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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: I hold shares of this company in my TFSA and I am down by 60%. Should I add some to bring my average cost down. I have about $2500 cash in the TFSA. I am retired but does not need the extra income.
Thanks
Read Answer Asked by satish on June 03, 2015
Q: GDI Integrated Facility Services:
Can you have a look to this company and give me your opinion on it. I understand that the market cap is a bit small for now.
Read Answer Asked by Olivier on June 03, 2015
Q: Hello Peter & Co,
I'm hanging on to FSV for a while longer until I decide what to do (keep FSV, keep CIG, keep both, sell both. A cursory comparison between the 2 divisions indicate that Colliers was more profitable in 2014 with EBITDA to Revenue ratio of 9.8% vs 7.5% for FSV; a hardly sufficient basis of comparison.
What intrigues me is your rational for shedding the old FSV a couple of months ago.
You're suggesting to hang on for a while longer; but how will one decide what to do next?
Thanks,
Antoine
Read Answer Asked by Antoine on June 03, 2015
Q: I currently hold these financials: BNS;CXI;DFS.US;EFN;MS.US;RY.
I would like to buy more EFN by selling my weakest financial security. Could you help me decide? Much appreciation for everything you do!
Read Answer Asked by Elaine or Gerry on June 03, 2015
Q: Hi

Currently looking to reduce exposure to the energy infrastructure sector. Currently hold ENB GEI IPL PPL and TRP. Which 3 would you recommend keeping? Thanks.
Read Answer Asked by Lynda on June 03, 2015
Q: Hi Peter and Team,
I am considering adding one of these two stocks, which are totally unrelated sector wise, for stable dividend growth and distribution with the potential for some capital growth. Which of the two would you lean towards and why?
Thanks as always for your help, Rick.

Read Answer Asked by Rick on June 03, 2015
Q: Good afternoon team,
I wonder if you have any recommendations for ETF's that focus on China or Central America.
Thanks for your interesting insights. It has helped.
Read Answer Asked by Bruce on June 03, 2015
Q: Good afternoon Peter,

I have a niece who has $ 10k in her TFSA

She has a long term view 10 + years and is looking for growth.

What are your top 5 growth stocks ?

We are looking to invest the 10k in 5 equal weighted stocks.

The balance of her Investments are in a well balance ETF RRSP Portfolio, she is missing the growth portion.

Thanks to all your team.

Gordon...


Read Answer Asked by Gordon on June 03, 2015
Q: What are the Stocks (companies) that have given special or extra dividends (other than their regular dividends) and how many times and how much in the last two years?
Read Answer Asked by Herbert on June 03, 2015
Q: Please give me your opinion about this company and buying this stock
Read Answer Asked by Arnella on June 03, 2015
Q: I have a question about mutual funds. I am looking at allocating a small portion of my portfolio to a mutual fund that performed very well in the first 3 months of the year (up 50%) and was at an all time high before pulling back. It is my understanding that annual performance fees are approximately 20% of profits beyond the permanent high-water mark. If I invest in this find today, after it has had its large gain, will I be subject to paying the massive performance fee despite the fact that I did missed the massive move to the upside? And is my understanding correct in that this fund will only take a an annual performance fee if it increases the high-water mark that year? Thanks
Read Answer Asked by Scott on June 03, 2015
Q: Hi Peter,
My portfolio is poorly diversified and I am working on trying to correct this. Can you give me a general guideline on what percentage you would allocate to each sector for a well balanced portfolio. thank you for a great service. Clare.
Read Answer Asked by clara on June 02, 2015
Q: Hi Guys, for a balance portfolio with a 5 year time frame, does trading BNS (2.5% weighting) or TD (3%) or POW (1%) for EFN make any sense? If so, should it be a full position?

thanks,
Jim
Read Answer Asked by jim on June 02, 2015
Q: Hi,
Great appearance on bnn!!
For a portfolio management approach I understand the importance of setting position limits being 5%, 10% and trimming positions if they breach a limit. However, holding a company for years can result in a position being 20% of a portfolio etc.
What argument can you make to sell or trim positions in a good company that pays a dividend of 4%+ but would be too large of a weighting your intended position limits.
Bottom line question: I know some people have a certain great stock that might be 20%+ in their portfolio. Those are difficult to sell/trim when they pay a nice dividend too.
Thanks
Read Answer Asked by Marie on June 02, 2015
Q: Last question on this company was in Jan. 2015. Can you explain the last quarter as I am confused as to what was reported?
5i has provided the best advice I have had in my 40+ years of investing.
Read Answer Asked by William on June 02, 2015
Q: Any comments or updates regarding the split? Continue to hold both until future numbers come out?
Read Answer Asked by Greg on June 02, 2015
Q: I have a position in ARX that I have held for many years and is now down 8% excluding the dividend. 5i seems to really like WCP and I was wondering if I should switch out of ARX into WCP? Could you compare the the two? Is the switch worthwhile?
Read Answer Asked by Ronald on June 02, 2015