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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: The new Growth Portfolio was up approximately 2.28% yesterday while the TSX was up only .27% and the Venture was up .18%. Is the reason for this that 5i members are piling in, or are there other factors at work here?
Read Answer Asked by Clarence on April 02, 2015
Q: For people who own or are considering Alimentation ATD.B, this is an informative and interesting website: http://www.cspnet.com/. Enter "Alimentation" into the search box to see news and insights. The site covers every aspect of the convenience store business. It adds new dimensions of understanding to the world in which ATD.B operates and expands. How can you not like a website that devotes a major section to Snacks & Candy?
Read Answer Asked by Jerry on April 02, 2015
Q: Hi, pardon my ignorance but how do I access your growth portfolio?
GUY
Read Answer Asked by Guy R. on April 02, 2015
Q: Re adjusting my portfolio and startec is of some concern. Is this a hold for the next 3 / 6 months or should I move on to another stock? Any suggestions?
Read Answer Asked by John on April 02, 2015
Q: I owned shares in Brookfield Infrastructure for part of 2014. I just received a letter from them enclosing information for filing a 2014 U.S. tax return. The shares were bought and sold on the TSX.

I have held shares in quite a few companies over the years and have never received a similar request so am not sure what to do with this one.

Is this something that you folks know about or do I need to consult a tax adviser?

Thanks for all the great info and help you provide.

Ray
Read Answer Asked by Raymond on April 02, 2015
Q: Good Day fine team. Thank you for your new Growth PF. Happily I already own 5 of the equities. My question - I only own (due to the large drop in energy) a total of 5.4% within my 4 PFs. Black Diamond has dropped from last May or Apr from $34.31 to $12.79 for me. I also own WCP, BAD, and RRX. BDI loss translates into almost $2000.00. I have sold SGY and FRC already. Any thoughts on BDI? I'm hoping to hold on as all the research through 5i is complimentary to BDI. I am still having a blast with the world of investing... thanks to you.
Read Answer Asked by El-ann on April 02, 2015
Q: Hi Peter and Team,

First of all, thanks for putting out the Growth Portfolio. Looks awesome. I was happy to see that I already hold 5 of the names in the portfolio. My question is about Solium Capital. I currently have it in my TFSA and think it might be a good call to switch it out for 1-2 names (2 since SUM is an 8% weighting) in the growth portfolio. Can you recomment a good replacement from the portfolio? I already own CXI, DHX.B, AVO, GUD, XTC, and I plan on buying OTC with cash I already have set aside.

As always, thank you!

Jordan
Read Answer Asked by Jordan on April 02, 2015
Q: Peter and his Wonder Team
Macro just reported its 4th quarter declining revenues which was widely expected and I think not too bad considering the sector and commodity prices as a whole. Please give me your overview of this company and its prospects going forward! Would you still consider it a cheap stock with the strength to survive the sector storm? Thanks for your continued knowledge!
Dr.Ernest Rivait
Read Answer Asked by Ernest on April 02, 2015
Q: As a guest on BNN, Patrick Horan has been given the opportunity to discuss his short position on Enbridge for a number of months now.

It occurs to me to ask: Is this merely Mr. Horan being permitted to 'talk his book' regardless of any perceived conflict, or is there a genuine concern with Enbridge's valuation and its financial structure as Mr. Horan suggests. Thanks.
Read Answer Asked by Michael on April 02, 2015
Q: I would like to invest in some US blue chip stock. Is PG buyable at this time? It was downgraded in Jan 2015.

Thanks again.
Read Answer Asked by Rita on April 02, 2015
Q: Hello Peter and Team
Thank you for creating the Growth Portfolio , i have created a mix of your Balance and Growth Portfolio along with some large Blue chip company to lower my risk .
Much Thanks
Claudio
Read Answer Asked by claudio on April 02, 2015
Q: Your thoughts on the deal dhx made with The Orchard.

Thank you
Read Answer Asked by ron on April 02, 2015
Q: Hi, I would like to know from the 2 portfolios Balanced Equity and Growth which one would I use to invest in a TFSA account and which one for a RRSP account.

Thanks.
Read Answer Asked by Costa on April 02, 2015
Q: Could you please give me your opinion on SPE. Could you comment on whether you think it's a good time to buy.
Read Answer Asked by Cameron on April 02, 2015
Q: hi folks. This was recommended on Bnn.MPG. Has it got some new news? alsoI notice you never discuss Splv and has been so good to me. Why ? Thanks in advance Cliff
Read Answer Asked by cliff on April 02, 2015
Q: I also saw the movement by AYA stock on Tuesday and it was strange. There was high volume on the stock for most of the day, but in the last 30-60 seconds it went from 31 to 29.70 in the blink of an eye. I actually had 29.85 ready to go for the last 5 minutes and when it started dropping I hit submit. An error popped up and I hit submit anyway and to my surprise, it actually got through (It was still open when I went to bed that night). I've never seen a stock drop that fast before.

Somewhat off topic, sorry about that.
I know you guys prefer T and BCE in telecom, but I'm wondering if you think Rogers (RCI.B) is getting any better with the recent drop?

Thanks, Paul
Read Answer Asked by Paul on April 02, 2015
Q: Hi,

Two quick questions on recent additions to the Balanced Equity portfolio:

1 - Do you think Alimentation Couche Tard may be able to acquire some retail locations in Canada or the U.S. from an integrated oil player that is looking to raise some cash? I heard that Suncor may be looking to sell Petro Canada? Not sure if its just speculation though.

2 - For Progressive Waste, the stock is near a 52 week high. Do you see growth in the U.S. market going forward or is this a play on lower oil prices improving margins and driving profit growth?

Thanks,
Jason
Read Answer Asked by Jason on April 02, 2015
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