Investment Q&A

Q: My husband and I are 65 and 60.
Total investment – 25% Canadian, 25% US & global, 50% fixed income.

These are the stocks we have accumulated the past two years. Some of them are at a loss and some of them are not. I still have 26% cash sitting in the account. Please help me to make decision to SELL(don't mind), to BUY or to KEEP. Please comment.

Cash - 25%
ETF – ZLB(22%), XIU(3.2%)
Consumer( Cyclical and non-cyclical) – 26.9% includes HBC(4.7%), MG(8%), XSR(4.1%), ECI(6.8%), EMP.A(3.31%)
Financial - 14.66% includes CF(1.88%), EFN(7.08%), HCG(3.6%), TD(2.1%)
Utility – 11% - NPI(3.6%), AQN(7.4%)
Technology – 10.5% includes OTC(6.7%), WIN(3.8%)
Industrial – 9.81% includes DH(5.8%), BIN(4.01%)
Health Care – PHM(1.2%)
Basic Material – WEF(0.7%)
Energy – 3.87% includes ERF+PGF+ATH

THANK YOU

Q: I have been patiently watching this company go down over the last year more than other financial stocks. I hold this stock in several accounts and think that perhaps I should sell in those short term accounts (resp) and only hold it in my resp which has a longer time frame. Or is it just dead money and I should move to another stock.
Thank you for your insight.
Maggie

Q: Would you be kind enough to comment on my current allocation below. Does it make sense to sell some of my dogs in my overweight sectors and start to chip away at sectors where I have smaller allocations? If yes, could you give a few sector and company suggestions to buy? Please comment on my Cdn/US allocation as well and do I have too much cash. I have 25 stocks in my portfolio, spread across TFSA, RRSP, LIF, 20+ yrs before I need to access any of this money.

Consumer Discr - 7.6; Consumer Staples - 6.3; Energy - 3.1; Tech - 32.1; Matls - 1.7; Industrials - 3.1; Healthcare - 11.1; Financials - 19.6; cash - 15.5

Cdn - 56.3
US - 43.7

Thanks!

Q: What do you think of the kegs earnings and how feel about this company for income and growth.

Q: Hi Peter,
What do you think about flextronics prospects over the next 1-2 years. Thank you.
Tulio

Q: I've been looking to add some high growth, low beta U.S. stocks to my portfolio. Some stocks that I screened are TYL, MANH, ABMD and VASC. Given their valuations, do you think these stocks look buyable?

Q: Good morning 5i,
What are your thoughts on switching CF for HCG?

Q: I was reading the companies Q2 MD&A and noticed that the dividend payout ratio is noted at 35% of FFO for the first six months of 2015 (excluding the impact of DRIP). The dividend was cut to $0.10/share a while ago. Is a dividend cut a concern, as it looks like they have it covered from FFO? Or is the main concern with BTE the debt level? I noticed the debt is not due until 2021 which seems like they have a bit of a buffer to wait on higher oil prices. Just trying to figure out if the drop in share price is company specific or more the fact that the whole sector is getting hammered. Thanks

Q: Hello Team
Trying to decided on which is the best and safest reit.I realize they are low risk.But if we go into a recession which would perform better.Thank You

Q: Hi Guys,

This is a RANT! NLN is the last straw for me.

I believe the small investor has NO chance in the market.

I own approximately 40 stocks. I follow all of these stocks on a daily basis reviewing 3 different news feeds, I have alerts set up on all of them and I go to their web sites when something happens to the stock price.

NLN released quarterly results on Monday. They weren’t great but not terrible. When I looked at the stock price it was down 40%. I couldn’t believe this was due to the results. I checked all my news feeds, googled the company, went to the company web site, sent you a question ….. nothing, except the quarterly report. For the fun of it, I tried Stockhouse forums. Low and behold, the company is losing the NHL as a revenue source. How is it possible that there is no news item or a notice from the company on such an important issue? How did the forum people get this information? Why is it not released to everyone at the same time? The news flow is FIXED!

I have decided to sell all my small and mid-cap stocks and not invest in this area again. In addition, I will reduce the investment in each individual stock. ETF’s here I come!

The only good thing for me with NLN is that it was a "fun" stock and I did not lose much.

Regards
John

Q: Hi Peter, Neulion had an outstanding 2nd Q report and the stock devastated. Any word on PHM? should I take a loss or hang on?
Many thanks, J.P.Burlington

Q: I am thinking of taking a small position (400 shares) in the National Bank for the short term. Any advice on this move?

Q: Hi 5i Team, Still working on my rebalance after Portfolio Review. Catamaran is now taken over and my HEALTHCARE is CXR 2.9%, GUD, 0.7 and PLI 0.6% total 4.2%. Want to go to 5% and hold CXR, should I increase the other 2 or would you suggest something else? Appreciate your help always.

Ted

Q: SXP just announced 2015 Q2 revenues increased by 10.6% year-over-year to $33.9 million, on strong growth in the U.S. envelope market. So now have some positive revenue growth and growing US income and strong 1 year stock price appreciation. Can you please comment on their recent earnings report and your overall recommendations on this interesting stock.
Many thanks and my investment in 5i has reaped rich rewards.The biggest benefit was investing in your balanced portfolio got me into WPK,AYA, CSU, CCL..up in the 100-400% range nicely counterbalancing my big energy losers . Looking forward to new ideas and keep up the good work.

Steve

Q: What is your opinion of First Asset Multi-Factor core ETFs

CED and CES ?

Thanks ,

Glen

Q: I am looking for exposure to the renewable energy space particularly in solar, as I think that in the next decade it will be a good investment. Could you recommend several ETFS that might fit that goal. I expect that we need to look outside of the Canadian market but do not exclude it.

thanks
Yossi

Q: Would appreciate your comments on the recent drop of the stock.

Q: How do you feel about this company [given the trend towards everything organic]

Q: Good morning to all at 5i team!

I'm a novice trader and I hope my question is not too obvious.
I like to watch the "analyst estimates" on the Wall Street Journal website and I wonder how realible those estimates are and who provides them ?
Fo example, the average target price for BIN (Progressive Waste Solutions) according to the Wall Street Journal (aka their data provider) is set to 31.38 (see http://on.wsj.com/1gH1FaE).
This is lower than the current price at 35.6.
What's your though on such estimates ?

Thanks !
François

Q: The influential Barron's magazine wrote about this company recently with some specific concerns.
1. This is no longer a growth company. It deserves only a market multiple for a subprime lender which is 1X book value and not 1.5X which means a 35% lower stock price.
2. They have razor thin margin to protect against a possible downturn in the overheated Canadian housing market with salaries not rising.
If these concerns are valid. I have a feeling the bears will pile back in. What is your view? Thank you.