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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 Team!

From the model growth portfolio which stocks are considered small cap?

Thank you and great service!
Read Answer Asked by Rino on March 02, 2015
Q: I am about to invest based on your model equity portfolio. I noticed though that the yearly start date for it is March 31st. Are there significant changes made to the model at this time that might make it worthwhile for me to hold off a month before making my purchases?
Read Answer Asked by Brian on March 01, 2015
Q: Hi.
Peter mentioned Evert Technologies in the weekend National Post. I can't find the company on 5i site. Do you cover this stock and what do you think of it as an income/dividend growth stock.
Thank you David.
Read Answer Asked by David on February 18, 2015
Q: I have recently transferred all my holdings from a Financial planning company to a self directed RRSP/LIF worth about $700,000. I joined 5I to get some thoughts on how to invest $350,000 in cash. The cash came after I sold all mutual fund holdings that existed in the former plan. Should I hold in cash for now as the market seems to be volatile & over-priced, should I purchase a basket of ETF's based on your sites recommendation or should I purchase individual stocks as per 5I's recommendations. I seem to be locked in fear of doing the wrong strategy but I know holding cash is not the answer. I really appreciate your advise and enjoy reading all the questions, thanks.
Read Answer Asked by Ken on February 17, 2015
Q: Hi Peter,
I am a new subscriber and one of my first objectives is to incorporate your model port into my investment port.

I need a bid of guidance from you on that.

Currently from your port I already own (before subscribing) BNS, ENB, FSV, MG, STN and SLF.

So that is 6 out of the 20. Question to you is, in what priority (order) would you purchase the other 14 positions as cash becomes available.

This will help me prioritize my purchasing.

Thanks in advance for your help.
Read Answer Asked by Sheldon on February 17, 2015
Q: Can you tell me when the revised model portfolio will be released . Will the updated portfolio carry the same number of stocks and what if any of the existing companies will be continued on the new model portfolio . MY goal is to invest $120M of RRSP's and TFSA funds in only A-B rated companies on your new portfolio. It would be helpful if you could highlight which companies would be best suited for RRSP's versus TFSA .
Thank You Rick


Read Answer Asked by Richard on February 16, 2015
Q: hello,

In one of your interview on BNN I understood that you will start in march a thematic research/portfolio model based specifically on small cap companies. Would it be possible to have more details ?
Thank you
Read Answer Asked by Gabriel on February 16, 2015
Q: Good morning. I enjoy your service and appreciate the knowledge gained. I look forward to your new growth portfolio.
I was wondering if you would consider implementing a TFSA portfolio. I myself would find this to be most helpful. I understand that the strategy used would be different for different people. Possibly 3 portfolios with one for income oriented, one more balanced and a third growth orientated. My problem is finding the right mix for diversification and growth in mind. Specific TFSA advice would be most helpful since it is such a great avenue for wealth building for Canadians. Each january a new stock could be added. Just a thought.
Read Answer Asked by Anna on February 16, 2015
Q: At TDW they list the dividend payout ratio for VNR as 103%. How does this fit with it's dividend being sustainable and seeing it a a stable source of income?
Read Answer Asked by Stephen on February 16, 2015
Q: Could you please give me the highlights of this company that warranted it being placed in your Income Portfolio and are you still high on it.

Thx Carl
Read Answer Asked by Carl on February 13, 2015
Q: Just wondering how you report changes to the model portfolios? What I mean is, when a particular holding is removed, added or rebalanced. I don't mean price changes.
Read Answer Asked by Ron on February 12, 2015
Q: I hold a full position++ in surge and like it. what do you make of the company now in light of their last news.

SURGE ENERGY INC. ANNOUNCES A 52 PERCENT INCREASE IN 2014 YEAR END RESERVES, NEW NET ASSET VALUE OF $7.36 PER SHARE; SALE OF NON-CORE ASSETS FOR $35.6 MILLION; RECORD WEEKLY PRODUCTION; NEW BANK LINE REVIEW
thanks
yossi
Read Answer Asked by JOSEPH on February 12, 2015
Q: could you please comment on the chatter about the royalties/tax issues by Zambian gov't and if and how it may affect FM. thanks,
just joined 5i, because after watching BNN and managing my own portfolio for 15 years, know Peter is the smartest guy out there and admire his desire to help us plebes.
Read Answer Asked by Diane on February 10, 2015
Q: Is VNR a Stock that I should be holding my portfolio. Eddie.
Read Answer Asked by Eddie on February 10, 2015
Q: I'm wondering if you would consider any of the stocks in either portfolio too expensive at this point to buy new positions in? Some are doing great and have grown so much, and are great to hold in the portfolio, but you may not want to buy new positions at their current prices. Thank you!
Read Answer Asked by Ann on February 10, 2015
Q: Are you still comfortable with all the components of the Canadian Money Saver Model Portfolio for the next couple of years or are there any suggestions for changes.
Read Answer Asked by Martin on February 09, 2015
Q: Hi
Looking for an update on a few of your recommendations I currently own:
Surge- Seems like oil has found some footing for now. Would seem like some kind of move to the middle would be in order after such a panic adjustment. Looks like you are suggesting a hold here. Do you have a sense for the underlying commodity price going forward.
Avigilon- seems to have recouvered from weakness. is there upside here or a good time to sell.
Descartes- same
Fiera Cap - same
Questor-same
Read Answer Asked by LJ on February 09, 2015
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