Investment Q&A

Q: Hi 5i Team
A question about the income portfolio. The names that you have not done a report on that are on the portfolio. How do you decide to choose these names over others in the same sector?
If you were to be doing the yearly report right now, would AYA remain on the income portfolio with such a huge gain on this stock that has already happened?
Thanks
Kathy

Q: Hi Peter,

SGY (Surge Energy) has had a slight pullback since it touched $8 recently. What is your view on SGY going forward? Thanks

Q: So i am going to ask a question on avigilon a different way than john did, if you did a growth portfolio today would you include avo. Dave

Q: I have about $220K to invest in a LIRA. I'm 42 and plan on retiring at around 62. If I want to invest in equal amounts the same as the Model Portfolio, should I wait for a pull back or are current prices still good entry points?

Q: CPD
I am very wary of adding Preferred Share index back into my portfolio as you have in the new Income Portfolio. I had a 5% weighting since 2013 and the yield for two years barely covered my capital loss. I have had the same experience with bond etf's. Is it not better for me to buy the individual corporate bonds from the discount brokerage and have reasonable assurance my capital is safe even if the yield is a little lower?

Q: I have been using your model portfolio as a template for my RRSP investments. I have a large cap portfolio run by an investment company - it already contains BNS, SLF and MG. Can you suggest some alternate stocks in these sectors that would be appropriate for the model portfolio? Thanks!

Q: Based on the price appreciation of Amaya this month the Model Portfolio weighting has likely gone from 5-6% to 10-11%, unless there's been a reallocation, as there was in May. I get the philosophy of not wanting a position to get too large in a portfolio but surely this idea might be counterbalanced sometimes by the idea of letting your profits run (and not adding to your losers) particularly on a stock that has such a great promise. If profits were taken on AYA on the way up, at what point was the decision made to do so, and what was the rationale behind it? Thanks, J.

Q: Hi Peter,
Our portfolio is comprised of five accounts. Within the portfolio we have 12.2% in finance plus another 8% in REITS. The strictly finance stocks & percentages are:

MKP 3,5% (in TFSA & RIF)
BNS 3.1% (in Inv acct)
GS 2.4% (in Inv acct)
TD 1.6% (in Inv acct)
EFN 1.6% (in Inv acct)

Question: MKP is probably a bit weaker company than the others. Would it be reasonable to switch it for SLF, and would SLF provide a similar overall return to MKP over 3 – 5 years? Or do you have a different suggestion as a MKP replacement? Or would it be reasonable to keep MKP, which has provided a great distribution and a small CG.

The REIT holdings are:

HR 3.2% (in TFSA & RIF)
MRG 1.9% (in RIF)
REF 1.6% (in Inv acct) (CG of 125%)
AP 1.3% (in Inv acct) (CG of 150%)

Question: Would you make any change to the REIT holdings in the TFSA and/or RIF?
If the overall finance holdings are a bit high, perhaps the sale of a TFSA/RIF REIT would be appropriate to make room for a material stock. The only portfolio holdings in materials are MCR and G.

Many thanks. Bob

Q: 11:01 AM 6/16/2014
Hi Peter

I sold my PrairieSky this morning at a huge 40% gain from the IPO price as it was like getting 10 years of dividends all at once as a capital gain - too good to resist - so now I am looking for a good long life higher dividend paying oil company.

I have narrowed down my choice to these growing light oil companies, one or more of which I would expect to hold for many many years.
Safety and growth of dividends, and decent share price growth are most important to me.

Whitecap [WCP]
Surge [SGY]
Bonterra [BNE]
Crescent Point [CPG]
Canadian Oil Sands [COS]

Could you please put these in order as to which you prefer and maybe explain why you make the choices you do.

Thank you very much............ Paul

Q: Are you aware of any reason why ET(Evertz Tech) is under some selling pressure today.Their latest quarter seemed quite solid to me.

Q: I have been trying to find your email re the changes to the equity portfolio and have not been successful. I am particularly interested in the replacement for TOU and the rationale.

Q: Hi team, I have become (happily) overweight in Whitecap, and will trim it to buy a couple of new positions. I am slowly rolling into your growth portfolio stocks. I own AYA, BNS, CGX, CSU, and from your income portfolio I own SLW and SGY. Continuing to build on your Growth Portfolio, which 2 stocks would you suggest I add. Thanks so much.

Q: Hi. I have bought the stocks in your model income portfolio. Now I am looking to add a few from the other model portfolio to add some sector diversity and a bit more growth potential. I am thinking of CCL.B, CGX, CSU, SJ, MDA and CCS. Can you suggest any additions/subtractions/substitutions to create a better mix? I won't start using any of this money for 7 to 10 years, but would like to error on the side of caution rather than being too aggressive.

Thanks for your help.

Craig

Q: Hi Peter, Please tell me when you are going to update the "summary" list of stocks.

Thanks,

Peter

Q: Hello. Enjoying having information flow from 5i.
Question is on the growth portfolio.
What is the reason for change of ACB sylogist; from 4.90to 4.70.......in one month period? (April vs may report)
Thank
Dave

Q: The Income Portfolio for May seems to have the yield percentages wrong on most of the holdings.

Q: Greetings: I would like to know how many shares are "owned" (not the right word, I realize) for each company in the new Model Portfolio. I see the ACB but not the number of shares.

I like to set up the model portfolio in Yahoo Finance and see how it performs compared to mine. I have learned quite a lot by doing this, sadly the main thing being that I should have duplicated the Model Portfolio from day one and left it alone. Period. Thank you very much for stellar service. No rush for this.

Q: Hi

Is ot possible to reduce you income portfolio to 10-11 nsmes foe a 25k acciunt?

Many thanks

Q: I'am about to set up a income portfolio to match the one you have ,is there any changes you would make to it ?

Q: 5IR Income PF
Dear Gentlemen,
Is it possible to add the Sector & Industry for stocks in Income PF ?
Thank You
My Best Regards