Investment Q&A

Q: Hi,

New member here but have a question as to your thoughts with regards to total portfolio diversification. Obviously the stock picks and model portfolio on 5i is limited to CDN securities. What would you generally advise in terms of percentage weightings of CDN, USD, and international equities? I am quite "overweight" in the CDN security area and try to purchase USD & international security ETFs to offset this.. Curious what your thoughts here are. Thanks!

Q: HI Team, I have built a small position in ZAR (Zargos Oil & Gas). I am thinking of increasing that position. Could you comment on whether this company is generating good cash flow and is the 6c a month Dividend sustainable? Thanks,

Q: I would appreciate your revised view of Nordion (NDN) now that their most recent quarterly report has been released. You last commented on it July 15th with a 'wait and see'. Perhaps, the dividend will be re-instated. Thanks.

Q: Hi Team,

I am curious to hear your thoughts on ESL's latest acquisition. Will this have a meaningful impact on EPS?

Q: Hi Team, I would like your input on MRE's last results, and your up to date comments on the company, also is this a good long term hold?. Love your services...keep up the great work!

Q: MDI - I have been riding TCK.B up and basic materials seem to be moving up. Would it be time to get into MDI.

Q: Should IDV be held in RRSP, TFSA or non reg account?
Thanks

Q: Hi Peter et al
RE: SYZ

I'm looking to add a little to my small cap I.T. exposure. I'm having trouble deciding between SYZ (which I know you recommend) and RedKnee (RKN). Redknee is a bit larger, SYZ pays a dividend. Both have performed very well over the last year. Your thoughts on which you may prefer would be most appreciated. Thanks as always.
Neil

Q: Peter,

Recently both NTB and APO were recommended highly on BNN. What do you think of these companies.

Q: BAD!!! What is moving this stock higher recently-WOW!!! Institutional investors or what?

Q: XRX,NYSE-I've been watching this one turn things around for a few years and in hind sight should have bought already? Debt looks good, dividend increase regularly and low pay-out, bought a few high tech companies recently and looks poised to move fwd? What do you think for a long term hold and dividend growth?

Q: Hi 5i Staff,

I've recently read an article about Canadian mortgage investment corporations in Moneysense magazine and this was the first I've heard of the them.

What is your take on them and do you have 1 or 2 that would be recommended as part of the income portion of a portfolio?

Q: Hi Peter and Team,

What are your thoughts on Arcam AB, AMAVF on the pink sheets. I dont think they trade in Canada. They are an additive manufacturing company. i am thinking about going in for the long term, but i would like to know if current prices make sense based on their financials and growth prospects.

Q: if Roy can wait 30 days, he could earn 1.2% with a 1 year GIC redeemable after 30 days. Minimum purchase $10000. For information only,
CDJ

Q: Can you please give me an update on PSD? Is it still a good buy?

Q: Hi Peter and Team,

Thank you again for your unbiased service.

I have been very fortunate to have selected two growth & income investments that have stood the test of time. They are CMG-T and BAD-T (BAD at another all time high as I type this note). I have others as well, but these have been my best and most consistent long term holdings. I believe in the businesses, and they are in the Oil industry, which has very deep pockets (pay their bills) and which, I suspect will be here for a long time to come. Therefore, they are still long term holds for me.

My question is, if you were to pick three long term (+20 year) equities that provide both growth and income ? Take your time in answering, as the long time frame may cause you to ponder a bit longer.

Thanks again,

Q: Hi Peter:

Norbord the lumbar company, would it be a buy, sell or hold ?
It pays a nice dividend which is great

Thanks!

Q: If you could pick one oil co. which pays a decent dividend, which would it be? Thanks mike

Q: I have some cash sitting in my direct brokerage account in my RRSP and TFSA accounts and the bank doesn't pay me any interest on it. Is there anything that I could invest in and have access to the cash right away when I see an opportunity to invest in a stock? ie a no fee money market funds etc... any recommendations? Thanks

Q: Hi Peter, we would appreciate your comment on the recent news of CNJ. Is there any upside potential?