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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: I am considering investing $30K split evenly across the 20 model portfolio stocks. I have some questions regarding the portfolio. 1) Do you re-balance the portfolio to get it back to the 5% weighting and if so is there a particular date that you do so? 2) How often do the stocks held in the portfolio change? 3) Do you do a revision of the stock list on March 1st of each year? 4) Do you remove stocks from the portfolio when they become to expensive (dividend yield to low, P/E to high or some other criteria 5) Should I wait until March 1st/2nd to invest in the stocks listed in the model portfolio? 6) Are there any other considerations I should make in investing in the model portfolio? I have about $475K of other RRSP investments (diversified).
Read Answer Asked by Daryl on January 27, 2014
Q: Good day folks. a question regarding U.S.investments in a Canadian exchange etf, now that the Cdn $ is trading around 90 cents, does it make more sense to use a hedged etf in Cdn $ rather than a non hedge etf in either Cdn or U.S. dollars.

from cold Panama City Beach, Fla, thanks
Read Answer Asked by Cyril on January 27, 2014
Q: Hi Peter

I discovered a stock Ergoresearch (ERG)that no one I know has heard of it is in the foot orthotics and healthcare business It trades on the Venture Exchange
Could you shed some light on this stock as I am thinking of adding to my position. Thanks again for your wonderful service Paul
Read Answer Asked by Paul on January 27, 2014
Q: FrontFour announced the removal of it special meeting requisition, presumably because they figured they would lose. With this in mind would you think the shares are unlikely to move up since it's going to be same all same all? Interested in your thoughts. Thank You
Read Answer Asked by john on January 27, 2014
Q: Why has Big Rock Brewery stock rallied while EBITDA has fallen YoY?

Thank-you for your efforts!
Read Answer Asked by malcolm on January 26, 2014
Q: Hi Peter and Team:
I would like to start my own equity portfolio and emulate your impressive 5I equity portfolio. Most of the issues in your portfolio have run up nicely, so how do I start entering positions to build a portfolio? Portfolio size would be the same as yours with about 20 positions. Thanks in advance, Henry
Read Answer Asked by Henry on January 26, 2014
Q: Hi 5I,
You have an excellent concept and service. Love it!!!
I'd like to know how you define a blue chip company and which Canadian companies do you see as meeting this criteria.
As always, MANY thanks!!!
Read Answer Asked by Brenda on January 26, 2014
Q: Hi Peter,

I'm looking for some mortgage funds similar to Timbercreek's offerings (MTG and TMC). I'm more interested in the higher risk (higher yield) opportunities such as TMC. Could you point out a couple of other names that I could take a look at?
Read Answer Asked by Brian on January 26, 2014
Q: What are your thoughts on DFE as a way to play the European market? This small cap etf has been enjoying a good run since 2012 & pays a reasonable dividend. Would you suggest pairing it with FEZ, or buying on its own. Thx for such a great service.
Read Answer Asked by Ron on January 26, 2014
Q: Hi Peter,

Would you 5-6 names of company which recently declares its first-ever dividend? what's your thought of those names?
Love your service and just renewed membership.
Thank you

Santos
Read Answer Asked by Santoso on January 26, 2014
Q: In a report dated January 14, 2014, TD Securities noted WIND Mobile withdrawing from the 700 MHx auction. The following is a precis of their 5 anticipated results.
1. A buyer sells the 700 to WIND
2. 700 buyer acquires WIND from Vimpelcom
3. Large new (foreign?)player acquires WIND
4. Industry Canada and the CRTC bump up the regulatory requirements and encourage WIND to buy the 700
5. Buyer just sits on WIND as investment.

Here's the quote that prompts the question.

" In all but the fifth scenario above, we believe that investors in RCI.B,T and BCE shares could face as much risk, or even more, over the next 12-24 months as they would have faced if WIND had participated in the auction directly. However, it would take several months for these scenarios to play out, and we expect a bullish tone in the interim..." They then raised the target price by $4 on RCI, $2 on BCE and $3 on T.

The price of BCE dropped by 12% on the Verizon news ($47-$41)
and the suggestion is that this could happen in the next year or so.

I had planned on buying BCE and T on a pullback, but I don't relish the idea of holding them under TD's warning. What do you think. I won't ask you to comment on their raising the target price after issuing a warning on what amounts to a 12% drop in the stocks! Thanks Tim...


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Read Answer Asked by Tim on January 25, 2014
Q: Kelly and Scot, re: CIBC fees for trading. Much appreciated. I called and did get the lower rate + a refund back to July for trades done w/higher rate. Thank you ! Paul
Read Answer Asked by Paul on January 25, 2014
Q: Hello5i, Could you comment on the Osisko offer from Goldcorp.I would also like to know if you think Goldcorp is the main buyer of the millions of shares that have been traded since Goldcorp made it's take over offer. Thanks Michael
Read Answer Asked by Michael on January 25, 2014
Q: I'm looking for 6 good dividend stocks non-interest sensitive but have some growth.
Have found several on your list rating B or better.(ex CPX and RPI.UN) Are these good and can you recommend 4 more.
Read Answer Asked by judy on January 24, 2014
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