Investment Q&A

Q: Hi Peter and Team,

I am willing to build a portfolio comparable to 5i Balanced Equity Portfolio over the next year / year and a half. Can you please group holding into three or four groups so I will retain diversify throughout? Can you put them in order of which group should be owned first?

CCL and CSU are quite expensive. Can you suggest a substitute with equivalent merits?

Which is it better to have this portfolio in a registered or non-registered account?

Thanks for the great service.

Q: An article in the Globe Nov 15 pointed out the positives on this junior minor, including its first pour on Nov. 7 and projected 70,000 ounces in 2017. Stock price has fallen back to 73 cents from its peak at 99 cents a few weeks ago. There would seem to be support around 70-75 cents, after its run up from 25 - 30 cents early this year. Do you have any update to your earlier commentary? This would be for a speculative 1% position.
Red Eagle is now on the TSX under symbol R, formerly RD on the Venture.

Q: interested in your view re tax loss purchase season regards alogoma central and vecima

Q: I understand there is an ETF that could provide some protection in case of a down market,I believe these are called inverse ETF. I looked in the ETF section and only found one mention of inverse ETF and not sure I understood how it worked.
Any info would help as I am looking to buy "insurance" protection.
Thanks
Jean

Q: Hi,

Why is MRE trading at only 5 or 6 times earnings, a lot lower than
MG and LNR (Which, themselves, are reasonably valued).

If MRE a higher risk/reward buy than MG or LNR?

Thanks,
IF

Q: Hello 5i,
I would like to "ease in" your Balanced Portfolio over the next year. Could you suggest me 5 names to start with? Are any of the holdings considered core holdings? Thanks!

Q: Dollarama has had amazing run. Now seems to be hanging around the 95-102 range. Do you see more upswing or has it reached its potential for now.

Q: Peter and Ryan, appreciate all that you do both with this service and with your blogs and bnn segments.

My question/comment is valuation based. I began investing a few years ago and was taught/told and preached how important valuation plays as a factor in stock picking. A few years later said value/cheap stocks I got in generally underperformed while all the higher valued companies continue to appreciate. Just this past summer I held off on such stocks with strong fundamentals such as BIP.UN, CSU, NVDA, RBA and MTY because of "expensive" valuations only to continue to watch them go higher as I've seen this story play out time and time again since I began investing. So now I concentrate on fundamentals and technicals for confirmation and not so much valuations. I know you guys don't mind paying up for quality and growth generally so just wanting your thoughts and comments on the matter. Thanks.

Q: Is Kinaxis or Shopify more like the company Amazon? It seems to me that Shopify does the same thing as Amazon? If so,would Amazon just not swallow Shopify? Thanks.

Q: I am considering leaving my current financial advisor and going to a self directed rrsp Can you provide me with the steps i would need to take or provide me with a web site where i would be able to obtain this information thks marcel

Q: Comment on the odd lot fill for a board lot order: the same thing happened to me on a thinly traded US stock and I protested enough that the broker offered to charge just one commission instead of multiple to fill the order. One more reason to trade just US very liquid stocks and TSX stocks where this isn't a problem.

Q: Hello Folks:
I have been a long-time investor in Parkland Fuel and interested in your thoughts on this company.
Thanks so much
brian

Q: I have owned CMI for a number of years and wondering if there may be better options in this sector. I previously owned CAT but gave them up a couple of years ago. I also own BA,GE & UTX in this sector.
Thanks so much
brian

Q: Hello Team,
I am considering a tax loss sell on Hammond power solutions.While I like the stock i feel there are better ways to deploy the funds.Am I correct?

Q: On October 24th you posted an article by Michael titled Looking for Profits During Tax-Loss Season. In the article thete is a list of companies and it sets out their percentage decline this year and their expected growth the next year. What are the top 5 companies in this list you would recommend based on fundamentals that are currently valued attractively that will grow in 2017?

Q: Good afternoon,
In what order would you rank CSCO, IBM, and INTC for a possible purchase at this time?
Thank you for your insight.

Q: I am considering adding to my positions in SLF and TD. Given murmers that Poloz is considering a cut in interest rates on Dec 7, I'm wondering if it's wise to wait until a decision is announced.
Further, could you comment on the implications for these 2 companies in an environment where we see Canadian rates staying the same or going lower while American rates are trending upward.
Thanks for the great service!

Q: 5I Team, please indicate your preference between: LNR/MRE & POW/PWF.

Many Thanks!

Q: Right now and for the next year are K-Bro Linen and Andrew Peller Buy, Sell, or Hold?

Q: I have never understood the mathematics of OPEC'S potential production cuts. If they cut between 1.1 and 1.7M barrels daily - including NON-OPECers such as Russia, that would be a 4-5% reduction. With that cut, oil will most likely rally at least 10%. So, it would seem apparent that producers could produce less of their reserves and generate more revenue/profit every day. If oil rallies to $55-60, the case is even stronger. I suppose the only hitch is the rest of the world pumping more but that can be mitigated somewhat by what world demand could handle as going overboard puts the situation back where it is now.
Sounds good to me. What do you think?