Investment Q&A

Q: both companies have large production increases in relatively near future, very low production cost, no dividends, and are by my estimate very cheap. Which would you prefer for the next 2 - 3 years??

Q: Market timing is generally frowned upon by professionals including 5I.I find myself selling a number of my positions because of valuations and good profitable outcomes. I also find that I am not redeploying that cash because of valuations! I firmly believe in taking profit and some of the greatest mistakes I have made are in regards to holding positions to long. To many times in my early investment life (the round trip) occurred. After a number of years I relized that you are investing 2 commodities "dollars and time" and I could not continue to keep exposing my dollars and losing time. So if I sell my winners and do not redeploy my cash in a timely fashion then I would seem to be guilty of "market timing".

Why am I so wrong!

Randy

Q: Gentleman
Congrats to the staff member with the newborn, I am sure he will be busy. My question is about the latest take-over bid for Norsat.This is the second one from a different party, do you feel that this is a fair offer? I am thinking of selling,just in case the Feds raise the inclusion rate on capital gains, though it may be to late because the budget come out in 3 days.

Thanks

Q: Following up on my earlier question about where to find the removal of CGX from the balanced portfolio, is there a way to get a listing of all historical changes to a portfolio? Or, as an alternative,where can I access past member updates to sift through to get the changes? Getting a listing of all changes is the preferred way to go.

Q: What are your views on IMM. Thanks Ted

Q: What is your view on MOGO. There is some insider buying, and bottoming on the chart, but it is hard to tell if they offer something new.
Peter

Q: In a previous question today about cgx, it was indicated that it will be removed from the balanced portfolio. Where was this information provided? I don't see it.

Q: I have a question about this group of target maturity bond etfs. Are they an appropriate investment for a rrif in this rising interest rate enviroment as an alternative to individual bonds. How does one choose maturity dates apart from yield? Thanks for your wisdom.
Tom

Q: Hi 5i,

What changes would 5i advise for converting Canadian MoneySaver portfolio to an Income portfolio. Thanks

Q: Comments on earning please. Still a hold?

Q: Hi,

I would like to ask your opinion on the fundamentals of the following Chinese stocks that are listed in the US. As well, do you have any hints on the entry point for these stocks?

1) China Distance Education (DL)
2) Tal Education Group (TAL)
3) New Oriental Education + Tech Group (EDU)
4) Tencent Holding (TCTZF)
5) Hollysys Automation Technologies (HOLI)

Thank you,
Lai

Q: Do you plan on updating your report on Tricon in the near future given its recent buyout? I know that I would certainly appreciate learning what the new company is expected to look and act like.

Paul F.

Q: Should/if the Capital Gains Tax change with the new Budget on Wednesday, does this mean if one were to sell a equity/stock either today or tomorrow that the sale would be taxed at the NEW rate (I.E. does not settle until after the Budget has been announced).

Thanks for any insight you can provide!

Scot

Q: Looks like the market liked the Badger results. Overall sales growth is still sluggish but the US non oil & gas looks strong.
Your take?

Thanks

Q: Pho just news released ~40 minutes before closing that they have reached a settlement for their patent litigation. The news looks very positive to me on a number of fronts (closure, both a 50% reduction in royalty rate and duration, and no more litigation expenses). Do you agree? What do you think of this settlement? Did the market simply not have time to digest the news before close?
Thanks

Q: Peter, Ryan gIven the high percentage of private holdings in this fund how are the investments valued for purposes of the NAV? And does the market price get reset occasionally like an ETF?

Q: Hi: I decided some time ago to follow your advice to buy a position in gold, and bought a half position in AEM. I want to be ready to fill the other half, and would appreciate your opinion on what stock to buy. I prefer stocks to bullion. Thanks for your always excellent advice.

Q: Good Morning
My average cost on ALA is $38.00 and the weight around 2%. I have two questions:
1. Would you recommend that I average down at the current stock price.
2. If so, should I be buying ALA or ALA.r (receipts)
Thank you

Q: Hi Peter and Team,

What is the optimum % of cash to have on hand in an account? I know you frown upon market timing, but I was thinking to hold 5-10% in cash, to top up my positions in stocks within my portfolio during downswings in the market.

Thanks and keep up the great work.

Q: Hi Peter and Team,

The other question I have is with regards to a previous answered question, where you mentioned across a RRSP, Investment and TFSA, the recommended breakdown is 6 stocks in the RRSP, 6 in the investment and 8 in the TFSA.

Since my RRSP holds 85% of my capital, would it be better to weigh the stocks as 12 stocks in the RRSP, 4 each in the Investment/TFSA, or is it better to follow the breakdown of 6/6/8?

Thanks again for the great work you do.