rewards from this point? Do you see potential for big gains?

Q: Which one of the above companies has the better chance to
rebound in 2015, and why? Are their dividends sustainable.?

Q: I note your current model equity portfolio holds no stocks in the Consumer Staples sector. This sector has been in an almost uninterrupted uptrend since the 2008/09 debacle. Are there any stocks you would rate B or higher?

Q: I am a newbe to your site, and looking forward to your direction on future positive returns.
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick

Q: I am a newbe to your site, and looking forward to your direction on future positive returns.
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick

Q: Unlike Andrew, I found the show with DB excellent.

He gave a macro view of the market as he sees it, and as always, he stated his style of investing. He uses stop
losses, does not bottom fish, and focuses on strength.
e.g. Consumer, Technology, Health Care, Financials

Yes, oil will bounce, but it is not showing strength now.

I call this common sense, not chasing.
Different strokes for different folks.

Q: I wonder why Interfor (IFP) jumped 14% yesterday on almost 3 times regular volume. Thank you for your consideration.

Q: Hi 5i,
This is not a question but merely an observation. As I go on the "budget" (read: free) Globeinvestor website to check my stock holdings I have noticed what I believe is an anomaly. Out of 19 stocks I hold, when I access the stock page, the data page shows 3 windows, one of which is entitled "Profit". As I just checked today, out of my 19 stocks 5 had N/A while the other 14 were all deemed to be "Less Effective" "than other companies in its industry in turning revenue into profit". Just a note, my holdings include such names as AD, AYA, BAD, BCE, BEP.UN, BNS, CGX, DH, ESL, RUS, KEY, etc., etc.
I guess my point would be that either my stock selection really sucks or this site might not be as accurate as one might think since I believe statistically these results to be an anomaly. I would be curious if others have noted anything similar or if this is indeed accurate and reflects where my holdings stand in the scheme of things. Sorry for the lengthy missive!!
Merry Christmas everyone!!!