Q: Peter, I have a niece that I'm gifting 30K to. She's like to put this money into a TFSA as she currently doesn't have a TFSA account. I was going to advise her to pick 6 equities from your model portfolio in different sectors. Would you agree with this strategy and if not what would your recommendations be?
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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: Not a question, but a comment.
As a member who rarely posts questions I am annoyed with individuals who list their holdings and ask for a portfolio review. The latest being Karen who posted today, listing 38 holdings and asked for a detailed review.
My issues are 1) We are members not clients; and 2) Your site is clear on the scope and nature of the information provided.
I think your response on these questions should be that it is outside of the scope of 5i's service and they should consult a financial advisor.
If individuals want to be treated as clients then spend the money on a financial advisor rather than expecting the 5i members to subsidize their needs.
As a member who rarely posts questions I am annoyed with individuals who list their holdings and ask for a portfolio review. The latest being Karen who posted today, listing 38 holdings and asked for a detailed review.
My issues are 1) We are members not clients; and 2) Your site is clear on the scope and nature of the information provided.
I think your response on these questions should be that it is outside of the scope of 5i's service and they should consult a financial advisor.
If individuals want to be treated as clients then spend the money on a financial advisor rather than expecting the 5i members to subsidize their needs.
Q: hello, Peter
do you know creative edge nutritiona(fitx), thank you so much for your information.
Yingzi
do you know creative edge nutritiona(fitx), thank you so much for your information.
Yingzi
Q: I would appreciate your valued opinion on Akita Drilling AKA.A and how it compares with its peers.Many thanks.
Q: PEIX
PEIX reported block buster result because of high ethanol prices and low corn prices. Q1 should be even much better as the price advantage is higher. It seem that a few years ago they were a speculative company. It went up 20% after hours, and has risen more than 150% since December.
What is their cash and debt position?
Do you see them as a good investment at current level?
PEIX reported block buster result because of high ethanol prices and low corn prices. Q1 should be even much better as the price advantage is higher. It seem that a few years ago they were a speculative company. It went up 20% after hours, and has risen more than 150% since December.
What is their cash and debt position?
Do you see them as a good investment at current level?
Q: Hello 5iTeam, last question about Boardwalk (BEI.un) was in June. Is your opinion still the same? Is there a better REIT out there? Thanks, Gervais
Q: Re: STN.TO
Could you please comment on Stantec's results? Thank you!
Could you please comment on Stantec's results? Thank you!
Q: Hello 5i:
PHX ( PHX Energy Services) just released it's record financial and operating results for 2013. Before I jump into this stock, I would like your opinion on this company and the future risks in this sector.
PHX ( PHX Energy Services) just released it's record financial and operating results for 2013. Before I jump into this stock, I would like your opinion on this company and the future risks in this sector.
Q: Can you comment on the continued weak price of PRE? It had a recent oil discovery. Is there something other than geopolitical risk that I might be missing? Perhaps a big player is selling and hopefully done soon?
Q: I see a lot of cost cutting measures in order to increase earnings. Does it point to an advanced stage in the economic cycle ?
Q: Hi
I've opened a family RESP for my kids age 5 & 13. At this time it has $5500. What is the best investment target for that account ?
Thanks
I've opened a family RESP for my kids age 5 & 13. At this time it has $5500. What is the best investment target for that account ?
Thanks
Q: Your opinion on merus labs internationalN
Q: Hi - any comments on the financing deal by RLC today? thanks
Q: Peter The last q on FTT was Jan 14 What do you think of it now Thanks
Q: About Catherine's questions on stop losses and when to sell criteria, I read last night Peter's earlier blog posting -
https://www.5iresearch.ca/blog/some-possible-reasons-to-sell
and I thought I would e-mention it as I found it helpful...Tom M
https://www.5iresearch.ca/blog/some-possible-reasons-to-sell
and I thought I would e-mention it as I found it helpful...Tom M
Q: Hello, I am a new client and need some assistance.
% of Holdings % of Gains
ATD.B 2.3% 18.96%
ALA 0.9% 9.06%
ACQ 0.9% 7.25%
AVO 1.5% -1.91%
BAD 7.0% 173.88%
CIX 1.1% -1.63%
CNR 2.6% 10.14%
CTC.A 1.7% 8.93%
CSU 7.5% 34.71%
DII.B 1.2% -7.94%
EFN 0.7% 4.63%
ESL 1.1% 76.50%
GIL 1.2% 4.52%
HLF 1.5% 22.96%
HCG 2.7% 18.17%
IFP.A 1.5% 94.23%
IPL 3.0% 18.54%
KLS 0.2% 6.06%
KEL 1.0% 4.58%
LNR 1.7% 80.08%
MG 3.0% 14.5%
MDA 1.7% 3.78%
MX 2.3% 4.61%
OTC 7.0% 14.64%
PVG 0.3% -40.21%
PSD 0.4% -27.27%
RRX 0.8% -0.69%
STN 1.4% 0.06%
SJ 1.7% 2.52%
TD 2.1% 5.61%
TOU 4.1% 11.82%
VRX 4.9% 30.77%
VET 1.3% --new--
WFT 2.3% 16.92%
WCP 1.7% 14.28%
VDU 0.6% --new--
VUN 0.6% --new--
VCN 0.6% --new--
What should I sell, if any? And what should I purchase to diversify my portfolio?
I think I would like to have no more than 30 stocks to make it easier for myself to look after. What are your thoughts?
I appreciate your time and assistance.
Thanks you very much.
Karen.
% of Holdings % of Gains
ATD.B 2.3% 18.96%
ALA 0.9% 9.06%
ACQ 0.9% 7.25%
AVO 1.5% -1.91%
BAD 7.0% 173.88%
CIX 1.1% -1.63%
CNR 2.6% 10.14%
CTC.A 1.7% 8.93%
CSU 7.5% 34.71%
DII.B 1.2% -7.94%
EFN 0.7% 4.63%
ESL 1.1% 76.50%
GIL 1.2% 4.52%
HLF 1.5% 22.96%
HCG 2.7% 18.17%
IFP.A 1.5% 94.23%
IPL 3.0% 18.54%
KLS 0.2% 6.06%
KEL 1.0% 4.58%
LNR 1.7% 80.08%
MG 3.0% 14.5%
MDA 1.7% 3.78%
MX 2.3% 4.61%
OTC 7.0% 14.64%
PVG 0.3% -40.21%
PSD 0.4% -27.27%
RRX 0.8% -0.69%
STN 1.4% 0.06%
SJ 1.7% 2.52%
TD 2.1% 5.61%
TOU 4.1% 11.82%
VRX 4.9% 30.77%
VET 1.3% --new--
WFT 2.3% 16.92%
WCP 1.7% 14.28%
VDU 0.6% --new--
VUN 0.6% --new--
VCN 0.6% --new--
What should I sell, if any? And what should I purchase to diversify my portfolio?
I think I would like to have no more than 30 stocks to make it easier for myself to look after. What are your thoughts?
I appreciate your time and assistance.
Thanks you very much.
Karen.
Q: Peter, may I have you assessment of First Majestic Silver's Q4 and 2013 results.
With appreciation.
With appreciation.
Q: As a long sufferer holder of Canadian Lithium, now RB Energy (RBI), I wonder if today's jump was just short covering or there was some new development? Thanks, Peter
Q: hi,
I have debentures of Argent energy - aet.db.- expiry June 2018 - Do you think I should hold them or just sell.
Thank you.
I have debentures of Argent energy - aet.db.- expiry June 2018 - Do you think I should hold them or just sell.
Thank you.
Q: Hi 5i,
WLC has really shot up I am still down about 40% on my investment.
Can you give me your opinion on this company and is it worth holding on to it or averaging down?
Thanks, Irshad.
WLC has really shot up I am still down about 40% on my investment.
Can you give me your opinion on this company and is it worth holding on to it or averaging down?
Thanks, Irshad.