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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: Hello there,

Recently I had asked about your top 2 favourite growth ideas outside of your Balanced Equity Portfolio/Shopify and GUD and GSY were suggested along with OTEX (however you had mentioned this might give too much weighting towards technology). I presume GSY would still be one of your favourite ideas - but what would replace GUD as your second favourite idea, now that GUD is part of the BE Portfolio (which I have purchased along with CLS on Friday). Thanks so much!
Read Answer Asked by Michael on April 03, 2017
Q: Hello Peter, Ryan and 5i team. I am a long time holder of Mawer New Canada Fund. I purchased a substantial (for me) position in the fund for my RRSP many years ago before it closed to new investors. While I understand you are not fans of mutual funds in part due to the fees they charge - the fee on MAW107 is 1.4%) - this fund has consistently performed extremely well. This single fund currently makes up 14% of my self-managed RRSP portfolio, a 50/50 mix split between no-load low MER funds and individual North American small and large cap stocks. Is the 14% that this single fund occupies in my RRSP excessive in your opinions, or should I stay the course?
Read Answer Asked by Asher on April 03, 2017
Q: Hi Peter and Staff,
What do you think about the turnaround story at FireEye. Could this stock get back to the $20-$25 level within the next year or two? According to their inventor presentation released Feb 2/17 "Q4 2016 Financial Results" they have made some progress towards trimming their sale and marketing expenses year over year. Any perspective you have would be appreciated!
Thanks Steve.
Read Answer Asked by Stephen on April 03, 2017
Q: Hi Folks,

I am gradually building up a dividend producing portfolio. At this time I have positions in EIF, VET, BCE and AQN. I'm hoping to achieve a 4 - 5% dividend yield plus 4 - 5% appreciation. Do you think my return expectations are reasonable? What are your thoughts on my current holdings? Could you give me your 5 - 6 favorite dividend stocks for me to add at this time? Please deduct whatever number of credits my multi pronged question merits.

Thanks for the great service.

Dennis
Read Answer Asked by Dennis on April 03, 2017
Q: Hi Peter and Team,

Great article in Saturday's Financial Post, Peter!

As a replacement for DH in a TFSA, and disregarding sector, which one of the above three stocks would you buy today? I'm thinking that the recent resignation of PHO's CEO and the subsequent 6.71% decline in the share price presents a buying opportunity, but as always, I value your advice and recommendations. (We already own two of the stocks in your article - GSY and ZCL. Many thanks for that!)
Read Answer Asked by Jerry on April 02, 2017
Q: After market closed on 3/31,Mike Goldstein,acting CEO listed his achievements thank everyone & decided to step down for the betterment of the co.Believe that PHO is on a break out now.Stand by co.& cheer on new management & board.After announcement of new ceo @ 12.05pm,the price of PHO started to decline till the close on big volume.Are there any concerns here?Would appreciate your view on the situation.Txs for u usual great views & services
Read Answer Asked by Peter on April 02, 2017
Q: Hello,

Curious about inside ownership with these two companies. Both have been on a tear for a while, and wondering at what point would a larger company look at buying these up for their growth potential. Would you believe they are takeover candidates or does some characteristic of each make that unlikely?

Regards,

Robert
Read Answer Asked by Robert on April 02, 2017
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