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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: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf
Read Answer Asked by Paul on June 08, 2017
Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?
Read Answer Asked by Arthur on June 05, 2017
Q: Hi 5i, what are your top 5 small or mid-cap dividend growth stocks? Also, please provide a few companies that you believe may be initiating a dividend in the near future. Thanks Rob
Read Answer Asked by Robert on May 29, 2017
Q: What do you think of a strategy to buy convertible debentures from GSY as well as Altagas Receipts as additional investments to match against margin borrowings - they cover the margin interest for twice the amount invested in them.
It is possible the banks increase their interest rate even if Bank of Canada does not. How do you expect these two securities to react?
Also, how can one buy the GSY debentures - my investments are managed with a self directed brokerage account.
Read Answer Asked by Rajiv on May 26, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Financial Services Sector. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. I was thinking to remove RY. Thank you and great job.
Read Answer Asked by Terry on May 16, 2017
Q: Hi can you rate the above four companies in terms of long term growth potential, from best to worst. Safety should play a minor factor as well.

Thanks
Read Answer Asked by Valdis on May 12, 2017
Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

Read Answer Asked by JR on May 11, 2017
Q: Hey Peter and Co.:
I own the following stocks:
BNS, CCL.B, CNR, CGX, CSU, KXS, GUD, MG, MX, NFI, PPL, PBH, SIS, TOY, SJ, T, WSP, ZCL, VET, BCE, ENGH, TD.

I'm looking for a growth stock to add to my TFSA. I bought SIS for my TFSA last year and it's gone up nearly 100%, so thank you for that! What would you recommend here?
Thanks for all of your great advice over the years. cheers
Andy
Read Answer Asked by Andrew on May 11, 2017
Q: I would like to add a few small cap "seed" positions that have the potential of growing a at a rate of 25% plus per year, i.e. essentially a triple+ in 5 yr. I already own PHO and ITC and am interested in GSY, PEO, BUS and PTE. Could you rank these equities (staring from highest growth rate) and include any other small cap candidates that I have not considered that fit the criteria.
And thanks for all the savvy advice provide by your service. James.
Read Answer Asked by James on May 08, 2017
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