Investment Q&A

Q: Hello Peter and 5i:

I like your Balanced Equity Portfolio, and understand you started it with equal dollar weighting in March, 2013. Currently, however, the % weightings range from about 3% to 6%. I have two related questions:

Question 1: If an investor were to set up this portfolio today, would you recommend EQUAL DOLLAR WEIGHTING in the stocks, or would it be better to use the current weightings?

Question 2: Do you recommend "REBALANCING" the stocks in this portfolio, e.g. once a year? Ie sell some shares of the companies that have the highest weighting, and use the proceeds to purchase shares of those with the lowest weighting, to equalize the weightings again. Would this be a "buy low, sell high" approach.

Thank you!
Ken Morin

Q: Could you please pick a large cap and a small cap oil company that is best positioned for capital appreciation in the event oil prices pick up late in 2016.
Please feel free to consider this two questions

Q: Over 9 million shares sold Friday, institutions stepping back in?

You figure institutional selling is all but over?

Cam

Q: Could you provide your opinion on Teck Resources. I am thinking of entering in to it at 5.98 today. Will it be a good one for a 1 yr period

Q: Hi Peter,

Always nice to see you as a guest on Market Call.
I noticed you don't personally own any of the past picks you talked about.
Just curious, how do you participate in the "market"? ETF's, low cost mutual funds, individual stocks? Do you own any of the stocks from your published portfolios?

Thanks

Q: On Nov 20, 2015 you replied to Herbert "Because the Caisse's interest is directly into a subsidiary, there is not dilution in the usual sense in terms of shares issued. BBD will get capital, and simply own less of the unit. BBD has also asked the Federal government for money."

1) I am trying to understand. If BBD own less, doesn't that mean BBD shareholders will own less, get less of the revenue/earnings pie and in the end, result in some of shareholder dilution?

2) Additionally, I have to believe that with all the money this company is getting from government bodies that this will also create further dilution (unless it is money that is invested to protect jobs..) ?

Thanks.

Q: Good Afternoon what do you think of today's news for BNK? Looks like the Albanian government has seized their local bank account in order to try and collect a tax amount of $75 million, the shares are getting crushed down 21%, is this an opportunity or another example of why to stay away from risky jurisdictions such as Albania?
Thanks

Q: It is my understanding that most of the payments to inspira will be from insurance co. or obamacare. So little risk. On bnn yesterday you were talking about savaria and said the you do not officially cover the co. I do not really understand how it can be in the portfolio if it is not properly researched ie covered

Q: I own the above and while I am underwater somewhat I thought holding was probably the right thing to do, but I have to admit that all the talk about oil and job losses in Alberta is weighing on my mind.
I am thinking that a lot of mortgages are going to fail and not only in the West but with the job fallout in the East too. So I would like to know what you think of selling hcg and buying enf. I only hold efn in the financials, no pipes or even telcos at this point. What are your thoughts please. Thank you for being there.

Q: Hello Peter and 5i Team,

I really enjoyed Peter's appearance on BNN yesterday, and was pleased that some 5i members called in. DSG was one of the "Top Picks", and I'm wondering how "close" KXS came to be chosen as an alternative top pick in the Technology space.

Also, according to the TMX website,KXS has a beta of 1.845, while DSG has a beta of -.025. Is this perhaps why DSG made the "Top Pick" grade, or is beta a less important metric in this case? Or was DSG chosen because KXS is in the more volatile Growth Portfolio,whereas DSG is in the more stable Balanced Portfolio?

Thanks for the tremendous service, recommendations, and advice.

Q: I completely understand Inspira is early stages and risky. There are three potential hurdles that I don't completely understand:
1) Do they attach some sort of lien on the payments due to the lending Doctors from the US Government?
2) If not, and they have defaults, would that influence their bankers with regard to amounts loaned and would they have to borrow at higher rates or would the banks eventually cut them off?
3) What are the odds of a policy change by the Government to pay quicker and eliminate the need for Doctors' borrowing?
Finally, how would you value this company proportionate to their loan book?
May I add my vote of confidence for your service which is prompted by some negative comments. Members get 24 questions directly to two seasoned portfolio managers with no conflict with the companies they discuss. That's about $5 per question! No one is perfect but if members listen to the message, which is diversify, remember why you bought the company (hopefully, not because "Peter said so"), don't panic and stick (mostly) to quality, growing companies, you will make money over time. I still can't believe I can ask these questions for $5!! I have paid as much as $900 per year for some sites and they won't even talk to you. 5i is worth multiples of what they charge.
Thanks for letting me say this.
Steven

Q: Can I get your updated opinion.

Q: During your BNN appearance you mentioned tech, industrials and consumer discretionary as the most promising US sectors.
Would you please name your preferred nonhedged ETFS for exposure to each of them?
Thanks.

Q: What do you think of ET's results on Dec.2(EPS & Revenue} & its future.It has been trading in quite a narrow range for some time.Appreciate your normal views & services AVO--Horray! Avo's price went up as Alex was interviewed on BNN today

Q: Hi Peter,

This stock was suggested in the Financial Post prior to the health care correction. Would you consider it a hold? I could tax loss sell?

Thanks for the great service. I too recently renewed for two years.

Q: Enbrodge is in your balanced and income portfolios. I would appreciate your explanation why you feel this is the best stock in the pipeline space.

Thank

Q: Hi,
I will ad to my yield portolio and now watching the following :
TZZ, EIT.un, DFN, CUF.UN, D.UN, EIF.
What will be your favorites, 1 to 6 ?
Thanks in advance.
Francois

Q: Hi guys. How do you view the fact that HCG announced in the Q3 earnings call that it is planning on continuing a normal course issuer bid going forward, yet the CEO Solloway has sold 40,000 shares in the past week? Realize that he still owns approx. 3.5 M shares. Do you guys view this as cause for concern or just bad optics?
Thank you

Q: Hello,
My first question.
Why are these healthcare related stocks, mostly doing business in the U.S., with home offices in California, listed on the Vancouver venture exchange?
thanks, Len

Q: In a response to Paul today, you described CSU as a template on how to run a company. Can you list a few other companies, perhaps in other sectors that you view as extraordinarily well run, whether their share prices reflect this or not?

Thanks for your wonderful service.