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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: I have positions in AVO, BYD, BAD, CGX, CNR, ESL, SGY, SLF, STN, T, XGD and ZLB. I am 50% in cash and want to either add two or three positions or just increase the current positions. Would you please suggest a course of action,including any changes to my current positions. I am 67 and mildly risk tolerant. Thank you for the wonderful service.
Read Answer Asked by Richard on June 18, 2014
Q: Hi: In the Tech sector I currently have CSU and MDA at 3% each, and ESL,GIB,OTC and DH at 1.5% each or 12% of my total portfolio in Tech stocks. I am thinking of selling one to reduce the number of stocks, while buying more of some of the remaining stocks. Perhaps to increase my overall tech exposure as well.
Your thoughts would be appreciated.
Also, do you consider AYA to be a Tech stock or a Consumer stock assuming the acquisition goes through.
Read Answer Asked by David on June 17, 2014
Q: I know this is very speculative, but do you see any stocks you think are strong takeover targets? I'm ideally looking for those with strong fundamentals as well.
Read Answer Asked by Mike on June 17, 2014
Q: I am thinking of selling MDI and buying TOU and PET. MDI has done nothing since I bought it in Nov 2012 and I am looking for a more exciting and hopefully profitable stock(s). What do you think of the move in a balanced portfolio?

Thanks for the great service; best money I have ever spent!!
Read Answer Asked by Sandy on June 17, 2014
Q: My no-so-smart advisor (whom I'm leaving) got me to buy $115K worth of US stocks for my Can. open/non-registered account. (At the time, I didn't know any better.)The $115K is 30% of my open account. In addition, he sold me about $30K of US stocks for my RSP; the balance being Can. stocks. This is the opposite of what should be. Can. stocks belong in the open account, to be able to take advantage of the dividend tax credit. Some of the US stocks are "keepers"; good companies I'd like to continue to own, such as AT&T, Pepsico, GE, etc. The question is what to do now? Just sell and buy Can. stocks for the open account, and US stocks for the RSP?
Read Answer Asked by Helen on June 16, 2014
Q: Hi guys, I'm a new member and a rookie investor and so far, love the question feature and the overall site!

I'm building a buy & hold dividends US/Canadian portfolio in my RRSP and I am looking for suggestion for 1 or 2 Canadian dividends company for a long term perspective (5 years and more) to complete the portfolio, here are my holdings so far:

US: KO, JNJ, MDT, PG, GSK and V.

Ca: BNS, FN, RY, TD, TGL and TBE

I plan to add 1k every month into the smallest holding in the portefolio regardless of market. Would however switch and buy into a stock if there is a pullback.

Feel free to comment on the US perspective as well and the overall portfolio.

Thanks and have a great weekend,

Richard
Read Answer Asked by Richard on June 16, 2014
Q: Hi Peter and team,

Great job keeping us all informed on the Amaya deal!

In addition to your recommended growth and income portfolios, i like to keep a portion of my TFSA dedicated to a basket of 4 or 5 value plays that have the potential to recover in the 12-18 month time frame. Are there any names out there that you would recommend. I am currently looking at NCR but would appreciate any others outside of the resources area.

Thanks
Read Answer Asked by kelly on June 16, 2014
Q: Hi Peter and team,

I am doing a mid-year review of my 25 stocks. I have 9 that don't excite me too much anymore. Of these 9 can you tell me which 3 you like the least at this time, and why (goal is dividend with medium growth, 2 to 5 year horizon).

AX.UN, D.UN, XRE
HLP.UN
ATD.B
DR
TBE
THI
XSR

I know that you are not aware of the weightings and what else is in my portfolio, but ignore that for now.


Paul
Read Answer Asked by Paul on June 16, 2014
Q: Would you please suggest 5 growth names with good current valuations. My intention is to have these positions supply some kiddy up to my core holding of the BMO low volatility etf, ZLB. Thank you.
Read Answer Asked by Richard on June 15, 2014
Q: Hi,

Happily , for the moment I have positions in AYA, ACQ, & CSU
spread over 4 accts(cash, RLIF, RRSP, TFSA). They currently
represent abut 17.5 % of the total of the 4 investment accounts
of my overall portfolio. ACQ 8.4 % AYA 6.3% CSU 2.25%

My main concern is that all 3 investments are similar in nature as they are all "rollups" .

Do I have to worry about having a significant portion of my portfolio in this type of investment ?

I know that I need to worry about individual positions exceeding
10 %

MY second question is about a trimming strategy I try to use.
I have been selling 25% of an investment the first time it doubles and 25% each time it increase by 100% of the original investment. Is this a reasonable thing to do ?

I am considering taking only 25% of my profit instead on subsequent increases of 100%. and taking as much as necessary
to stay under 10 %.

I would appreciate your comments on this situation.

Thank you, Thank you, Thank you.

Leonard



























Read Answer Asked by Leonard on June 15, 2014
Q: First of all, I want to thank the entire team for their services. I think you are all doing a great job and I appreciate the advice 5i provides.
My question is related to when to sell an investment. I've watched the YouTube video that indicates investors should sell an investment when there is:
1) Negative changes to company of industry
2) Over-promising & under-delivering by management
3) Declining revenues
4) Changes in competition
5) High debt

I know people shouldn't sell when a stock has gone up, but how do we know when a stock is overextended / expensive? Is there a metric you use to determine a good exit point, or do you just stick with your 5 reasons? Thanks!
Read Answer Asked by Mike on June 13, 2014
Q: Do you have any idea why Domtar UFS has been falling so drastically since the end of March? Thanks!
Read Answer Asked by Gregory on June 12, 2014
Q: Hello Peter- Could you please rank in order of your preference, Whitecap, Tourmaline, Surge and Delphi in order of total return, using your ABC grading.
Read Answer Asked by RANDY on June 12, 2014
Q: Hi Peter and Team,

I'm looking to add an energy stock to my TFSA holdings (which currently include AYA, ENB, BNS, T, and STN). I've seen you recommend BAD, SGY, and TOU and have also been seeing various articles suggesting SU might be a good purchase given that it's relatively inexpensive at the moment.

Do you have a preference between any of these four?
Read Answer Asked by James on June 11, 2014
Q: I have started new positions in Vrx and Pfe with their recent pullbacks as I do not have any healthcare. I would like to build up to a 5% position in each stock. Would you consider this prudent at this time?

Thanks,

Tom
Read Answer Asked by Tom on June 11, 2014
Q: Could you comment on BAU,Bauer as along term hold,and what effect the listing and name change on the New York exchange will have going forward.
Read Answer Asked by Calvin on June 11, 2014
Q: Hello hello...This question has been asked in the past. But at this point in time, what are the growth-eee stocks you would suggest for at new TSFA, with $30,500. From a length of time to hold, I'm interest in letting the stocks do there thing. And about other stocks that are held in other accounts, this is not a factor for diversification purposes. Again thanks for the 5iR-Advise.......Tom M
Read Answer Asked by Tom on June 11, 2014
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