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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: 5IR Income PF
Dear Gentlemen,
Is it possible to add the Sector & Industry for stocks in Income PF ?
Thank You
My Best Regards
Read Answer Asked by Djamel on May 26, 2014
Q: Telus and SLF have been components of the model portfolio for more than a year with no rating and I assume they would have to be at least a B- or better to join at all but I wonder if you could assign a provisional rating, perhaps subject to adjustment when full reports are done, so that members can get a better idea of just how keen you are on them. I note also that the Income Portfolio doesn't have a column for ratings, at least for April; would it be possible to add it and assign provisional ratings for the stocks not yet covered too? Thanks, J.
Read Answer Asked by Jeff on May 25, 2014
Q: Good afternoon...I am looking at adding to my portfolio with available cash...based on your current portfolios and stock prices can you advise what are the top 6 you would currently buy based on current price and future growth/dividends...

Thanks again
Read Answer Asked by Matthew on May 23, 2014
Q: Are any of the companies in your model portfolio besides Magna available on the US stock exchange? I'm going to have some US dollars available that I would like to use on a model portfolio stock if possible. thx!
Read Answer Asked by John on May 22, 2014
Q: Peter and crew:
At year end in your model portfolio, you made some adjustments to the equities held. As a new subscriber I was wondering if this ever occured during the course of the year (i.e. if you felt a company was no longer worth holding). If this was the case would you put out an updated report prior to the switch, or give your subscribers any sort of warning/justifications about upcoming changes to the portfolio.
Thanks as always for a great service!!

Phil
Read Answer Asked by Phil on May 19, 2014
Q: Hi Team..Can you tell me what the yield is on XFR (the Canadian alternative for FLOT) I do not have a U.S. account which leads me to my second question. Is it still a good idea (with the US $ being so high) to buy some US $ and put FLOT in a US account? I own CDZ and most of your income and growth portfolios but no bonds! Thanks so much for all that you do!
Read Answer Asked by El-ann on May 16, 2014
Q: You have Superior (SPB) in the income portfolio, so you must think it is a pretty safe, conservative investment. What happened when the share price went from $30 in 2006 to $6 in 2011, and even all the convertible bonds were trading at 60. I thought the main problem was the debt. And what has changed so much in the past 2 years that it's moving in the right direction?
Read Answer Asked by Ian on May 15, 2014
Q: In your income photo folio you have FLO and CPD.Return ( yield ) of CPD seems better than FLO.What is the reason?I appreciate your response.ebrahim
Read Answer Asked by ebrahim on May 15, 2014
Q: New member. On your model portfolio I have decided to buy & hold
as long as the stock remains on your list. However because my capital is tied up in other stocks I could buy only the 9 rated
A or A-. Am I talking a risk by not diversifying to all 20?
Tony
Read Answer Asked by Winston on May 13, 2014
Q: Peter and crew:

I really like the look of your model "income" portfolio, and am looking to largely mirrror it in a non registered account with a 10 year + time horizon. My concern is with the tax implications of XHY, CVD, CPD and ZRE in a non registered fund (higher tax than dividends). Would you be able to suggest three of four solid dividend companies (not included in your other portfolio) that may be used to replace these. I understand this would make the portfolio more aggressive, but am comfortasble with that due to bond exposure in registered funds.

Thanks as always for a great service.

Phil
Read Answer Asked by Phil on May 12, 2014
Q: Hello Peter & Co.
I notice that your equity portfolio has no exposure to the energy sector except for ENB (pipeline) and no exposure to the pharma/health care sector; however, some 25% of your portfolio is in the technology sector.
What was your thought process to arrive at that?
Tony
Read Answer Asked by Antoine on May 11, 2014
Q: Why would you have this stock in your income portfolio at .04%yield?
Read Answer Asked by Walter on May 09, 2014
Q: At present I own all of the stocks in your new model portfolio (not the income pfolio) and have some cash to employ to take advantage of market opportunities. With some of the stocks having declined significantly (CSU,STN,SYZ) would you add to one or more of these thinking that they are oversold; or would you add to the stocks with upward momentum (e.g.CSS,AYA,HCG, CCL) - or would you suggest doing nothing for the time being? Thanks for you help.
Read Answer Asked by Donald on May 07, 2014
Q: I want to invest as per 5i Income Portfolio. But I already have 5% plus positions on BNS, ENB, and L. Can you suggested suitable replacements ? Or should I just follow the entire stock list. Thanks for your great service.
Read Answer Asked by David on May 05, 2014
Q: I have set up my wife's RRSP account after the model portfolio. Since the start of April the portfolio is down about 3%. When you get Dividends etc. should we wait until we get a larger amount before we buy. Also should we buy the stock that is losing the most or buy the one that is gaining the most.

Thanks for your advice.

John
Read Answer Asked by John on April 30, 2014
Q: A pushy question, when do you plan on introducing a growth portfolio.

Thanks

PB
Read Answer Asked by Peter on April 22, 2014
Q: I have 25 per cent in my portfolio in oil and gas stocks--tou, sgy, spe,pou wcp and I am doing great, but in your model portfolio you have zero oil and gas and just surge in your income portfolio--why. dave
Read Answer Asked by david on April 21, 2014
Q: Hello Peter and Co.
I'm looking at your equity model portfolio, but I can't find the book value of your holdings; are they staring me in the face but can't see them?
Regards,
Tony
Read Answer Asked by Antoine on April 15, 2014
Q: Hi Peter and Team:
Re: your model portfolio:
1. SYZ: volume is only 8950. should I buy at $8.8 now?
2. ENB: should I buy at $51 level or wait until there is pull back?
I bought most stocks as per your model portfolio and tries to buy at price same or lower than yours. for the last few days, performance was negative. Should I make any adjustment?

thank you
AD
Read Answer Asked by hong on April 15, 2014
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