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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,

In a question/answer from earlier today you mentioned an allocation in metals between bullion and stock (clarifying a response from yesterday). You do mention gold specifically today in part of your answer. Are your sentiments the same for silver (i.e., would you be able to suggest an asset allocation between silver and gold bullion and silver and gold stocks)? Or do you see silver and gold as very different commodities (recognizing silver has more industrial use as well as being a store of value)? Is there any point in holding both in bullion and/or stocks? Thanks again.
Read Answer Asked by Michael on August 20, 2013
Q: Peter and Team,

I am working on bringing my portforlio much more in-line with the 5i Model Portfolio.

I have no other exposure to the auto sector and am 31 so I don't have a real need for dividend income yet. Should I be taking a 5% position in Magna or a 5% position in Autocanada or would I be better off doing 2.5% in each. Total portfolio is approximately $100K.
Read Answer Asked by Marc on August 20, 2013
Q: Symbol=VRE. Vanguard Canada FTSE CDN Capped REIT ETF. Contains 19 CDN REITs (RioCan, H&R, Calloway, Cominar, BPO, etc.). MER= 0.40%. Seems like a good way to get REIT diversity for reasonable cost. Previous 5i answers indicated that current REIT slump is due to "sector rotation" and that money may return looking for income. Would VRE be a good way to do this? Comments please. Additional words regarding Vanguard Canada ETFs also appreciated.
Thanks from IslandJohn.

Read Answer Asked by John on August 20, 2013
Q: Hi Peter & Team, I own B2Gold (BTO). They had some news yesterday and i am unclear about the news release. Would you share your thoughts? Thanks,
Read Answer Asked by Ilesh on August 20, 2013
Q: I was wondering about your opinion on PMG (Petrominerales). It is currently paying a 7.8% dividend. I have a small position in it now, and would likely average down a bit if you feel this stock is likely to return to the $10 range over the next year or so. Thanks!
Read Answer Asked by Jeff on August 20, 2013
Q: In your opinion do the 2nd quarter results of Legumex LWP-T
warrant the 24% decline in the share price?
Read Answer Asked by edward on August 20, 2013
Q: Hi Peter and 5iResearch Team,
I purchased Innovative Composite IC last year. Is there any hope for this company? It seemed like a good idea when I bought it, but has dropped to the bottom of the earth... its valuation anyway!! Thank you. Linda
Read Answer Asked by Linda on August 20, 2013
Q: Peter and Team,

This is a question re: on of your reponses yesterday regarding how much of assets should be in Precious Metals. In your response, you stated that you were comfortable with up to 10%.

I wasn't clear if that 10% included Gold and Silver Bullion and Stocks or just the metals (i.e. the stocks would be a incremental percentage over the metals which, I agree, should be viewed as insurance).
Read Answer Asked by Marc on August 20, 2013
Q: Good Morning,

Could you comment on recent action by Minera (IRL) regarding the financing deal announced yesterday.

Thanks,

Eric
Read Answer Asked by Erichsen on August 20, 2013
Q: Enb and trp. What small/ mid cap companies would benefit from the west to east pipelines reversal proposals? Maybe small oil companies that would be near the pipeline. Would they be selling at Brent or west Texas crude prices?
Also how about a ocean tanker Company's that would transport LNG and oil to Asia from west coast ports?

Thanks
Read Answer Asked by dalton on August 20, 2013
Q: Your opinion on EGI Financial please.

Thanks Gord
Read Answer Asked by Gordon on August 19, 2013
Q: I just got back from vacation and noticed that CPD has been hammered and also the yield is only showing as 4.3%, even at the lower price. Did this ETF reduce their payout?
Read Answer Asked by Maria on August 19, 2013
Q: Looking for your favorite small cap oil (200-2000MM)company recommendations. Or do you think it is better to stick to bigger names? I like profitable, cheap, on the verge of paying dividends.
Read Answer Asked by Anthony on August 19, 2013
Q: Peter i have ZUT etf in my portfolio (BMO Utilities ETF). It seems to be a low at this stage and would seem to have already priced in the potential forthcoming increase in rates. Would it not be a time to be adding to this now?
Read Answer Asked by Tony on August 19, 2013
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