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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: Hi Peter,
I purchased stocks in the growth portfolio under your recommendation with the understanding it could entail very large volatility and risk... but was OK with that given that these would all be mid to long-term holds. Taking Guestlogix as an example - I bought right after the Growth portfolio was released and to date I am down about 75.0%. Although I don't like this, I was OK with this volatility given it was going to be a long-term hold and there are still expectations of growth, but now you have recommended a complete sell only 8 months later so I am confused. What should an investor do in my position?
Read Answer Asked by Jonathan on November 18, 2015
Q: In reference to another members comment regarding portfolio performance, I agree that it would be important to show both the "losers" and the winning trades. The inclusion of date position was opened and the date closed would be beneficial for all of us.
Please share and consider this request for the portfolios.
Regards,
Read Answer Asked by Randy on November 17, 2015
Q: TC has given back some of its yearly gains. Is this just a round of profit taking? And how do you see the company going forward given its most recent earnings? Thanks again.
Read Answer Asked by Alex on November 17, 2015
Q: Hi there,

I wanted to comment on one of your member's comments on his losses on individual 5i stocks. I too have been a member for a very long time and the one thing I have learned is to stick with a disciplined portfolio approach rather than just trying to pick stocks from your portfolios. This has led me to consistently better overall results over a number of years. Some stocks have gone done at times and recovered at other times. But it is the 'stick with it' portfolio approach which has led to better than market returns. Thanks for all that you do.

Publish at your own discretion.
Read Answer Asked by kelly on November 17, 2015
Q: Hi:
last time someone asked this question was in April
I wonder how one would compare A&W (ranked B+) compared to PZA.un ?
I am looking for dividends income and safety of capital
(almost 65) thanks!
Read Answer Asked by Michael on November 16, 2015
Q: Can you explain to the less educated why SPB should be selling off when they declare to pay out the debentures at 7.5% in this low interest environment, I would have thought that was good thing, but obviously the market does not agree me, I guess this is an opportunity to add to my position.
Read Answer Asked by Lynda on November 16, 2015
Q: Hi Guys,

This stock is down 45% today, is it time to get out?

Thank you,

Pat.
Read Answer Asked by Patrick on November 13, 2015
Q: Appreciate your views on results and the announcement of a stategic review.
Thanks
john
Read Answer Asked by John on November 12, 2015
Q: Hi 5i Team,

I am slowly moving to copy the model balanced portfolio. The names I do not yet own are AYA, CGX, DSG, G, SIS, SYZ and WCP.
In what order would you suggest I purchase these names I do not already own?

Thanks
Read Answer Asked by Marco on November 12, 2015
Q: While Savaria does not have a rating yet, would you expect it to start with a similar rating to Prism, given its size and liquidity issues? Or would it fair a bit better with slightly higher liquidity and a good level of insider ownership?

Thanks!
Read Answer Asked by Alan on November 11, 2015
Q: Hi Peter and Team,

The last question about CVD was on Feb. 19th, and I see that it's still in the 5i income portfolio. I'm in the process of reviewing my RRIF and note that when taking dividends into consideration, I'm still down almost 4%. Going forward, is this ETF worth hanging on to? My RRIF is well balanced with various 5i picks from all of your model portfolios. Income is fine and dandy, but I'm a bit frustrated with the negative growth characteristics of CVD, but of course am willing to wait if you're still OK with this ETF.

Thanks as always for your valued advice.

Read Answer Asked by Jerry on November 11, 2015
Q: Hi
Any idea why BCI took a hit today. I thought their quarterly results were fine. Thankyou
Read Answer Asked by maida on November 11, 2015
Q: Hello Peter & Team,

Bought it @$14. Sold 25% of my position at $19.11 last May.

Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.

Thanks for all you do

Gord
Read Answer Asked by Gord on November 11, 2015
Q: It looks as though the purchase price is in USD. If the USD appreciates with an increase in U.S. Interest rates, could this increase in CAD the amount shareholders receive for Com Dev?

Thanks
Read Answer Asked by Robert on November 10, 2015
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