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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: My family and I recently sold a piece of property and we have 200,000 that we would like to invest in a portfolio. I was thinking of purchasing 20 different companies over the next 6 months or so to be diversified.

In an ideal portfolio what type of weighting would you allocate for each sector? Is 20 companies enough to be diversified but also manageable? Also, would it be a good idea to have a mix of small cap (growth), big cap and dividend focused stocks? This portfolio would be used for our savings and I hope to have it for years to come.
Thanks

Greg
Read Answer Asked by Greg on May 15, 2014
Q: We are hearing bull and bear arguments,with the majority to the bears side.The market is topping, the market is fully valued and the market is overdue for a correction.Some are saying a major correction and that it may be wise to go to cash and wait it out.Peter, I would be very interested in a recap of how you handled the 2008 crisis.I know you teach to hold if fundamentals are still in place.Your experience in the crisis and how you handled your investments for clients would be nice to hear.
Read Answer Asked by Luke on May 15, 2014
Q: Hi Peter and Team, regarding Painted Pony, PPY, would you say that you like it, quite a lot, still at current share price? Your thoughts on their results would also be appreciated. Thanks!
Read Answer Asked by Hussein on May 15, 2014
Q: Morning of 5/14,TOU announced increased bought deal private placement of 1mil flow through shares @ $68.15 In addition officers,directors & employees of TOU will buy 150k shs @ the same price.Funds for eligible exploration expenses.These qualifying expenditure will be renounced to subscribers for 2014 tax yr. The price of TOU closed down 0.60 to $54.60 today.Please explain.Very much appreciated for your usual great services & opinion.
Read Answer Asked by Peter on May 15, 2014
Q: You have Superior (SPB) in the income portfolio, so you must think it is a pretty safe, conservative investment. What happened when the share price went from $30 in 2006 to $6 in 2011, and even all the convertible bonds were trading at 60. I thought the main problem was the debt. And what has changed so much in the past 2 years that it's moving in the right direction?
Read Answer Asked by Ian on May 15, 2014
Q: In your income photo folio you have FLO and CPD.Return ( yield ) of CPD seems better than FLO.What is the reason?I appreciate your response.ebrahim
Read Answer Asked by ebrahim on May 15, 2014
Q: Hi 5i Team,

With WiLan's strategic review completed and the dividend increased, what would you recommend one do with the stock?
Continue to hold, or sell now and move on?

Thanks.
Read Answer Asked by Sarj on May 14, 2014
Q: Hi, I hold Bank of America (BAC) and Morgan Stanley (MS). Since MS has done so much better than BAC, I am thinking of selling BAC and buying MS.PR A. Your thoughts? And thanks for this fantastic bank of advice--my daily treat!
Read Answer Asked by Elaine or Gerry on May 14, 2014
Q: Hi 5i,
Just looking for your insight into CFN's earnings. I have held since $5.00 - enjoy the yield on my cost, but I really want to make sure the capital is safe. Is it time to move on from this story?

Thanks in advance,

Jaime
Read Answer Asked by JAIME on May 14, 2014
Q: CFN Carfinco came out with earnings, Trading down on the news. Would you sum up your view of them for me?

Thank you!
Read Answer Asked by Gerald on May 14, 2014
Q: 5i team,

A follow up on the previous question about BAD's earnings. The discussion around the deferred unit costs affecting the results so much seems bizarre to me. Is this something to be concerned about... something "bad"? Considering the past 90 days, it looks like the story is still well in tact going forward, long term. Do you have any concerns for the future given the developments in the earnings today? It seems like the reduction in margins should have been passed on to the customer... again, is this bad? Does this mean they will experience margin errosion?
Read Answer Asked by Marc on May 14, 2014
Q: TBE

Twin Butte Energy shares dropped today. Would you consider this to be an opportunity to buy. With a share drop today, the dividend increased to 9.9% which they say is sustainable.
Read Answer Asked by Ric on May 14, 2014
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