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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: A few days ago it was announced that the go ahead for Argonaut Gold's San Antonio project had been declined by the authorities. According to one report this should not materially affect their production. Am just wondering what your feeling is about this event. Also do you have any other updates on the existing production and exploration potential of the company. The price has dropped substantially and I am considering buying more. Thanks.
Read Answer Asked by Rob on December 21, 2016
Q: Hi Peter and Team,

I find that we need to buy some more in the Utilities sector, to keep to a 10% weighting. We presently have about a three-quarter position in each of AQN, BEP.UN, and FTS. Do you think that INE would be a good addition to this mix or is it too similar to AQN and BEP.UN? We can buy and sell XUT commission-free, but I notice that ZUT (not commission-free) has a better chart. Should I increase our positions in each of the three we already have, buy a new one, or top up with XUT/ZUT? Or is there a US ETF in this sector that looks compelling? Or perhaps in the present "climate", could the utilities sector weighting be reduced below 10%? What sector should take up the slack?

Thanks for all your great advice which has been and continues to be very valuable. A Merry Christmas and Happy New Year to all of you at 5i and the members as well.
Read Answer Asked by Jerry on December 21, 2016
Q: Good morning Peter, I purchased PUR in early August based on your company report and have watched it steadily decline 21% since. I know you continue to recommend this as a growth stock with risk, while stressing the need for a long term hold. It seems I've got the risk side covered, so my question is whether you have changed your position about the growth potential. I can wait on this stock and will hang in there if warranted. What are your thoughts? As always, I appreciate your invaluable advice.
Read Answer Asked by Warren on December 21, 2016
Q: I am thinking of selling GWO and PWF and replacing them with a 50/50 split of ZUB and ZBK. I would appreciate you thoughts.
Thanks.
Read Answer Asked by Elliott on December 21, 2016
Q: I've held SGY for a number of years and, as is the case for a lot of oil producers, it was a decent stock until the 2014 collapse in oil prices. It has come back a bit recently but I have a cost base of $6.31. Should I continue to wait patiently for a further recovery in oil prices (perhaps years away) or take the loss and put the proceeds into something else (what?)?
Read Answer Asked by Chris on December 21, 2016
Q: Good morning,

I am managing 2 portfolios, mine and my wife. Both portfolios are oriented toward income but with some growth as well. Both portfolios are diversified and has at least one company in each of the 11 tsx sectors with a total of 20 companies in each portfolios with a 4% to 6% weight in each of the 20 companies.

Both portfolios has a reit, Boardwalk (BEI.UN) and Milestone (MST.UN). The reason that we have invested into these reits is that both has assets in the U.S. and are in family residential.

With the interest rate moving up in the U.S. is time to sell these two reits?

Thank you

Paul P.
Read Answer Asked by Paul on December 21, 2016
Q: Merry Christmas to all at 5I and thanks you for a very productive year, My question involves BEP.un as I am looking to add it to my portfolio on a pullback. I already own ALA and it is at 2.5% of my portfolio. The rest of my portfolio is as close to the Balanced Portfolio as I can get. Could I have your thoughts on this acquisition.
Read Answer Asked by gene on December 21, 2016
Q: When the conversation turns to money, stocks, real estate sales, inheritances, retirement ,funds, etf's etc., a moderately informed person is invariably asked questions about where would "you" put a large sum such as.. $250,000 and leave it safely parked for the long term and also generate monthly income above bank rates? What do you simply and safely tell your father, uncle, friend, etal? Thank you.
Read Answer Asked by Ryczard on December 21, 2016
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