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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: Great service, love the q&a forum, the tweets, the blog, and the fantastic education. I am learning every day and have done very well since joining last spring.
I am dividing this part of my financial plan into 50% Model portfolio and 50% Model income portfolio. I need to buy 4 of the Equity, SJ, BDI, CCL.B, and top up AYA, and also purchase 11 of the Income portfolio. I am just wondering how fast I should execute the purchases given, the fact that we are moving into the April, May, spring summer period now. I am not expecting a portfolio assessment. Thank you.
Read Answer Asked by Martin on April 03, 2014
Q: Hello Peter, Ryan, and Team: Are you still as positive about Andrew Peller (ADW.A) as you've indicated in the past? It seems to have stalled, even though they've recently reported a strong quarter. I'm basically just breaking even on it and am wondering if there are better opportunities elsewhere.
Read Answer Asked by Jerry on April 03, 2014
Q: I have 30K in BNS and 18K in ZEB.Ijust added SLF 19K.My question is would it be better to sell ZEB and start buying other banks starting with TD and RY or buy XFN ,lower fees,more exposure or just stay withy ZEB.I am leaning towards replicating ZEB as you have mentioned before but wanted a second opinion.Thanks for all your wonderful advice.
Read Answer Asked by Paul on April 03, 2014
Q: I HAVE 150 K IN MY HOLDING COMPANY INCREASING BY 50K A YEAR FOR ANOTHER TWO YEARS. THESE MONIES WILL GO TO MY GRANDCHILDREN IN APPROX FIFTEEN YEARS. RATHER THAN JUMPING AROUND THE MARKET GIVE ME YOUR BEST FIVE FOR FIFTEEN YEARS. THANKS DOUG
Read Answer Asked by Doug on April 03, 2014
Q: Supposing a new regime/government in Venezuela takes control and is pro-western countries. What will happen to companies that were seized under Chavez such as Crystallex? Will it be reinstated on the TSX?

Thank you.
Read Answer Asked by Charles on April 03, 2014
Q: Good morning 5I Folks
I am adjusting my portfolio and am looking at adding the following at 2% AIF/CJT/VET/ERF/ECI/ET/CPX/MIC
at 5% PKI/WSP
I would appreciate your comments positive or negative on these choices.
TKS
Read Answer Asked by stan on April 03, 2014
Q: I have adjusted the older portfolio per your suggestion ... TY. I have 95 K in my TFSA ... BPF,SYZ,MG,IPL,AD,EIF,SGY ... if I balanced (13K each) this portfolio would you be comfortable or should I be dropping IPL and BEP and if so what suggestions would you make to change them to? TY so much for your help.
Read Answer Asked by Alan on April 03, 2014
Q: Hello Peter,
What are the reporting dates for orc and els?
Thanks,
Barry
Read Answer Asked by Barry on April 03, 2014
Q: 5iresearch
Could you update your opinion on Rock energy (RE). Is it a buy after such a substantial run?
Cal
Read Answer Asked by cal on April 03, 2014
Q: Could you please tell me the status of shareholders of CSI Colossus Minerals...where we stand now ..is there any future?
Thanks for your advice.
Read Answer Asked by Michael on April 03, 2014
Q: Hi I was wondering if you could recommend some ways to play Palladium on the Toronto Stock Exchange.

As I understand it Russia produces a large amount of the world's Palladium and with the current tensions was looking for a possible way to play this.

Thanks!
Read Answer Asked by Mary on April 03, 2014
Q: Hello Peter.....This is an "add on" about Paul's question/5iR answer about brokerage accounts at two large full-service brokerages and also TD bank. My comment is that when I was considering a similar matter, I decided to separate my banking from my investing institutions. The driver was to keep the banking from reach into my investments to settle any dispute, and the investment arm settling an account by way of the related banking division. The documents for RBC were written up like this, so I decided to go with two separate diversified banking institutions. Thought I would pass this on for 5iR readers to consider...........Tom M
Read Answer Asked by Tom on April 03, 2014
Q: Here's a meta-question: What are the risks involved in relying on the recommandation of 5iResearch and it's portfolio? In a sense, I'm actually asking about your bias and angle to investing. Hope you don't mind my question.
Read Answer Asked by Jean on April 03, 2014
Q: Hello 5i,
My question has to do with two companies that you have mentionned in question and answer. Suncor and IBM. You don't seem very positive towards either company. I suppose we are all under the mystique of someone like Warren Buffet and I have to say that it puzzles me that Mr. Buffet has chosen these two companies in a portfolio that does not have a lot of names. We would appreciate your take on that. Also, would you sell Suncor and buy something like Surge Energy in the current context?
thanks
Read Answer Asked by joseph on April 03, 2014
Q: Hi Peter & team, I must be missing something regarding Chris' question and answer. Bep.un has been transferred from the equity portfolio to the income portfolio. So, as Chris wants his portfolio to be income orientated, why should he sell it? Disclosure; I hold the stock for income already. Thanks. Henry
Read Answer Asked by Henry on April 03, 2014
Q: Hi Peter and Team,

What are your thoughts on Bridgepoint Education, BPI?
Read Answer Asked by Graham on April 03, 2014
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