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
Thx Carl
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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.
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
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
Q: What do u think of BCE or is there some other one that u can refer
Q: what do you think of aw's latest earnings.
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.
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.
Q: Is VNR a Stock that I should be holding my portfolio. Eddie.
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!
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.
Q: Peter I hold only SU (Down 10)%) & SGY (down 58%) Should I dump sgy? What's a good replacement in the energy sector? thanks
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
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
Q: Hello 5i Team,
A co-worker is basically starting out on the investment journey and I mentioned your expertise in portfolio development/management. My question is, can you recommend a group of ETF’s that would offer good diversification (international included) with little maintenance. The idea would be to have the basic structure there and as more funds become available he would just add to them. I think this would be a good start. I recommended he become a member so his investment knowledge grows over time with the portfolio, the portfolio is approximately $100,000.
Thanks,
A co-worker is basically starting out on the investment journey and I mentioned your expertise in portfolio development/management. My question is, can you recommend a group of ETF’s that would offer good diversification (international included) with little maintenance. The idea would be to have the basic structure there and as more funds become available he would just add to them. I think this would be a good start. I recommended he become a member so his investment knowledge grows over time with the portfolio, the portfolio is approximately $100,000.
Thanks,
Q: Hello. I while back you had mentioned that you were thinking about adding a "Growth Portfolio" to your service at 5I. Is this in the works for 2015?
Nicholas
Nicholas
Q: Hi Peter et al, I see BCE has been downgraded by two analysts from Hold to Sell. It has performed so well for me and I love the dividend, so what am I missing? Is it tome to unload some of it? It's about 6% of my portfolio so I could take a bit off... Thanks!
Q: Hi All, I concur with Neil's suggestions regarding your forthcoming growth portfolio. Would not need to be extensive reasoning. More just one or two liners on each selection with a rating system. Thanks in advance for your consideration. Have only been a member for a short while but can see your good work already.
Q: Hello,
I have been slowly adding names from the model portfolio and now have money to add three more names. I currently own DSG ESL G SJ SLF WCP T from the model and I also own KBL PPL DHX SGY AVO BAC. What do you think I should add. I'm a medium risk, long term investor. Thanks for the help. I'm doing a heck of a lot better since becoming a member!
I have been slowly adding names from the model portfolio and now have money to add three more names. I currently own DSG ESL G SJ SLF WCP T from the model and I also own KBL PPL DHX SGY AVO BAC. What do you think I should add. I'm a medium risk, long term investor. Thanks for the help. I'm doing a heck of a lot better since becoming a member!
Q: From your model portfolio what 4-5 stocks would you suggest to be adding at this point in time? Excluding ESL, HCG, T, WCP and Goldcorp.
Q: Peter (et al)
Just caught you on BNN. Great info as always.
At the end of the show you mentioned the "growth" portfolio coming this March. Your brief comments about it (riskier, mainly small cap etc.)got me thinking. Without wanting to burden your resources, but because you may be including stocks not generally well known, would it be at all possible to provide a very brief summary of each of the stocks in the portfolio with your reasons for including it - nothing like a full report, just essentially, what you like about the stock. And, also, perhaps a rating of each stocks "risk quotient" compared to the whole portfolio (perhaps in "risk stars" or some other such goofy summarization) - just to give us an idea. What would be totally cool is if one could click on the name and pull up a brief summary and risk assessment.
Again, you already provide so much, I feel bad in making these suggestions, but, in the long run, perhaps doing something along the above lines may actually reduce the number of questions you would field about each of the stocks.
Thanks for you consideration.
Just caught you on BNN. Great info as always.
At the end of the show you mentioned the "growth" portfolio coming this March. Your brief comments about it (riskier, mainly small cap etc.)got me thinking. Without wanting to burden your resources, but because you may be including stocks not generally well known, would it be at all possible to provide a very brief summary of each of the stocks in the portfolio with your reasons for including it - nothing like a full report, just essentially, what you like about the stock. And, also, perhaps a rating of each stocks "risk quotient" compared to the whole portfolio (perhaps in "risk stars" or some other such goofy summarization) - just to give us an idea. What would be totally cool is if one could click on the name and pull up a brief summary and risk assessment.
Again, you already provide so much, I feel bad in making these suggestions, but, in the long run, perhaps doing something along the above lines may actually reduce the number of questions you would field about each of the stocks.
Thanks for you consideration.
Q: I watch your interview on BNN. I have been preparing for the advent of your revised Portfolios coming out in March. Will these 3 picks today on BNN be added or remain on the two current portfolios or to the new growth portfolio.
Great interview!
Great interview!
Q: I follow and am invested in the Cdn Moneysaver ETF portfolio. I just read the February update in the magazine on this portfolio and wondered why you did not top up XEG back to the 10,000 level of the original investment and possibly sell some that had gone up like XIU and SPY. Wouldn't it be good to top up on XEG now that is down? Thanks for all your help.