Q: What is your opinion on agrium? Is it going much lower? Thank you linda
You can view 2 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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
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
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
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
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
IS IT A HOLD, BUY OR A SELL.
Thank you for a wonderful service
Q: Is there a place for Quebecor in a portfolio if you already hold Telus? Are there any credible reports that confirm Quebecor will join forces with large financial players to expand their wireless business east of Quebec?
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
Q: Freehold announced they were listing another 4.65 million shares offered at 26.90 but the stock sold off prior down to 25.56 at one point-what causes that ?
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.
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.
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
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?
Q: Hi Peter, I don't own CCO but would request opinion on whether is it a buy or should wait.
Q: CCA Cogeco Canaccord came out with a very bullish report on Cogeco Cable. What do you think of this company and stock potential?
TIA
TIA
Q: what is your opinion about TKM, which looks drop down a lot recently. Should I hold or sell or even by more? thanks.
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
On a different topic VCM and DWI look impressive. Would you give them a good rating?
Dennis
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
Many thanks
Niketa
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.
Q: Corus was negative net income last quarter. I'm trying to figure out why. Can you give some insights into what happened?
Q: I am a long-term investor and am considering buying XSR and BIP.UN. May I have you opinion please? Thank you.
Q: Hello 5i Team
Sadly I have have not paid proper attention to our investments( left it up to advisers),and within this year we will need to draw income. Please give your opinion on the following( about 30% of investments), including whether to continue holding or switch, and alternatives if switching is advised.
1) BNS.PR.Y (72.2k) 2) AGF4076 (50k) 3) FID281 (140k) 4) FID227 (14k and the only international exposure) 5) Total Energy Services Inc Con Unsec Sub Deb Mar 31 2016 5.75% ( 42.4k).
Thank you in advance, Bill
Sadly I have have not paid proper attention to our investments( left it up to advisers),and within this year we will need to draw income. Please give your opinion on the following( about 30% of investments), including whether to continue holding or switch, and alternatives if switching is advised.
1) BNS.PR.Y (72.2k) 2) AGF4076 (50k) 3) FID281 (140k) 4) FID227 (14k and the only international exposure) 5) Total Energy Services Inc Con Unsec Sub Deb Mar 31 2016 5.75% ( 42.4k).
Thank you in advance, Bill