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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: I am significantly overweight in Financials and would like your advice on trimming/rebalancing in my RSP portfolio.
I currently have 35 % in the following: BMO, BNS,CM,NA, RY,TD in the backs, SLF and GWO in insurance - all with significant gains, and HCG and CF in other financials with a moderate loss position.
Would you trim all positions or eliminate several companies?
Where should I rebalance into companies in your new growth portfolio?
Thank you for this advice!
Peter
Read Answer Asked by Linda on April 09, 2015
Q: Hi Peter
Vereseen has issued another Preferred series E Reset for proceeds of 200 million.I own the A series which yielded 4.4% at the park value issue price of 25.00
Unlike a bond they will never be redeemed at 25.00 by the company, the shares are down by about 22% which sure seems steep to me,so what are my chances of the shares getting back to 25.00 so I can recover my original investment.
Are these reset Preferreds just being flogged by the underwriters for commissions.
Is there a good chance that Vereseen might default and I loose all my money.
Finally would you recommend taking the 20 percent hair cut and dumping my shares.
thanks Gord

Read Answer Asked by Gordon on April 09, 2015
Q: I believe you started member portfolio reviews but I am not sure of the process, time frame or cost. Can you provide an update on this.
Thanks
John
Read Answer Asked by John on April 09, 2015
Q: I only have enough money to buy two of your companies in the growth portfolio. These are for very long term holds and higher risk. I want "buy and forget" two companies in my RRSP for 5 to 10 years plus, and I wonder if you favour any of them for a 5 bagger or more in that time frame. I would have leaned towards the smaller companies in the portfolio, but then I look at the rest of my portfolio and I note things like CSU have gone up for me more than five times and they weren't exactly tiny when I bought them! Thanks again.
Read Answer Asked by Michael on April 09, 2015
Q: Hi Peter and Team,
This company announced the re-organization to create two oil-focused companies.
Under this structure, shareholders of Dee Three will receive 0.5 shares of Boulder Energy, and 0.33 shares of Granite Oil Corp, while the latter company will pay a monthly dividend of 0.03 of each Grsnite shares.
Do you think this is a positive move for share holders?
I am currently holding this stock, which is 3% weIghting of my p/f.
Should I continue to hold and make the transfer to these two new companies when approval is obtained?
Thank you for your advise as always.Pui
Read Answer Asked by Pui on April 09, 2015
Q: I reduced my utility sector exposure to zero a few weeks ago due to the potential for rising interest rates. I know you don't favor reducing sector exposure to zero and given the potential delays in a Fed rate hike as highlighted by the minutes released today, I am considering scaling back into the sector. Would you favor Brookfield Infrastructure or Renewable Energy? Are there any other large infrastructure companies?

Thanks,
Jason
Read Answer Asked by Jason on April 09, 2015
Q: Good Morning
Today BIP.UN announced an equity offering of $890,000 at the issue price of $45.00. The stock fell 2.2% to $55.95. Will this offering affect the price of the stock?
I will also appreciate any comments on BIP.UN going forward. I am ahead about 27% on this stock and wondering whether I should sell.
Thank you as always
Read Answer Asked by Terry on April 09, 2015
Q: Hi,

I read your response about Rio Tinto. I'm currently deciding between Rio and BHP for exposure to the materials sector. I currently have a small 2% position in Western Forest Products, but no base metal exposure. Which do you prefer between BHP and Rio and do you prefer the super majors vs canadian companies like First Quantum and Lundin?
Read Answer Asked by Jason on April 09, 2015
Q: I have held MTY since about $13.00 and the pace of its growth has slowed lately. Could you please comment on their 1st quarter results, (same store sales still not picking up) and perhaps help to convince me it is time to say thanks and move on. I am considering replacing it with 2 or 3 selections from the new growth portfolio that I don't already own. I currently own AVO, CXI,DRT,GXI,PHM,PUR,SCR from the new portfolio as well as AW.UN.
Thanks for the great advice
Read Answer Asked by John on April 09, 2015
Q: Hello 5i
Could you please give me the equivalent fund that trades in US $, as I have the money available already in US $$ and don't want to change it to CAN.
Thanks a million
Rick
Read Answer Asked by Rick on April 09, 2015
Q: Where can I find a free weekly report of the increase/decrease of number of shorts and longs of companies? Am grateful for the very helpful information you guys provide. Thank you.
Read Answer Asked by Hildegard on April 09, 2015
Q: Not the stock. Relative Strength Index and the question is can you tell me where I can find this information when researching stocks, or how to calculate RSI if the former is not easily available online (isn't everything available easily online?)
Read Answer Asked by Kim on April 08, 2015
Q: Hi Peter & Team,

I would like to add Wi-Lan but I would need to sell a company in the same sector in order to make room for it. I'm trying to keep the sector at around 15%. I was thinking of selling Descartes Systems (DSG) in order to make room for Wi-Lan. Please let me know what you think of this switch. Which company do you prefer? Thanks, Mario.
Read Answer Asked by Mario on April 08, 2015
Q: Hello Peter and Team
With the recent success in the Software sector, my RRSP portfolio is very heavily overweight in this sector. I would like your advice on trimming and rebalancing to sectors other than financial or energy that are also overweight.
I currently have now 40% in CSU, DSG, ESL, MDA (with large gains) and SYZ and AVO with significant losses over last year or so.
Would you suggest trimming all back to much smaller positions or eliminating 2 or 3 companies altogether?
With the funds, what 2 or 3 new positions from the new growth portfolio should I consider?
A second question will follow on my Financials!

Thanks for all the help
Peter
Read Answer Asked by Linda on April 08, 2015
Q: Would like to thank Roger regarding the downtime at TD Waterhouse. I lost funds on a trade which I tried to place and 12:00 pm through webbroker, called and was put on hold for 2 hours before a response. I expressed my concern, which went on deaf years and have called and sent 3 emails. I still hold my position today with a sell order in place because of the falling price
Rick
Read Answer Asked by Rick on April 08, 2015
Q: Hi 5i:

I'd appreciate your comments on two companies. First, DHX seems to be on a steady slide and RBC Direct gives no news. Is there any news? Second, ATS has also been disappointing for a while. What do you think of its prospects over the next year or so? Thanks.
Read Answer Asked by Roland on April 08, 2015
Q: Hi Peter

I continue to hold this company . Would you still hold or is it fully valued ?

Candi
Read Answer Asked by Candi on April 08, 2015
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