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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: Good Afternoon Peter, Ryan, and Team,
In my wife's RRSP she holds a position in Fiera Capital (FSZ-TSX). Her account holds most of the companies in your Model Income Portfolio. She will start taking money from this account in 2-3 years. I see that you now have included IGM Financial in the Model Income Portfolio. FSZ has had better dividend growth (lower yield though), is as cheap or cheaper than IGM, and FSZ is run by a savvy management team. Does it make sense to switch from FSZ to IGM ??? Thank you, as always, for your sage advice. DL
Read Answer Asked by Dennis on July 07, 2015
Q: Hello Peter & Co,
How is one suppose to interpret these types of responses to clients' letters, eg:
1. Engineering: you prefer WSP now better than STN because it is behaving better after its recent acquisition; you then proceed to make a switch in the balanced portfolio
2. Gold: you prefer AEM now better than G but you keep G in the balanced portfolio
What do we do? adopt the flavour of the day or hold both?
Auto parts: you prefer MG and I prefer LNR; so I hold both
Transport: you like TFI and I own CNR; should I also hold TFI?
If I kept doing that I would end up with a much larger portfolio of stocks.
I would not mind that as long as my grey cells are working (age 72).
Antoine
Read Answer Asked by Antoine on July 07, 2015
Q: What are your views on this company? Is it worth holding at this price? I am down about 20%.
Thanks
Read Answer Asked by satish on July 07, 2015
Q: I notice FSV and Colliers stocks continue to do well post split. I would like to reenter my positions or is it more prudent to wait as 5i thought might be a good idea to wait a couple of quarters. If I do reenter a 2.5 % in each company would be okay? Jay Hennick and company seem very good at creating shareholder value long term.



Thx Blake
Read Answer Asked by blake on July 07, 2015
Q: Please give some opinion on this new IPO. They are a global toy company with HQ in Toronto. Earnings grew very fast in the last 2 years, though was flat for 6 years before that. Insider will continue to hold more than 90% of shares after IPO.
Read Answer Asked by Kevin on July 07, 2015
Q: Good morning,

Shares of IMP have sky rocketed recently, apparently due to the signing of a "megadeal".

Your comments would be much appreciated.

Cam
Read Answer Asked by Cameron on July 06, 2015
Q: Within my RSP, I am looking for one or two ETF’s (CAD hedged) that will give me exposure to many of the large US consumer company dividend payers(JNJ, PG, PEP, KRFT…) . Any suggestions would be appreciated.
Read Answer Asked by Toni on July 06, 2015
Q: Please assign a sector to each stock in your Balanced Equity Portfolio(eg BNS is in the Financial sector) as well as the Growth Portfolio.Appreciate your usual great services & Advices
Read Answer Asked by Peter on July 06, 2015
Q: Thank you for your top pick suggestion. I need to ask you how you figured this company's price to be a cheap valuation. I am a novice so I just want to understand. Looking at TD Waterhouse they don t even have a p/e ratio due to insufficient data and EPS is actually below industry avg.
Both price to sales and book are also high compared to industry.

Thank you for your patience.
Read Answer Asked by ron on July 06, 2015
Q: LMP's slide since its last quarterly result is surprising. What is your current view of the company?
Thanks, Peter
Read Answer Asked by Peter on July 06, 2015
Q: Peter and 5i Team,

Conducted review of my portfolio and I would greatly appreciate your assistance in order to rebalance my portfolio.

Consumer Cyclical presently represents over 15 % of my portfolio and I’m looking to trade one of the following stocks BOYD, DHX, WPK and CGX in order to bring the weighting within approx 10%.

Technologies: Presently owns OTC, CGI, and ESL which represents 10% of my portfolio. I’m looking to add MDA, DH and ET for a mix of growth and income. As well, I took a 20% hair cut with OTC and I would like to know if it is worth holding.

Material: Presently we own SJ. Looking to add either G or AEM to increase my weighting to 5%

Energy (4% weighting): Looking for a dividend stock that would complement WCP, XEG.

Thank you for an excellent service.

Sylvain


Read Answer Asked by Sylvain on July 06, 2015
Q: Rifco is rising steeply toward the 200 day m.a. Your comments, please and thanks.
Read Answer Asked by jim on July 06, 2015
Q: What are your thoughts about carmanah, you mentioned in a response to an earlier question it could be suitable for high risk investors, what makes this a higher risk company? It seems to be in the midst of a successful turnaround, great insider ownership, historic metrics are not great but looking forward things look quite rosy. Is it just that its a show me stock but you're paying for some of those results already?
Read Answer Asked by Rob on July 06, 2015
Q: I'm trying to decide which one of these two forestry companies is the better choice - in terms of a combined return (dividends + growth). Can you help?
Read Answer Asked by Victor on July 06, 2015
Q: In answering Rob question about rate of return, I found the easiest way is to use the function XIRR in excel spread sheet, perhaps accurate enough for my purpose.
Read Answer Asked by Saad on July 06, 2015
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