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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: Hi Peter and team,

I am looking to increase my weighting in technology and am wondering about the trade off between OTC and DSG. I know you have added DSG to the income portfolio but with OTC's recent correction and long term steady performance, would you still prefer DSG. I already own Syz, Eng, MDA, DH, GIB (value play).

Thanks for your continued great advice!

kelly
Read Answer Asked by kelly on April 10, 2014
Q: I am looking at stocks in the healthcare sector, both gud and cxr have had such huge runups; is it best to wait or is there another stock or stocks, in this sector that are better? With thanks, rose
Read Answer Asked by Rose on April 10, 2014
Q: Looking at reallocating some cash in my RRSP to stocks in the Model portfolio. Was wondering if you expect some downward pressure simply due to the "sell in May" phenonema. i know over the long term it probably doesnt matter but short term Would I be better of waiting a month or two for a better entry point.
Read Answer Asked by Lloyd on April 10, 2014
Q: Hi Peter and team;
Great resource,thanks very much. Catamaran (CCT) is down over 30% in a short time span. What are your thoughts on it now?
Read Answer Asked by Roy on April 10, 2014
Q: re VXS

Took a 17% hit today. Is this an indication of what might be coming in the report on Tuesday?

Thanks Peter & Family

Gord
Read Answer Asked by Gord on April 10, 2014
Q: Fantastic resource, glad to have found you! I have sat in cash for a long time save for about 30% in bonds. This year finally getting back in so to speak. Have utilized your portfolio targeting growth potential with strong dividends, 11% in so far. Wanting to keep it simple and given valuations today, is an entry point allocating 5% BCE 48.16, 5% bep.un 32.23 and 5% wcp 13.55 a reasonably safe bet for their dividends and still respectable 5 year growth? Thank you!
Read Answer Asked by WIlliam on April 10, 2014
Q: Could I please have your thoughts on the deal with Crew energy? I have held LRE since the Westfire days and it has never really recovered. It has increased its dividend but the market is still not impressed. Is this still worth holding or if it's time to move on, what to replace it with.

Providing information to help me make these types of decisions is so valuable , thank you
Read Answer Asked by Rose on April 10, 2014
Q: Sandvine announced good earnings today and stock is up. Would you add to a position at this price. Thx
Read Answer Asked by william on April 10, 2014
Q: re FCU. Has the stock been thinned down much by the recent grant of options to a wide range of people associated with FCU
Read Answer Asked by Donald on April 10, 2014
Q: Could I get your opinion on Partners Real Estate Trust Units (buy, sell, hold). I see in january you thought the worst was over and was worth looking at. What caused the big drop the last couple days.
Thanks
Read Answer Asked by Doug on April 10, 2014
Q: Good morning,

I have been watching both the Baytex common and receipt, where the price differential seems to increasingly favour purchase of the receipt given the discount as well as the accrual of dividends.( assuming closure of the Aurora acquisition by June) Looking for your insights this observation.

Many thanks

Read Answer Asked by Brad on April 10, 2014
Q: Re: WIN.TO

What' your take on the new development regarding Wilan?

Thank you!
Read Answer Asked by Dong Sheng on April 10, 2014
Q: Good Morning 5i Team and thanks for such a great product. I am learning a lot from member questions and your responses.

Weighting of a portfolio is very important and in your model portfolio you keep the weightings around the 5% mark. For those who might have less than $100,000 such as in a TFSA account it seems almost pointless to purchase less than a board lot as any gains, while maybe nice on a percentage basis, may not add much in terms of value when trading fees are calculated in. In a smaller account one may only have 2 or 3 stocks and this would distort the 5% weighting practice.

My question is, at what portfolio dollar level would you consider moving closer to the 5% weighting recommendation?
Read Answer Asked by Michael on April 10, 2014
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