Investment Q&A

Q: Hi Peter and gang,
I have noticed over time there does not appear to be an easy way to remove old, delisted or defunct firms from one's portfolio in most investment company accounts. Is there anybody out there performing this function?There would appear to be an opportunity for a non-profit to accept them and a donation for transfer out of an investor's account. this could clean up records, provide non-profits with a cash stream and simplify gains and loss declarations.

David

Q: When evaluating your monthly Summary Reports, can you please clarify the difference between the "2013 P&L" and "Total P&L" values. Many thx.

Q: With oil prices declining and some expecting even biggger declines in oil prices
would this be a good time to short oil and/or to sell off some oil companies?

Thanks.

Q: Canadian Lithium is currently trading at $0.45 a share. With the announced agreement with Dundee Securities to purchase on a "bought deal" basis by way of short form prospectus, 5.21 million shares of the company and 25 million units of the company (subject to all regulatory approval) at a price flow-through share of $0.48 for a gross proceeds of 2.5 million and a price per unit of $0.40 for gross proceeds of $10 million, is it time to cut and run or continue to hold? I'm guessing the company has blown through the money their Chinese partners gave them and they are still not shipping product.

Thanks for your thoughts and advice!

DON

Q: I was wondering if you could give the ticker symbol for the i-shares Global Industrail that was mentioned in a question yesterday. I'm unable to find it. Thank you.

Q: SUMMIT INDUSTRIAL INCOME REIT.. SUM.UN…. any info or background or recommendation

Q: Hi 5I team,
I'm wondering how much cash I should be holding for the current environment? And is there a minimum cash percentage I should keep all the time?
Currently, I have 25% and that's probably too high.
I consider all my/husband/kids investments as one basket (family RESP, my RSP, husbands RSP, spousal RSP, minor sons RDSP, my TFSA, husbands TFSA and joint margin account) as being able to take moderate risk because I have a DBP through work.

Q: Is there any downside to buying less than full blocks of shares? For example, is it unreasonable for an investor to purchase ten shares of Apple?
Thanks for all of your valued information!

Q: I noticed you mentioned Netflix as interesting because it hit a new high.I have heard the arguments of growth,growth,growth,vs high valuation and negative cash flow,Carl Ichan,etc.
Would you buy it?????????????????
Thanks,Warren.

Q: Hello,

I have a question regarding earnings, why is an increase in EPS more important than revenue/net income growth?

Thank you.

Q: Any idea why Boston Pizza(BPF.UN) has dropped approx $1.50
in the last 6 or 7 days?

Q: Thanks for your excellent site.
I would like to invest 20% of my RIF into a Balanced (or other low risk alternative)ETF or MF to replace my Bond investment and improve the return of my portfolio.
I do not depend on my RIF for a living and my risk tolerance is average.
Your view and advise please

Q: hi folks,please ask about mood media mm/t,stock got hammered lately but rev of $500M+,is it to risky as seems to have bounced off bottom at .60,thanks as always,jb

Q: 5i Team,

I know you are not a fan of Bombardier. Too big a float, historical screw ups etc, but I was still surprised to read your 'let it go' comment to the previous question below, especially considering that it seems to have broken out of the $5 range funk, has the C-Series flying, gaining traction in China, and in general, seems to have a lot of positive momentum - I know your team loves momentum!

I have a 5% holding in BBD.B (which is part of a 15% industrial sector weighting in my portfolio, others are MDA, Magna and Caterpiller). Should I 'let BBD.B go' and rotate into something else? It's ok to be blunt and to the point with me, am I dumb to hold BBD over other 5i names like Stantec, Boyd, Macro? I'm also underwieght in health care and am looking at Paladin and Athena. You guys have more than earned my trust, what would you do with that 5% BBD holding? I want growth, and lots of it!!!! :)

Q: Given the ever-increasing growth in oil and gas production in North America and the relatively tepid demand for these resources, I'm inclined to think that the price of a barrel of oil or BCF of natural gas will decline in the coming years. Am I right in this assumption and would it negatively impact service companies, in particular Shawcor?

Q: hi i5
would like your opinion on aah since earn report and stock increase
thanks
ed

Q: Hi Peter and worldly team;
I am interested in growth stocks. I have E, XDC, LSI, MCR, and RFC on the short list. Can you please give your opinion? I intend to buy small positions in two of the stocks.

Q: Hi team, really appreciate the advice. Recently I have altered my portfolio quite a bit to focus on growth stocks. Currently I hold AAPL, STN.TO, CSU.TO, CMG.TO, HCG.TO and VG.TO. Do you think I am diversified enough? If not, what are some sectors and specific companies that I should look into moving out of / into?

Q: can i have an update on hse

Q: I am looking for a new US$ investment to replace my BPO that I had in US$. I'm light on consumer based stocks if anything in that category is of interest?