Investment Q&A

Q: Allocations in my Balanced portfolio don’t match recommended % in the 5i model:

Above: TSGI by 3%, PKI by 8.1%, BNS by 4.4%, WSP by 1% , CCL.B by 1.7%

Below: TOY by 1.8%, ENB by 1.1%, AEM by 1.2

Don’t own GC, CLS, SLF but Telus with 1.6% allocation. SLF own in Income portfolio.

% for all other stocks in my Balanced portfolio do match 5i model. My Balanced portfolio is for 5 years or longer hold, currently at -17.6% loss.

Would you be recommending any changes to my allocations considering current prices / market conditions? Thanks in advance for your valuable opinion.

Q: Any thights oir infor on the price drop with Fiera today?
Slainte

Q: As you have suggested for GC one should not buy more than $100000.00 in view of insurance coverage. I have 2 question
1-Is there a 5 year ladder type GC available-as package ?
2 -if one buys 5 of 100000.00 ladder type GC from 1 financial institution ( bank or trust- 1 year ,2 year and etc. ) how the insurance coverage would work ?.Is it each one is covered separately or only 1 insurance is covered for all, max. coverage is 100000.00 for all ?.Thank you

Q: Can you comment on Badgers recent results. Thanks Gerry

Q: Hi,
I would like to deploy some cash that I had set aside for sometime. Could you please share your 3 best ideas right now, from your balanced portfolio? Thank you.

Q: I was looking at a lot of the negative comments about your stock picks - I think your service is the best value for money of any of the services I subscribe to - I have always subscribed to the idea - if something doubles I take some money off the table - usually half and then I let the other half do what it will do - I never get greedy and sometimes I have to take a bit of a loss. You have given me more good ideas over the years that I have done very well on - when markets turn - investors always want to "blame" someone - markets go up and down and it isn't always pleasant - but if an investment you own is down and the fundamentals are still overall positive - why wouldn't you buy more. This current investment environment seems to punish any company that misses analysts' expectations even by a small amount. All the investors that looked at the US markets especially and didn't take some money off the table - only have themselves to blame - nothing goes up forever and no one - even you guys - have a crystal ball - but you are pretty exceptional in the service you provide - especially for the subscription price.

Q: Pho is down by so much, would you consider it a bit? I have read the comments and you’ve said you expect it to be flat for sometime. What is the long term for semi conductors?

Q: I would like to add to PKI to increase holding from 2.6 to 3.7 weight and KXS from 2.8-4.4 weight. Would you consider these weight holding appropriate?
Thanks

Q: Would you buy a full position in CAE or 1/2 for now?
Thanks

Q: The drop seems to be a harsh reaction to the issuance of new shares at 0.27 including half a warrant. Is the lower price taking into account a predicted value for the warrants? Does this become an entry point in the open market? I already have a very small position in my spec allocation.

Q: Would you be e a buyer of HWO? I currently only own WCP for energy sector and am thinking of buying this and maybe LGO. I know this sector is out of favor at the moment so would be best to avoid for now or okay to add 2 mores companies to this sector.
Thanks

Q: of the stocks listed can you please rank in order from 1st to last for adding to at this time as I have some cash to add to these stocks that I currently own.
Thanks

Q: Would you be comfortable in buying more shares of WCP if already own, at the moment it is only a 1.9% total weight since the price has fallen and thinking of buying more to bring the weight up to 2.8 %. or would it better just to buy another stock in this sector ? I already own VET and ALA.

Q: If I sell a stock before year end with, for example, a capital loss of $5000 and have no offsetting capital gains how much of the capital loss can be deducted from my total income for the year ? Thanks, Joe

Q: Could I get your perspective on today's earning report? At first glance, the results don't look that good but the market seems to be liking them.

Q: Hi Peter and Team,

It definitely has been a wild ride on the markets recently. Thanks for your messages about taking a measured approach during times like this. The portfolio approach definitely works, as the valuations are not swinging as much as if I had only a few stocks.

That said, I have set aside cash for times like this and I am trying to figure out what to buy. I follow the balance portfolio model and have some stocks from the growth portfolio added to the mix. Would it be a good time to add to one or all of my positions to PBH or KXS or BNS?

Thanks.

Q: What a great Quarter and the future looks bright. China is a great growth area for Goos. They are using BABA as well. WOW !! RAK.

Q: I have owned this company for quite some time and I receive a good dividend each month but the share price has taken a beating over time.
I have tried to find out why but have had no luck getting any information.
Your help would be appreciated

Q: Hello Peter,

With Goose's recent beat and raise, what is it forward PE be? What is your view of the valuation given the growth prospects and compared to other Canadian growth stocks? Is GOOS on your watchlist for 5i's Growth Portfolio?

Thanks,
Angelo

Q: Any thing going on with ALGN? Or is it just the markets?
Does any stock of a good company meeting all your criteria look particularly attractive now? Thank you. Shyam