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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: I finally took the plunge in early Sept, and sold my mutuals to buy your equity portfolio, minus CSS, plus positions in AVO, DHX, SGY, and QST, for a little extra zest. Not so zesty now however! At some point would you consider raising some cash from the model portfolio to average down on the zest? If so is there a position(s) worth culling, or re balancing to achieve this. From previous comments I expect you might say "just stay the course".
Your hand holding over the course of this correction has been invaluable.
Many thanks, Peter.
Read Answer Asked by Peter on October 15, 2014
Q: I've been following 5i for a while now and am very grateful for your unbiased advice and responses. I couldn't afford to buy ALL of the stocks in the Model Portfolio when I first joined so started out with 6. I now have BNS, FSV, MG, STN, SYZ and TOU as these seemed a fair "micro model" group. Although they've taken a hit of late, I'm holding long and am still pleased with gains so far this year. I'll soon have a bit more cash to buy - should I stick with these 6 and do some re-balancing and adding, or would you suggest a few more from the Model, and if so, which ones. I'm in for the long haul.
Read Answer Asked by Chris on October 14, 2014
Q: what is your view between CBO and VSC.Any preference?
I see you have CVD in income portfolio,why? Have 160K to allocate to fix income in my RRSP.loOking at CBO,VSC (REAL SHORT TERM),CVD,XHY.
US industrial really taking a hit!Just a correction?UTX,FLR,PCP,BA.
Read Answer Asked by Denis on October 09, 2014
Q: I am interested in buying your model portfolio but don't know if it is still all recommended i.e.css. thanks. vic
Read Answer Asked by Linda & Vic on October 08, 2014
Q: Good day, I would appreciate your thoughts on this technology company

thanks again, Cy
Read Answer Asked by Cyril on October 07, 2014
Q: I continue to be concerned about SGY because of the commodity price action in the background. I inquired late aug about same & you were strong on holding thru any correction. However I am hearing more talk of a long term US $ bull mkt which in the past has driven non commodity stock pricing upward & driven commodity pricing downward. Do you also now feel that we have entered a secular bear for commodity pricing & would that not push oil stocks like this out of favor regardless of dividend? Dividend is nice but 9%/yr pales with a 25% drop in a month.
Thx,
Read Answer Asked by LJ on October 07, 2014
Q: Hello Peter and the 5I team
To me VNR looks like a reasonable buy at this time. I look at the PE ratio( 15.3), PB ratio (1.0), low debt metrics, excellent dividend yield (6.3%) with a 96% pay out ratio. Are these metrics a good way to value the company? Is there other factors that I should take into account when it comes to this stock or with other utility companies? What are other companies in this sector do you like?

Thanks for your service
Read Answer Asked by Darren on October 07, 2014
Q: In your response to Rajeev, you indicated that Superior now may not be able to increase it's divvy in the near future. Based on today's price decline, the current divvy looks pretty good for an income oriented investor. Do you consider the current dividend secure, and would you view Superior as a buy at the current price (with income being the primary objective)?
Read Answer Asked by grant on October 07, 2014
Q: Model Portfolio
I have been out of the market due to circumstances and travel. I am now prepared to re-enter the market and wish to be relatively passive. Since your team do all the research work with excellent returns over-all I want to invest in your Model Portfolio now.

I have questions about the approach to investing at this time.
1) Are you still recommending each and every holding in the Portfolio?
2) Weighting: Should I apply equal weighting per holding at this time?
2) Even though we have had a minor correction, would it be wise to dollar cost average into the portfolio - say between now and ??? mid-December... weekly perhaps.

Thank you for all your great work and I look forward to a response.
Read Answer Asked by Andie on October 06, 2014
Q: Peter et al,
I have shares in Exco (XTC) which I bought two months ago. I am also interested in Evertz(ET). Would it be better to buy more XTC or should buy ET. Thanks in advance.
Gary
Read Answer Asked by Gary on September 30, 2014
Q: Could I have your analysis and comparison of Long Run Exploration (LRE) and Surge Energy Inc (SGY). Production, sales, management, properties, future prospects, m&a and who is the better of the two at this point in time for dividend, value and growth?
Thanks for your help!
Read Answer Asked by Christopher on September 30, 2014
Q: I have replicated your model groth portfolio with great sucess, thank you!!! Except I have sold CSS Contrans. Can you suggest an alternative stock to fill CSS's spot?
Read Answer Asked by David on September 27, 2014
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