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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 Ryan,
Thanks for your great service. I have am looking to add 3 stocks to my portfolio. I currently own G,CCO,DSG,SJ,BAC,SGY,CAT,SLB. What would you recommend?
Thank You
Luke
Read Answer Asked by luke on April 04, 2014
Q: Hello 5i Team,
In my portfolio I am holding GOOG (6 shares); APPL (30 shares); and HD (295 shares). I also hold 4200 shares of ZSP and 3000 shares of XSP. Apple is the largest holding at 2.82%, Google 1.86% and Home Depot .66% of assets in both ETFs. I am thinking that I should sell my individual shares and buy more names from your new model. portfolio. Your advice would be greatly appreciated.
Thanks so much for your wonderful service.
Read Answer Asked by Kathy on April 04, 2014
Q: what is your opinion of VCM (Vecima Networks) as a small cap growth stock?

Thanks,
Glen
Read Answer Asked by Glen on April 04, 2014
Q: I currently have half positions in Algonquin AQN and Innergex INE. I see you rate Capital CPX high. Would you suggest selling one or both and replacing them with CPX? I would incur a small capital gain which I have losses to offset. I am not concerned about diversification as I have a full position in ALA, with half positions in IPL, PPL, ENB.
Read Answer Asked by Zen on April 04, 2014
Q: Hi Peter,

I'm all for simplicity when it comes to maintaining a portfolio, and my question is two-fold:

- Could you recommend a two or three ETF portfolio (Canadian ETFs preferably) that would allow for both long-term equity growth (domestic and international) and monthly income?

Would a mix of XWD with CDZ/VDY (or XTR) fit this criteria, or are there better alternatives?

- Would you recommend such a strategy? What would I be giving up by following this strategy, and how would you tweak it and yet keep it simple?

My goal is to have a straightforward ETF portfolio and to make monthly investments to the ETFs. Please note that there would be no fees for buying the ETFs since I use Questrade.

Thanks!
Read Answer Asked by Arneh on April 04, 2014
Q: Now that the Renegade=>Alexander=>Spartan (SPE) consolidation is complete, do you have updated/changed opinion on SPE?

Cheers, IslandJohn
Read Answer Asked by John on April 04, 2014
Q: Hi Peter & team. I get that for reasons of balance & sector-weighing, you sometimes have to remove or reduce holdings in good companies. (Although it is difficult to do specially in a non-registered account and you have substantial gains). Perhaps you should explain in more detail because it is a complex subject and after all, Bep.un is still an A-rated stock.

Now to the question. When you answer questions on stocks that you don't covered, am I at all near the mark in thinking that "OK" means that , if you were to look in greater detail, it might be a C/C+? And, "decent" B- ; "solid" B; "like" B+; "like very much" A-and up? Thanks as always. Henry
Read Answer Asked by Henry on April 04, 2014
Q: Addendum to my last missive re balancing/Bep.un. Sorry Peter, I meant to thank you for working so hard to instil discipline in us. Tough work, good teacher. Thanks! Henry
Read Answer Asked by Henry on April 04, 2014
Q: Good afternoon. I own Kelso (KLS) in a registered account. I know you say not to sell your winners too early. However KLS's price has gone parabolic in the last 4 days and I am thinking of selling a third of my holding to lock in (big) profits. What would you do if you still traded small caps?
Thanks, Tim.
Read Answer Asked by tim on April 04, 2014
Q: I have invested in both canadian and u.s.a stocks,my question is,there is a lot of chatter about the demise of the u.s.a currency,should i sell my u.s.a stocks and stay in canada as well as buy more gold and silver. the u.s.a debt is unsustainable and the dollar will be devalued, how about other countries that are safe to invest in. greatly value your oppinion. thanku
Read Answer Asked by dale on April 04, 2014
Q: Hi Peter and Team
RET.A...The retail stock that everyone loves to hate has just bounced 7%. They just reported a loss for this quarter. However, was it better than the market expected? Is there restructuring plan showing promise. Do you think that based on fundamentals they are showing promise as a turn around story? Thanks for your insights which are always invaluable.
Dr. Ernest Rivait
Read Answer Asked by Ernest on April 04, 2014
Q: My first question! I am thinking that with the publicity about the GM recall which appears to be leading to decreased sales, the recent spike is ACQ which followed the acq of GM dealerships may be reversed if these dealership will experience sales losses and increased repair demand. How do you take this into account in assessing ACQ?
Read Answer Asked by Shirley on April 03, 2014
Q: do u think holding physical 1 ounce gold bars and 10 ounce silver a smart move for long term
Read Answer Asked by dale on April 03, 2014
Q: Good morning fine Team. I am about to start buying my chosen stocks for my TFSA (all $31,000.00)and my Non registered account (about $50,000.00.) I plan on almost duplicating your Model Portfolio (not the Income PF - that is for another bank). I try to buy a stock when I see that it is down a bit. That said, is it best to spread the buying "spree" out over time anyway? If so, why? How much time would be reasonable? (I am keen to buy all 20 today!) Thank you for this amazing site!
Read Answer Asked by El-ann on April 03, 2014
Q: A year ago today I signed up with 5i and am up 57%. on your recommendations Thank you, Peter.
I have $20,000/$30,000 very profitable positions in each of ACQ,AVO,BAD,CCL.B,ESL,HCG,STN,TD,MG,LNR,BNS. along with smaller holdings in another dozen stocks. I would like to keep this base unless you think some changes are needed.I
look forward to your advice.
Alex


Read Answer Asked by Alex on April 03, 2014
Q: Good afternoon 5i team. To echo what so many members are saying, this is by far the best service I've subscribed to since becoming a retail investor. Thanks for everything so far.

In your April 3 response to Heather's follow-up question on brokerage account risks, you concluded by saying "Getting certificates out and in your name provides the most protection". Could you explain what this means? When I buy a stock for a registered or non-registered account, I get a PDF confirmation from my broker (Scotia iTrade). Is that a 'certificate' you're referring to?
Read Answer Asked by Thomas on April 03, 2014
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