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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: Would you use the income portfolio for an RRSP account and the model portfolio for a non- RRSP account?
Read Answer Asked on July 29, 2014
Q: Hi, I know you don't cover this junior I'm just wondering if you have any insights on Elgin Mining (ELG) that's being bought out @ 0.37 cash but its trading @ 0.42. It looks as though both parties are liking it but why the trade up? I can't find anything saying the transaction is negative by management or shareholders, lawsuits etc. Should I continue to hold for a better offer?
Read Answer Asked by Michael on July 28, 2014
Q: I appreciate your opinion on FIG.US(Fortress Investment)and AINV(Apollo Investment Corp)among the two which one would you choose, Thanks
Read Answer Asked by Saad on July 28, 2014
Q: Favourite Canadian Blue Chips with Dividends

Hi Team,
You often suggest older investors looking for some income should have a significant holding of Canadian Blue Chip dividend payers.

What are your favourites in this category right now?

Thank you. Michael
Read Answer Asked by Michael on July 28, 2014
Q: I know you do not like either of these stocks but if you had to pick one which would you choose air canada or chorus. Thanks dave
Read Answer Asked by david on July 28, 2014
Q: http://www.theglobeandmail.com/globe-investor/inside-the-market/the-man-who-foresaw-the-2008-crash-now-says-stocks-are-in-a-highly-advanced-bubble/article19812168/#dashboard/follows/

Hi Peter,
I would be very interested to hear your thoughts on this article. Thanks in advance.
Best regards,
Judith
Read Answer Asked by Judith on July 28, 2014
Q: Good Morning Peter, It would be appreciated if you would provide your views on MAL, MX LRE, POU and SPE three months and three years out. With thanks, Colin
Read Answer Asked by Colin on July 28, 2014
Q: Hello 5i,
I have purchased these companies because of long term charts, size and stability, sector diversification, and the nice dividend. Though I do monitor the companies occasionally, the companies have little information available. Can I relax a little to the factors stated?
ZURICH INSURANCE (ZURVY), SSE PLC (SSEZY), BELGACOM (BGAOY), AUSTL&N ZEALND BK (ANZBY. You folks are the best.
Thanks
Read Answer Asked by Mark on July 28, 2014
Q: Would like to get your opinion on Old Republics International Corp. (ORI-N), is it a solid company for income? Do you have better pick in same sector in North America?

Thanks and appreciate the guidance
Read Answer Asked by Steve on July 28, 2014
Q: I am looking to add BDI, which is in your model portfolio, to my portfolio. The share price has been dropping quite steadily since mid June and is down almost 9% in that time frame. It is down 1.5% to-day. Are there developments I am unaware of which are causing this significant downtrend in a market that is up (a bit)? Or is this a buying opportunity?
Read Answer Asked by John on July 28, 2014
Q: Good afternoon,
I would appreciate your view upon the outlook for Telefonica (TEF). My only other holding in this sector is Telus.
Thank you.


Read Answer Asked by Peter on July 28, 2014
Q: Hello Team:
Being close to 70 and having all our portfolio in stocks, should I be considering moving a chunk of money into bonds? Some I am considering are Templeton Emerging Markets (TEI),Pimco Strategic Income (RCS) and Phillips Hager&North (PH&N). I have confidence long term in the market, but am somewhat uneasy of being caught in old age in large downturn. That said, I am willing to accept some risk for better return. I realize this is a big question, but any help you can provide me to structure some sort of plan would be most appreciated.
All the best
brian
Read Answer Asked by Brian on July 28, 2014
Q: Hi Peter and Team,

What are your thoughts on Lam Research, LRCX.US?
Read Answer Asked by Graham on July 28, 2014
Q: I am considering moving my portfolio from RBC Dominion- to a money management firm- what are some of the pitfalls I should be aware of and maybe a couple or three questions I really should be asking- before making a decision.
Read Answer Asked by Warren on July 28, 2014
Q: You have not commented on DRX(adf group)lately.Their numbers look appealing.Thanks Don
Read Answer Asked by Don on July 28, 2014
Q: Hello 5I

I have recently seen an analyst report looking at forward earnings for AYA. I believe that they estimated 2.50/share for F2016. A forward multiple of 15x would put AYA into the 37.50/sh range. My questions are:
1 Do you believe that this is a reasonable projection based on the current state of the company?
2 Do you foresee any issues with the shareholders rejecting the deal and/or the deal not going through?

I have already trimmed this position once after the news came out -at a tidy profit- and it is currently sitting at 10% of the PF. As this is a conservative PF I would rather play it safe however most of the initial capital has been recouped from the trimming.

As always I look forward to your thoughts!
Have a safe charity ride and stay healthy!

Phil

PS For those of us into the road biking world.. what are the full specs on your new ride?
Read Answer Asked by Phil on July 28, 2014
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