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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 Peter:
I have a Bell Canada coupon bond earning 9.25% maturing in 2032 currently worth 45 k sitting in a LIRA account. I am thinking of selling it and buying all or half of what's in your new Growth Portfolio. My question is would you suggest buying all 22 investments with the 45 k or say 10?
Any guidance on what those 10 should be?
Thanks for all the great advice.
Greg.
Read Answer Asked by Greg on April 01, 2015
Q: I want to buy according to growth portfolio,to creat funds what do I sell from all this loosers,cf,cls,crh,tdg,dml,sgy,abm,bld,qst,tmm,mnd?>
Read Answer Asked by nizar on April 01, 2015
Q: Two quick question on the balanced equity portfolio:

1 - I think you use to own Valeant and sold it last year. With no exposure to healthcare and the sector doing very well over the past year, why haven't you added exposure in this area?

2 - I'm surprised that you removed HCG! I also own it and have noticed its poor performance recently. It seems to be diverging from the other Cdn banks, but with a 20% ROE, a growing dividend and low payout ratio, its hard to get rid of it.

Thanks,
Jason
Read Answer Asked by Jason on April 01, 2015
Q: Just a comment,I have been studying your growth portfolio for 3 hours and it is just fantastic-the weightings, the picks diversification etc.best thing about i already own 11 of the stocks in it and have owned them for many months. My portfolio is 85 per cent aggressive growth, I can manage the risk.
I especially like that you added Cxi to the growth and to the equity balanced, this has been a large holding of mine for 18 months.
Despite your comments, I really feel that some of the stocks in the growth could have substantial upside as your membership buys in.it is bit of a momentum trade but also great companies.thanks again dave

Read Answer Asked by david on April 01, 2015
Q: What do you think of the latest earnings report? Seems good to me. I don't understand why the stock is falling.
Read Answer Asked by Gerard on March 31, 2015
Q: Hi,

When placing orders, do you have a strong opinion regarding limit vs market orders? I almost always use market orders and have never had any surprises...even with odd lots. I use BMO Investorline. I read something recently about flash events that can cause very brief dramatic price sings that could theoretically cause some significant surprises. Am I exposed when I use market orders? Would my broker have any built in protection? Thanks.
Read Answer Asked by Mike on March 31, 2015
Q: I have inherited a small amount of money which I plan to use to diversify my stock portfolio. I currently have some of the same or similar stock as shown in your Model portfolio. For example I have TRP instead of ENB, MRE instead of MG, etc. My existing portfolio is overweighted in oil and oil services stocks and banks, eg Bank of Nova Scotia so I believe some diversification is probably good. With this as a basis, do you believe that all the companies shown in your model portfolio will still continue to show good growth over the next few years. I usually keep most shares indefinitely and seldom less than 3-5 years. So assuming you believe all of the companies will continue to show good growth, I will probably purchase some Amaya (AYA), CCL Industries (CCL.B), Cineplex (CGX), Constellation Software (CSU), Descartes Systems (DSG), Enghouse Systems (ESL), First Service Corp (FSV), MacDonald Dettwiler (MDA), Stantec (STN), Stella-Jones (SJ), and Sylogist (SYZ). All of these are in your model portfolio. Perhaps there are alternates that may be better than those above shown in your Model portfolio??? Thank you very much for your thoughts.
Read Answer Asked by ED on March 31, 2015
Q: I was about to sell this stock after reading that you see little (though > 0) chance of a competing bid and that currency fluctuation was going to be the main cause of movement. But I saw that some 700,000 shares have moved today and it got me wondering who was on the other side of these trades? As you say, there are two sides to every trade so is it "sharp" arbitrageurs buying and if so, should I hang on? I would just as soon move on if it is only going to be for a few cents but am I missing something here?

Appreciate your always sage advice.

Paul F.
Read Answer Asked by Paul on March 31, 2015
Q: Hi Mr. Hodson
How will we know when the new Growth Portfolio is released today?
Do we get one of those emails from 5i?
Or do we just check your website? Thank you so much.
sarah
Read Answer Asked by sarah on March 31, 2015
Q: Hi Peter What is your thoughts on Future Shop closure on REI
Kind Regards Stan
Read Answer Asked by Stan on March 31, 2015
Q: Hi Peter, our 13 year old has $40k in her RESP. $20k is ~evenly split between BNS, ESL, and Telus. At this time where would you put the remaining $20k ?
Thank you.
Read Answer Asked by Paul on March 31, 2015
Q: I have had a nice pop on this stock(FTG Firan).Can you give me some advise going forward.Thanks
Read Answer Asked by Don on March 31, 2015
Q: Hi Peter,
Sincere thanks for all the great advice. What's your short list of TSX listed companies that have a large percent of their income from south of the border, and/or from places other than home ? TCN, CSU, ESL have all been terrific. Thank you.
Read Answer Asked by Paul on March 31, 2015
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