Investment Q&A

Q: I am interested in building a portfolio based on the Balanced portfolio, Dec 2106. It currently consists of 23 holdings, not including cash. Of the total portfolio 7 holdings are NR which I presume is "no report". I believe you add these with the following comment:
“The portfolio contains some stocks that 5i Research® does not currently cover. We needed to add these names to increase the average market capitalization of the portfolio, and to add sector balance. We are very comfortable with the companies we have chosen, and will cover the 7 companies in due course.”
My question then is what are the metrics that you have initially applied to reach a comfort level such that these are included prior to a report being completed?

Q: Hello!

I am mirroring your model portfolios and I currently have 50% of my holdings invested in Balanced, 25% Income and 10% Growth. I also have 10% of my portfolio equally split between VEF and VSP.

I have the opportunity to increase my holdings by about 30% and I'd appreciate your help in deploying those additional dollars.

Should I allocate across the board based on the same percentages? Should I up my percentage in VEF/VSP? Or is there something other investment(s) you would recommend?

I foresee a 6-8 year horizon before needing to draw down on any of these investments.

Thank you for all that you do. I really appreciate all your effort.

Best regards
M

Q: I would find it very useful in future when you update the balanced or income portfolio with a dividend paying recommendation to include in your update whether the dividend paid is eligible for the dividend tax credit or if not, is it more suitable for an RRSP.

On that note is KWH eligible for the dividend tax credit or is it more suitable for and RRSP>

Thanks

Sheldon

Q: Hi Team,

I owned CRH in the past and see it would have doubled if I had kept it. What are your thoughts for a long term hold or do you have a better pick in that space. Thanks
Bob

Q: Not to question your decision on ADW but my situation is as follows. If I sell ADW the capital gains would be such that an old boy like me would get totally clawed back on CPP not to mention the tax burden. I understand you had a good run with ADW and if the share price dropped in the next few months it would not be good for the Income Portfolio. You mentioned that for an Income Portfolio the dividend didn't justify the holding yet you bought ADW into the portfolio several months ago for the same dividend. Perhaps it should have gone into another portfolio. At any rate the question is this: Is there a different approach based on age and capital value when it comes to planning. Should I sell and take the CPP hit regardless or should I look at this in a different light? Thanks again for your valuable service. Perhaps you should include an "old boy section" for guys like me (LOL) Cheers

Q: Following your balanced equity portfolio. I have read some questions you answered recently. Besides SIS, Premium Brands and KXS which other 2 or 3 equities do you expect higher returns in the next couple years. Thank you as always for your advice. Steve

Q: Is the 2.5% sell off in ENB primarily due to the announcement re Midcoast Energy Partners. Do you expect this to be dilutive in any way such as issuing new equity? Thanks.

Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.

Q: Today is written 'Add 5% to Crius Energy" in the Income Portfolio. Should that be "New Position" as I did not see KWH previously in the Income Portfolio unless I missed it.
Thank you
Stanley Cohen

Q: I currently hold DHX.B in my grandson's RESP. I am a long term investor but this company has been a disappointment over the past two years. What are your thoughts on the future of DHX Media?

Carole

Q: Methanax saw a nearly 10% run up on its unexpected earnings report. Is it too rich now to hold, where other options should be explored, or do you see further appreciation over the coming year?

Q: Peter and Team,
Please provide your insight on whether otc is still a buy after the recent split? Can we expect continue growth in the next few quarters? Is it still a buy at the current price? What will derail it? Thanks!

Q: Today Intrinsyc press released another sizable order. They have had a steady flow of news releases the last 8 weeks on services and production wins. The stock seems range bound over this period despite its trades rather cheaply on trailing basis for Company that is showing very strong revenue and profit growth. I know the market cap is only $45M but many other tech stocks, same size, trade at much higher multiples and they have inferior balance sheets compared to ITC. Any insight or is ITC is stock that is ready to be re-rated much higher in coming months?

Q: Looking to add one more stock to my non registered portfolio as a long term hold. I am buying mostly for income and stability. some growth would be nice. Which would you pick between ET and ABT?

Q: Hi,

Would you be a buyer of ABT now, or would it be more prudent to wait until after their next earnings release, which I believe Feb 6?

Thanks,Brad

Q: Hi, Spin Master was clawing its way back up in past 2 weeks, but again took a hit today morning. Down 5% !! Is the same class action news causing this ? I have a full position. Results are still several weeks away. should I be worried ? Thanks

Q: What are your thoughts on Methanex's Q4 results announced last night, which look pretty strong on an initial look?
Thanks

Q: Does Mattel's financial results release offer any insight into Spin Master Toys? Mattel says they were impacted by a significant US toy category slowdown. How would one know if these poor results were specific to a company or an industry? Spin Master is a long term hold regardless as I have confidence with their strategy, especially using evergreen entertainment properties as a setup to sell children toys and branded products. I don't think Mattel has developed this strength.

Q: When I look at long term chart this stock traded above $70 at one time and below a $1 in 2009. Am I readind this correctly or are the long term charts wrong.
Thx

Q: In regards to the net loss " Adjusted EBITDA before REI is Adjusted EBITDA before considering the retained economic interest attributable to vendors and/or principals of acquired companies". Can you try to explain further to a layman.