Investment Q&A

Q: Thanks to your advice I am now convinced of the power of diversification with respect to investing. I am 54 years old and have no defined pension plan. I would like to diversify my investing via your portfolios. All money is in non registered accounts and TFSA.
With these facts in mind what percentage of my investment portfolio should be in your income, model, growth portfolios and a accompaning canadian blue chip portfolio. From your previous answers I have found that you recommend that your portfolios be backed up with canadian blue chip stocks.
I have been gradually cashing out my RRSP's and putting the money into my nonregistered accounts and TFSA with the goal to have them cashed out by age 65.
I look forward to hearing your percentages as this will be most helpful going forward.

Q: Very pleased with the growth portfolio over less than two months. Great work.
The Fed indicated today that rates might rise in September. What small cap Canadian companies might be worth investing in now as potential beneficiaries?
Thank you.
Alex

Q: I'm going through your growth portfolio, what about Guestlogix makes you think they are a longer term growth stock.

Q: Hi 5i team,
I'd appreciate a clarification to your response to Michele this morning. You suggested it would be okay to add to OTC but in a post a few days earlier, after the big plunge of OTC, you indicated that you may have to review it's inclusion in the growth portfolio. I'm not sure if it means you've had another look at OTC and decided it's good to hold, even given current conditions. I'd appreciate clarification since I had been thinking about purchasing more (but luckily wasn't too quick to pull the trigger since it lost significant share price).
As always, thank you for everything you do!!!

Q: I have all of the holdings from your growth portfolio in my TFSA as per the percentages you recommended. I now have $10,000 more to add to my account. Would you recommend that I top up the companies that have done well or the companies that are down since buying them all? And/or would you suggest 3 or 4 that you think are the best bet at this time (so I don't have too many trading fees)?
Thanks so much, your advise is appreciated

Q: I'm a new member. Looking at your portfolios, would you suggest that someone who wants to take a position in one of your portfolios buy the listed stocks at roughly the listed allocation? Or is there an element of these portfolios being geared towards investors who bought in at the portfolio start price or ACB?

From some of your recent responses I'm gathering that you sometimes let growing stocks grow in allocation percentage. For example, CSU looks like it has had a great run and is 6.8% of the BE portfolio, but it looks like it may be highly priced (only looking at price relative to recent past). Do the listed portfolio allocations apply to new investors who are taking a position in the stocks in the portfolio?

Q: Hey Peter & Team,

Have approx 25% cash on the side and am waiting for something of value to appear.

I have been watching Whitecap closely and noticed today @$14.04 it is trading below it's 200 day moving average ($14.08) and considerably below it's 50 day moving average ($14.47)

At the same time on a technical basis it has been showing higher lows and higher highs since it's low point Jan 12.

Please provide advice regarding whether now would be a good time or not necessarily a good to take a 5% position and why you think as such?

The balance of my portfolio contains 7% in O&G. (TOU & BTE) and I recently put new U$ money into BP (20% of my US portfolio) @ $39.64.

As always, thanks for all you do

Gord

Q: Hi, what are your thoughts on todays massacre. Seems over done but thats the way these days. Buy more, sell apptreciate your ideas.

Q: Hi Peter, what is your opinion on FM 1.4 B share offering??? will this be a drag for a while or just a blip for now. Buy, Hold or sell. Thanks

Q: Good Morning Peter, Ryan, and Team,
I have been slowly accumulating shares of Sylogist Ltd. over the last couple of quarters while the price has been weak. Could I please get your opinion of their Q2 2015 results and their outlook ??? Thank you and have a great day. DL

Q: Hi, Could you please comment on Sylogist earnings, released this morning? Looks like another quarter of solid growth in revenue and Profit ( before taxes). What are your thoughts on dividend increase and CEO comments on NCIB and acquisition plans in Canada and US? Thank you

Q: Hi, any news that would cause this morning's 15% jump in price? I haven't seen anything since their recent quarterly report.

Q: In your growth portfolio, in your opinion, which top four or five companies would you say had the best management, thanks?

Q: I rebalance my income portfolio as per your april portfolio updated,not particularly thrill of these changes especially as WIN is concern i managed to build a position at 3.06 the stock is right now at 2.59,i felt that SLF and T could being replaced by more (reliable) sources of income.

Thank You

Q: hello 5i:
have read a lot recently about GUD and J Goodman. Mr. Goodman seems to be the main resource; how dependant is the company on him, and what would management look like without him. Could they survive?

Q: Hello Peter,
My wife has all stocks in the balance equity portfolio except the following five ESL, FM, CXI, G and T. We would like to add 3 positions and at present valuations which 3 would you recommend adding or would you pick a couple from the growth portfolio. Thank you, Ronald

Q: Hey guys,I would like to increase my position from 1% to 2%, could you pick 4 of them;
MG,CGX,GIL,BIN,BDI,DOL,KBL,GUD,STN,L and OTC.
Thanks Jim

Q: 5i
Could you rate the following 4stocks in terms of expected earnings growth rates over the next 1-2 years , lmp , peo , pur , and tc .
Thanks
Bill C.

Q: You have this stock in the income portfolio, do you still consider this stock as buy as I own some and down 11% and is a very small percentage in my RRSP account and wonder if I should average down.
Thanks
Dolores

Q: Can I get your updated views on Lumenpulse? Previous comments seem to suggest you are warming up to it, but the stock hasn't done much in the past 6 months. What would be a catalyst to provide some positive stock momentum?

Thanks!