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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: Keeping in mind the often-heard advice to sell your losers, what is a good way to define a loser; is it just being underwater on your position, or are industry and macro developments important considerations as well? The reason I ask is that I am currently under water on Corus, but I'm not sure if that alone makes it a loser given it's position and relative strength in the industry. However, when considering the challenges that the broadcasting industry will continue to face going forward, maybe I should categorize it as a loser and move on. How would you approach a decision like this? Thanks for any insight you can provide.
Read Answer Asked by Alan on March 23, 2015
Q: Hi taeam:
Since the pull-back in the crude oil prices last fall, I wonder how much it has affected the revenue of the pipeline companies like TRP, ENB, PPL and IPL. I am looking for opportunities to add more for dividend income with a small growth potential. Secondly, from Ottawa's transportation watchdog, the worry about transporting oil by tankers' safety, it would suggest the coming of a new generation of stronger tanker wagons, I wonder if you could educate us to see what companies manufacture and do research on the above topic.
Many thanks,
Read Answer Asked by Michael on March 23, 2015
Q: Hi All, I am wondering if it would be too much to ask if you could advise on a balanced portfolio formulated using selections from the existing 5i and new 5i growth portfolios. I'm not sure what selections and ratios to use. Thanks for what you and if unreasonable I understand. Dale
Read Answer Asked by dale on March 23, 2015
Q: Hello gents, a good entry point now? It kind of looks like an avo scenario don t you think- Investor over reaction driving price down
Read Answer Asked by ron on March 23, 2015
Q: "Friday was the TSX Index revision day, so stocks that were added to the index (such as Prometic PLI) showed significant volume because of index buying."

Another contributing factor to unusual volume would be that Friday was a "triple witching day".
Read Answer Asked by Richard on March 23, 2015
Q: Hi team:
I have asked this ? of you before but I am even more concerned now. What is going on? Cipher has dropped from $18.39 on Jan 27 to todays close @ $12.62. I can't help it but I am suspicious that something is going on because that is a big drop even tho you & others say there isn't any significant news. I have been down this road before & something or someone is causing this. Sorry to be so cynical but like I say I have been down this road before & it doesn't end well for us "little
guys on the outside"
Regards: Jerry

Read Answer Asked by Jerry on March 22, 2015
Q: Hi

I was wondering how come there was so much volume on stocks this last Friday, March 20.

Thank you.
Read Answer Asked by cecile on March 22, 2015
Q: Can you please recommend few ETF in Canada and USA that I can Buy and benefit when market goes down and do you have app for 5iresearch.
Read Answer Asked by Hector on March 22, 2015
Q: will a new equity portfolio come out in april
Read Answer Asked by Edward on March 22, 2015
Q: When an analyst says something like, "20% growth expected this year and 22% next year," does that mean the share price is expected to increase that much? By they way, I'm quoting from Stockchase in reference to Robert McWhirter's recent evaluation of his BNN Top Pick, Constellation CSU. Also, do you agree with McWhirter's opinion on Constellation's growth? Thank you.
Read Answer Asked by Jerry on March 22, 2015
Q: Hi Peter and Team
I'm currently preparing for your portfolio review and nearing retirement. My concern is that my advisor has done little to diversify and several funds in my RRSP have high Mer. The portion in segregated funds is over 3%.
I would like to move everything to my TD self direct RRSP account but I don't understand the charges that may apply. Do you suggest I hire a new fee based advisor to assist or would TD look after the transfers. Any advice would be appreciated.
Thanks to the entire team for your service.
Read Answer Asked by Gary on March 20, 2015
Q: I hold a small position in this stock.
Will dividend be safe? Can I buy more for income?
Read Answer Asked by S on March 20, 2015
Q: Hello 5i,
I am preparing for the new upcoming 5i portfolio and would like to find 25 US based stocks, as I like to diversify 50/50. A list of US names would be greatly appreciated, as many as you can comfortably give.
Many Thanks
Read Answer Asked by Mark on March 20, 2015
Q: Hello,

I am working at cleaning up my portfolio. I sold my losers (SGY and ACQ) at big losses and am now trying to reduce my Canadian portion of my portfolio to 20 stocks. Currently 5 of the 20 are in the tech sector which is 25%. Do you think this is too high? I own the following 5 tech stocks:CSU, ESL, OTC, GIB.A and AVO.

I don't mind being a bit overweight in the sector as I think it will do well over the next few years. How many should I keep? If I were to drop one or two which would you suggest? CSU, ESL and GIB.A have been my best perfromers so I hate to sell them because I find the stocks that do well are generally the stocks that continue to do well. But I also think OTC and AVO have good prospects.

I look forward to your advice.

Carla
Read Answer Asked by Carla on March 20, 2015
Q: Hi Peter and Team
With the current correction in acq this morning would this be a good time to enter into this stock with a half position. Have read your reply from yesterday, and looking for your thoughts.
Marc
Read Answer Asked by Marc on March 20, 2015
Q: There seems to be significant anticipation regarding your higher risk portfolio due out soon. I am wondering if you will release it on a Friday after the close so all members have a fair chance to review it as I am positive that some, if not all, stocks will jump noticeably.
Would you be willing to tell us a ballpark number of subscribers that you now have so we can judge the influence of your recommendations considering your record, to date, has been stellar, with very few like Surge and most like almost all of the rest. Thanks.
Read Answer Asked by Steven on March 20, 2015
Q: Hi Peter!

Would it be possible to have your opinion on this little wireless with what is claimed to be the best wireless WIFI3 system. There is a fair amount of promo being done but nothing regarding their finance also I am not sure I understand the meaning behind the deals they talk about on stockwatch.com
Again Thanks A lot very much appreciated.
Read Answer Asked by gilles on March 20, 2015