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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: Peter: Our portfolio is 15% in oil, 17% pipelines, 21% banks,
11% electrics, but only 5% industry (MG, BIP.UN,PKI) and 2% commodities (AGU). I've been looking at RUS, FTT or RUS to add to industry. Your thoughts? And any suggestions on a commodity? No US stocks please as we are dual citizens and get hit too much on taxes.
Read Answer Asked by Edward on July 02, 2013
Q: Peter,
I am interested in Newalta (NAL), a oilfields waste mgmt company operating in Alberta. It has a good record of rising revenue and earnings and should prosper from the current concern about cleaing up our oilfields.
Read Answer Asked by David on July 02, 2013
Q: Hi Peter & Co.
My portfolio lacks anything in the 'Healthcare' Sector..Facilities or otherwise. I have been watching DR-T (Medical Facilities Corp), CLC-T (CML HealthCare Inc)and ACC-T (Amica Mature Lifestyles Inc)and LW-T (Leisureworld Senior Care Corp).
Could you please give me a brief suggestion which might be the best to hold (1st,2nd,3rd choice) of the above for long term income ?
As always...I look forward to your informative reply. Thank you
Dennis
Read Answer Asked by Dennis on July 02, 2013
Q: AAPL is 2.5% of my diverse portfolio, I am down 31% with Apple . I also own IWO, IBB, TAL,YUM, XLP, SPY and EFA in US$. All of my US is doing really well. My Canadian $ portfolio is diverse with 1/2 being your A/B+rated and the 5i portfolio, which I'm working towards.15+ years before I need income flow. Do you recommend selling 1/2 or all of my apple and buying Magna, increase my $US holdings or anything else?
Read Answer Asked by William on July 02, 2013
Q: peter, second time in 10 days i am asking you about ans- ainsworth, it is getting decimated but i cannot find a reason, can you help. dave
Read Answer Asked by david on July 02, 2013
Q: I have app. 10% of my portfolio in ZRE. It has taken quite a hit recently. What do you see ahead for this sector? I am thinking of selling some of it and putting it into the US index fund VFV. Right now my asset allocation is 30% CA dividend stocks, 10% REITS, 10% EAFE, 10% High Yield Bonds (CHB) and 30% US (VUS and VFV), 10% CASH.
Read Answer Asked by Andrew on July 02, 2013
Q: Peter,

Curious for your thoughts on RIM as a small speculative / 'gamble' buy at these current levels? Nothing wild, just a 2-3% holding for 1-2 years as they figure themselves out... my train of thought is that this company will either: 1. miraculously make it, 2. Become a best in class software company, or 3. Breaks it apart and sells everything. Any scenario should equate to more than $10.66 / share for investors, no? These markets seem to overreact on everything these days, and I’m thinking the same may have occurred here, or do you think there will be a better entry point in the next 90 days? Thanks!

Ray
Read Answer Asked by Ray on July 02, 2013
Q: PM, TCN,CWT.UN, WEQ...currently have loss. Are they hold & is average down a good option?
Read Answer Asked by S on July 02, 2013
Q: Hi,I have just started investing and have bought Twin Butte (TBE). I'm in it for the long haul, what are your thoughts on its growth potential? I am looking at purchasing my next stock and would appreciate a suggestion on a good values growth stock. Thank you,
Read Answer Asked by Normand on July 02, 2013
Q: i bought MGIC-NAS.3yrs.ago on benje gallagers recomendation and show a 112% profit. i want to sell and buy WIN thinking it has more upside and better div.comment please. tkx pat
Read Answer Asked by patrick on July 02, 2013
Q: Hello 5i,
Do you have any thoughts on Intermap? IMP.T
Are they turning the corner...or is it just too soon to tell? The share price has firmed up nicely this year - but I'm wondering if it's just from money exiting the resource sector...
Thanks!
Read Answer Asked by Norman on July 02, 2013
Q: Peter - can I please have your thoughts on BHP Biliton and Royal Dutch Shell? I like the yield and they both are priced close to 52-week lows. I am looking at a 5% position in both. Thank You.
Read Answer Asked by Luigi on July 01, 2013
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