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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 5i team,
I am getting very close to aligning my portfolio with the Model portfolio, and note that I am overweight in energy stocks. I hold BAD, BDI,BEP.UN, FRC,CVE, ENB, and PEY for a total of 19.8% of my stocks. My tech holdings are at 16.3. Which of my energy stocks would you sell in order for me to better balance my holdings? I plan to redeploy the cash to pick up the model portfolio stocks I don't yet have FSV, CSS, and possibly STZ.
Read Answer Asked by Ellen on April 23, 2014
Q: Hi Peter et al: Largo (LGO) is poised to go into production of it vanadium mine in Brazil with Glencore taking all of its production for the next 6 years or so. It is still languishing in the 28 cent range. Once it goes to production will it take a quarter for the price to move up or income will then be known?

Derek
Read Answer Asked by Derek on April 23, 2014
Q: I have purchased stock in TRN in the US, who make rail cars. It is doing well and I will hold on to that. Do you know if any companies in Canada are supplying CNR and CP with railcars and, if so, if you would recommend them?
Read Answer Asked by Janice on April 23, 2014
Q: Peter

I do not have any pharma in my portfolio. I would like to add some Merus was mentioned on BNN last night and is 10 % already today. Knight Theraputics was also mentioned as a stock to get into the pharma space Could you comment and compare both companies and recomend what to start buying in this space

I am looking for growth and have a 3 to 5 year time horizon

Thanks so much for your great service
Read Answer Asked by Paul on April 22, 2014
Q: Peter and Team,

I am in the final throws of my decision to buy some Stella Jones stock. I understand from your report that they essentially profit from constructing some of the hard assets for rail roads (amoung other pressure treated wood products for tel-cos, utilities, etc.).

Focussing in on the rail part a bit, does this mean that they should see increased business for replacement ties, etc. as rail is used more and more heavily for shipping oil? It seems like this could act like a bit of a hedge to exposure to oil pipelines.

It seems like a good business (not sexy) and required business. I'd love your thoughts on what makes this thing grow.

Thanks!
Read Answer Asked by Marc on April 22, 2014
Q: RCI.B is down 3% today on a lowering of estimates by Credit Suisse. I'm not interested in growth, only safety of capital and income. The yield is about 4.3%. Is now a time for a 5% position? I don't have T but will buy BCE on a correction resulting in owning 5% each in BCE and T. Would a 2.5% position in each be better? How about 5% in BCE and no RCI? Thanks.

Read Answer Asked by Tim on April 22, 2014
Q: Hello All, do you know of any ETF specifically targeting:

i) European Utilities and/or Telecoms, and
ii) European Real Estate

Thanks for the help,
Graz
Read Answer Asked by Graz on April 22, 2014
Q: If one was to initiate a position in ATHN <Athena> would this be an opportune time or has the picture changed? I see Q1 EPS being reported lighter than consensus, and the stock sitting on the 200 day MA hasn't had the recent bounce the sector has. Thanks, J.
Read Answer Asked by Jeff on April 22, 2014
Q: A pushy question, when do you plan on introducing a growth portfolio.

Thanks

PB
Read Answer Asked by Peter on April 22, 2014
Q: Do you think BXE is fully valued at $10.30 or is it wise to continue holding? Thanks.
Read Answer Asked by Curtis on April 22, 2014
Q: Hi team:

One of the speakers on market call (BNN) mentioned that ACQ is in the process of being listed in the TSX 60
I recalled that when BAD went through this process, the demand for this stock went up and the stock price would also go up
Is ACQ being listed for the TSX 60 ? How does a company apply to do that ? your comments would be appreciated, thanks!
Read Answer Asked by Michael on April 22, 2014
Q: Hello 5i team,
Valeant and Pershing Square have made a hostile bid for Allergan. Both the buyer's and the seller's prices are up this morning. But isn't it as likely that Valeant/Pershing-Square will need to sweeten their offer - in which case, why is Valeant up? I had thought that, in general, acquirers' near-term valuations went down (in anticipation of the depletion of treasury and/or dilution of equity.)
Read Answer Asked by John on April 22, 2014
Q: I have an RDSP for my middle school aged son. I do not plan on taking any money out of it for many years however, I'd like it to grow in value through conservative investments.
Currently, I have $8937 cash; $5696 in WPK, and $2346 in HR.UN. I'm thinking of selling WPK (just because it's done well). Is that ok?
Also, what do you suggest I purchase, and in what amounts. I'd like holdings that don't require any following up on. Thx.
Read Answer Asked by Brenda on April 22, 2014
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