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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: Hello- what do you think of Clairvest Group CVG?
Thanks
Read Answer Asked by Pat on July 18, 2014
Q: Hi 5i team,

I am working on getting a more diversified portfolio in my non-registered accounts when I add new money. According to RBC Direct Investing I have 0% utilities, 0% industrials, and 45.1% in energy.

It seems that you consider ENB, IPL, and PPL as utilities. Is that correct? If that is the case then utilities make up 22.9% of my portfolio, and energy is 22.2%. Still too high I suppose.

I would like to add some dividend paying industrial stocks that would make up around 5% of my portfolio. What industrial stocks do you recommend at this time? [I guess STN and BAD] Is there a seasonally good time to buy industrial stocks? I can wait if there is.

Note: If I recall you classify BAD as an industrial stock, yet TMX lists it in the energy sector. Sometimes it's difficult to figure out sector allocation when some stocks get classified differently depending on the site you use.

Paul
Read Answer Asked by Paul on July 17, 2014
Q: Hi,
Would you please give me your opinion of Cascade CAS.TO at this time, as it has been a while since the last time.

Many Thanks
Read Answer Asked by Greg on July 17, 2014
Q: Hi Team, What are your thoughts on Neptune's (NTB) results.
IS IT A HOLD, BUY OR A SELL.
Thank you for a wonderful service
Read Answer Asked by kevin on July 17, 2014
Q: Hi Peter & Team! Most of my investments are large cap stocks and I hold a well diversified portfolio. My TFSA represents a small portion of my overall portfolio and I'd like to add 3-4 stocks with some strong growth potential recognizing of course that I would be assuming some risk. Could you recommend some names for consideration at this time? Thank you, Ian
Read Answer Asked by Ian on July 16, 2014
Q: My portfolio consists of 25 stocks with an approximate 4% weighting each. I'm currently overweight in oil/gas and want to trade out at least two of Tourmaline, Rock, Bellatrix, Spartan and Bankers Petroleum. In your opinion, a) what two should I sell and b) what would be the best investment (total return) over the next 12-24 months between Boyd (byd.un), Boston Pizza (bpf.un), CCL Industries (ccl.b) and Parkland Fuel (pki). Thank you for the great service.
Read Answer Asked by Lloyd on July 15, 2014
Q: I few years ago I purchased Torstar TS.b for about $9.00. I have seen it fall to about $5.00 and now it is up around $8.00. I have done well on other buys most recently thanks to you. I am thinking of selling and would appreciate your comments on selling and a replacement. Great work. I hope the driver that hit you was charged.
Read Answer Asked by Danny-boy on July 15, 2014
Q: goodday, iwould like to buy PPY,and AVO on margin as they look like a couple of very nice companies to own.looking for growth in the next 6m to a year.good/bad idea? tkx pat
Read Answer Asked by patrick on July 15, 2014
Q: Hi Peter and staff: I currently hold PPY , AVO and SYZ (4% each). would you add additional shares at current prices or wait for a fall back and then buy?
Read Answer Asked by John on July 15, 2014
Q: what is your opinion about TKM, which looks drop down a lot recently. Should I hold or sell or even by more? thanks.
Read Answer Asked by Yingzi on July 14, 2014
Q: July 10th gold opened up at $18 and held onto most of its gains. Gold stocks did not participate. There was news on PLG and FVI. Did not seem negative but they both dropped substantially. Any reason why these two stocks would fall that far with gold going up?

On a different topic VCM and DWI look impressive. Would you give them a good rating?

Dennis
Read Answer Asked by Dennis on July 14, 2014
Q: I would like to invest in Gold or Silver sector. Can you please suggest me a growth oriented company, has reasonable valuation and best management

Many thanks
Niketa
Read Answer Asked by Niketa on July 14, 2014
Q: I was watching Fast Money Halftime last week in which they had invited the best performing fund manager for the last 12 months. His portfolio is based on insider buying (long) and selling (shorts). Which Canadian companies do you like that have also shown strong insider buying? Thanks.
Read Answer Asked by Eric on July 14, 2014
Q: I am a long-term investor and am considering buying XSR and BIP.UN. May I have you opinion please? Thank you.
Read Answer Asked by Bruce on July 11, 2014
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