Q: The inception date for the model equity portfolio is Mar 18, 2014. How do you manage this going forward? I notice that you rebalance the current stocks when thief weight in the portfolio varies too much. Will you start over again with a new list of companies in March of 2015? Please explain.
Thanks so much.
Ron
Q: Hi Peter and 5i team,
We do not have any consumer staples in our portfolio and are looking to add one. We like Alimentation Couche Tard [ATD.B], Empire Company [EMP.A], Metro inc. [MRU], and Loblaw [ L].
We were wondering if Empire would be significantly affected by the loss of supplying Target stores.
thanks as usual.
Q: I'm not certain if this would be of use to Robert regarding setting up his contest: I'm sure everyone is familiar with Investopedia's Market Simulator -- where you can enter a fictional portfolio to track your market acumen.
There is a section where you can customize your own portfolio game -- which essentially can be just a portfolio tracker if you want it to be -- without having to play any "games". I wonder if this would not be enough to track his contest performance? Just a thought. It's a great site, and it's free.
Q: Greetings! Please your opinion of rx. Also I would like your two top ETFs in Canadian dollars for both US healthcare and US technolgy. Thanks again for the help I can count on!
Audrey
Q: Hi Peter and Staff
For long term hold, small weighting, I am looking to add 3 of the ones below
CCT,FSV,SJ,DHX,TNC,NHC,GUD,CRH,RX
Which 3 would you recommend
For those not included in the 3 new ones, would you consider dumping any of the ones below for any of the other 4
SYZ,HWD,ESL,SPY,SIO,IT,IFP,GXI,AVO
Q: What Oil/Gas companies do you believe have the greatest upside from the current environment? Under what scenario would you invest in them now? Ex. Waiting for oil to stabilize or if underweight and having a longer term horizon
I currently have about 15% in Oil and related sectors in the following: SGY, MMT,DEE, ELK, PPL,BDI, QST
Q: Essential appears to be being crushed more so than other service industry stock. Can you provide an update as to their metrics and advise as to whether you believe this is a company that will survive the current sector cycle. Also, if you could comment on the dividend safety, I would appreciate it!
Q: Hi 5i
What is your current opinion on this company - DR? (Last comments were in November 2014) Would you expect more growth and secure and growing dividend? I'm considering it for TFSA.
Thanks a lot for expertise. Keith
Q: Hi - your comments please on the latest results. Growth in users and revenue seems strong and break even getting closer. At what point does this become a buy- do you have to see profit
before a buy for the aggressive investor? thanks
Q: Thinking of taking a small position 10,000 US in the German market Is there an ETF that reflects the Dax? Or is there a better way to the German stocks ?