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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: Hi - With the recent pullback in many stocks, have any of your favourites dipped in price enough that you would be advising clients to hop on board. Totally understand that this is just guessing but hoping that a few jump out at you. No need to consider KYC factors in your response. Many thanks!
Read Answer Asked by Douglas on July 04, 2017
Q: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf
Read Answer Asked by Paul on June 08, 2017
Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul
Read Answer Asked by Paul on May 17, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my technology sector (17% weighting). Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.
Read Answer Asked by Terry on May 16, 2017
Q: Hey Peter and Co.:
I own the following stocks:
BNS, CCL.B, CNR, CGX, CSU, KXS, GUD, MG, MX, NFI, PPL, PBH, SIS, TOY, SJ, T, WSP, ZCL, VET, BCE, ENGH, TD.

I'm looking for a growth stock to add to my TFSA. I bought SIS for my TFSA last year and it's gone up nearly 100%, so thank you for that! What would you recommend here?
Thanks for all of your great advice over the years. cheers
Andy
Read Answer Asked by Andrew on May 11, 2017
Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
Read Answer Asked by Richard on May 09, 2017
Q: Hi team, I'm looking for 4 suggestions of equal weight to add to my tfsa. Looking to be farely aggressive in this account. Cheers
Read Answer Asked by Seamus on April 20, 2017
Q: Hi, I am glad that I did n't panick during the recent softness in Altus Group share price and stuck to my initial purchase when it was added to Balanced Portfolio. Ryan, on BNN talked about it's 14% stake in "Real Matters" (estimated $ 1 bln software co.) Real Matters filed for an IPO on April 11 and expected to go public some time in May, 2017. What will be the benefit to AIF and shareholders, in near and long term ? Also, what are your views on this IPO- is it worth participating ? Thanks
Read Answer Asked by rajeev on April 17, 2017
Q: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks
Read Answer Asked by Al on April 11, 2017
Q: Dear 5i
I recently bought AIF and ITC (half positions).
Both are down between 15 and 20% . Should i let things settle down a bit first before buying into a full position in each ?
In other words do you still have positive thoughts on these two stocks over the next 2-3 years ?
Thanks
Bill C
Read Answer Asked by Bill on March 16, 2017
Q: My percentage market allocation presently in Altus, Kinaxis, and Open Text are 4.41%, 7.38%, and 3.85% respectively. Perhaps I'm top heavy in Tech stocks, though I plan to boost OTEX to a full position down the road. Would it make sense to sell AIF and replace it with either GUD or CRH since I hold no medical stocks at this time? You have helped my analytical skills tremendously, though I'm not good as digesting financial statements.

Thanks for this and keep up the good work.
Read Answer Asked by Elmer on March 13, 2017
Q: I currently receive an indexed pension which covers my living expenses and related costs. I also have an RRSP and other investments. My question is regarding my TFSA. Regardless of sector allocation what would your top 5 picks be today?
Also at what monetary value would you add additional holdings or would you just rebalance your winners? Example $$50,000 5 stocks, $100,000 8 stocks?
Please deduct as many credits as you see fit.
Read Answer Asked by Marty on March 03, 2017